INVEX Controladora (Mexico) Performance
| INVEXA Stock | MXN 83.00 0.00 0.00% |
INVEX Controladora has a performance score of 2 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of -0.0886, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning INVEX Controladora are expected to decrease at a much lower rate. During the bear market, INVEX Controladora is likely to outperform the market. INVEX Controladora SAB currently retains a risk of 0.61%. Please check out INVEX Controladora risk adjusted performance, information ratio, as well as the relationship between the Information Ratio and rate of daily change , to decide if INVEX Controladora will be following its current trending patterns.
Risk-Adjusted Performance
2 of 100
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in INVEX Controladora SAB are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, INVEX Controladora is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 4.8 B | |
| Total Cashflows From Investing Activities | 49 M |
INVEX |
INVEX Controladora Relative Risk vs. Return Landscape
If you would invest 8,200 in INVEX Controladora SAB on September 24, 2024 and sell it today you would earn a total of 100.00 from holding INVEX Controladora SAB or generate 1.22% return on investment over 90 days. INVEX Controladora SAB is generating 0.0217% of daily returns and assumes 0.6139% volatility on return distribution over the 90 days horizon. Simply put, 5% of stocks are less volatile than INVEX, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
INVEX Controladora Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for INVEX Controladora's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as INVEX Controladora SAB, and traders can use it to determine the average amount a INVEX Controladora's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0354
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| Negative Returns | INVEXA |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average INVEX Controladora is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of INVEX Controladora by adding it to a well-diversified portfolio.
INVEX Controladora Fundamentals Growth
INVEX Stock prices reflect investors' perceptions of the future prospects and financial health of INVEX Controladora, and INVEX Controladora fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on INVEX Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.007 | |||
| Profit Margin | 0.28 % | |||
| Operating Margin | 0.29 % | |||
| Current Valuation | 37.26 B | |||
| Shares Outstanding | 163.1 M | |||
| Price To Earning | 15.94 X | |||
| Price To Book | 1.11 X | |||
| Price To Sales | 2.51 X | |||
| Revenue | 5.6 B | |||
| Cash And Equivalents | 3.42 B | |||
| Cash Per Share | 20.95 X | |||
| Total Debt | 66.68 B | |||
| Debt To Equity | 735.50 % | |||
| Book Value Per Share | 74.18 X | |||
| Cash Flow From Operations | 1.15 B | |||
| Earnings Per Share | 7.95 X | |||
| Total Asset | 165.62 B | |||
About INVEX Controladora Performance
By analyzing INVEX Controladora's fundamental ratios, stakeholders can gain valuable insights into INVEX Controladora's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if INVEX Controladora has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if INVEX Controladora has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
INVEX Controladora, S.A.B. de C.V., through its subsidiaries, provides customized financial products and services to individual and corporate customers. It operates seven offices in Mexico, including San ngel and Lomas de Chapultepec in Mexico City, as well as Monterrey, Guadalajara, Quertaro, Mrida, and Veracruz and 1 office in Miami in the United States. INVEX CONTROLADORA operates under Capital Markets classification in Mexico and is traded on Mexico Stock Exchange. It employs 1644 people.Things to note about INVEX Controladora SAB performance evaluation
Checking the ongoing alerts about INVEX Controladora for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for INVEX Controladora SAB help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| INVEX Controladora has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| INVEX Controladora SAB has accumulated 66.68 B in total debt with debt to equity ratio (D/E) of 735.5, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. INVEX Controladora SAB has a current ratio of 0.37, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist INVEX Controladora until it has trouble settling it off, either with new capital or with free cash flow. So, INVEX Controladora's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like INVEX Controladora SAB sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for INVEX to invest in growth at high rates of return. When we think about INVEX Controladora's use of debt, we should always consider it together with cash and equity. |
- Analyzing INVEX Controladora's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether INVEX Controladora's stock is overvalued or undervalued compared to its peers.
- Examining INVEX Controladora's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating INVEX Controladora's management team can have a significant impact on its success or failure. Reviewing the track record and experience of INVEX Controladora's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of INVEX Controladora's stock. These opinions can provide insight into INVEX Controladora's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for INVEX Stock analysis
When running INVEX Controladora's price analysis, check to measure INVEX Controladora's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy INVEX Controladora is operating at the current time. Most of INVEX Controladora's value examination focuses on studying past and present price action to predict the probability of INVEX Controladora's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move INVEX Controladora's price. Additionally, you may evaluate how the addition of INVEX Controladora to your portfolios can decrease your overall portfolio volatility.
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