INVEX Controladora Total Debt vs. Price To Book
| INVEXA Stock | MXN 83.00 0.00 0.00% |
For INVEX Controladora profitability analysis, we use financial ratios and fundamental drivers that measure the ability of INVEX Controladora to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well INVEX Controladora SAB utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between INVEX Controladora's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of INVEX Controladora SAB over time as well as its relative position and ranking within its peers.
INVEX |
INVEX Controladora SAB Price To Book vs. Total Debt Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining INVEX Controladora's current stock value. Our valuation model uses many indicators to compare INVEX Controladora value to that of its competitors to determine the firm's financial worth. INVEX Controladora SAB is considered the number one company in total debt category among its peers. It also is currently regarded as number one stock in price to book category among its peers . The ratio of Total Debt to Price To Book for INVEX Controladora SAB is about 60,077,484,458 . Comparative valuation analysis is a catch-all model that can be used if you cannot value INVEX Controladora by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for INVEX Controladora's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.INVEX Total Debt vs. Competition
INVEX Controladora SAB is considered the number one company in total debt category among its peers. Total debt of Financials industry is currently estimated at about 2.79 Trillion. INVEX Controladora holds roughly 66.68 Billion in total debt claiming about 2.39% of equities under Financials industry.
INVEX Price To Book vs. Total Debt
Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.
INVEX Controladora |
| = | 66.68 B |
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
INVEX Controladora |
| = | 1.11 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
INVEX Price To Book Comparison
INVEX Controladora is currently under evaluation in price to book category among its peers.
INVEX Controladora Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in INVEX Controladora, profitability is also one of the essential criteria for including it into their portfolios because, without profit, INVEX Controladora will eventually generate negative long term returns. The profitability progress is the general direction of INVEX Controladora's change in net profit over the period of time. It can combine multiple indicators of INVEX Controladora, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
INVEX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on INVEX Controladora. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of INVEX Controladora position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the INVEX Controladora's important profitability drivers and their relationship over time.
Use INVEX Controladora in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if INVEX Controladora position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in INVEX Controladora will appreciate offsetting losses from the drop in the long position's value.INVEX Controladora Pair Trading
INVEX Controladora SAB Pair Trading Analysis
The ability to find closely correlated positions to INVEX Controladora could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace INVEX Controladora when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back INVEX Controladora - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling INVEX Controladora SAB to buy it.
The correlation of INVEX Controladora is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as INVEX Controladora moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if INVEX Controladora SAB moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for INVEX Controladora can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your INVEX Controladora position
In addition to having INVEX Controladora in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Investor Favorites Thematic Idea Now
Investor Favorites
Macroaxis most traded equities with largest long positions over the last 2 years. The Investor Favorites theme has 21 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Investor Favorites Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in INVEX Stock
To fully project INVEX Controladora's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of INVEX Controladora SAB at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include INVEX Controladora's income statement, its balance sheet, and the statement of cash flows.