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INVEX Controladora, S.A.B. de C.V. (INVEXA.MX)
Mexico City, DF, MX
INVEX Controladora, S.A.B. de C.V. provides a comprehensive array of financial services and products, catering to both individual and corporate clients. The company offers diverse investment opportunities, encompassing money and capital market instruments, various investment funds, structured financial products, and personalized retirement planning solutions. Additionally, INVEX delivers essential banking support through foreign exchange operations, a range of financing options, and fiduciary (trust) services. Its offerings also extend to various payment cards, including specialized corporate cards. For its business customers, INVEX further provides factoring facilities, currency and derivatives trading, asset leasing, institutional investment management, and sophisticated treasury management solutions. The firm's headquarters are located in Mexico City, Mexico.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | +0.11% | +0.00% | -1.02% | +2.09% | +2.09% | +11.49% | +29.33% | +42.65% | +100.37% | +1,038.50% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Financial - Capital Markets: +19.7%+19.6% Q1'26: -9.5% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%+132.4% ★ Q1'26: -26.7% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%-43.7% Q1'26: +96.8% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+17.4% Q1'26: +40.5% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%— Q1'26: -7.4% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%-21.5% ★ Q1'26: +23.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×2.76× ★ Q1'26: 1.20× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. |
Dec 2029 1 Rev. Ana. |
Dec 2030 1 Rev. Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
29.00B
est: 21.74B (+33.4%)
|
34.68B
est: 25.35B (+36.8%)
|
31.27B
31.27B – 31.27B
+23.3% YoY
|
33.73B
33.73B – 33.73B
+7.9% YoY
|
39.07B
39.07B – 39.07B
+15.8% YoY
|
43.03B
43.03B – 43.03B
+10.1% YoY
|
48.21B
48.21B – 48.21B
+12.0% YoY
|
| EBITDA |
3.02B
est: 4.54B (-33.4%)
|
6.27B
est: 5.29B (+18.5%)
|
6.53B
6.53B – 6.53B
+23.3% YoY
|
7.04B
7.04B – 7.04B
+7.9% YoY
|
8.16B
8.16B – 8.16B
+15.8% YoY
|
8.98B
8.98B – 8.98B
+10.1% YoY
|
10.06B
10.06B – 10.06B
+12.0% YoY
|
| EBIT |
2.85B
est: 4.47B (-36.1%)
|
6.03B
est: 5.21B (+15.9%)
|
6.42B
6.42B – 6.42B
+23.3% YoY
|
6.93B
6.93B – 6.93B
+7.9% YoY
|
8.02B
8.02B – 8.02B
+15.8% YoY
|
8.84B
8.84B – 8.84B
+10.1% YoY
|
9.90B
9.90B – 9.90B
+12.0% YoY
|
| Net Income |
1.92B
est: 1.54B (+25.3%)
|
3.51B
est: 3.10B (+13.4%)
|
3.54B
3.54B – 3.54B
+14.2% YoY
|
3.41B
3.41B – 3.41B
-3.6% YoY
|
—
— – —
-100.0% YoY
|
—
— – —
|
—
— – —
|
| SGA |
6.29B
est: 5.14B (+22.5%)
|
7.90B
est: 5.99B (+32.0%)
|
7.38B
7.38B – 7.38B
+23.3% YoY
|
7.97B
7.97B – 7.97B
+7.9% YoY
|
9.23B
9.23B – 9.23B
+15.8% YoY
|
10.16B
10.16B – 10.16B
+10.1% YoY
|
11.39B
11.39B – 11.39B
+12.0% YoY
|
| EPS |
12.00
est: 12.20 (-1.6%)
|
27.89
est: 24.60 (+13.4%)
|
28.10
28.10 – 28.10
+14.2% YoY
|
27.10
27.10 – 27.10
-3.6% YoY
|
—
— – —
-100.0% YoY
|
—
— – —
|
—
— – —
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-25 | B+ | 3/5 | 1/5 | 5/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 1/5 | 5/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 1/5 | 5/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-12 | A- | 4/5 | 1/5 | 5/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-05 | A- | 4/5 | 1/5 | 5/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
This company is not held by any ETF in our universe.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Alfonso Ruiz Camargo | Director of Finance | — | male |
| Asier Arrieta Galarraga | Director of Profitability | — | male |
| Carmen Guilbot Vidales | Director of Investment Funds | — | female |
| Francisco Javier Barroso Díaz Torre | Executive Vice Chairman | — | male |
| Juan Bautista Guichard Cortina | Chief Executive Officer & Director | — | male |
| Juan María Pedro David Michel | Director of Institutional Banking & Director | — | male |
| Luis Enrique Estrada Rivero | Director of Legal & Trust Affairs and Secretary | — | male |
| Omar Gutiérrez Arreola | Director of Risks | — | male |
| Patrick Doucet Leautaud | General Director of Operations & Vice Chairman of the Board | — | male |
| Pedro Candas Olivar | Director of Bank Financing | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for INVEXA.MX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
