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ALPEK, S.A. (ALPEKA) Fair Value & Analysis

Basic Materials · MX · Market cap 26.2B MXN

AS ALPEK, S.A. ALPEKA · MX
Price12.57 MXN
Fair Value4.85 MXN
Upside-61.4%
Quality58/100
Mixed Growth
Loss-making · -3.3% net margin
High debt · generates free cash flow
Mixed vs. peers (5/12)
Narrow moat 23/100
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Evidence: Medium Range 4.85 MXN – 13.19 MXN Share as image

Fair value as of: Jul 13, 2026

From 14 valuation models · updated 17 days ago

Share price −1.2% over the past month.

What matters now

  • The model range is unusually wide (4.85 MXN to 13.19 MXN). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (12 months)

13.18 MXN 8.09 MXN Fair Value 4.85 MXN Jul 2025 Jul 2026

12‑month range 8.09 MXN – 13.18 MXN · fair‑value band 4.85 MXN – 13.19 MXN · the 12.57 MXN price screens above the 4.85 MXN fair value. As of Jul 13, 2026.

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Analysis

ALPEK, S.A. (ALPEKA) currently trades at 12.57 MXN, while our model-based Fair Value estimate is 4.85 MXN, implying the stock looks roughly 61.4% overvalued today. We read business quality at 58/100 (solid quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, ALPEK, S.A. generated revenue of 122B MXN at a net margin of -3.3%. Revenue declined 15.0% year over year. It earns a return on equity of -11.4%. Net debt stands at 29.6B MXN. Fundamentals as of Jul 13, 2026

Our scenario range runs from 4.85 MXN (bear case) to 13.19 MXN (bull case); at 12.57 MXN, the current price sits within that range. The share trades about 3% below its 52-week high and 56% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -69% fair-value upside, at -61%, ALPEKA screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 122B MXN
Revenue growth (YoY) -15.0%
Net margin -3.3%
Return on equity -11.4%
Free cash flow 5.1B MXN FY2025
Operating margin 5.5%
More key figures
EPS (TTM) -1.94 MXN
EPS growth (YoY) +22.9%
Net debt 29.6B MXN FY2025

Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100
Profitability 25
Quality Growth 51
Cashflow 38
Fin. Strength 24
Investment 100
Low Volatility 75
Momentum 74
52W Momentum 74
Net Issuance 89

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

ALPEK, S.A.B. de C.V., together with its subsidiaries, operates as a petrochemical company in Mexico, the United States, Argentina, Brazil, Chile, Canada, the United Kingdom, Oman, and Saudi Arabia. It operates in two segments, Polyester, and Plastic and Chemicals.

Full company description

ALPEK, S.A.B. de C.V., together with its subsidiaries, operates as a petrochemical company in Mexico, the United States, Argentina, Brazil, Chile, Canada, the United Kingdom, Oman, and Saudi Arabia. It operates in two segments, Polyester, and Plastic and Chemicals. The company offers purified terephthalic acid (PTA), an organic compound that is raw material for PET; polyethylene terephthalate (PET), a plastic resin that creates products for their lightness, hygiene, and resistance along with their recyclability; recycled PET for new bottles and containers, strapping and packing supplies, and fibers for clothing and carpet; and polyester fibers, which are mainly used for food and beverage packaging, textile, and industrial filament markets. It also manufactures and sells polypropylene and expandable styrene, as well as fertilizers and other chemicals for consumer goods, automotive, construction, agriculture, pharmaceutical, and other markets. In addition, the company offers DPET Sheet, a PET sheet for food packaging applications, including bakery, produce, pre-packaged food, yoghurt, egg trays. and other consumer products. The company was founded in 1975 and is based in San Pedro Garza García, Mexico.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

ALPEK, S.A. reported revenue of 127B MXN in FY2025 versus 156B MXN in FY2021, a compound −5.1%/yr. Reported net income was −2.8B MXN in FY2025.

Revenue −5.1%/yr
FY21 156B MXN
FY22 212B MXN
FY23 138B MXN
FY24 137B MXN
FY25 127B MXN
Net income
FY21 7.8B MXN
FY22 13.7B MXN
FY23 −10.9B MXN
FY24 −765M MXN
FY25 −2.8B MXN

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Cite: Fair Value Calculator (2026). "ALPEK, S.A. Fair Value". https://www.fairvalue-calculator.com/stock/ALPEKA

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 / 0
FUTURE 0 / 21
PAST 0 / 22
HEALTH 22 / 95
DIVIDEND 0 / 23

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).

Stock Price Fair Value vs Fair Value
Linde plc LIN $509.16 $159.69 -69%
Nan Ya Plastics Corporation 1303 104.50 TWD 4.87 TWD -95%
Intercontinental Exchange, Inc I1CE34 R$367.00 R$311.38 -15%
Wanhua Chemical Group 600309 ¥74.30 ¥68.03 -8%
Novozymes A/S NSISB kr 395.60 kr 24.03 -94%
Asian Paints Limited ASIANPAINT ₹2,674 ₹739.38 -72%
PPG Industries, Inc PPG 1,988 MXN 1,187 MXN -40%
Solar Industries India Limited SOLARINDS ₹17,697 ₹2,793 -84%
Pidilite Industries Limited PIDILITIND ₹1,507 ₹393.58 -74%
PT Chandra Asri Pacific Tbk TPIA 1,955 IDR 2,350 IDR +20%

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Frequently asked questions

Is ALPEK, S.A. (ALPEKA) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of 4.85 MXN versus a price of 12.57 MXN, about −61% (overvalued).
What is the fair value of ALPEKA?
Our model-based fair value for ALPEK, S.A. is 4.85 MXN (as of Jul 13, 2026), built from audited fundamentals. The current price is 12.57 MXN.
What is the quality score of ALPEKA?
ALPEK, S.A. has a Quality Score of 58/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of ALPEK, S.A. (ALPEKA)?
ALPEK, S.A. reported trailing-twelve-month revenue of about 122B MXN (latest available figure, as of Jul 13, 2026).
What is the net profit margin of ALPEKA?
The net profit margin of ALPEK, S.A. is about -3.3%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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