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Casa de Bolsa Finamex S.A. (FINAMEXO) Fair Value & Analysis

Financial Services · MX · Market cap 2.6B MXN

CD Casa de Bolsa Finamex S.A. FINAMEXO · MX
Price40.75 MXN
Fair Value50.27 MXN
Upside+23.4%
Quality40/100
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Mixed Growth
Thin margins · 1.8% net margin
negative free cash flow
Mixed vs. peers (6/12)
Narrow moat 41/100
Evidence: Medium Range 37.70 MXN – 62.84 MXN Share as image

Fair value as of: Jul 17, 2026

From 2 valuation models · updated 24 days ago

Below-average quality, screening 23% undervalued on our models.

What matters now

  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
  • Our model range runs from 37.70 MXN (bear) to 62.84 MXN (bull), base 50.27 MXN. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 40/100 (below-average quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

40.75 MXN 23.53 MXN Fair Value 50.27 MXN Apr 2021 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range 23.53 MXN – 40.75 MXN · fair‑value band 37.70 MXN – 62.84 MXN · the 40.75 MXN price screens below the 50.27 MXN fair value. Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

Casa de Bolsa Finamex S.A. (FINAMEXO) currently trades at 40.75 MXN, while our model-based Fair Value estimate is 50.27 MXN, implying the stock looks roughly 23.4% undervalued today. The Quality Score stands at 40/100 (below-average quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, Casa de Bolsa Finamex S.A. generated revenue of 25.6B MXN at a net margin of 1.8%. Revenue grew 32.0% year over year. It earns a return on equity of 20.6%. Net debt stands at 3.6B MXN. Fundamentals as of Jul 17, 2026

Our scenario range runs from 37.70 MXN (bear case) to 62.84 MXN (bull case); at 40.75 MXN, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 51% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 11% fair-value upside, at 23%, FINAMEXO screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
P/B Multiple 22.89 MXN 30.52 MXN 38.15 MXN 55
NCAV (Graham) 17.95 MXN 24.06 MXN 35.91 MXN 50
All 2 models by family
Multiples
P/B Multiple 22.89 MXN 30.52 MXN 38.15 MXN 55
Asset-Based
NCAV (Graham) 17.95 MXN 24.06 MXN 35.91 MXN 50

Widest divergence: Multiples (30.52 MXN) versus Asset-Based (24.06 MXN). Highest evidence: P/B Multiple (55).

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Key figures & financial health

Revenue (TTM) 25.6B MXN
Revenue growth (YoY) +32.0%
Net margin 1.8%
Return on equity 20.6%
Free cash flow −398M MXN FY2025
P/E ratio 5.8
More key figures
Operating margin 3.2%
EPS (TTM) 7.00 MXN
EPS growth (YoY) +3.0%
Net debt 3.6B MXN FY2021

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 40/100

Of which business quality 39 · Market factors (momentum, volatility) 85

Profitability 39
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 33
Earnings quality: real cash, not paper profit
Fin. Strength 1
Balance sheet, leverage, solvency risk
Investment 51
Disciplined investing over empire-building
Low Volatility 92
Calm price path (market factor)
Momentum 76
Price trend over the last 3–12 months (market factor)
52W Momentum 93
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

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

Casa de Bolsa Finamex S.A.B. de C.V. provides access services to the Mexican securities markets. It offers financial services to individual, corporate, and professional investors in the Mexican markets of money, capital, derivatives, and foreign exchange with various direct access products and specialized mixtures.

Full company description

Casa de Bolsa Finamex S.A.B. de C.V. provides access services to the Mexican securities markets. It offers financial services to individual, corporate, and professional investors in the Mexican markets of money, capital, derivatives, and foreign exchange with various direct access products and specialized mixtures. The company was founded in 1974 and is based in Mexico City, Mexico.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Casa de Bolsa Finamex S.A. reported revenue of 1.7B MXN in FY2025 versus 585M MXN in FY2021, a compound +30.5%/yr. Reported net income was 464M MXN in FY2025, compounding +154.9%/yr from FY2021.

Growth Quality 55/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
1.7B MXN
Latest YoY
+73.1%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+30.7%
Avg. growth/yr (25Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.0%
Revenue +30.5%/yr
FY21 585M MXN
FY22 759M MXN
FY23 1.0B MXN
FY24 979M MXN
FY25 1.7B MXN
Net income +154.9%/yr
FY21 11.0M MXN
FY22 149M MXN
FY23 202M MXN
FY24 151M MXN
FY25 464M MXN

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Cite: Fair Value Calculator (2026). "Casa de Bolsa Finamex S.A. Fair Value". https://www.fairvalue-calculator.com/stock/FINAMEXO

Peer Group

Capital Markets · 423 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 40 · Bottom 25%
Fair Value upside +23% · Above median
Return on equity (TTM) 21% · Top 25%
Return on assets 0% · Below median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 3% · Below median
Revenue growth 32% · Above median
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs Capital Markets median · lower = cheaper

P/E (TTM) 5.8× · Cheaper than 75% of peers
P/B 1.13× · Cheaper than median
P/S (TTM) 0.10× · Cheaper than 75% of peers
PEG 2.27× · Pricier than median

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 65 · sector 9
FUTURE 100 · sector 96
PAST 82 · sector 30
HEALTH 0 · sector 93
DIVIDEND 0 · sector 36

Insider activity: 30/100

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 Capital Markets stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Huatai Securities Co HTSC $0.2700 $0.0400 -85%
Mirae Asset Securities Co 006800 38,750 KRW 31,645 KRW -18%
Meritz Financial Group 138040 117,000 KRW 87,706 KRW -25%
Korea Investment Holdings 071050 239,000 KRW 318,825 KRW +33%
NH Investment & Securities Co 005940 31,000 KRW 37,133 KRW +20%
Samsung Securities Co 016360 107,700 KRW 126,487 KRW +17%
Motilal Oswal Financial Services Limited MOTILALOFS ₹967.00 ₹299.65 -69%
Kiwoom Securities Co 039490 322,000 KRW 358,091 KRW +11%
SSI Securities Corporation SSI 24,250 VND 28,021 VND +16%
Bolsas y Mercados Argentinos S.A BYMA 313.75 ARS 120.22 ARS -62%

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Frequently asked questions

Is Casa de Bolsa Finamex S.A. (FINAMEXO) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 50.27 MXN versus a price of 40.75 MXN, about +23% (undervalued).
What is the fair value of FINAMEXO?
Our model-based fair value for Casa de Bolsa Finamex S.A. is 50.27 MXN (as of Jul 17, 2026), built from audited fundamentals. The current price is 40.75 MXN.
What is the quality score of FINAMEXO?
Casa de Bolsa Finamex S.A. has a Quality Score of 40/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Casa de Bolsa Finamex S.A. (FINAMEXO)?
Casa de Bolsa Finamex S.A. reported trailing-twelve-month revenue of about 25.6B MXN (latest available figure, as of Jul 17, 2026).
What is the net profit margin of FINAMEXO?
The net profit margin of Casa de Bolsa Finamex S.A. is about 1.8%, meaning it keeps roughly 1.8% of revenue as net income. 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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