INVEX Controladora S.A.B. de C.V (INVEXA) fair value: what the stock is really worth
As of Sep 22, 2026: fair value of INVEX Controladora S.A.B. de C.V MXN 209, price MXN 105, upside +100.0%, quality 43 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 23, 2026.
How to read this chart
60‑month range 65.89 MXN – 104.55 MXN · fair‑value band 156.83 MXN – 739.61 MXN · the 104.55 MXN price screens below the 209.10 MXN fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 23, 2026.
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INVEX Controladora, S.A.B. de C.V. provides financial products in Mexico and internationally. The company offers financial operations, commercial banking services, and securities market intermediation, as well as non-financial operations, such as the supply of electricity, infrastructure services, and financial advisory services.
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INVEX Controladora, S.A.B. de C.V. provides financial products in Mexico and internationally. The company offers financial operations, commercial banking services, and securities market intermediation, as well as non-financial operations, such as the supply of electricity, infrastructure services, and financial advisory services. It also involved in provision of financial services as a credit institution, brokerage, and investment activities, as well as administrative services; granting and receiving lease and loans; and acquisition, possession, exchange, transfer, and encumbrance of various movable and immovable property; intermediation in the securities market. In addition, the company engages in the formation, organization, promotion, and administration of commercial or civil companies for participation in the hydrocarbon and electric power sectors. The company was founded in 1991 and is based in Mexico City, Mexico.
Stock analysis
INVEX Controladora S.A.B. de C.V (INVEXA) currently trades at 104.55 MXN, while our model-based Fair Value estimate is 209.10 MXN, implying the stock looks roughly 50.0% undervalued today.
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Valuation
Bull case: the DCF Models group reads highest at a median of 1,157 MXN per share, and 6 of the 9 models we run sit above the 104.55 MXN price.
Bear case: the Asset-Based group reads lowest at 70.77 MXN, and 3 of the 9 models stay below the price. Evidence for this calculation is medium.
Scenario range: 156.83 MXN (bear) to 739.61 MXN (bull), the price of 104.55 MXN sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 43/100 (below-average quality), in the Financial Services sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
INVEX Controladora S.A.B. de C.V reported revenue of 16.7B MXN in FY2025 versus 5.6B MXN in FY2021, a compound +31.4%/yr. Reported net income was 3.5B MXN in FY2025, compounding +30.3%/yr from FY2021.
Key figures
Market cap 17.1B MXN (≈ $974M) · P/E ratio 6.0 · P/S ratio 1.26 · EPS (TTM) 17.52 MXN · Dividend yield 0.6% · Net margin 21.0% · Return on equity 19.3% · Return on assets (EBIT) 0.7%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 51 out of 100 (low confidence).
What moves the price
The share trades at its 52-week high and 17% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −20% fair-value upside, at 100%, INVEXA screens cheaper than that median.
Fair Value models
Bear 156.83 MXNFair Value 209.10 MXNBull 739.61 MXN
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then (12.36 MXN per share) are deliberately not added.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 ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+42.4%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+34.7%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+26.5%
Start year 2020 (pandemic). Over 10 years: +24.4% a year
Revenue growth 25 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+8.7%
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What shareholders gained per year (last 5 years), in MXN (mathematically smoothed) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Smoothed = median of all growth paths between the years of the window (trend line on the logarithm of earnings per share): a single extreme year cannot distort the rate. The reported figure stays in the tooltip. Measured in MXN: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+36.5%
Earnings growth per share plus dividend.
Earnings per share, growth per year+35.9%
Dividend (yield on the price)0.6%
Profit margin 2014 to 2019 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.54% → 13%
2025 sits 158% above its own trend. The rate follows the median trend of the last 5 years, not that single year.
Compare INVEX Controladora S.A.B. de C.V with another stock
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Capital Markets · 463 stocks
Beats the industry median on 7/13 measures
A mixed picture versus its industry peers.
Valuation
Quality Score42 · Bottom 25%
Fair Value upside+100% · Top 25%
Profitability
Return on equity (TTM)19% · Top 25%
Return on assets2% · Above median
Net margin (TTM)31% · Above median
Operating margin (TTM)19% · Below median
Growth and dividend
Revenue growth15% · Below median
Dividend yield (TTM)0.6% · Bottom 25%
Balance sheet
Debt / equity0.24× · Above median
Valuation Multiplesvs Capital Markets median · lower = cheaper
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Cite: Fair Value Calculator (2026). "INVEX Controladora S.A.B. de C.V Fair Value". https://www.fairvalue-calculator.com/stock/INVEXA
Frequently asked questions
Is INVEX Controladora S.A.B. de C.V (INVEXA) overvalued or undervalued?
As of Sep 23, 2026, our model estimates a fair value of 209.10 MXN versus a price of 104.55 MXN, about +100% upside (undervalued).
What is the fair value of INVEXA?
Our model-based fair value for INVEX Controladora S.A.B. de C.V is 209.10 MXN (as of Sep 23, 2026), built from audited fundamentals. The current price: 104.55 MXN.
What is the quality score of INVEXA?
INVEX Controladora S.A.B. de C.V has a Quality Score of 43/100. 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 price target for INVEX Controladora S.A.B. de C.V (INVEXA)?
Our model-based price target is the fair value of 209.10 MXN (as of Sep 23, 2026) from 9 valuation models. Cautious scenario 156.83 MXN, optimistic scenario 739.61 MXN. It is a calculation from audited fundamentals, not an analyst target.
What is the INVEX Controladora S.A.B. de C.V stock forecast for 2026?
Our models put fair value at 209.10 MXN, about +100% upside versus a price of 104.55 MXN (undervalued). Cautious scenario 156.83 MXN, optimistic scenario 739.61 MXN. The calculation is refreshed regularly with new filings.
What is the revenue of INVEX Controladora S.A.B. de C.V (INVEXA)?
INVEX Controladora S.A.B. de C.V reported trailing-twelve-month revenue of about 10.7B MXN (latest available figure, as of Sep 23, 2026).
Does INVEX Controladora S.A.B. de C.V pay a dividend?
INVEX Controladora S.A.B. de C.V currently shows a dividend yield of about 0.59% relative to its recent price (as of Sep 23, 2026).
What is the intrinsic value of INVEX Controladora S.A.B. de C.V (INVEXA)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For INVEX Controladora S.A.B. de C.V it is 209.10 MXN per share (as of Sep 23, 2026), against a price of 104.55 MXN. It is the blended result of 9 valuation models (cash flow, earnings, asset, dividend).
Is INVEX Controladora S.A.B. de C.V stock overvalued or undervalued in 2026?
As of Sep 23, 2026, INVEXA trades below its calculated fair value: price 104.55 MXN, fair value 209.10 MXN, a gap of about +100% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of INVEXA?
No. The price is what the market pays today (104.55 MXN); the fair value is what the company's own numbers justify (209.10 MXN). For INVEX Controladora S.A.B. de C.V the two are 104.55 MXN per share apart. That gap is exactly why we show both numbers side by side.
How much is INVEX Controladora S.A.B. de C.V worth?
The market values INVEX Controladora S.A.B. de C.V at about 17.1B MXN (market capitalisation, as of Sep 23, 2026). Per share that is 104.55 MXN; our models calculate a fair value of 209.10 MXN per share.
What do the bullish and bearish scenarios say about INVEXA?
Our models span a range for INVEX Controladora S.A.B. de C.V: cautious scenario 156.83 MXN, base 209.10 MXN, optimistic 739.61 MXN per share (as of Sep 23, 2026, price 104.55 MXN). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of INVEXA?
INVEX Controladora S.A.B. de C.V trades at a price-to-earnings ratio of 6.0 (as of Sep 23, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of 209.10 MXN is built from several models across several years. Other multiples: PEG 1.4, P/B 1.0, P/S 1.6.
What is the PEG ratio of INVEXA?
The PEG ratio of INVEX Controladora S.A.B. de C.V is 1.44 (P/E divided by earnings growth, as of Sep 23, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of INVEX Controladora S.A.B. de C.V (INVEXA)?
Balance-sheet figures for INVEX Controladora S.A.B. de C.V (as of Sep 23, 2026): return on equity 19.3%, debt of 0.24 per unit of equity. They feed the Quality Score of 43/100, which measures business quality independently of the share price.
How far is INVEXA from its 52-week high?
INVEX Controladora S.A.B. de C.V trades at 104.55 MXN, at its 52-week high of 104.55 MXN and 17% above the low of 89.44 MXN (as of Sep 22, 2026). Distance from the high says nothing about value: that is what the fair value of 209.10 MXN is for.
Which stocks are comparable to INVEX Controladora S.A.B. de C.V?
From the same area (Financial Services) we also value Morgan Stanley, a financial holding company,, The Goldman Sachs Group, The Charles Schwab Corporation, Interactive Brokers Group, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is INVEX Controladora S.A.B. de C.V stock attractive at the current price?
The data as of Sep 23, 2026: price 104.55 MXN, calculated fair value 209.10 MXN (+100%), Quality Score 43/100, from 9 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of INVEXA calculated?
We run INVEX Controladora S.A.B. de C.V through 9 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of 209.10 MXN, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.1 % above its aggregate fair value. INVEX Controladora S.A.B. de C.V currently trades 100 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of INVEX Controladora S.A.B. de C.V (INVEXA)?
The closing price on Sep 22, 2026 was 104.55 MXN. Our model-based fair value is 209.10 MXN, about +100% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with INVEX Controladora S.A.B. de C.V right now?
The large discount to fair value meets weak quality (43/100). That raises the risk this is a value trap rather than a bargain. The price is below even our cautious bear case (156.83 MXN). The market is more pessimistic than our downside scenario. The model range is unusually wide (156.83 MXN to 739.61 MXN). The outcome hinges heavily on assumptions, so read the point estimate with caution. For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Key figures of INVEX Controladora S.A.B. de C.V
How large is the market capitalisation of INVEX Controladora S.A.B. de C.V (INVEXA)?
The market capitalisation of INVEX Controladora S.A.B. de C.V is 17.1B MXN (≈ $974M). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of INVEX Controladora S.A.B. de C.V (INVEXA)?
The price-to-sales ratio of INVEX Controladora S.A.B. de C.V is 1.26 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of INVEX Controladora S.A.B. de C.V (INVEXA)?
Earnings per share at INVEX Controladora S.A.B. de C.V are 17.52 MXN (price ÷ EPS = P/E 6.0). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of INVEX Controladora S.A.B. de C.V (INVEXA)?
The dividend yield of INVEX Controladora S.A.B. de C.V is 0.6% (payout 3.5%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of INVEX Controladora S.A.B. de C.V (INVEXA)?
The net margin of INVEX Controladora S.A.B. de C.V is 21.0% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of INVEX Controladora S.A.B. de C.V (INVEXA)?
The return on equity (ROE) of INVEX Controladora S.A.B. de C.V is 19.3% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of INVEX Controladora S.A.B. de C.V (INVEXA)?
On an EBIT basis the return on assets of INVEX Controladora S.A.B. de C.V is 0.7% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of INVEX Controladora S.A.B. de C.V (INVEXA)?
The operating margin of INVEX Controladora S.A.B. de C.V is 19.3% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at INVEX Controladora S.A.B. de C.V (INVEXA)?
Revenue at INVEX Controladora S.A.B. de C.V is growing +14.6% versus a year earlier (3y avg +34.7%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at INVEX Controladora S.A.B. de C.V (INVEXA)?
Earnings per share at INVEX Controladora S.A.B. de C.V are growing −4.9% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does INVEX Controladora S.A.B. de C.V (INVEXA) generate?
The free cash flow of INVEX Controladora S.A.B. de C.V is −169M MXN (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does INVEX Controladora S.A.B. de C.V (INVEXA) carry?
The net debt of INVEX Controladora S.A.B. de C.V is 10.4B MXN (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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