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Peña Verde, S.A. (PV) Fair Value & Analysis

Financial Services · MX · Market cap 4.1B MXN

PV Peña Verde, S.A. PV · MX
Price8.50 MXN
Fair Value17.00 MXN
Upside+100.0%
Quality47/100
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Mixed Growth
Thin margins · 7.0% net margin
Low debt · negative free cash flow
Ranks above peers (8/13)
Moderate moat 51/100
Evidence: High Range 12.75 MXN – 21.25 MXN Share as image

Fair value as of: Jul 14, 2026

From 6 valuation models · updated 27 days ago

Share price +6.0% over the past month.

Below-average quality, screening 100% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (12.75 MXN). The market is more pessimistic than our downside scenario.
  • Solid quality (47/100) at a price below fair value, the discount is the argument here, not the business quality.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

9.25 MXN 5.63 MXN Fair Value 17.00 MXN Apr 2021 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.

How to read this chart

60‑month range 5.63 MXN – 9.25 MXN · fair‑value band 12.75 MXN – 21.25 MXN · the 8.50 MXN price screens below the 17.00 MXN fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.

Full chart & analysis →

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Analysis

Peña Verde, S.A. (PV) currently trades at 8.50 MXN, while our model-based Fair Value estimate is 17.00 MXN, implying the stock looks roughly 100.0% undervalued today. The Quality Score stands at 47/100 (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: high), always confirm before acting.

Over the trailing twelve months, Peña Verde, S.A. generated revenue of 20.4B MXN at a net margin of 7.0%. Revenue declined 2.9% year over year. It earns a return on equity of 22.2%. The stock trades on a trailing P/E of 2.7. Fundamentals as of Jul 14, 2026

Our scenario range runs from 12.75 MXN (bear case) to 21.25 MXN (bull case); at 8.50 MXN, the current price sits below 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 about 1% below its 52-week high and 36% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at 100%, PV 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
Residual Income 19.35 MXN 27.58 MXN 148.87 MXN 76
Gordon GGM 0.7200 MXN 1.44 MXN 2.18 MXN 70
P/E Multiple 28.79 MXN 38.38 MXN 47.98 MXN 63
All 6 models by family
Dividend Discount
Gordon GGM 0.7200 MXN 1.44 MXN 2.18 MXN 70
DDM Multi-Stage 0.7200 MXN 1.24 MXN 1.52 MXN 61
Multiples
P/E Multiple 28.79 MXN 38.38 MXN 47.98 MXN 63
P/B Multiple 15.44 MXN 20.59 MXN 25.74 MXN 55
Asset-Based
NCAV (Graham) 7.35 MXN 9.85 MXN 14.71 MXN 50
Economic Profit
Residual Income 19.35 MXN 27.58 MXN 148.87 MXN 76

Widest divergence: Economic Profit (27.58 MXN) versus Dividend Discount (1.24 MXN). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 20.4B MXN
Revenue growth (YoY) -2.9%
Net margin 7.0%
Return on equity 22.2%
Free cash flow −1.8B MXN FY2025
P/E ratio 2.7
More key figures
Operating margin 8.9%
EPS (TTM) 3.10 MXN
EPS growth (YoY) -28.7%

Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 47/100

Of which business quality 34 · Market factors (momentum, volatility) 70

Profitability 42
Margins and returns on capital today
Quality Growth 75
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 1
Balance sheet, leverage, solvency risk
Investment 39
Disciplined investing over empire-building
Low Volatility 100
Calm price path (market factor)
Momentum 48
Price trend over the last 3–12 months (market factor)
52W Momentum 74
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

Peña Verde, S.A.B. offers insurance and reinsurance services in Mexico, Latin America, the Caribbean, and internationally. It offers life, personal accident, health, civil liability and professional risks, maritime and transportation, fire, automobiles, credit, agricultural and animal, earthquake, and other catastrophic risks insurance products.

Full company description

Peña Verde, S.A.B. offers insurance and reinsurance services in Mexico, Latin America, the Caribbean, and internationally. It offers life, personal accident, health, civil liability and professional risks, maritime and transportation, fire, automobiles, credit, agricultural and animal, earthquake, and other catastrophic risks insurance products. The company was formerly known as Minera Peña Verde SA and changed its name to Peña Verde, S.A.B. in 1978. The company was incorporated in 1971 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

Peña Verde, S.A. reported revenue of 21.3B MXN in FY2025 versus 10.9B MXN in FY2021, a compound +18.3%/yr. Reported net income was 1.4B MXN in FY2025, compounding +34.5%/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)
21.3B MXN
Latest YoY
+24.2%
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.
+20.3%
Avg. growth/yr (5Y) 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.
+19.0%
Avg. growth/yr (21Y) 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.
+12.4%
Revenue +18.3%/yr
FY21 10.9B MXN
FY22 12.2B MXN
FY23 14.4B MXN
FY24 17.2B MXN
FY25 21.3B MXN
Net income +34.5%/yr
FY21 430M MXN
FY22 −736M MXN
FY23 242M MXN
FY24 1.3B MXN
FY25 1.4B MXN

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

Peer Group

Insurance - Diversified · 84 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 +100% · Top 25%
Return on equity (TTM) 22% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 7% · Below median
Operating margin (TTM) 9% · Below median
Revenue growth -3% · Bottom 25%
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs Insurance - Diversified median · lower = cheaper

P/E (TTM) 2.7× · Cheaper than 75% of peers
P/B 0.58× · Cheaper than 75% of peers
P/S (TTM) 0.20× · Cheaper than 75% of peers
EV/EBITDA 1.6× · Cheaper than 75% of peers

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 100 · sector 45
FUTURE 0 · sector 31
PAST 89 · sector 49
HEALTH 100 · sector 89
DIVIDEND 0 · sector 45

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 Insurance - Diversified stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).

Stock Price Fair Value vs Fair Value
Berkshire Hathaway Inc BRKB 8,562 MXN 10,844 MXN +27%
Allianz SE ALV €421.00 €369.31 -12%
Zurich Insurance Group ZURN CHF 624.40 CHF 619.80 -1%
AXA SA AXAN 888.28 MXN 1,249 MXN +41%
Assicurazioni Generali S.p.A G €42.90 €12.18 -72%
Sun Life Financial Inc SLF C$114.20 C$87.83 -23%
BB Seguridade Participações S.A BBSE3 R$40.71 R$60.39 +48%
Tryg A/S TRYG kr 154.00 kr 116.45 -24%
PT Sinar Mas Multiartha Tbk SMMA 20,625 IDR 4,176 IDR -80%
Caixa Seguridade Participações S.A CXSE3 R$21.77 R$18.60 -15%

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Frequently asked questions

Is Peña Verde, S.A. (PV) overvalued or undervalued?
As of Jul 14, 2026, our model estimates a fair value of 17.00 MXN versus a price of 8.50 MXN, about +100% (undervalued).
What is the fair value of PV?
Our model-based fair value for Peña Verde, S.A. is 17.00 MXN (as of Jul 14, 2026), built from audited fundamentals. The current price is 8.50 MXN.
What is the quality score of PV?
Peña Verde, S.A. has a Quality Score of 47/100. 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 Peña Verde, S.A. (PV)?
Peña Verde, S.A. reported trailing-twelve-month revenue of about 20.4B MXN (latest available figure, as of Jul 14, 2026).
What is the net profit margin of PV?
The net profit margin of Peña Verde, S.A. is about 7.0%, meaning it keeps roughly 7.0% 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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