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Organización Soriana, S. A. B. de C. V., (SORIANAB) Fair Value & Analysis

Consumer Cyclical · MX · Market cap 53.1B MXN

OS Organización Soriana, S. A. B. de C. V., SORIANAB · MX
Price30.04 MXN
Fair Value59.59 MXN
Upside+98.4%
Quality62/100
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Mixed Growth
Thin margins · 2.0% net margin
Low debt · generates free cash flow
Ranks above peers (9/15)
Narrow moat 33/100
Evidence: High Range 38.82 MXN – 74.49 MXN Share as image

Fair value as of: Jul 16, 2026

From 25 valuation models · updated 25 days ago

Share price −1.2% over the past month.

A solid business, screening 98% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (38.82 MXN). The market is more pessimistic than our downside scenario.
  • Solid quality (62/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (38.82 MXN to 74.49 MXN) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

42.10 MXN 15.04 MXN Fair Value 59.59 MXN Nov 2020 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range 15.04 MXN – 42.10 MXN · fair‑value band 38.82 MXN – 74.49 MXN · the 30.04 MXN price screens below the 59.59 MXN fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Organización Soriana, S. A. B. de C. V., (SORIANAB) currently trades at 30.04 MXN, while our model-based Fair Value estimate is 59.59 MXN, implying the stock looks roughly 98.4% undervalued today. The Quality Score stands at 62/100 (solid quality), in the Consumer Cyclical 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, Organización Soriana, S. A. B. de C. V., generated revenue of 177B MXN at a net margin of 2.0%. Revenue declined 2.4% year over year. It earns a return on equity of 4.1%. Net debt stands at 6.1B MXN. Fundamentals as of Jul 16, 2026

Our scenario range runs from 38.82 MXN (bear case) to 74.49 MXN (bull case); at 30.04 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 30% below its 52-week high and 32% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 23% fair-value upside, at 98%, SORIANAB 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 BearBaseBull Evidence
Highest evidence
Growth DCF 39.66 MXN 59.80 MXN 88.39 MXN 80
Residual Income 35.35 MXN 36.66 MXN 37.93 MXN 76
Rev-Margin DCF 41.33 MXN 68.51 MXN 99.28 MXN 74
All 25 models by family
DCF Models
FCF DCF 38.82 MXN 61.37 MXN 95.30 MXN 38
5Y Revenue Exit 41.33 MXN 68.50 MXN 102.96 MXN 39
5Y EBITDA Exit 52.32 MXN 88.85 MXN 131.15 MXN 41
5Y P/E Exit 37.12 MXN 60.70 MXN 85.06 MXN 38
10Y Revenue Exit 38.56 MXN 63.05 MXN 95.48 MXN 36
10Y EBITDA Exit 47.00 MXN 77.11 MXN 116.80 MXN 37
10Y P/E Exit 37.34 MXN 57.67 MXN 81.95 MXN 35
Earnings-Based
Graham-Dodd 19.30 MXN 57.05 MXN 75.47 MXN 54
Lynch FV 11.98 MXN 17.11 MXN 22.25 MXN 50
PEG = 1.0 11.98 MXN 17.11 MXN 22.25 MXN 46
EPV 36.41 MXN 43.05 MXN 48.86 MXN 59
Dividend Discount
Gordon GGM 5.10 MXN 10.61 MXN 16.83 MXN 70
DDM Multi-Stage 5.10 MXN 8.25 MXN 11.13 MXN 61
Multiples
P/E Multiple 44.69 MXN 59.59 MXN 74.49 MXN 63
P/S Multiple 36.18 MXN 48.24 MXN 60.30 MXN 58
P/B Multiple 36.18 MXN 48.24 MXN 60.30 MXN 55
EV/EBIT 64.58 MXN 87.25 MXN 109.92 MXN 53
EV/EBITDA 67.67 MXN 91.38 MXN 115.08 MXN 54
EV/Revenue 45.10 MXN 65.91 MXN 86.72 MXN 43
Asset-Based
NCAV (Graham) 22.23 MXN 29.79 MXN 44.47 MXN 50
Growth DCF
Growth DCF 39.66 MXN 59.80 MXN 88.39 MXN 80
Rev-Margin DCF 41.33 MXN 68.51 MXN 99.28 MXN 74
Economic Profit
Residual Income 35.35 MXN 36.66 MXN 37.93 MXN 76
ROIC Compounder 36.41 MXN 43.05 MXN 53.27 MXN 72
Growth Earnings
Growth-Adj P/E 36.32 MXN 51.88 MXN 67.44 MXN 68

Widest divergence: DCF Models (63.05 MXN) versus Dividend Discount (8.25 MXN). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 177B MXN
Revenue growth (YoY) -2.4%
Net margin 2.0%
Return on equity 4.1%
Free cash flow 6.7B MXN FY2023
P/E ratio 12.7
More key figures
Operating margin 4.5%
EPS (TTM) 2.47 MXN
EPS growth (YoY) +21.1%
Net debt 6.1B MXN FY2023

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 62/100

Of which business quality 61 · Market factors (momentum, volatility) 46

Profitability 45
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 52
Earnings quality: real cash, not paper profit
Fin. Strength 58
Balance sheet, leverage, solvency risk
Investment 88
Disciplined investing over empire-building
Low Volatility 73
Calm price path (market factor)
Momentum 32
Price trend over the last 3–12 months (market factor)
52W Momentum 40
Distance to the 52-week high (market factor)
Net Issuance 93
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

Organización Soriana, S. A. B. de C. V., together with its subsidiaries, operates various formats of stores and clubs in Mexico. The company's stores offer various food, clothing, general merchandise, and health products, as well as grocery products and perishable goods under the retail, medium wholesale, and wholesale schemes.

Full company description

Organización Soriana, S. A. B. de C. V., together with its subsidiaries, operates various formats of stores and clubs in Mexico. The company's stores offer various food, clothing, general merchandise, and health products, as well as grocery products and perishable goods under the retail, medium wholesale, and wholesale schemes. It operates its stores under the Soriana Híper, Soriana Súper, Soriana Mercado, City Club, and Sodimac name; and Soriana.com, an online store. The company also leases commercial premises to stores and distribution centers; and conducts commercial developments. Organización Soriana, S. A. B. de C. V. was founded in 1968 and is based in Monterrey, Mexico.

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

Revenue & earnings trend

FY2019 – FY2023 · reported fiscal years

Organización Soriana, S. A. B. de C. V., reported revenue of 176B MXN in FY2023 versus 155B MXN in FY2019, a compound +3.2%/yr. Reported net income was 5.0B MXN in FY2023, compounding +11.6%/yr from FY2019.

Growth Quality 51/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2023)
176B MXN
Latest YoY
+6.1%
Avg. growth/yr (3Y)
+3.9%
Avg. growth/yr (5Y)
+2.8%
Avg. growth/yr (23Y)
+8.9%
Revenue +3.2%/yr
FY19 155B MXN
FY20 157B MXN
FY21 155B MXN
FY22 166B MXN
FY23 176B MXN
Net income +11.6%/yr
FY19 3.2B MXN
FY20 3.7B MXN
FY21 4.3B MXN
FY22 5.0B MXN
FY23 5.0B MXN

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Cite: Fair Value Calculator (2026). "Organización Soriana, S. A. B. de C. V., Fair Value". https://www.fairvalue-calculator.com/stock/SORIANAB

Peer Group

Department Stores · 127 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 62 · Top 25%
Fair Value upside +98% · Top 25%
Return on equity (TTM) 4% · Below median
Return on assets 3% · Above median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 5% · Below median
Revenue growth -2% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.16× · Higher than median

Valuation Multiples vs Department Stores median · lower = cheaper

P/E (TTM) 12.7× · Cheaper than median
P/B 0.67× · Cheaper than median
P/S (TTM) 0.30× · Cheaper than median
P/FCF 0.5× · Cheaper than median
EV/EBITDA 5.4× · Cheaper than median
PEG 0.84× · Cheaper 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 100 · sector 26
FUTURE 0 · sector 2
PAST 16 · sector 16
HEALTH 92 · sector 96
DIVIDEND 0 · sector 37

Insider activity: 45/100

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 Department Stores stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Falabella S.A FALABELLA 5,875 CLP 8,880 CLP +51%
El Puerto de Liverpool, S.A. LIVEPOLC1 99.62 MXN 263.70 MXN +165%
99 Speed Mart Retail Holdings 5326 3.70 MYR 1.45 MYR -61%
Cencosud S.A CENCOSUD 2,040 CLP 2,516 CLP +23%
Vishal Mega Mart Limited VMM ₹113.94 ₹37.39 -67%
SHINSEGAE Inc 004170 610,000 KRW 200,259 KRW -67%
Lotte Shopping Co 023530 155,300 KRW 81,725 KRW -47%
Lojas Renner S.A LREN3 R$14.10 R$33.36 +137%
La Comer, S.A. LACOMERUBC 34.37 MXN 51.49 MXN +50%
PT Daya Intiguna Yasa Tbk MDIY 1,005 IDR 880.69 IDR -12%

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Frequently asked questions

Is Organización Soriana, S. A. B. de C. V., (SORIANAB) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 59.59 MXN versus a price of 30.04 MXN, about +98% (undervalued).
What is the fair value of SORIANAB?
Our model-based fair value for Organización Soriana, S. A. B. de C. V., is 59.59 MXN (as of Jul 16, 2026), built from audited fundamentals. The current price is 30.04 MXN.
What is the quality score of SORIANAB?
Organización Soriana, S. A. B. de C. V., has a Quality Score of 62/100. 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 Organización Soriana, S. A. B. de C. V., (SORIANAB)?
Organización Soriana, S. A. B. de C. V., reported trailing-twelve-month revenue of about 177B MXN (latest available figure, as of Jul 16, 2026).
What is the net profit margin of SORIANAB?
The net profit margin of Organización Soriana, S. A. B. de C. V., is about 2.0%, meaning it keeps roughly 2.0% 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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