End-of-day quote
Mexican S.E.
23:00:00 28/05/2024 BST
|
5-day change
|
1st Jan Change
|
12,650
MXN
|
+2.83%
|
|
-.--%
|
+42.26%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
7,733
|
16,516
|
22,739
|
16,599
|
30,222
|
39,738
|
-
|
-
|
Enterprise Value (EV)
1 |
7,733
|
16,516
|
22,739
|
16,384
|
29,783
|
38,635
|
38,518
|
38,223
|
P/E ratio
|
74.8
x
|
105
x
|
97.7
x
|
39.1
x
|
72
x
|
83.8
x
|
63.7
x
|
52.3
x
|
Yield
|
0.9%
|
0.57%
|
0.49%
|
0.85%
|
0.63%
|
0.61%
|
0.64%
|
0.69%
|
Capitalization / Revenue
|
12.3
x
|
19.6
x
|
18.8
x
|
9.25
x
|
16.6
x
|
19.2
x
|
15.9
x
|
13.6
x
|
EV / Revenue
|
12.3
x
|
19.6
x
|
18.8
x
|
9.13
x
|
16.4
x
|
18.7
x
|
15.4
x
|
13.1
x
|
EV / EBITDA
|
38.6
x
|
61.3
x
|
54.2
x
|
22.8
x
|
43.7
x
|
50.9
x
|
39.9
x
|
32.3
x
|
EV / FCF
|
64.2
x
|
77.8
x
|
101
x
|
87.2
x
|
51.3
x
|
84.1
x
|
67
x
|
51.6
x
|
FCF Yield
|
1.56%
|
1.28%
|
0.99%
|
1.15%
|
1.95%
|
1.19%
|
1.49%
|
1.94%
|
Price to Book
|
10.5
x
|
17.2
x
|
18.3
x
|
9.98
x
|
14.8
x
|
16.7
x
|
14.2
x
|
12
x
|
Nbr of stocks (in thousands)
|
43,439
|
45,097
|
46,093
|
46,942
|
47,912
|
48,672
|
-
|
-
|
Reference price
2 |
178.0
|
366.2
|
493.3
|
353.6
|
630.8
|
816.4
|
816.4
|
816.4
|
Announcement Date
|
05/02/20
|
04/02/21
|
10/02/22
|
08/02/23
|
07/02/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
627.9
|
844.5
|
1,208
|
1,794
|
1,821
|
2,065
|
2,498
|
2,918
|
EBITDA
1 |
200.1
|
269.3
|
419.8
|
718
|
681.3
|
759.2
|
966.1
|
1,182
|
EBIT
1 |
185.4
|
250.1
|
391.1
|
680.9
|
641.1
|
722.1
|
936.5
|
1,108
|
Operating Margin
|
29.52%
|
29.61%
|
32.38%
|
37.95%
|
35.21%
|
34.96%
|
37.49%
|
37.97%
|
Earnings before Tax (EBT)
1 |
113.1
|
169.3
|
272.2
|
524.9
|
505.8
|
556.3
|
772
|
962.3
|
Net income
1 |
108.8
|
164.4
|
242
|
437.7
|
427.4
|
478.1
|
638.8
|
770.2
|
Net margin
|
17.33%
|
19.47%
|
20.04%
|
24.39%
|
23.47%
|
23.15%
|
25.57%
|
26.39%
|
EPS
2 |
2.380
|
3.500
|
5.050
|
9.050
|
8.760
|
9.740
|
12.82
|
15.61
|
Free Cash Flow
1 |
120.5
|
212.2
|
225.6
|
187.8
|
580.7
|
459.6
|
574.7
|
740.8
|
FCF margin
|
19.19%
|
25.12%
|
18.68%
|
10.47%
|
31.89%
|
22.25%
|
23%
|
25.39%
|
FCF Conversion (EBITDA)
|
60.21%
|
78.79%
|
53.74%
|
26.16%
|
85.23%
|
60.53%
|
59.48%
|
62.65%
|
FCF Conversion (Net income)
|
110.71%
|
129.07%
|
93.2%
|
42.92%
|
135.87%
|
96.12%
|
89.96%
|
96.19%
|
Dividend per Share
2 |
1.600
|
2.100
|
2.400
|
3.000
|
4.000
|
5.000
|
5.200
|
5.600
|
Announcement Date
|
05/02/20
|
04/02/21
|
10/02/22
|
08/02/23
|
07/02/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021 Q4
|
2022 Q1
|
2022 Q2
|
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 Q3
|
2024 Q4
|
2025 Q1
|
2025 Q2
|
---|
Net sales
1 |
336.5
|
377.7
|
461
|
495.4
|
460
|
451.1
|
441.1
|
474.9
|
454
|
457.9
|
490.5
|
547.1
|
570
|
566.6
|
607.4
|
EBITDA
1 |
120.3
|
142.7
|
189
|
203.4
|
182.9
|
174.1
|
163.1
|
177.8
|
166.3
|
159.9
|
176.2
|
212.2
|
228.8
|
217.1
|
237.4
|
EBIT
1 |
112
|
133.6
|
179.4
|
193.7
|
174.1
|
164.1
|
153.1
|
167.8
|
156.1
|
151.6
|
166
|
196.2
|
209.3
|
204.8
|
225.6
|
Operating Margin
|
33.28%
|
35.37%
|
38.93%
|
39.1%
|
37.86%
|
36.38%
|
34.71%
|
35.35%
|
34.38%
|
33.11%
|
33.85%
|
35.86%
|
36.73%
|
36.15%
|
37.13%
|
Earnings before Tax (EBT)
1 |
81.96
|
95.5
|
136.8
|
151.9
|
140.8
|
129.6
|
118.9
|
137.9
|
119.5
|
105
|
127.3
|
156.1
|
163.5
|
160.8
|
183.7
|
Net income
1 |
72.67
|
79.57
|
114.7
|
124.3
|
119.1
|
109.8
|
99.5
|
121.2
|
96.9
|
92.54
|
106.3
|
134.1
|
144.5
|
136.6
|
151.9
|
Net margin
|
21.6%
|
21.07%
|
24.88%
|
25.1%
|
25.89%
|
24.34%
|
22.56%
|
25.52%
|
21.34%
|
20.21%
|
21.68%
|
24.5%
|
25.35%
|
24.11%
|
25%
|
EPS
2 |
1.510
|
1.650
|
2.370
|
2.570
|
2.450
|
2.260
|
2.040
|
2.480
|
1.980
|
1.890
|
2.163
|
2.717
|
2.963
|
2.748
|
3.040
|
Dividend per Share
2 |
0.6000
|
0.7500
|
0.7500
|
0.7500
|
0.7500
|
1.000
|
1.000
|
1.000
|
1.000
|
1.250
|
1.250
|
1.250
|
1.250
|
1.275
|
1.275
|
Announcement Date
|
10/02/22
|
02/05/22
|
01/08/22
|
27/10/22
|
08/02/23
|
04/05/23
|
31/07/23
|
30/10/23
|
07/02/24
|
01/05/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net Cash position
1 |
-
|
-
|
-
|
215
|
439
|
1,103
|
1,221
|
1,516
|
Leverage (Debt/EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
1 |
120
|
212
|
226
|
188
|
581
|
460
|
575
|
741
|
ROE (net income / shareholders' equity)
|
25.1%
|
27.2%
|
32.3%
|
30.1%
|
23%
|
26.5%
|
29%
|
29.9%
|
ROA (Net income/ Total Assets)
|
20.3%
|
21.9%
|
25.5%
|
24%
|
19%
|
22.3%
|
24.1%
|
25%
|
Assets
1 |
535.8
|
751.5
|
948.1
|
1,822
|
2,247
|
2,140
|
2,650
|
3,079
|
Book Value Per Share
2 |
16.90
|
21.40
|
26.90
|
35.40
|
42.70
|
48.90
|
57.70
|
68.20
|
Cash Flow per Share
2 |
4.730
|
5.700
|
6.680
|
5.100
|
13.10
|
16.60
|
17.90
|
21.00
|
Capex
1 |
95.8
|
55.6
|
94.4
|
58.8
|
57.6
|
77.5
|
85.4
|
113
|
Capex / Sales
|
15.26%
|
6.59%
|
7.82%
|
3.28%
|
3.16%
|
3.75%
|
3.42%
|
3.88%
|
Announcement Date
|
05/02/20
|
04/02/21
|
10/02/22
|
08/02/23
|
07/02/24
|
-
|
-
|
-
|
Last Close Price
819.9
USD Average target price
788
USD Spread / Average Target -3.88% Consensus |
1st Jan change
|
Capi.
|
---|
| +155.24% | 3,099B | | +61.89% | 753B | | +6.87% | 259B | | +36.44% | 226B | | +13.28% | 177B | | +119.20% | 167B | | +66.82% | 156B | | -39.22% | 131B | | +14.75% | 114B |
Other Semiconductors
|