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Wal-Mart de México, S.A.B. de C.V. (WALMEX*) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Wal-Mart de México, S.A.B. de C.V.

WALMEX*Market cap $45BPrice $2.6

Country🇲🇽Mexico

SectorConsumer

IndustryConsumer Staples

Operates Mexico's largest retail chain with over 2,700 stores selling groceries, clothing, and electronics. Controls roughly 60% of Mexico's organized retail market, making it the country's most dominant consumer company.

In Bastion Portfolios?

52W Return-21%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+10%7

Revenue Forecast

Rev CAGR (1y)+3%4

Rev CAGR (3y)+5%4

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+14%7

EPS Growth Y+2+5%5

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin8%4

Net Income Margin5%4

Free Cash Flow Margin5%4

Debt

Net Debt/EBITDA0.57

Efficiency

ROE22%8

ROA10%8

Earnings Stability77

GEAR+STRONG75

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)145

P/BV3.45

EV Multiples

EV/EBITDA Fwd87

EV/EBIT Fwd118

Yield

Free Cash Flow Yield6.2%7

Dividend Yieldna–

Momentum

Short term

1 month return-1%7

3 month return-7%4

YTD return-17%3

Mid term

Price vs 52wHigh75%4

1 year return-12%3

Long term

3 year return-20%2

5 year return-22%2

Risk Shield

Price Risk

Beta0.210

Volatility22%9

Free Cash Flow

Free Cash Flow Margin5%4

Free Cash Flow Yield6.2%7

Quality

ROCE25%9

Earnings Stability77

Net Debt/EBITDA0.57

02Growth

Is it actually growing, and how fast?

WALMEX*Wal-Mart de México, S.A.B. de C.V.

Revenue FY25$45.9B

GROWTH RATING↗

AVERAGE42 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+3%4

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+14%7

EPS growth, FY27E+5%5

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 42% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 10%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

WALMEX*Wal-Mart de México, S.A.B. de C.V.

Total return Current32.6%

Price return Current2.8%

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return-7%4

YTD return-17%3

MID & LONG-TERM▾SCORE

% of 52-week high75%4

1-year return-12%3

3-year return-20%2

5-year return-22%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (-1%).

WATCH

Returns sit at the market level over three months (-7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-20% over three years and -22% over five), behind 80% of the market.

It's down 12% over the past year, now 25% below its 52-week high. That is a touch behind the market.

The stock is underperforming so far this year (-17%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Walmex. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

WALMEX*Wal-Mart de México, S.A.B. de C.V.

Revenue FY25$45.9B

GROWTH RATING↗

AVERAGE42 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+3%4

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+14%7

EPS growth, FY27E+5%5

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 42% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 10%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

WALMEX*Wal-Mart de México, S.A.B. de C.V.

Total return Current32.6%

Price return Current2.8%

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return-7%4

YTD return-17%3

MID & LONG-TERM▾SCORE

% of 52-week high75%4

1-year return-12%3

3-year return-20%2

5-year return-22%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (-1%).

WATCH

Returns sit at the market level over three months (-7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-20% over three years and -22% over five), behind 80% of the market.

It's down 12% over the past year, now 25% below its 52-week high. That is a touch behind the market.

The stock is underperforming so far this year (-17%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Walmex. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community