Added to YB: 2024-06-24
Pitch date: 2024-06-24
WALMEX.MX [bullish]
Wal-Mart de México, S.A.B. de C.V.
-15.24%
current return
Author Info
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Company Info
Wal-Mart de México, S.A.B. de C.V. owns and operates self-service stores in Mexico and Central America.
Market Cap
MXN 810.4B
Pitch Price
MXN 56.79
Price Target
N/A
Dividend
2.46%
EV/EBITDA
8.34
P/E
16.27
EV/Sales
0.85
Sector
Consumer Staples Distribution and Retail
Category
value
Show full summary:
Buying Walmex Again
WALMEX.MX: Adding to buy-and-hold (since 2020, +70% pre-dip). Down ~20% on Sheinbaum election overreaction—illogical for recession-proof essential retail. Mexico's largest co (3.5% GDP), 71% Walmart-owned, multi-brand moat. 3-way e-comm fight vs AMZN/MELI. <20x P/E, 6% yield, 8% sales CAGR.
Read full article (3 min)