INVEX Competitors

INVEXA Stock

MXN 83.00 0.00 0.00%

INVEX Controladora SAB competes with Samsung Electronics, Taiwan Semiconductor, JPMorgan Chase, Bank of America, and HSBC Holdings; as well as few others. The company operates under Diversified Financial Services sector and is part of Financials industry. Analyzing INVEX Controladora competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of INVEX Controladora to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out INVEX Controladora Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of INVEX Controladora competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of INVEX Controladora's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
82.39	83.00	83.61

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Intrinsic

Valuation

Low	Real	High
70.95	71.56	91.30

Details

INVEX Controladora Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between INVEX Controladora and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of INVEX and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of INVEX Controladora SAB does not affect the price movement of the other competitor.

	SMSNN	TSMN	JPM	BAC	HBCN	C
SMSNN		-0.66	-0.87	-0.86	-0.86	-0.89	SMSNN
TSMN	-0.66		0.62	0.58	0.52	0.62	TSMN
JPM	-0.87	0.62		0.99	0.86	0.95	JPM
BAC	-0.86	0.58	0.99		0.85	0.94	BAC
HBCN	-0.86	0.52	0.86	0.85		0.89	HBCN
C	-0.89	0.62	0.95	0.94	0.89		C
	SMSNN	TSMN	JPM	BAC	HBCN	C

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High positive correlations

BAC	+ 0.99	JPM
C	+ 0.95	JPM
C	+ 0.94	BAC
C	+ 0.89	HBCN
HBCN	+ 0.86	JPM
HBCN	+ 0.85	BAC

High negative correlations

C	- 0.89	SMSNN
JPM	- 0.87	SMSNN
HBCN	- 0.86	SMSNN
BAC	- 0.86	SMSNN
TSMN	- 0.66	SMSNN

Risk-Adjusted Indicators

There is a big difference between INVEX Stock performing well and INVEX Controladora Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze INVEX Controladora's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SMSNN	1.05	(0.42)	0.00	(20.09)	0.00	0.00	0.22	(5.45)	12.87
TSMN	1.97	0.29	0.11	15.47	2.14	(2.16)	3.89	(4.01)	15.02
JPM	1.28	0.28	0.18	(12.13)	1.13	(1.73)	2.65	(2.17)	16.63
BAC	1.22	0.23	0.16	(2.05)	1.03	(1.47)	3.11	(1.99)	12.17
HBCN	0.66	0.34	0.00	(1.00)	0.00	0.00	0.00	0.00	21.43
C	1.37	0.29	0.15	(2.66)	1.34	(1.54)	3.59	(2.66)	13.36

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INVEX Controladora Competitive Analysis

The better you understand INVEX Controladora competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, INVEX Controladora's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across INVEX Controladora's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	INVEXA	SMSNN	TSMN	JPM	BAC	HBCN	C
	0.00 83.00 INVEX	0.22 19,500 Samsung	1.72 4,045 Taiwan	0.25 4,882 JPMorgan	0.75 892.08 Bank	0.00 935.00 HSBC	0.38 1,443 Citigroup
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Weak	Very Weak	OK	Good	OK	OK	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Below Average	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Fairly Valued	Under Valued	Under Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Sell	Hold	Buy	Strong Hold	Cautious Hold	Strong Sell
Current Ratio	0.38 X	2.63 X	1.88 X	N/A	N/A	N/A	N/A
Net Asset	165.62 B	426.62 T	4.96 T	3.67 T	3.05 T	2.96 T	2.42 T
Profit Margin	0.28 %	0.18 %	0.45 %	0.31 %	0.30 %	0.29 %	0.21 %
EBITDA	N/A	88.03 T	753.4 B	N/A	N/A	N/A	N/A
Operating Margin	0.29 %	0.14 %	0.50 %	0.38 %	0.34 %	0.32 %	0.27 %
Current Valuation	37.26 B	4.4 T	7.54 T	9.32 T	7.44 T	1.98 T	2.39 T
Price To Book	1.11 X	1.23 X	4.60 X	1.52 X	1.07 X	0.76 X	0.49 X
Five Year Return	N/A	1.79 %	2.80 %	2.49 %	2.01 %	5.70 %	1.00 %
Retained Earnings	N/A	N/A	959.08 B	N/A	N/A	N/A	N/A
Current Asset	N/A	N/A	812.49 B	N/A	N/A	963.11 B	N/A
Beta	0.0166	0.95	1.26	1.1	1.4	0.63	1.59
Number Of Employees	1.9 K	109	72	293.72 K	216.82 K	219.7 K	240 K
Shares Outstanding	163.1 M	271.71 M	5.19 B	2.93 B	8 B	3.99 B	1.94 B
Cash Flow From Operations	1.15 B	65.11 T	1.61 T	78.08 B	(7.19 B)	8.61 B	61.25 B
Annual Yield	0.01 %	0.02 %	0.02 %	0.03 %	0.03 %	0.04 %	0.04 %
Total Debt	66.68 B	509.73 B	610.07 B	422.7 B	275.98 B	635.97 B	271.61 B
Return On Equity	0.11	0.17	0.4	0.13	0.1	0.0703	0.075
Z Score	N/A	7.2	9.0	10.8	11.4	2.4	3.6
Return On Asset	0.007	0.062	0.16	0.0102	0.0089	0.0046	0.0064
Book Value Per Share	74.18 X	1,000,000 X	14.20 X	90.29 X	30.61 X	2.00 X	94.06 X
Current Liabilities	N/A	N/A	235.89 B	N/A	N/A	2.04 T	N/A
Total Asset	165.62 B	426.62 T	4.96 T	3.67 T	3.05 T	2.96 T	2.42 T
Debt To Equity	735.50 %	5.20 %	0.21 %	N/A	N/A	N/A	N/A
Last Dividend Paid	0.44	N/A	N/A	4.0	0.86	0.27	2.04
Shares Owned By Institutions	N/A	1.45 %	17.63 %	71.20 %	71.52 %	1.36 %	73.49 %
Market Capitalization	12.23 B	6.29 T	9.38 T	7.74 T	5.37 T	2.83 T	1.88 T
Price To Earning	15.94 X	117.22 X	31.17 X	13.53 X	15.69 X	229.59 X	6.46 X
Price To Earnings To Growth	N/A	4.01 X	0.83 X	1.18 X	87.26 X	0.65 X	0.72 X
Price To Sales	2.51 X	0.02 X	3.79 X	61.95 X	55.27 X	57.88 X	24.23 X
Net Income	1.22 B	39.24 T	1.02 T	37.68 B	27.53 B	13.92 B	14.85 B
Earnings Per Share	7.95 X	2,267 X	122.68 X	227.16 X	59.58 X	55.87 X	133.59 X
Shares Owned By Insiders	N/A	N/A	N/A	0.89 %	0.14 %	N/A	0.16 %
Revenue	5.6 B	279.6 T	2.26 T	128.69 B	94.95 B	63.64 B	75.31 B
Working Capital	N/A	N/A	576.6 B	N/A	N/A	(1.08 T)	N/A
Cash And Equivalents	3.42 B	85.03 B	870.84 B	1.47 T	853.52 B	877.27 B	1.01 T
Cash Per Share	20.95 X	356.08 X	167.92 X	491.27 X	106.36 X	218.88 X	519.92 X
Gross Profit	445 M	112.19 T	1.35 T	122.31 B	92.41 B	50.48 B	70.56 B
Day Typical Price	83.0	19500.0	4046.67	4877.32	894.32	935.0	1441.33
Accumulation Distribution	N/A	N/A	0.0716	0.0029	0.0075	N/A	0.0035
Market Facilitation Index	N/A	N/A	0.0862	14.04	6.72	N/A	5.0
Daily Balance Of Power	0.0	9.2 T	(14.20)	(0.88)	(1.00)	0.0	1.084
Period Momentum Indicator	N/A	42.5	(71.00)	(12.39)	(6.72)	N/A	5.42
Rate Of Daily Change	1.0	1.0	0.98	1.0	0.99	1.0	1.0
Day Median Price	83.0	19500.0	4047.5	4874.98	895.44	935.0	1440.5
Price Action Indicator	N/A	21.25	(38.00)	0.82	(6.72)	N/A	5.21
Coefficient Of Variation	2936.79	(566.80)	859.22	701.97	768.69	773.55	692.61
Mean Deviation	0.1856	1.05	1.97	1.28	1.22	0.6617	1.37
Jensen Alpha	0.0128	(0.42)	0.292	0.2831	0.2298	0.3385	0.2873
Total Risk Alpha	(0.01)	(0.48)	0.2201	0.2254	0.1766	0.2577	0.228
Sortino Ratio	N/A	N/A	0.1141	0.18	0.1596	N/A	0.1547
Downside Variance	N/A	N/A	5.61	2.09	1.65	N/A	2.88
Standard Deviation	0.5899	2.31	2.6	2.05	1.82	2.64	2.04
Kurtosis	13.0	15.08	2.33	13.11	8.15	65.64	6.87
Potential Upside	1.23	0.2184	3.89	2.65	3.11	N/A	3.59
Treynor Ratio	(0.08)	(20.09)	15.47	(12.13)	(2.05)	(1.00)	(2.66)
Maximum Drawdown	3.69	12.87	15.02	16.63	12.17	21.43	13.36
Variance	0.348	5.34	6.75	4.22	3.33	6.96	4.17
Market Risk Adjusted Performance	(0.07)	(20.08)	15.48	(12.12)	(2.04)	(0.99)	(2.65)
Risk Adjusted Performance	0.0236	(0.13)	0.0997	0.1197	0.1093	0.11	0.1212
Skewness	(0.74)	(3.04)	0.7215	2.33	2.04	8.09	1.59
Semi Deviation	N/A	N/A	2.14	1.13	1.03	N/A	1.34
Information Ratio	(0.02)	(0.19)	0.104	0.1268	0.1124	0.1171	0.1286
Value At Risk	N/A	(5.45)	(4.01)	(2.17)	(1.99)	N/A	(2.66)
Expected Short fall	N/A	N/A	(2.16)	(1.73)	(1.47)	N/A	(1.54)
Downside Deviation	N/A	N/A	2.37	1.45	1.29	N/A	1.7
Semi Variance	N/A	N/A	4.6	1.29	1.06	N/A	1.79

INVEX Controladora Competition Performance Charts

Five steps to successful analysis of INVEX Controladora Competition

INVEX Controladora's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by INVEX Controladora SAB in relation to its competition. INVEX Controladora's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of INVEX Controladora in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact INVEX Controladora's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to INVEX Controladora SAB, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your INVEX Controladora position

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Other Information on Investing in INVEX Stock

INVEX Controladora financial ratios help investors to determine whether INVEX Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in INVEX with respect to the benefits of owning INVEX Controladora security.

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