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Múltiplos y Comentarios de Empresas Bajo Cobertura ICB Empresa Precio Dividend Valor de Operatividad PU VE/ VE/ 05/04/2017 Yield (%) Mercado (Promedio diario, 6M Beta (U12M) EBITDA PU EBITDA (USD Millones) (USD Millones) (U12M)

ROE (12M)

Alimentos y Bebidas AC*

128.9

1.9

12,145

10.6

0.7 23.9 12.6 22.3 9.2

14.7

BACHOCOB

85.8

1.6

2,736

1.6

0.6 13.0

6.9 12.9 6.8

13.3

BIMBOA

47.8

0.8

11,890

6.5

0.9 37.9 11.4 25.2 8.9

9.1

FEMSAUBD

172.5

1.6

30,490

30.2

1.0 29.0 16.1 26.2 11.1

10.8

GRUMAB

267.6

1.1

6,125

13.8

0.6 19.4 11.6 18.0 9.4

29.0

LALAB

34.0

1.9

4,442

6.4

0.9 20.2 11.9 23.4 9.9

15.3

Conglomerados, Industriales, Químicos y Energía Conglomerados

ALFAA

27.7 2.6 7,537

15.7 1.0 60.9 7.0 17.3 5.6 3.4

ALPEKA

21.3

5.7

2,398

5.4

0.8 12.4

5.7 14.6 5.8

10.8

MEXCHEM*

51.9

1.7

5,774

8.8

0.9 24.4 10.3 16.0 7.7

8.1

Industriales NEMAKA

21.4

3.0

3,395

4.7

0.6 11.8

6.2 11.1 5.1

16.6

POCHTECB

8.0

N.A.

56

0.0

0.6 N.A.

7.2 15.4 5.2

-0.6

CYDSASAA

23.1

N.A.

737

0.1

0.3 25.4 12.4 N.A. 9.8

6.2

RASSINIA

42.4

3.6

720

0.3

0.5 9.4

4.9 9.6 4.9

30.7

RASSICPO

85.4

3.6

720

0.9

0.6 19.1

4.9 6.5 4.5

30.7

SIMECB

80.3

N.A.

2,050

2.5

0.7 15.1

6.4 N.A. 5.3

8.6

VITROA

73.9

N.A.

1,893

0.3

0.7 9.8

9.1 7.3 4.0

16.7

Energía IENOVA* 88.3 3.6 7,109

23.8 0.6 6.3 22.7 18.5 10.9 23.1

Sector Financiero CREAL*

26.0

2.4

542

1.7

0.9 5.9 N.A. 5.8 N.A.

22.5

GENTERA*

30.5

2.7

2,630

6.8

0.9 14.6 N.A. 12.5 N.A.

23.1

GFNORTEO

107.1

2.8

15,818

43.1

1.2 15.6 11.3 13.4 15.0

14.0

GFREGIO

112.7

1.3

1,967

5.1

0.7 15.3

6.3 13.6 N.A.

20.0

Q*

31.1

2.7

742

1.0

N.A. 10.8

N.A. 12.5 N.A.

23.7

SANMEXB

33.5

3.6

12,101

8.6

1.0 14.5

6.3 13.3 11.8

14.4

UNIFINA

46.5

3.5

873

1.9

0.6 13.6

5.2 11.4 N.A.

24.6

Fuente: Bloomberg

ABRIL 2017 ABRIL INTERACTUANDO 2017 INTERACTUANDO 33 33

Revista InterActuando Abril 2017  

InterActuando Abril 2017

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