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Companies Financials VALUEGFO.MX
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VALUEGFO.MX BMV (Mexico) Investment Banking & Brokerage Services

Value Grupo Financiero SAB de CV

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Mcap
P/E
EV / Rev
Div yield
Op margin
ROE
-4,5 %
Net margin
Debt / equity
2,93
Beta
52w range
Volume
Day range
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Ex-dividend
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About

Value Grupo Financiero SAB de CV provides investment banking and brokerage services in the financial sector, generating revenue primarily through asset management, trading, and advisory services.

Business. Value Grupo Financiero SAB de CV is a financial services firm operating in the investment banking and brokerage services industry. The company generates revenue primarily through fee-based activities within the banking and investment services sector. It is headquartered in Mexico and is listed on the Bolsa Mexicana de Valores under the ticker symbol VALUEGFO.MX. Specific details regarding operating segments and geographic breakdowns are not available.

Classification92 %
SectorFinancials
Business sectorBanking & Investment Services
IndustryInvestment Banking & Brokerage Services
ActivityBanking & Investment Services
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
-4,5 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning VALUEGFO.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to VALUEGFO.MX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Value Grupo Financiero SAB de CV is a financial services firm operating in the investment banking and brokerage services industry. The company generates revenue primarily through fee-based activities within the banking and investment services sector. It is headquartered in Mexico and is listed on the Bolsa Mexicana de Valores under the ticker symbol VALUEGFO.MX. Specific details regarding operating segments and geographic breakdowns are not available.

    Classification92 %
    SectorFinancials
    Business sectorBanking & Investment Services
    IndustryInvestment Banking & Brokerage Services
    ActivityBanking & Investment Services
    AI synthesis
    GENERATED

    Value Grupo Financiero SAB de CV has a debt-to-equity ratio of 2.93, indicating a high reliance on debt financing relative to equity. The company's liquidity position is assessed as medium, with negative net cash after subtracting total debt, suggesting potential short-term liquidity constraints. Free cash flow is negative at -463 million MXN, and operating cash flow is also negative at -257 million MXN, signaling cash outflows from operations.

    The company's profitability is weak, with a return on equity of -4.45% and a return on assets of -1.1%, both significantly below the industry median for investment banking and brokerage services. These metrics suggest the company is underperforming in generating returns for shareholders and utilizing its assets efficiently.

    The company's revenue is concentrated in its core investment banking and brokerage services, with no disclosed geographic diversification in the provided data. This lack of geographic segmentation may expose the company to regional economic downturns or regulatory changes affecting its primary markets.

    The company's growth trajectory is uncertain, with no specific revenue growth projections provided in the outlook. Historical financial data shows a net loss of 223 million MXN, and the negative cash flows suggest the company is not currently generating sufficient cash to sustain operations or fund growth initiatives.

    The risk assessment indicates a medium liquidity risk and a low dilution risk. The company's negative net cash position and high debt-to-equity ratio contribute to liquidity concerns. No dilution sources are identified in the provided data, and the dilution risk is assessed as low.

    Recent events include a net loss and negative cash flows, as disclosed in the latest financial report. No additional filings or transcripts are provided to indicate recent strategic or operational developments.

    Key takeaways
    • The company is experiencing a net loss and negative cash flows, indicating financial distress.
    • A high debt-to-equity ratio of 2.93 suggests significant leverage and potential liquidity risk.
    • Return on equity and return on assets are negative, signaling poor profitability and asset utilization.
    • The company's revenue is concentrated in a single business line, increasing exposure to sector-specific risks.
    • No dilution risk is currently identified, but the liquidity position remains a concern.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $5.01B
    Net cash
    -$14.67B
    Current ratio
    Debt / equity
    2.9
    ROA
    -1.1%
    ROE
    -4.5%
    Cash conversion
    115.0%
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    ROE-4,5 %Bottom quartile
    D/E2,93Bottom quartile
    Cash Conv1,15Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Return On Assets
      net_income / total_assets
    Source documents
    • Value Grupo Financiero SAB de CV Market data — financials · 2026-05-29
    • Value Grupo Financiero SAB de CV Market data — ESG · 2026-05-29

    Ownership & reference

    Leadership

    • Carlos Manuel Bremer GutierrezChairman of the Board, Chief Executive Officer

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    VALUEGFO.MXCanonical
    BMV (Mexico) · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage