Handelsavisen
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SI
SIM.O NASDAQ Mining & Metals

Grupo Simec SAB de CV

$28,70
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1D5D1M3M6MYTD1Y5YMax
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Mcap
13,2B USD
P/E
6,6x
EV / Rev
Div yield
Op margin
ROE
Net margin
Debt / equity
Beta
52w range
Volume
Day range
Prev close
$30,13
Open
$30,16
Next earnings
Ex-dividend
TR 1Y
About

Business description not yet wired for this issuer.

— missing data
Classification99 %
SectorBasic Materials
Industry groupMining & Metals
Generated · model-assisted
Sell-side consensus
BUY22 analysts
16 buy6 hold0 sell
Avg 12m price target493 812,50

Analyst recommendations

22 analysts · consensus Buy
Buy16
Hold6
Sell0
12-month price target
493 812,50
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
6,6x
P/E
Analysts
Buy
22 analysts · indicative
Ownership
Dimensional Fund Advisors, L.P.
largest disclosed fund holder
Profitability
not yet wired
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 SIM.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+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−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 SIM.O. 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

    Classification99 %
    SectorBasic Materials
    Industry groupMining & Metals
    AI synthesis
    GENERATED
    — missing data
    — missing data

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2020-07-27
    Q2 2020 · Quarter highlights

    Revenue $8.03B, +3,2% YoY; Operating income +2,7% YoY.

    Revenue$8.03B+3,2 % YoY
    Operating income$1.47B+2,7 % YoY
    Net income$1.71B+30,8 % YoY
    Free cash flow$1.52B+68,8 % YoY
    EPS
    Operating cash flow$108.0M−64,8 % YoY
    Financials
    Income statement
    Revenue$8.03B
    Gross profit$2.13B
    Operating income$1.47B
    Net income$1.71B
    Margins
    Gross margin26.6%
    Operating margin18.2%
    Net margin21.2%
    FCF margin19.0%
    Balance sheet
    Total assets$73.81B
    Total liabilities$12.00B
    Total equity$61.81B
    Cash & equivalents$27.27B
    Long-term debt$5.5M
    Cash flow
    Operating cash flow$108.0M
    CapEx-$472.4M
    Free cash flow$1.52B
    SBC
    P&L flow · revenue → net income
    Revenue $8.03BOperating costs $6.57BNet income $1.71B
    Highlights
    • Revenue $8.03B, +3,2% YoY
    • Operating income +2,7% YoY
    • Net income +30,8% YoY
    • Free cash flow +68,8% YoY
    • Net margin 21.2%

    Valuation FY

    Market price
    $28,70
    Market cap
    $10.07B
    Enterprise value
    P/E
    6.6x
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYBasic MaterialsIndustryMining & Metals427,4B node revenueMT 14,3%VALE 11,4%PKX 11,3%NVO 11,2%NUE 7,6%NEM 5,3%CLF 4,3%STLD 4,2%Other 30,2%
    Source: company disclosures · own-taxonomy revenue-covered setSIM 0,5% · rank #24 of 66

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    Peer comparison8 peers · vs SIM · multiples and returns
    MT
    MT
    MT
    $71,83
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    VA
    VALE
    Vale SA
    $15,36
    65,5B USD
    P/E
    4,8x
    vs self
    Div yield
    8,8 %
    vs self
    ROE
    7,1 %
    vs self
    PK
    PKX
    Posco Holdings Inc -spon Adr
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    NV
    NVO
    NVO.TO
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    NU
    NUE
    Nucor Corp
    $261,28
    59,9B USD
    P/E
    33,2x
    vs self
    Div yield
    0,9 %
    vs self
    ROE
    8,1 %
    vs self
    NE
    NEM
    Newmont Corp
    $96,04
    104,4B USD
    P/E
    13,9x
    vs self
    Div yield
    1,1 %
    vs self
    ROE
    20,3 %
    vs self
    CL
    CLF
    Cleveland-cliffs Inc
    $11,32
    6,5B USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -26,4 %
    vs self
    ST
    STLD
    STEEL DYNAMICS, INC.
    $258,38
    37,5B USD
    P/E
    28,0x
    vs self
    Div yield
    0,9 %
    vs self
    ROE
    12,9 %
    vs self

    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

    Low$370 000,00
    Mean$493 812,50
    Median$514 500,00
    High$600 000,00
    Spot$28,70
    +1720501.0 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    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
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    Source documents
    • GRUPO SIMEC, S.A.B. de C.V. Market data — financials · 2026-06-22
    • Grupo Simec SAB de CV Market data — ESG · 2026-06-22

    Ownership & reference

    Top holders

    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$0M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    — missing data

    Short positioning

    1.5Kshares short+239.6% vs prior
    6.02days to cover
    8.3%short of daily vol
    7fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    SIM.OCanonical
    NASDAQ · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-07-29 00:00 UTCTRANSCRIPTEarnings call — Q3 2026
    2026-05-01 13:37 UTCFILINGRegulatory filing →
    2025-05-15FILINGANNUAL REPORT →
    2020-07-27 19:48 UTCEARNINGSQuarterly results — Q2 2020 Revenue USD 8.03B · Net USD 1.71B
    2020-04-30 23:02 UTCEARNINGSQuarterly results — Q1 2020 Revenue USD 7.97B · Net USD 770.0M
    2019-02-26 13:31 UTCEARNINGSAnnual results — FY 2019 Revenue USD 33.66B · Net USD 10.49B
    2018-02-26 18:23 UTCEARNINGSAnnual results — FY 2018 Revenue USD 41.14B · Net USD 4.28B
    2017-02-23 12:59 UTCEARNINGSAnnual results — FY 2017 Revenue USD 54.16B · Net USD 7.70B
    2016-02-29 01:49 UTCEARNINGSAnnual results — FY 2016 Revenue USD 55.62B · Net USD 9.44B
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    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