Added to YB: 2025-09-30
Pitch date: 2025-09-27
HERDEZ.MX [bullish]
Grupo Herdez, S.A.B. de C.V.
+14.49%
current return
Author Info
No bio for this author
Company Info
Grupo Herdez, S.A.B. de C.V., a food company, provides processed food in Mexico and internationally. It provides homemade salsas, organic products, honey, ice cream, marmalade, mayonnaise, mole, mustard, pasta, spices, tea, tomato puree, tuna, and other products.
Market Cap
MXN 22.2B
Pitch Price
MXN 68.13
Price Target
N/A
Dividend
2.18%
EV/EBITDA
5.67
P/E
15.60
EV/Sales
1.05
Sector
Food Products
Category
value
Grupo Herdez - $HERDEZ.MX
HERDEZ.MX: McCormick buying 25% more of 78yr JV for $750M (12x EBITDA), valuing entire venture at $3B vs Herdez $1.6B EV. Deal closes 2026, spun loss-making Nutrisa saves $10-20M annually. Family owns 73%, aligned via buybacks & dividends. Conservative NAV suggests low-risk buy.
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