Added to YB: 2025-11-27
Pitch date: 2025-11-25
FRAGUAB.MX [bullish]
Corporativo Fragua, S.A.B. de C.V.
+2.57%
current return
Author Info
Company Info
Corporativo Fragua, S.A.B. de C.V., together with its subsidiaries, operates pharmacy stores under the Superfarmacia name in Mexico.
Market Cap
MXN 51.0B
Pitch Price
MXN 540.00
Price Target
N/A
Dividend
2.68%
EV/EBITDA
5.23
P/E
11.02
EV/Sales
0.39
Sector
Consumer Staples Distribution and Retail
Category
value
Corporativo Fragua: The Best Mexican Company You’ve Never Heard Of
FRAGUAB.MX: Mexican 'superpharmacy' chain with 3500% USD returns since 2000, 15% CAGR. Trading 10x P/E (decade low) on trough earnings as aggressive expansion ($4.7B capex vs $1.2B depreciation) temporarily compresses margins 70bps. 2900+ stores, 20%+ ROIC on new locations. Bull case: margin normalization + multiple expansion as stores mature.
Read full article (5 min)