Added to YB: 2024-10-28
Pitch date: 2024-10-25
KIMBERA.MX [neutral]
Kimberly-Clark de México, S. A. B. de C. V.
Author Info
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Company Info
Kimberly-Clark de México, S. A. B. de C. V., together with its subsidiaries, manufactures, distributes, and sells disposable products in Mexico.
Market Cap
MXN 90.8B
Pitch Price
N/A
Price Target
N/A
Dividend
6.46%
EV/EBITDA
6.81
P/E
11.12
EV/Sales
1.86
Sector
Household Products
Category
dividend
First Mexican special situation & buying emerging market subsidiary for hefty discount instead of premium - Kimberly-Clark de México, S. A. B. de C. V.
KIMBERA.MX (more info needed): Diaper/tissue producer, 93B Ps mkt cap, 11.7x P/E, 5.65% div yield. 9M 2024 net income +19%. Cheap vs parent KMB (21.3x P/E, owns 47.9%). 0.9x net debt/EBITDA. Potential play on Mexican consumer growth. Recent price drop surprising given KMB up, rates down. Market position in Mexico unclear.
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