Added to YB: 2024-10-28
Pitch date: 2024-10-25
LABB.MX [neutral]
Genomma Lab Internacional, S.A.B. de C.V.
Author Info
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Company Info
Genomma Lab Internacional, S.A.B. de C.V., together with its subsidiaries, provides pharmaceutical and personal care products primarily in Mexico and internationally.
Market Cap
MXN 23.2B
Pitch Price
N/A
Price Target
N/A
Dividend
3.38%
EV/EBITDA
6.39
P/E
10.87
EV/Sales
1.47
Sector
Pharmaceuticals
Category
value
First Mexican special situation & buying emerging market subsidiary for hefty discount instead of premium - Genomma Lab Internacional, S.A.B. de C.V.
LABB.MX (valuation concern): OTC medicine & personal care co. in Mexico/Latam. Strong recent performance, good results. 17.8x TTM P/E vs. 39x Kenvue, 32.5x Haleon. Reducing brands/SKUs, but #3+ in many categories. Leading in Derma OTC. 25.3B Ps mkt cap, 1.1B Ps 2023 net income. Cheaper than developed market peers, but valuation concerns.
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