Added to YB: 2026-09-24
Pitch date: 2026-09-18
PESO.V [neutral]
PesoRama Inc.
-1.69%
current return
Author Info
No bio for this author
Company Info
PesoRama Inc., through its subsidiaries, operates a chain of retail stores under the Joi Dollar Plus brand name in Mexico.
Market Cap
CAD 121.0M
Pitch Price
CAD 0.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
-34.37
P/E
-6.10
EV/Sales
4.69
Sector
Broadline Retail
Category
value
Pesorama: A dollar store rollout in Mexico that works at the store level and does not yet work at the company level
PESO.V (pass): PesoRama’s 46-store concept works at the store level, with mature four-wall margins near 11%, but corporate overhead remains 7.8x store profit and the base case requires C$107m of additional capital over five years. At C$0.54, the shares trade at 3.9x sales and C$2.74m EV per store versus a C$0.46 probability-weighted value, already pricing in a successful rollout despite a third consecutive going-concern warning.
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