Added to YB: 2025-02-04
Pitch date: 2025-02-03
NEMAKA.MX [neutral]
Nemak, S. A. B. de C. V.
+63.98%
current return
Author Info
Bos Invest is a Dutch investor using fundamental analysis and a total return approach. Sign up for their newsletter.
Company Info
Nemak, S. A. B. de C. V., together with its subsidiaries, develops, manufactures, and sells aluminum components for e-mobility, structure and chassis, and ICE powertrain applications to the automotive industry in North America, Europe, and internationally.
Market Cap
MXN 383.5M
Pitch Price
MXN 2.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.35
P/E
15.37
EV/Sales
0.39
Sector
Automobile Components
Category
value
More Mexican stocks. Are the new tariff an opportunity? - Nemak, S. A. B. de C. V.
NEMAKA.MX pass: Auto parts maker, 0.27x P/TBV, 7x P/E. High debt 2.9x EBITDA. FCF negative due to high capex. Risk of stranded assets in changing auto industry. Cheap on metrics but cyclical, poor investments, lack of FCF growth despite capex make it unattractive.
Read full article (1 min)