Added to YB: 2024-07-23
Pitch date: 2024-07-22
FRAGUAB.MX [neutral]
Corporativo Fragua, S.A.B. de C.V.
Author Info
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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
N/A
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
growth
Mexican bottler magic & retail gem. All Mexican stocks P6. - Corporativo Fragua, S.A.B. de C.V.
FRAGUAB.MX: Farmacias Guadalajara, $97.5B MXN cap. Strong historical performance, stock doubled recently. Consistent store openings. Arroyo family controls 76%. Trades at 19.5x P/E, 4x P/B. Reasonable valuation given growth. Risks: retail fickleness, competition, potential loss of competitive edge (cf. Walgreens).
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