Added to YB: 2024-07-23
Pitch date: 2024-07-22
CULTIBAB.MX [bullish]
Organización Cultiba, S.A.B. de C.V.
Author Info
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Company Info
Organización Cultiba, S.A.B. de C.V., together with its subsidiaries, produces, distributes, and sells beverages in Mexico and internationally.
Market Cap
MXN 7.8B
Pitch Price
N/A
Price Target
22.00
Dividend
N/A
EV/EBITDA
5.33
P/E
6.81
EV/Sales
26.76
Sector
Beverages
Category
value
Mexican bottler magic & retail gem. All Mexican stocks P6. - Cultiba
CULTIBAB.MX: Bottler at 2.5x EBITDA, 8 P/E. 40% of Grupo Gepp (PepsiCo bottler). Strong financials: low debt, $2.3B net cash. 13.6% EBITDA margin vs 19% for rivals. Risks: no control, strange structure, low liquidity. 50% upside to 12 P/E. Improving economics, buybacks, new dividend policy. Undervalued due to size, structure, water jug biz.
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