Monex S.A.B. de C.V (MONEXB) — Long-term Investment Intensity

Latest as of September 2023: 47.9%

Monex S.A.B. de C.V (MONEXB) has a Long-term Investment Intensity of 47.9% as of September 2023. Long-term investments of MX$98.62 Billion represent 47.9% of total assets of MX$205.85 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check MONEXB asset resilience ratio to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

47.9%
LT Investments / Total Assets

Long-term Investments

MX$98.62 Billion
MXN

Total Assets

MX$205.85 Billion
MXN

Country

Mexico
MX

Monex S.A.B. de C.V Long-term Investment Intensity (2013–2022)

This chart shows how Monex S.A.B. de C.V's Long-term Investment Intensity has evolved across 10 annual periods from 2013 to 2022. As of September 2023, the intensity stands at 47.9%, reflecting long-term investments of MX$98.62 Billion against total assets of MX$205.85 Billion MXN. For the complete balance sheet picture, see Monex S.A.B. de C.V asset portfolio.

Annual Long-term Investment Intensity for Monex S.A.B. de C.V (2013–2022)

The table below presents the year-by-year Long-term Investment Intensity for Monex S.A.B. de C.V from 2013 to 2022, covering 10 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read MONEXB total debt and obligations for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (MXN) Total Assets Change (pp)
2022 60.2% MX$130.70 Billion MX$217.22 Billion ▲ +53.6 pp
2021 6.6% MX$12.06 Billion MX$183.83 Billion ▼ -9.7 pp
2020 16.3% MX$24.74 Billion MX$151.98 Billion ▼ -0.7 pp
2019 17.0% MX$19.08 Billion MX$112.11 Billion ▼ -17.4 pp
2018 34.4% MX$34.02 Billion MX$98.94 Billion ▼ -7.7 pp
2017 42.1% MX$43.25 Billion MX$102.77 Billion ▲ +3.8 pp
2016 38.3% MX$30.73 Billion MX$80.29 Billion ▲ +32.3 pp
2015 6.0% MX$3.82 Billion MX$63.44 Billion ▼ -0.3 pp
2014 6.3% MX$2.92 Billion MX$46.32 Billion ▼ -3.5 pp
2013 9.8% MX$3.95 Billion MX$40.31 Billion
pp = percentage points