Casa de Bolsa Finamex S.A.B. de C.V Net Assets
Casa de Bolsa Finamex S.A.B. de C.V net assets. Based on the latest financial reports, Casa de Bolsa Finamex S.A.B. de C.V (FINAMEXO) has net assets worth MX$2.42 Billion MXN (≈ $139.42 Million USD) as of March 2026. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (MX$154.83 Billion ≈ $8.91 Billion USD) and total liabilities (MX$152.41 Billion ≈ $8.77 Billion USD). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off. Also explore Casa de Bolsa Finamex S.A.B. de C.V (FINAMEXO) equity growth momentum to track the company's year-over-year net asset growth rate.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | MX$2.42 Billion |
| % of Total Assets | 1.56% |
| Annual Growth Rate | 5.12% |
| 5-Year Change | 38.36% |
| 10-Year Change | 19.73% |
| Growth Volatility | 14.56 |
Net Assets of Casa de Bolsa Finamex S.A.B. de C.V (2000–2025)
Net assets of Casa de Bolsa Finamex S.A.B. de C.V from 2000 to 2025. This chart illustrates how Casa de Bolsa Finamex S.A.B. de C.V's net assets have evolved over time, based on quarterly financial data. See how leveraged is Casa de Bolsa Finamex S.A.B. de C.V's balance sheet to measure how much of total assets are equity-financed.
Annual Net Assets for Casa de Bolsa Finamex S.A.B. de C.V (2000–2025)
The table below shows the annual net assets of Casa de Bolsa Finamex S.A.B. de C.V from 2000 to 2025. For live market cap and overall valuation, see market cap of Casa de Bolsa Finamex S.A.B. de C.V.
| Year | Net Assets | Change |
|---|---|---|
| 2025-12-31 | MX$2.28 Billion ≈ $130.99 Million |
+18.67% |
| 2024-12-31 | MX$1.92 Billion ≈ $110.38 Million |
+2.57% |
| 2023-12-31 | MX$1.87 Billion ≈ $107.62 Million |
+7.29% |
| 2022-12-31 | MX$1.74 Billion ≈ $100.31 Million |
+5.96% |
| 2021-12-31 | MX$1.65 Billion ≈ $94.67 Million |
-5.08% |
| 2020-12-31 | MX$1.73 Billion ≈ $99.73 Million |
+20.86% |
| 2019-12-31 | MX$1.43 Billion ≈ $82.52 Million |
-10.55% |
| 2018-12-31 | MX$1.60 Billion ≈ $92.25 Million |
-9.64% |
| 2017-12-31 | MX$1.77 Billion ≈ $102.09 Million |
-6.68% |
| 2016-12-31 | MX$1.90 Billion ≈ $109.40 Million |
+8.07% |
| 2015-12-31 | MX$1.76 Billion ≈ $101.23 Million |
+1.50% |
| 2014-12-31 | MX$1.73 Billion ≈ $99.73 Million |
+19.52% |
| 2013-12-31 | MX$1.45 Billion ≈ $83.45 Million |
+6.93% |
| 2012-12-31 | MX$1.36 Billion ≈ $78.04 Million |
+1.73% |
| 2011-12-31 | MX$1.33 Billion ≈ $76.71 Million |
+15.71% |
| 2010-12-31 | MX$1.15 Billion ≈ $66.30 Million |
+13.27% |
| 2009-12-31 | MX$1.02 Billion ≈ $58.53 Million |
+10.30% |
| 2008-12-31 | MX$922.00 Million ≈ $53.06 Million |
+19.43% |
| 2007-12-31 | MX$772.00 Million ≈ $44.43 Million |
+15.74% |
| 2006-12-31 | MX$667.00 Million ≈ $38.39 Million |
+29.26% |
| 2005-12-31 | MX$516.00 Million ≈ $29.70 Million |
+34.73% |
| 2004-12-31 | MX$383.00 Million ≈ $22.04 Million |
+1.38% |
| 2002-12-31 | MX$377.80 Million ≈ $21.74 Million |
-17.06% |
| 2001-12-31 | MX$455.53 Million ≈ $26.22 Million |
-30.20% |
| 2000-12-31 | MX$652.62 Million ≈ $37.56 Million |
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Equity Component Analysis
This analysis shows how different components contribute to Casa de Bolsa Finamex S.A.B. de C.V's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have grown by 67.9% over the analyzed period, indicating profitable operations and earnings retention.
Casa de Bolsa Finamex S.A.B. de C.V Net Assets Breakdown (December 2025)
Casa de Bolsa Finamex S.A.B. de C.V net assets breakdown by equity component as of December 2025.
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | MX$724.60 Million | 31.84% |
| Other Components | MX$1.55 Billion | 68.16% |
| Total Equity | MX$2.28 Billion | 100.00% |
Casa de Bolsa Finamex S.A.B. de C.V Competitors by Market Cap
The table below lists competitors of Casa de Bolsa Finamex S.A.B. de C.V ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Satellos Bioscience Inc.
TO:MSCL
|
$155.32 Million |
|
Bhartiya International Limited
NSE:BIL
|
$155.33 Million |
|
Bookook Sec
KO:001270
|
$155.36 Million |
|
Surya Fajar Capital Tbk PT
JK:SFAN
|
$155.39 Million |
|
Mechema Chemicals Int
TWO:4721
|
$155.21 Million |
|
Can2 Termik AS
IS:CANTE
|
$155.21 Million |
|
Zumtobel Group AG
VI:ZAG
|
$155.13 Million |
|
Yuken India Limited
NSE:YUKEN
|
$155.04 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Casa de Bolsa Finamex S.A.B. de C.V's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 1,918,000,000 to 2,276,028,431, a change of 358,028,431 (18.7%).
- Net income of 464,263,430 contributed positively to equity growth.
- Dividend payments of 100,000,000 reduced retained earnings.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | MX$464.26 Million | +20.4% |
| Dividends Paid | MX$100.00 Million | -4.39% |
| Other Changes | MX$-6.23 Million | -0.27% |
| Total Change | MX$- | 18.67% |
Book Value vs Market Value Analysis
This analysis compares Casa de Bolsa Finamex S.A.B. de C.V's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 1.19x
- The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
- The price-to-book ratio has decreased from 1.52x to 1.19x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2017-12-31 | MX$27.99 | MX$42.55 | x |
| 2018-12-31 | MX$25.29 | MX$42.55 | x |
| 2019-12-31 | MX$22.62 | MX$42.55 | x |
| 2020-12-31 | MX$27.34 | MX$42.55 | x |
| 2021-12-31 | MX$25.95 | MX$42.55 | x |
| 2022-12-31 | MX$27.50 | MX$42.55 | x |
| 2023-12-31 | MX$29.50 | MX$42.55 | x |
| 2024-12-31 | MX$30.26 | MX$42.55 | x |
| 2025-12-31 | MX$35.91 | MX$42.55 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Casa de Bolsa Finamex S.A.B. de C.V utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 20.40%
- The company demonstrates strong efficiency in generating profits from shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 27.40%
- • Asset Turnover: 0.01x
- • Equity Multiplier: 93.40x
- Recent ROE (20.40%) is above the historical average (13.16%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2005 | 23.84% | 39.94% | 0.45x | 1.34x | MX$71.40 Million |
| 2006 | 22.79% | 41.99% | 0.39x | 1.39x | MX$85.30 Million |
| 2007 | 16.97% | 7.02% | 1.98x | 1.22x | MX$53.80 Million |
| 2008 | 21.26% | 10.04% | 0.59x | 3.58x | MX$103.80 Million |
| 2009 | 25.10% | 11.65% | 1.25x | 1.73x | MX$153.40 Million |
| 2010 | 18.03% | 11.80% | 0.74x | 2.07x | MX$92.20 Million |
| 2011 | 18.24% | 11.74% | 0.33x | 4.70x | MX$109.32 Million |
| 2012 | 15.29% | 9.97% | 0.04x | 36.93x | MX$71.30 Million |
| 2013 | 17.75% | 9.32% | 0.06x | 32.67x | MX$112.44 Million |
| 2014 | 16.45% | 3.85% | 0.19x | 22.64x | MX$111.70 Million |
| 2015 | 5.97% | 1.05% | 0.23x | 24.16x | MX$-70.90 Million |
| 2016 | 14.10% | 27.71% | 0.02x | 25.15x | MX$77.90 Million |
| 2017 | 0.28% | 5.32% | 0.00x | 27.96x | MX$-172.40 Million |
| 2018 | 4.30% | 3.02% | 0.02x | 64.09x | MX$-91.30 Million |
| 2019 | -9.36% | -0.97% | 0.13x | 75.40x | MX$-277.55 Million |
| 2020 | 17.14% | 0.00% | -0.01x | 53.92x | MX$123.70 Million |
| 2021 | 0.67% | 1.88% | 0.01x | 37.37x | MX$-153.50 Million |
| 2022 | 8.55% | 19.63% | 0.01x | 49.79x | MX$-25.30 Million |
| 2023 | 10.80% | 20.18% | 0.01x | 52.13x | MX$15.00 Million |
| 2024 | 7.85% | 15.38% | 0.01x | 70.08x | MX$-41.29 Million |
| 2025 | 20.40% | 27.40% | 0.01x | 93.40x | MX$236.66 Million |
Industry Comparison
This section compares Casa de Bolsa Finamex S.A.B. de C.V's net assets metrics with peer companies in the Capital Markets industry.
Industry Context
- Industry: Capital Markets
- Average net assets among peers: $1,701,701,400
- Average return on equity (ROE) among peers: 13.56%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Casa de Bolsa Finamex S.A.B. de C.V (FINAMEXO) | MX$2.42 Billion | 23.84% | 62.91x | $155.22 Million |
| Corporación Actinver S. A. B. de C. V (ACTINVRB) | $824.00 Million | 9.83% | 0.44x | $648.19 Million |
| Corporativo GBM S.A.B. de C.V (GBMO) | $3.29 Billion | 29.68% | 0.46x | $1.49 Billion |
| INVEX Controladora S.A.B. de C.V (INVEXA) | $1.66 Billion | 10.22% | 2.47x | $981.38 Million |
| Procorp S.A.B. de C.V (PROCORPB) | $115.80 Million | 0.00% | 0.00x | $16.67 Million |
| Value Grupo Financiero S.A.B. de C.V (VALUEGFO) | $2.62 Billion | 18.06% | 0.61x | $552.48 Million |
About Casa de Bolsa Finamex S.A.B. de C.V
Casa de Bolsa Finamex S.A.B. de C.V. provides access services to the Mexican securities markets. It offers financial services to individual, corporate, and professional investors in the Mexican markets of money, capital, derivatives, and foreign exchange with various direct access products and specialized mixtures. The company was founded in 1974 and is based in Mexico City, Mexico.