INVEX Controladora S.A.B. de C.V
INVEX Controladora, S.A.B. de C.V. provides financial products in Mexico and internationally. The company offers financial operations, commercial banking services, and securities market intermediation, as well as non-financial operations, such as the supply of electricity, infrastructure services, and financial advisory services. It also involved in provision of financial services as a credit ins… Read more
INVEX Controladora S.A.B. de C.V (INVEXA) - Net Assets
Latest net assets as of December 2025: MX$18.79 Billion MXN
Based on the latest financial reports, INVEX Controladora S.A.B. de C.V (INVEXA) has net assets worth MX$18.79 Billion MXN as of December 2025.
Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (MX$220.66 Billion) and total liabilities (MX$201.87 Billion). 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.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | MX$18.79 Billion |
| % of Total Assets | 8.52% |
| Annual Growth Rate | 11.53% |
| 5-Year Change | 63.82% |
| 10-Year Change | 235.41% |
| Growth Volatility | 8.0 |
INVEX Controladora S.A.B. de C.V - Net Assets Trend (2000–2025)
This chart illustrates how INVEX Controladora S.A.B. de C.V's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.
Annual Net Assets for INVEX Controladora S.A.B. de C.V (2000–2025)
The table below shows the annual net assets of INVEX Controladora S.A.B. de C.V from 2000 to 2025.
| Year | Net Assets | Change |
|---|---|---|
| 2025-12-31 | MX$18.79 Billion | +22.54% |
| 2024-12-31 | MX$15.33 Billion | +15.79% |
| 2023-12-31 | MX$13.24 Billion | +6.50% |
| 2022-12-31 | MX$12.44 Billion | +8.41% |
| 2021-12-31 | MX$11.47 Billion | +13.11% |
| 2020-12-31 | MX$10.14 Billion | +5.10% |
| 2019-12-31 | MX$9.65 Billion | +8.95% |
| 2018-12-31 | MX$8.86 Billion | +27.72% |
| 2017-12-31 | MX$6.93 Billion | +23.78% |
| 2016-12-31 | MX$5.60 Billion | +11.88% |
| 2015-12-31 | MX$5.01 Billion | +8.47% |
| 2014-12-31 | MX$4.62 Billion | +7.40% |
| 2013-12-31 | MX$4.30 Billion | +6.70% |
| 2012-12-31 | MX$4.03 Billion | +10.54% |
| 2011-12-31 | MX$3.64 Billion | +8.16% |
| 2010-12-31 | MX$3.37 Billion | +17.80% |
| 2009-12-31 | MX$2.86 Billion | +10.38% |
| 2008-12-31 | MX$2.59 Billion | +8.36% |
| 2007-12-31 | MX$2.39 Billion | -11.18% |
| 2006-12-31 | MX$2.69 Billion | +28.01% |
| 2005-12-31 | MX$2.10 Billion | +8.21% |
| 2004-12-31 | MX$1.94 Billion | +17.23% |
| 2003-12-31 | MX$1.66 Billion | +13.92% |
| 2002-12-31 | MX$1.46 Billion | +8.61% |
| 2001-12-31 | MX$1.34 Billion | +9.03% |
| 2000-12-31 | MX$1.23 Billion | -- |
Equity Component Analysis
This analysis shows how different components contribute to INVEX Controladora 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 1443578064700.0% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (December 2025)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | MX$14.44 Billion | 83.79% |
| Other Components | MX$2.79 Billion | 16.21% |
| Total Equity | MX$17.23 Billion | 100.00% |
INVEX Controladora S.A.B. de C.V Competitors by Market Cap
The table below lists competitors of INVEX Controladora S.A.B. de C.V ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
KATITAS CO., Ltd.
PINK:KTITF
|
$538.93 Million |
|
Yabao Pharmaceutical Group Co Ltd
SHG:600351
|
$539.06 Million |
|
Tianshui Zhongxing Bio-technology Co Ltd
SHE:002772
|
$539.08 Million |
|
Ingentec Corporation
TWO:4768
|
$539.43 Million |
|
Henan Thinker Automation
SHG:603508
|
$538.70 Million |
|
Vijaya Diagnostic Centre Limited
NSE:VIJAYA
|
$538.66 Million |
|
Fleury S.A.
SA:FLRY3
|
$538.63 Million |
|
Cohort plc
F:C7K
|
$538.09 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in INVEX Controladora 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 14,104,000,000 to 17,227,815,725, a change of 3,123,815,725 (22.1%).
- Net income of 3,509,641,045 contributed positively to equity growth.
- Dividend payments of 92,645,234 reduced retained earnings.
- Share repurchases of 61,661,548 reduced equity.
- Other factors decreased equity by 231,518,538.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | MX$3.51 Billion | +20.37% |
| Dividends Paid | MX$92.65 Million | -0.54% |
| Share Repurchases | MX$61.66 Million | -0.36% |
| Other Changes | MX$-231.52 Million | -1.34% |
| Total Change | MX$- | 22.15% |
Book Value vs Market Value Analysis
This analysis compares INVEX Controladora 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: 0.90x
- The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.
- The price-to-book ratio has decreased from 2.33x to 0.90x 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$40.76 | MX$95.01 | x |
| 2018-12-31 | MX$48.12 | MX$95.01 | x |
| 2019-12-31 | MX$52.52 | MX$95.01 | x |
| 2020-12-31 | MX$55.66 | MX$95.01 | x |
| 2021-12-31 | MX$63.84 | MX$95.01 | x |
| 2022-12-31 | MX$69.73 | MX$95.01 | x |
| 2023-12-31 | MX$75.15 | MX$95.01 | x |
| 2024-12-31 | MX$86.47 | MX$95.01 | x |
| 2025-12-31 | MX$105.62 | MX$95.01 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently INVEX Controladora S.A.B. de C.V utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 20.37%
- The company demonstrates strong efficiency in generating profits from shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 21.04%
- • Asset Turnover: 0.08x
- • Equity Multiplier: 12.81x
- Recent ROE (20.37%) is above the historical average (9.09%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2000 | 0.08% | 0.05% | 0.55x | 3.10x | MX$-121.86 Million |
| 2001 | 10.13% | 5.73% | 0.43x | 4.11x | MX$1.76 Million |
| 2002 | 1.11% | 0.92% | 0.29x | 4.22x | MX$-129.40 Million |
| 2003 | 10.22% | 9.37% | 0.31x | 3.47x | MX$3.63 Million |
| 2004 | 10.52% | 19.01% | 0.14x | 3.85x | MX$9.79 Million |
| 2005 | 5.95% | 7.57% | 0.19x | 4.20x | MX$-83.20 Million |
| 2006 | 11.02% | 7.86% | 0.24x | 5.73x | MX$25.70 Million |
| 2007 | 8.57% | 4.96% | 0.30x | 5.71x | MX$-34.10 Million |
| 2008 | 2.08% | 1.09% | 0.37x | 5.14x | MX$-205.10 Million |
| 2009 | 9.16% | 8.37% | 0.12x | 9.32x | MX$-24.00 Million |
| 2010 | 5.64% | 6.87% | 0.12x | 6.75x | MX$-146.90 Million |
| 2011 | 6.92% | 9.01% | 0.07x | 10.83x | MX$-112.40 Million |
| 2012 | 19.14% | 18.48% | 0.07x | 14.99x | MX$368.20 Million |
| 2013 | 9.33% | 9.57% | 0.06x | 17.21x | MX$-28.80 Million |
| 2014 | 8.15% | 6.81% | 0.07x | 16.98x | MX$-85.23 Million |
| 2015 | 7.25% | 19.25% | 0.02x | 23.95x | MX$-136.90 Million |
| 2016 | 9.75% | 16.98% | 0.03x | 16.58x | MX$-14.00 Million |
| 2017 | 11.93% | 17.47% | 0.05x | 15.14x | MX$128.20 Million |
| 2018 | 7.70% | 13.91% | 0.04x | 14.04x | MX$-180.80 Million |
| 2019 | 9.39% | 12.12% | 0.07x | 11.68x | MX$-52.60 Million |
| 2020 | 6.21% | 10.95% | 0.04x | 14.27x | MX$-343.90 Million |
| 2021 | 11.70% | 21.76% | 0.03x | 15.91x | MX$176.80 Million |
| 2022 | 11.96% | 19.92% | 0.04x | 15.03x | MX$222.60 Million |
| 2023 | 8.52% | 12.46% | 0.05x | 14.28x | MX$-181.80 Million |
| 2024 | 13.63% | 16.41% | 0.06x | 13.64x | MX$512.51 Million |
| 2025 | 20.37% | 21.04% | 0.08x | 12.81x | MX$1.79 Billion |
Industry Comparison
This section compares INVEX Controladora 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: $10,377,674,429
- Average return on equity (ROE) among peers: 4.56%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| INVEX Controladora S.A.B. de C.V (INVEXA) | MX$18.79 Billion | 0.08% | 10.74x | $538.82 Million |
| Corporación Actinver S. A. B. de C. V (ACTINVRB) | $2.62 Billion | 10.83% | 5.97x | $527.03 Million |
| Casa de Bolsa Finamex S.A.B. de C.V (FINAMEXO) | $377.80 Million | 0.00% | 0.15x | $62.64 Million |
| Corporativo GBM S.A.B. de C.V (GBMO) | $6.09 Billion | -10.02% | 5.29x | $1.30 Billion |
| MARA Holdings, Inc. (MARA) | $1.62 Billion | 16.16% | 0.23x | $2.87 Billion |
| Procorp S.A.B. de C.V (PROCORPB) | $114.00 Million | 0.00% | 0.00x | $10.76 Million |
| The Charles Schwab Corporation (SCHW) | $56.26 Billion | 10.41% | 10.86x | $136.01 Billion |
| Value Grupo Financiero S.A.B. de C.V (VALUEGFO) | $5.56 Billion | 4.57% | 1.72x | $56.69 Million |