INVEX Controladora S.A.B. de C.V (INVEXA) - Net Assets

Latest as of June 2026: MX$21.52 Billion MXN ≈ $1.24 Billion USD

Based on the latest financial reports, INVEX Controladora S.A.B. de C.V (INVEXA) has net assets worth MX$21.52 Billion MXN (≈ $1.24 Billion USD) as of June 2026. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (MX$241.61 Billion ≈ $13.90 Billion USD) and total liabilities (MX$220.09 Billion ≈ $12.67 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. Check INVEX Controladora S.A.B. de C.V (INVEXA) strategic asset index to assess the company's strategic physical and investment asset allocation.

Key Net Assets Metrics

Metric	Value
Current Net Assets	MX$21.52 Billion
% of Total Assets	8.91%
Annual Growth Rate	11.53%
5-Year Change	63.82%
10-Year Change	235.42%
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. For live market cap and overall valuation, see INVEXA stock market capitalisation.

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. Also explore net asset growth rate of INVEX Controladora S.A.B. de C.V to track the company's year-over-year net asset growth rate.

Year	Net Assets	Change
2025-12-31	MX$18.79 Billion ≈ $1.08 Billion	+22.54%
2024-12-31	MX$15.33 Billion ≈ $882.48 Million	+15.79%
2023-12-31	MX$13.24 Billion ≈ $762.14 Million	+6.50%
2022-12-31	MX$12.44 Billion ≈ $715.64 Million	+8.41%
2021-12-31	MX$11.47 Billion ≈ $660.10 Million	+13.11%
2020-12-31	MX$10.14 Billion ≈ $583.62 Million	+5.10%
2019-12-31	MX$9.65 Billion ≈ $555.30 Million	+8.95%
2018-12-31	MX$8.86 Billion ≈ $509.67 Million	+27.72%
2017-12-31	MX$6.93 Billion ≈ $399.05 Million	+23.78%
2016-12-31	MX$5.60 Billion ≈ $322.40 Million	+11.88%
2015-12-31	MX$5.01 Billion ≈ $288.15 Million	+8.47%
2014-12-31	MX$4.62 Billion ≈ $265.65 Million	+7.40%
2013-12-31	MX$4.30 Billion ≈ $247.35 Million	+6.70%
2012-12-31	MX$4.03 Billion ≈ $231.81 Million	+10.54%
2011-12-31	MX$3.64 Billion ≈ $209.71 Million	+8.16%
2010-12-31	MX$3.37 Billion ≈ $193.89 Million	+17.80%
2009-12-31	MX$2.86 Billion ≈ $164.59 Million	+10.38%
2008-12-31	MX$2.59 Billion ≈ $149.11 Million	+8.36%
2007-12-31	MX$2.39 Billion ≈ $137.60 Million	-11.18%
2006-12-31	MX$2.69 Billion ≈ $154.93 Million	+28.01%
2005-12-31	MX$2.10 Billion ≈ $121.03 Million	+8.21%
2004-12-31	MX$1.94 Billion ≈ $111.84 Million	+17.23%
2003-12-31	MX$1.66 Billion ≈ $95.40 Million	+13.92%
2002-12-31	MX$1.46 Billion ≈ $83.74 Million	+8.61%
2001-12-31	MX$1.34 Billion ≈ $77.11 Million	+9.03%
2000-12-31	MX$1.23 Billion ≈ $70.72 Million	--

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 1443700000000.0% 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	83.80%
Other Components	MX$2.79 Billion	16.20%
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
Bellring Brands LLC NYSE:BRBR	$981.39 Million
thyssenkrupp nucera AG & Co. KGaA XETRA:NCH2	$981.47 Million
Fujian Guanfu Modern Household Wares Co Ltd SHE:002102	$981.73 Million
Resolute Holdings Management, Inc. NYSE:RHLD	$982.06 Million
Zhejiang Huatong Meat Products Co Ltd SHE:002840	$981.31 Million
PT Super Bank Indonesia Tbk JK:SUPA	$981.20 Million
IDI Insurance Company Ltd TA:IDIN	$981.10 Million
NB Bancorp, Inc. Common Stock NASDAQ:NBBK	$981.10 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 17,228,000,000, a change of 3,124,000,000 (22.1%).
Net income of 3,510,000,000 contributed positively to equity growth.
Dividend payments of 93,000,000 reduced retained earnings.
Share repurchases of 62,000,000 reduced equity.
Other factors decreased equity by 231,000,000.

Equity Change Factors (2024 to 2025)

Factor	Impact	Contribution
Net Income	MX$3.51 Billion	+20.37%
Dividends Paid	MX$93.00 Million	-0.54%
Share Repurchases	MX$62.00 Million	-0.36%
Other Changes	MX$-231.00 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: 0.99x
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 2.57x to 0.99x 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$104.55	x
2018-12-31	MX$48.12	MX$104.55	x
2019-12-31	MX$52.52	MX$104.55	x
2020-12-31	MX$55.66	MX$104.55	x
2021-12-31	MX$63.84	MX$104.55	x
2022-12-31	MX$69.73	MX$104.55	x
2023-12-31	MX$75.15	MX$104.55	x
2024-12-31	MX$86.47	MX$104.55	x
2025-12-31	MX$105.63	MX$104.55	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: 13.21%
• Asset Turnover: 0.12x
• 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%	9.34%	0.11x	13.64x	MX$512.60 Million
2025	20.37%	13.21%	0.12x	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: $2,395,415,600
Average return on equity (ROE) among peers: 12.98%

Peer Company Comparison

Company	Net Assets	Return on Equity	Debt-to-Equity	Market Cap
INVEX Controladora S.A.B. de C.V (INVEXA)	MX$21.52 Billion	0.08%	10.23x	$981.38 Million
Corporación Actinver S. A. B. de C. V (ACTINVRB)	$5.25 Billion	6.84%	9.41x	$648.19 Million
Casa de Bolsa Finamex S.A.B. de C.V (FINAMEXO)	$1.74 Billion	8.55%	48.79x	$155.22 Million
Corporativo GBM S.A.B. de C.V (GBMO)	$4.13 Billion	25.63%	1.47x	$1.53 Billion
Procorp S.A.B. de C.V (PROCORPB)	$103.93 Million	0.00%	0.01x	$16.67 Million
Value Grupo Financiero S.A.B. de C.V (VALUEGFO)	$745.00 Million	23.89%	0.62x	$552.48 Million

About INVEX Controladora S.A.B. de C.V

MX:INVEXA Mexico Capital Markets

Market Cap

$981.38 Million

MX$17.05 Billion MXN

Market Cap Rank

#9070 Global

#89 in Mexico

Share Price

MX$104.55

Change (1 day)

+0.00%

52-Week Range

MX$90.00 - MX$104.55

All Time High

MX$104.55