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Added to YB: 2026-07-10

Pitch date: 2026-07-08

PESO.V [neutral]

PesoRama Inc.

-9.09%

current return

Author Info

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Company Info

PesoRama Inc., through its subsidiaries, operates a chain of retail stores under the Joi Dollar Plus brand name in Mexico.

Market Cap

CAD 104.2M

Pitch Price

CAD 0.55

Price Target

N/A

Dividend

N/A

EV/EBITDA

-34.36

P/E

-5.08

EV/Sales

4.40

Sector

Broadline Retail

Category

growth

Show full summary:
Following the Walmart /Dollarama Play book In Mexico - $PESO.V

PESO.V (watchlist): Dollarama-style dollar store rollout in Mexico (Joi Dollar Plus); 39 stores, targeting 60 by end-2026, 640+ in 5yrs vs 14K TAM. EV $122M, $0.54/sh. Fast growth but 4 dilutive raises/yr, share count doubled YoY; covenant breach forced $21M 9% converts. Profitability unclear, margins declining 3 straight qtrs, stopped SSS disclosure. Not long—watching for cash flow inflection.

Read full article (7 min)