Added to YB: 2026-09-03
Pitch date: 2026-08-29
WMMVY [bullish]
Wal-Mart de México, S.A.B. de C.V.
-1.7%
current return
Author Info
No bio for this author
Company Info
Wal-Mart de México, S.A.B. de C.V. owns and operates self-service stores in Mexico and Central America.
Market Cap
MXN 810.4B
Pitch Price
MXN 47.62
Price Target
N/A
Dividend
2.46%
EV/EBITDA
8.34
P/E
16.27
EV/Sales
0.85
Sector
Consumer Staples Distribution and Retail
Category
value
August Buy & Hold Purchases; Bonds, Jeronimo Martins - $WMMVY
WMMVY (added to position): Added on a steep peso-denominated pullback while the business continues to perform well, with a dominant position in Mexico and Central America, significantly higher Mexican market share than Walmart U.S. has domestically, and steady sales and EPS growth. Walmex trades at roughly 16x earnings versus 37x for Walmart U.S. despite similar growth. Tariff and margin concerns are viewed as noise rather than material to the underlying business, based on current and future earnings estimates.
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