Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) Cyclically Adjusted PB Ratio: 1.15 (As of Jul. 21, 2026) — 28% Above Median

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Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
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MEX:FINAMEXO Casa De Bolsa Finamex SAB De CV MEX:FINAMEXO
67 GF Score
Price MXN40.75
GF Value MXN49.93
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Casa De Bolsa FinamexB De CV Cyclically Adjusted PB Ratio?

Casa De Bolsa FinamexB De CV MEX:FINAMEXO 67 Cyclically Adjusted PB Ratio is 1.15 as of Jul. 21, 2026, which is 28% above its 10-year median of 0.90. GuruFocus rates MEX:FINAMEXO with a GF Score™ of 67/100 and a GF Value™ of MXN49.93 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 634 Capital Markets companies, Casa De Bolsa FinamexB De CV ranks better than 55.21% on this metric.

As of today (2026-07-21), Casa De Bolsa FinamexB De CV's current share price is MXN40.75. Casa De Bolsa FinamexB De CV's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 was MXN35.38. Casa De Bolsa FinamexB De CV's Cyclically Adjusted PB Ratio for today is 1.15.

The historical rank and industry rank for Casa De Bolsa FinamexB De CV's Cyclically Adjusted PB Ratio or its related term are showing as below:

MEX:FINAMEXO' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.83   Med: 0.9   Max: 1.23
Current: 1.15

During the past years, Casa De Bolsa FinamexB De CV's highest Cyclically Adjusted PB Ratio was 1.23. The lowest was 0.83. And the median was 0.90.

MEX:FINAMEXO's Cyclically Adjusted PB Ratio is ranked better than
55.21% of 634 companies
in the Capital Markets industry
Industry Median: 1.325 vs MEX:FINAMEXO: 1.15

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Casa De Bolsa FinamexB De CV's adjusted book value per share data for the three months ended in Mar. 2026 was MXN38.218. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN35.38 for the trailing ten years ended in Mar. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Casa De Bolsa FinamexB De CV  (MEX:FINAMEXO) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Casa De Bolsa FinamexB De CV Cyclically Adjusted PB Ratio Related Terms


Casa De Bolsa FinamexB De CV Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Casa De Bolsa FinamexB De CV's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Casa De Bolsa FinamexB De CV Cyclically Adjusted PB Ratio Chart

Casa De Bolsa FinamexB De CV Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.04 0.87 0.85 0.85 0.89

Casa De Bolsa FinamexB De CV Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.85 0.85 0.89 0.89 1.07

MEX:FINAMEXO vs MS, GS, SCHW: Cyclically Adjusted PB Ratio Comparison

For the Capital Markets subindustry, Casa De Bolsa FinamexB De CV's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Casa De Bolsa FinamexB De CV Cyclically Adjusted PB Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Casa De Bolsa FinamexB De CV's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Casa De Bolsa FinamexB De CV's Cyclically Adjusted PB Ratio falls into.


MEX:FINAMEXO
67GF Score
Casa De Bolsa Finamex SAB De CV MEX:FINAMEXO
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Casa De Bolsa FinamexB De CV Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Casa De Bolsa FinamexB De CV's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=40.75/35.38
=1.15

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Casa De Bolsa FinamexB De CV's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 is calculated as:

For example, Casa De Bolsa FinamexB De CV's adjusted Book Value per Share data for the three months ended in Mar. 2026 was:

Adj_Book=Book Value per Share/CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=38.218/166.0400*166.0400
=38.218

Current CPI (Mar. 2026) = 166.0400.

Casa De Bolsa FinamexB De CV Quarterly Data

Book Value per Share CPI Adj_Book
201606 26.677 101.905 43.467
201609 28.111 103.084 45.279
201612 29.989 105.002 47.422
201703 27.919 108.063 42.898
201706 28.017 108.339 42.939
201709 28.024 109.628 42.445
201712 27.986 112.114 41.447
201803 28.560 113.505 41.779
201806 24.681 113.373 36.147
201809 25.281 115.130 36.460
201812 25.288 117.530 35.726
201903 24.065 118.050 33.848
201906 23.163 117.848 32.635
201909 21.954 118.581 30.740
201912 22.622 120.854 31.080
202003 20.675 121.885 28.165
202006 23.529 121.777 32.081
202009 27.315 123.341 36.771
202012 27.339 124.661 36.414
202103 27.089 127.574 35.257
202106 26.723 128.936 34.413
202109 27.522 130.742 34.953
202112 25.951 133.830 32.197
202203 26.696 137.082 32.335
202206 27.142 139.233 32.368
202209 27.250 142.116 31.837
202212 27.497 144.291 31.642
202303 27.740 146.472 31.446
202306 27.385 146.272 31.086
202309 28.396 148.446 31.761
202312 29.500 151.017 32.435
202403 29.673 152.947 32.213
202406 29.695 153.551 32.110
202409 27.810 155.246 29.744
202412 30.258 157.378 31.923
202503 32.594 158.761 34.088
202506 32.915 160.180 34.119
202509 35.691 161.030 36.801
202512 35.906 163.190 36.533
202603 38.218 166.040 38.218

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PB Ratio of 1.15 mean?
Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) has a Cyclically Adjusted PB Ratio of 1.15 as of Jul. 21, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Casa De Bolsa FinamexB De CV and its competitors. This is 28% above median its historical median of 0.90. Over the past decade, Casa De Bolsa FinamexB De CV's Cyclically Adjusted PB Ratio has ranged from 0.83 to 1.23. According to the industry distribution chart, Casa De Bolsa FinamexB De CV ranks #284 out of 634 companies in the Capital Markets industry, placing it in the top 44.8%.
Is Casa De Bolsa FinamexB De CV's Cyclically Adjusted PB Ratio too high?
Casa De Bolsa FinamexB De CV's current Cyclically Adjusted PB Ratio of 1.15 is 28% above median its 10-year median of 0.90. Over the past 10 years, this metric has ranged from a low of 0.83 to a high of 1.23. The Capital Markets industry median Cyclically Adjusted PB Ratio is 1.33. Casa De Bolsa FinamexB De CV's value of 1.15 is 13.2% below this industry median. Based on the distribution chart, Casa De Bolsa FinamexB De CV ranks #284 out of 634 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Casa De Bolsa FinamexB De CV has a GF Score™ of 67/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Casa De Bolsa FinamexB De CV's Cyclically Adjusted PB Ratio compare to MS and GS?
According to the Capital Markets industry distribution chart, Casa De Bolsa FinamexB De CV ranks #284 out of 634 companies for Cyclically Adjusted PB Ratio. This puts Casa De Bolsa FinamexB De CV in the upper half of its industry. The industry median Cyclically Adjusted PB Ratio is 1.33. Casa De Bolsa FinamexB De CV's value of 1.15 is 13.2% below this benchmark. Historically, Casa De Bolsa FinamexB De CV's own Cyclically Adjusted PB Ratio has ranged from 0.83 to 1.23 over the past decade. While the company's 10-year median is 0.90 vs. the industry median of 1.33, Casa De Bolsa FinamexB De CV has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for a Capital Markets company?
The median Cyclically Adjusted PB Ratio among Capital Markets companies is 1.33, based on 634 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Casa De Bolsa FinamexB De CV's current Cyclically Adjusted PB Ratio of 1.15 is 13.2% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Casa De Bolsa FinamexB De CV and its competitors. For the Capital Markets industry, the median Cyclically Adjusted PB Ratio is 1.33 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Casa De Bolsa FinamexB De CV's current Cyclically Adjusted PB Ratio is 1.15, which is 28% above median its own 10-year median of 0.90. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Casa De Bolsa FinamexB De CV stock overvalued right now?
Based on GuruFocus' analysis, Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN49.93, compared to a current price of MXN40.75 — trading 18.4% below its estimated fair value. The current Cyclically Adjusted PB Ratio is 1.15, which is 28% above median its 10-year median of 0.90 and 13.2% below the Capital Markets industry median of 1.33. Casa De Bolsa FinamexB De CV's overall GF Score™ is 67/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Casa De Bolsa FinamexB De CV (MEX:FINAMEXO), the current Cyclically Adjusted PB Ratio is 1.15 as of Jul. 21, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) Overvalued in 2026?

Based on GuruFocus' analysis, Casa De Bolsa FinamexB De CV stock appears to be undervalued. The current stock price of MXN40.75 is trading 18.4% below its estimated GF Value™ of MXN49.93. GuruFocus considers Casa De Bolsa FinamexB De CV to be Modestly Undervalued.

Key valuation signals for MEX:FINAMEXO:

  • Cyclically Adjusted PB Ratio: 1.15 (28% above median its 10-year median of 0.90)
  • GF Value™: MXN49.93 vs. price of MXN40.75 (18.4% below fair value)
  • GF Score™: 67/100 with 3 warning signs
  • Industry Position: 13.2% below the Capital Markets median (#284 of 634)

No single metric tells the full story. See the MEX:FINAMEXO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Casa De Bolsa FinamexB De CV Business Description

Address Floor 27-28, Colonia Juarez, Paseo de la Reforma No. 342, New York Life Tower, Mexico, MEX, 06600
Casa De Bolsa Finamex SAB De CV is a Mexican brokerage company engaged in providing multi-asset market access. The company offers its products and services to individual, corporate and professional investors on money, derivatives and equity markets and Foreign Exchange.
67GF Score

Get the complete analysis for MEX:FINAMEXO

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN40.75
Price
MXN49.93
GF Value