Invex ControladoraB de CV (MEX:INVEXA) Cyclically Adjusted PS Ratio: 1.53 (As of Aug. 23, 2026) — 41% Below Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

MEX:INVEXA Invex Controladora SAB de CV MEX:INVEXA
76 GF Score
Price MXN104.55
GF Value MXN110.19
Valuation Fairly Valued
! 4 Warning Signs
View Full Analysis

What is Invex ControladoraB de CV Cyclically Adjusted PS Ratio?

Invex ControladoraB de CV MEX:INVEXA 76 Cyclically Adjusted PS Ratio is 1.53 as of Aug. 23, 2026, which is 41% below its 10-year median of 2.58. GuruFocus rates MEX:INVEXA with a GF Score™ of 76/100 and a GF Value™ of MXN110.19 (Fairly Valued). The stock has 4 warning signs investors should review. Among 580 Capital Markets companies, Invex ControladoraB de CV ranks better than 71.38% on this metric.

As of today (2026-08-23), Invex ControladoraB de CV's current share price is MXN104.55. Invex ControladoraB de CV's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 was MXN68.18. Invex ControladoraB de CV's Cyclically Adjusted PS Ratio for today is 1.53.

The historical rank and industry rank for Invex ControladoraB de CV's Cyclically Adjusted PS Ratio or its related term are showing as below:

MEX:INVEXA' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 1.43   Med: 2.58   Max: 4.01
Current: 1.53

During the past years, Invex ControladoraB de CV's highest Cyclically Adjusted PS Ratio was 4.01. The lowest was 1.43. And the median was 2.58.

MEX:INVEXA's Cyclically Adjusted PS Ratio is ranked better than
71.38% of 580 companies
in the Capital Markets industry
Industry Median: 3.635 vs MEX:INVEXA: 1.53

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 PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Invex ControladoraB de CV's adjusted revenue per share data for the three months ended in Jun. 2026 was MXN27.542. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is MXN68.18 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Invex ControladoraB de CV  (MEX:INVEXA) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue 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 PS Ratio should give similar results to regular PS Ratio.


Invex ControladoraB de CV Cyclically Adjusted PS Ratio Related Terms


Invex ControladoraB de CV Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

The historical data trend for Invex ControladoraB de CV's Cyclically Adjusted PS 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.

Invex ControladoraB de CV Cyclically Adjusted PS Ratio Chart

Invex ControladoraB de CV Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.68 2.34 2.23 1.75 1.50

Invex ControladoraB de CV Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PS 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 1.70 1.65 1.50 1.43 1.47

MEX:INVEXA vs MS, GS, SCHW: Cyclically Adjusted PS Ratio Comparison

For the Capital Markets subindustry, Invex ControladoraB de CV's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS 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.


Invex ControladoraB de CV Cyclically Adjusted PS Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Invex ControladoraB de CV's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where Invex ControladoraB de CV's Cyclically Adjusted PS Ratio falls into.


MEX:INVEXA
76GF Score
Invex Controladora SAB de CV MEX:INVEXA
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Invex ControladoraB de CV Cyclically Adjusted PS Ratio Calculation

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

Invex ControladoraB de CV's Cyclically Adjusted PS Ratio for today is calculated as

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=104.55/68.18
=1.53

* 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.

Invex ControladoraB de CV's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, Invex ControladoraB de CV's adjusted Revenue per Share data for the three months ended in Jun. 2026 was:

Adj_RevenuePerShare=Revenue per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=27.542/165.5700*165.5700
=27.542

Current CPI (Jun. 2026) = 165.5700.

Invex ControladoraB de CV Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201609 5.360 103.084 8.609
201612 5.029 105.002 7.930
201703 8.334 108.063 12.769
201706 6.044 108.339 9.237
201709 6.659 109.628 10.057
201712 7.017 112.114 10.363
201803 6.055 113.505 8.832
201806 7.175 113.373 10.478
201809 2.276 115.130 3.273
201812 11.121 117.530 15.667
201903 6.651 118.050 9.328
201906 8.676 117.848 12.189
201909 9.647 118.581 13.470
201912 5.215 120.854 7.145
202003 6.870 121.885 9.332
202006 6.508 121.777 8.848
202009 6.717 123.341 9.017
202012 10.009 124.661 13.294
202103 7.954 127.574 10.323
202106 7.270 128.936 9.336
202109 7.575 130.742 9.593
202112 11.517 133.830 14.248
202203 7.616 137.082 9.199
202206 8.834 139.233 10.505
202209 9.201 142.116 10.719
202212 16.217 144.291 18.609
202303 8.572 146.472 9.690
202306 9.985 146.272 11.302
202309 11.206 148.446 12.499
202312 21.615 151.017 23.698
202403 12.985 152.947 14.057
202406 16.550 153.551 17.845
202409 13.740 155.246 14.654
202412 76.892 157.378 80.894
202503 36.386 158.761 37.947
202506 22.935 160.180 23.707
202509 17.838 161.030 18.341
202512 87.592 163.190 88.869
202603 28.479 166.040 28.398
202606 27.542 165.570 27.542

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue 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 PS Ratio of 1.53 mean?
Invex ControladoraB de CV (MEX:INVEXA) has a Cyclically Adjusted PS Ratio of 1.53 as of Aug. 23, 2026. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on Invex ControladoraB de CV and its competitors. This is 41% below median its historical median of 2.58. Over the past decade, Invex ControladoraB de CV's Cyclically Adjusted PS Ratio has ranged from 1.43 to 4.01. According to the industry distribution chart, Invex ControladoraB de CV ranks #166 out of 580 companies in the Capital Markets industry, placing it in the top 28.6%.
Is Invex ControladoraB de CV's Cyclically Adjusted PS Ratio too high?
Invex ControladoraB de CV's current Cyclically Adjusted PS Ratio of 1.53 is 41% below median its 10-year median of 2.58. Over the past 10 years, this metric has ranged from a low of 1.43 to a high of 4.01. The Capital Markets industry median Cyclically Adjusted PS Ratio is 3.64. Invex ControladoraB de CV's value of 1.53 is 57.9% below this industry median. Based on the distribution chart, Invex ControladoraB de CV ranks #166 out of 580 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Invex ControladoraB de CV has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Invex ControladoraB de CV's Cyclically Adjusted PS Ratio compare to MS and GS?
According to the Capital Markets industry distribution chart, Invex ControladoraB de CV ranks #166 out of 580 companies for Cyclically Adjusted PS Ratio. This puts Invex ControladoraB de CV in the upper half of its industry. The industry median Cyclically Adjusted PS Ratio is 3.64. Invex ControladoraB de CV's value of 1.53 is 57.9% below this benchmark. Historically, Invex ControladoraB de CV's own Cyclically Adjusted PS Ratio has ranged from 1.43 to 4.01 over the past decade. While the company's 10-year median is 2.58 vs. the industry median of 3.64, Invex ControladoraB 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 PS Ratio for a Capital Markets company?
The median Cyclically Adjusted PS Ratio among Capital Markets companies is 3.64, based on 580 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PS Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PS Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invex ControladoraB de CV's current Cyclically Adjusted PS Ratio of 1.53 is 57.9% 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 PS Ratio mean?
A high Cyclically Adjusted PS Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on Invex ControladoraB de CV and its competitors. For the Capital Markets industry, the median Cyclically Adjusted PS Ratio is 3.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invex ControladoraB de CV's current Cyclically Adjusted PS Ratio is 1.53, which is 41% below median its own 10-year median of 2.58. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invex ControladoraB de CV stock overvalued right now?
Based on GuruFocus' analysis, Invex ControladoraB de CV (MEX:INVEXA) is currently considered Fairly Valued. The stock's GF Value™ is MXN110.19, compared to a current price of MXN104.55 — trading 5.1% below its estimated fair value. The current Cyclically Adjusted PS Ratio is 1.53, which is 41% below median its 10-year median of 2.58 and 57.9% below the Capital Markets industry median of 3.64. Invex ControladoraB de CV's overall GF Score™ is 76/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PS Ratio calculated?
Cyclically Adjusted PS Ratio is calculated from a company's financial statements. For Invex ControladoraB de CV (MEX:INVEXA), the current Cyclically Adjusted PS Ratio is 1.53 as of Aug. 23, 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 Invex ControladoraB de CV (MEX:INVEXA) Overvalued in 2026?

Based on GuruFocus' analysis, Invex ControladoraB de CV stock appears to be undervalued. The current stock price of MXN104.55 is trading 5.1% below its estimated GF Value™ of MXN110.19. GuruFocus considers Invex ControladoraB de CV to be Fairly Valued.

Key valuation signals for MEX:INVEXA:

  • Cyclically Adjusted PS Ratio: 1.53 (41% below median its 10-year median of 2.58)
  • GF Value™: MXN110.19 vs. price of MXN104.55 (5.1% below fair value)
  • GF Score™: 76/100 with 4 warning signs
  • Industry Position: 57.9% below the Capital Markets median (#166 of 580)

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


Invex ControladoraB de CV Business Description

Address Boulevard Manual Avila Camacho 40, Piso 7,Colonia Lomas de Chapultepec, Mexico, DF, MEX, 11000
Invex Controladora SAB de CV is a holding company that operates in the financial sectors. The company through its subsidiaries, provides banking, brokerage and consumer credit services.
76GF Score

Get the complete analysis for MEX:INVEXA

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

MXN104.55
Price
MXN110.19
GF Value