Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) Return-on-Tangible-Equity: 28.00% (As of Mar. 2026) — 228% Above Median


MEX:FINAMEXO Casa De Bolsa Finamex SAB De CV MEX:FINAMEXO
66 GF Score
Price MXN40.75
GF Value MXN49.58
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Casa De Bolsa FinamexB De CV Return-on-Tangible-Equity?

Casa De Bolsa FinamexB De CV MEX:FINAMEXO 66 Return-on-Tangible-Equity is 28.00% as of Mar. 2026, which is 228% above its 10-year median of 8.54. GuruFocus rates MEX:FINAMEXO with a GF Score™ of 66/100 and a GF Value™ of MXN49.58 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 781 Capital Markets companies, Casa De Bolsa FinamexB De CV ranks better than 77.98% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Casa De Bolsa FinamexB De CV's annualized net income for the quarter that ended in Mar. 2026 was MXN610 Mil. Casa De Bolsa FinamexB De CV's average shareholder tangible equity for the quarter that ended in Mar. 2026 was MXN2,180 Mil. Therefore, Casa De Bolsa FinamexB De CV's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 28.00%.

The historical rank and industry rank for Casa De Bolsa FinamexB De CV's Return-on-Tangible-Equity or its related term are showing as below:

MEX:FINAMEXO' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -9   Med: 8.54   Max: 22.59
Current: 22

During the past 13 years, Casa De Bolsa FinamexB De CV's highest Return-on-Tangible-Equity was 22.59%. The lowest was -9.00%. And the median was 8.54%.

MEX:FINAMEXO's Return-on-Tangible-Equity is ranked better than
77.98% of 781 companies
in the Capital Markets industry
Industry Median: 6.52 vs MEX:FINAMEXO: 22.00

Casa De Bolsa FinamexB De CV  (MEX:FINAMEXO) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Casa De Bolsa FinamexB De CV Return-on-Tangible-Equity Related Terms


Casa De Bolsa FinamexB De CV Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Casa De Bolsa FinamexB De CV's Return-on-Tangible-Equity 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 Return-on-Tangible-Equity Chart

Casa De Bolsa FinamexB De CV Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.66 8.93 11.43 8.14 22.59

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
Return-on-Tangible-Equity 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 30.40 4.63 33.40 20.52 28.00

MEX:FINAMEXO vs MS, GS, SCHW: Return-on-Tangible-Equity Comparison

For the Capital Markets subindustry, Casa De Bolsa FinamexB De CV's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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 Return-on-Tangible-Equity vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Casa De Bolsa FinamexB De CV's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Casa De Bolsa FinamexB De CV's Return-on-Tangible-Equity falls into.


MEX:FINAMEXO
66GF Score
Casa De Bolsa Finamex SAB De CV MEX:FINAMEXO
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Casa De Bolsa FinamexB De CV Return-on-Tangible-Equity Calculation

Casa De Bolsa FinamexB De CV's annualized Return-on-Tangible-Equity for the fiscal year that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=464.263/( (1876+2234.26 )/ 2 )
=464.263/2055.13
=22.59 %

Casa De Bolsa FinamexB De CV's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=610.42/( (2234.26+2125.822)/ 2 )
=610.42/2180.041
=28.00 %

* 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.

In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 28.00% mean?
Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) has a Return-on-Tangible-Equity of 28.00% as of Mar. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Casa De Bolsa FinamexB De CV and its competitors. This is 228% above median its historical median of 8.54. According to the industry distribution chart, Casa De Bolsa FinamexB De CV ranks #172 out of 781 companies in the Capital Markets industry, placing it in the top 22%.
Is Casa De Bolsa FinamexB De CV's Return-on-Tangible-Equity too high?
Casa De Bolsa FinamexB De CV's current Return-on-Tangible-Equity of 28.00% is 228% above median its 10-year median of 8.54. The Capital Markets industry median Return-on-Tangible-Equity is 6.52. Casa De Bolsa FinamexB De CV's value of 28.00% is 329.4% above this industry median. Based on the distribution chart, Casa De Bolsa FinamexB De CV ranks #172 out of 781 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Casa De Bolsa FinamexB De CV has a GF Score™ of 66/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Casa De Bolsa FinamexB De CV's Return-on-Tangible-Equity compare to MS and GS?
According to the Capital Markets industry distribution chart, Casa De Bolsa FinamexB De CV ranks #172 out of 781 companies for Return-on-Tangible-Equity. This places Casa De Bolsa FinamexB De CV in the top 22% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 6.52. Casa De Bolsa FinamexB De CV's value of 28.00% is 329.4% above this benchmark. While the company's 10-year median is 8.54 vs. the industry median of 6.52, Casa De Bolsa FinamexB De CV has consistently been above 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 Return-on-Tangible-Equity for a Capital Markets company?
The median Return-on-Tangible-Equity among Capital Markets companies is 6.52, based on 781 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity 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 Return-on-Tangible-Equity of 28.00% is 329.4% above 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 Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Casa De Bolsa FinamexB De CV and its competitors. For the Capital Markets industry, the median Return-on-Tangible-Equity is 6.52 — 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 Return-on-Tangible-Equity is 28.00%, which is 228% above median its own 10-year median of 8.54. 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 MXN49.58, compared to a current price of MXN40.75 — trading 17.8% below its estimated fair value. The current Return-on-Tangible-Equity is 28.00%, which is 228% above median its 10-year median of 8.54 and 329.4% above the Capital Markets industry median of 6.52. Casa De Bolsa FinamexB De CV's overall GF Score™ is 66/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Casa De Bolsa FinamexB De CV (MEX:FINAMEXO), the current Return-on-Tangible-Equity is 28.00% as of Mar. 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 17.8% below its estimated GF Value™ of MXN49.58. GuruFocus considers Casa De Bolsa FinamexB De CV to be Modestly Undervalued.

Key valuation signals for MEX:FINAMEXO:

  • Return-on-Tangible-Equity: 28.00% (228% above median its 10-year median of 8.54)
  • GF Value™: MXN49.58 vs. price of MXN40.75 (17.8% below fair value)
  • GF Score™: 66/100 with 3 warning signs
  • Industry Position: 329.4% above the Capital Markets median (#172 of 781)

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.
66GF Score

Get the complete analysis for MEX:FINAMEXO

Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN40.75
Price
MXN49.58
GF Value