ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. Wal - Mart de MexicoB de CV's annualized return on invested capital (ROIC %) for the quarter that ended in Mar. 2026 was 15.77%.
As of today (2026-06-28), Wal - Mart de MexicoB de CV's WACC % is 12.62%. Wal - Mart de MexicoB de CV's ROIC % is 16.25% (calculated using TTM income statement data).
Wal - Mart de MexicoB de CV generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.
Wal - Mart de MexicoB de CV (MEX:WALMEX) ROIC % Explanation
ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. The reason book values of debt and equity are used is because the book values are the capital the company received when issuing the debt or receiving the equity investments.
There are four key components to this definition. The first is the use of operating income or EBIT rather than net income in the numerator. The second is the tax adjustment to this operating income or EBIT, computed as a hypothetical tax based on an effective or marginal tax rate. The third is the use of book values for invested capital, rather than market values. The final is the timing difference; the capital invested is from the end of the prior year whereas the operating income or EBIT is the current year's number.
Why is ROIC % important?
Because it costs money to raise capital. A firm that generates higher returns on investment than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.
As of today, Wal - Mart de MexicoB de CV's WACC % is 12.62%. Wal - Mart de MexicoB de CV's ROIC % is 16.25% (calculated using TTM income statement data).
Wal - Mart de MexicoB de CV generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.
Be Aware
Like ROE % and ROA %, ROIC % is calculated with only 12 months of data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Wal - Mart de MexicoB de CV ROIC % Related Terms
Wal - Mart de MexicoB de CV ROIC % Historical Data
* 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.
For the Discount Stores subindustry, Wal - Mart de MexicoB de CV's ROIC %, along with its competitors' market caps and ROIC % 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.
Wal - Mart de MexicoB de CV ROIC % vs Retail - Defensive Industry
For the Retail - Defensive industry and Consumer Defensive sector, Wal - Mart de MexicoB de CV's ROIC % distribution charts can be found below:
* The bar in red indicates where Wal - Mart de MexicoB de CV's ROIC % falls into.
Note:
The Operating Income data used here is four times the quarterly (Mar. 2026) data.
The tax rate is limited to between 0% and 100%.
* 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.
Wal - Mart de MexicoB de CV (MEX:WALMEX) has a ROIC % of 15.77% as of Mar. 2026. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Wal - Mart de MexicoB de CV and its competitors.
Is Wal - Mart de MexicoB de CV's ROIC % too high?
Wal - Mart de MexicoB de CV's current ROIC % is 15.77%. The Retail - Defensive industry median ROIC % is 5.71. Wal - Mart de MexicoB de CV's value of 15.77% is 176.2% above this industry median. Overall, Wal - Mart de MexicoB de CV has a GF Score™ of 86/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Wal - Mart de MexicoB de CV's ROIC % compare to WMT and COST?
Wal - Mart de MexicoB de CV's ROIC % of 15.77% can be compared against companies in the Retail - Defensive industry. The industry median ROIC % is 5.71. Wal - Mart de MexicoB de CV's value of 15.77% is 176.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROIC % for a Retail - Defensive company?
The median ROIC % among Retail - Defensive companies is 5.71, based on 307 companies in the industry. Companies in the top quartile (top 25%) have a ROIC % significantly above this median, while those in the bottom quartile fall well below. However, ROIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Wal - Mart de MexicoB de CV's current ROIC % of 15.77% is 176.2% 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 ROIC % mean?
A high ROIC % can signal that a stock is expensive relative to its fundamentals. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Wal - Mart de MexicoB de CV and its competitors. For the Retail - Defensive industry, the median ROIC % is 5.71 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wal - Mart de MexicoB de CV's current ROIC % is 15.77%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wal - Mart de MexicoB de CV stock overvalued right now?
Based on GuruFocus' analysis, Wal - Mart de MexicoB de CV (MEX:WALMEX) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN67.05, compared to a current price of MXN50.86 — trading 24.1% below its estimated fair value. The current ROIC % is 15.77% and 176.2% above the Retail - Defensive industry median of 5.71. Wal - Mart de MexicoB de CV's overall GF Score™ is 86/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROIC % calculated?
ROIC % is calculated from a company's financial statements. For Wal - Mart de MexicoB de CV (MEX:WALMEX), the current ROIC % is 15.77% 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 Wal - Mart de MexicoB de CV (MEX:WALMEX) Overvalued in 2026?
Based on GuruFocus' analysis, Wal - Mart de MexicoB de CV stock appears to be undervalued.
The current stock price of MXN50.86 is trading 24.1% below its estimated GF Value™ of MXN67.05.
GuruFocus considers Wal - Mart de MexicoB de CV to be Modestly Undervalued.
Key valuation signals for MEX:WALMEX:
ROIC %: 15.77%
GF Value™: MXN67.05 vs. price of MXN50.86 (24.1% below fair value)
Industry Position: 176.2% above the Retail - Defensive median
No single metric tells the full story. See the MEX:WALMEX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Wal - Mart de Mexico SAB de CV is the owner and operator of Wal-Mart branded self-service stores in Mexico and Central America. It is a company dedicated to the retail sector that operates in six countries: Costa Rica, El Salvador, Guatemala, Honduras, Mexico, and Nicaragua. It is a people-led, tech-powered, omnichannel retailer, dedicated to helping people save money and live. The company operates discount stores, hypermarkets, supermarkets, wholesale stores, and pharmacies. The company also engages in the import and sale of goods, property development, and real estate management activities.
86GF Score
Get the complete analysis for MEX:WALMEX
ROIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
MEX:WALMEX has been successfully added to your 
