Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) 3-Year RORE % : 36.75% (As of Mar. 2026)


MEX:FINAMEXO Casa De Bolsa Finamex SAB De CV MEX:FINAMEXO
66 GF Score
Price MXN40.75
GF Value MXN49.71
Valuation Modestly Undervalued
! 3 Warning Signs
View Full Analysis

What is Casa De Bolsa FinamexB De CV 3-Year RORE %?

Casa De Bolsa FinamexB De CV MEX:FINAMEXO 66 3-Year RORE % is 36.75 as of Mar. 2026. GuruFocus rates MEX:FINAMEXO with a GF Score™ of 66/100 and a GF Value™ of MXN49.71 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 764 Capital Markets companies, Casa De Bolsa FinamexB De CV ranks better than 69.5% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Casa De Bolsa FinamexB De CV's 3-Year RORE % for the quarter that ended in Mar. 2026 was 36.75%.

The industry rank for Casa De Bolsa FinamexB De CV's 3-Year RORE % or its related term are showing as below:

MEX:FINAMEXO's 3-Year RORE % is ranked better than
69.5% of 764 companies
in the Capital Markets industry
Industry Median: 14.755 vs MEX:FINAMEXO: 36.75

Casa De Bolsa FinamexB De CV  (MEX:FINAMEXO) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Casa De Bolsa FinamexB De CV 3-Year RORE % Related Terms


Casa De Bolsa FinamexB De CV 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Casa De Bolsa FinamexB De CV's 3-Year RORE % 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 3-Year RORE % Chart

Casa De Bolsa FinamexB De CV Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 387.80 -48.27 119.37 -11.47 41.93

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
3-Year RORE % 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 37.45 52.62 60.39 41.93 36.75

MEX:FINAMEXO vs MS, GS, SCHW: 3-Year RORE % Comparison

For the Capital Markets subindustry, Casa De Bolsa FinamexB De CV's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 3-Year RORE % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Casa De Bolsa FinamexB De CV's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Casa De Bolsa FinamexB De CV's 3-Year RORE % falls into.


MEX:FINAMEXO
66GF Score
Casa De Bolsa Finamex SAB De CV MEX:FINAMEXO
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Casa De Bolsa FinamexB De CV 3-Year RORE % Calculation

Casa De Bolsa FinamexB De CV's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 6.182-2.919 )/( 12.979-4.101 )
=3.263/8.878
=36.75 %

* 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 36.75 mean?
Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) has a 3-Year RORE % of 36.75 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Casa De Bolsa FinamexB De CV and its competitors. According to the industry distribution chart, Casa De Bolsa FinamexB De CV ranks #233 out of 764 companies in the Capital Markets industry, placing it in the top 30.5%.
Is Casa De Bolsa FinamexB De CV's 3-Year RORE % too high?
Casa De Bolsa FinamexB De CV's current 3-Year RORE % is 36.75. The Capital Markets industry median 3-Year RORE % is 14.76. Casa De Bolsa FinamexB De CV's value of 36.75 is 149.1% above this industry median. Based on the distribution chart, Casa De Bolsa FinamexB De CV ranks #233 out of 764 companies in the Capital Markets industry, which is above the industry midpoint. 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 3-Year RORE % compare to MS and GS?
According to the Capital Markets industry distribution chart, Casa De Bolsa FinamexB De CV ranks #233 out of 764 companies for 3-Year RORE %. This puts Casa De Bolsa FinamexB De CV in the upper half of its industry. The industry median 3-Year RORE % is 14.76. Casa De Bolsa FinamexB De CV's value of 36.75 is 149.1% 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 3-Year RORE % for a Capital Markets company?
The median 3-Year RORE % among Capital Markets companies is 14.76, based on 764 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % 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 3-Year RORE % of 36.75 is 149.1% 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 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Casa De Bolsa FinamexB De CV and its competitors. For the Capital Markets industry, the median 3-Year RORE % is 14.76 — 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 3-Year RORE % is 36.75. 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 MXN49.71, compared to a current price of MXN40.75 — trading 18% below its estimated fair value. The current 3-Year RORE % is 36.75 and 149.1% above the Capital Markets industry median of 14.76. 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 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Casa De Bolsa FinamexB De CV (MEX:FINAMEXO), the current 3-Year RORE % is 36.75 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 18% below its estimated GF Value™ of MXN49.71. GuruFocus considers Casa De Bolsa FinamexB De CV to be Modestly Undervalued.

Key valuation signals for MEX:FINAMEXO:

  • 3-Year RORE %: 36.75
  • GF Value™: MXN49.71 vs. price of MXN40.75 (18% below fair value)
  • GF Score™: 66/100 with 3 warning signs
  • Industry Position: 149.1% above the Capital Markets median (#233 of 764)

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

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN40.75
Price
MXN49.71
GF Value