CMR, S.A.B. de C.V. (CMRB.MX)

CMR, S.A.B. de C.V. (CMRB.MX) — VMCI valuation read

Composite valuation read on CMRB.MX: VMCI 47/100 against a Consumer Cyclical sector median of 50. The 3-point below-median print is the headline number for CMR, S.A.B. de C.V., and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.

Trailing 30-day insider activity for CMRB.MX: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.

**Investor frame.** Value, quality, risk in three lines on CMRB.MX: CMRB.MX trades at 19.0x earnings, 6% above the Consumer Cyclical median of 18.0x; ROIC of 13.0% sits 3.0pp above the Consumer Cyclical median (10.0%); net debt to EBITDA of 3.4x is the binding constraint on the bear case. EV/EBITDA at 14.0x versus 12.0x for Consumer Cyclical closes the value frame.

CMRB.MX fell 2.5% over the trailing 7 days, with a +2.5% read on a 30-day basis.