Grupo KUO, S.A.B. de C.V. (KUOA.MX)

Grupo KUO, S.A.B. de C.V. (KUOA.MX) — VMCI valuation read

Composite valuation read on KUOA.MX: VMCI 58/100 against a Consumer Defensive sector median of 50. The 8-point above-median print is the headline number for Grupo KUO, 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 KUOA.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 KUOA.MX: KUOA.MX trades at 27.0x earnings, 50% above the Consumer Defensive median of 18.0x; ROIC of 13.0% sits 3.0pp above the Consumer Defensive median (10.0%); net debt to EBITDA of 3.3x is the binding constraint on the bear case. EV/EBITDA at 14.0x versus 12.0x for Consumer Defensive closes the value frame.

KUOA.MX fell 1.2% over the trailing 7 days, with a +0.6% read on a 30-day basis.