Mex Polska S.A. (MEX.WA)
ValueMarkers Composite Index
87% below intrinsic value ($7)
Mex Polska S.A. (MEX.WA) — VMCI valuation read
Mex Polska S.A. sits at VMCI 58/100, with the Consumer Cyclical sector median at 50. That 8-point spread is the first thing to note on MEX.WA: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.
Form 4 disclosures on MEX.WA are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.
**Investor frame.** The Value read on MEX.WA: MEX.WA trades at 24.0x earnings, 33% above the Consumer Cyclical median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 8.0% trails the Consumer Cyclical median (10.0%) by 2.0pp. The Risk read: net debt to EBITDA of 0.5x leaves covenant headroom, anchoring the bear scenario on a measurable balance-sheet metric.
MEX.WA rose 2.0% over the trailing 7 days, with a -11.9% read on a 30-day basis.
Mex Polska S.A. develops, owns, operates, manages, and franchises restaurants primarily in Poland. As of December 31, 2020, it operated 44 bistros and restaurants comprising 7 restaurants under the The Mexican name, 34 bistros under the Pijalnia Wódki i Piwa name, 2 restaurants under the PanKejk name, and 1 restaurant under the Prosty Temat name. The company was founded in 2007 and is headquartered in Lódz, Poland.
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