Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

BMV/BEN stock hub

BMV/BEN has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

277.7B

Mexican Stock Exchange

Market data

Live price

Current market quote for this ticker.

Current price

BMV/BEN

In the news

Latest news · BMV/BEN

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E11.2

P25 10.3P50 11.3P75 16.8

Trailing P/E22.7

P25 9.9P50 13.9P75 21.8

ROE6.7

P25 8.2P50 13.4P75 23.8

ROIC6.7

P25 5P50 10P75 19.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All BMV/BEN market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

202

Groups with data

Currency

USD

Showing 202 of 202 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Country	United States
Country code	MX
Employees	10,000
Employees Change	-200%
Employees Change Percent	-1.98
Enterprise value	MXN 335.3B
Exchange	Mexican Stock Exchange
Financial currency	USD
First seen	2026-05-10
Industry	Asset Management
Last refreshed	2026-05-10
Market cap	MXN 277.7B
Price	MXN 437
Price currency	MXN
Rev Per Employee	16,278,354.88x
Sector	Financials
Sic	6282
Symbol	bmv/BEN
Website	https://www.franklinresources.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	4.4%
EV Earnings	27.45x
EV/EBIT	13.21x
EV/EBITDA	9.03x
EV/FCF	19.93x
EV/Sales	2.16x
FCF yield	6.06%
Forward P/E	11.21x
P/B ratio	1.05x
P/E ratio	22.73x
P/S ratio	1.71x
PE Ratio10 Y	16.75x
PE Ratio3 Y	22.93x
PE Ratio5 Y	18x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	15.25%
EBITDA Margin	19.79%
FCF margin	10.34%
Gross margin	37.36%
Gross Profit	MXN 60.8B
Gross Profit Growth	2.98%
Gross Profit Growth Q	12.72%
Gross Profit Growth3 Y	2.17%
Gross Profit Growth5 Y	3.89%
Net Income	MXN 12.2B
Net Income Growth	81.45%
Net Income Growth Q	77.15%
Net Income Growth3 Y	-5.87%
Net Income Growth5 Y	-8.48%
Pretax Margin	14.71%
Profit Margin	8.12%
Profit Per Employee	MXN 1.2M
ROA	2.6
Roa5y	3.67
ROCE	4.42
ROE	6.7
Roe5y	8.6
ROIC	6.74
Roic5y	9.37

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr1y	24.91%
Div CAGR3	1.28%
Div CAGR5	0.28%
EPS Growth	89.27
EPS Growth Q	87.22
EPS Growth3 Y	-7.53
EPS Growth5 Y	-9.42
FCF Growth	40.14%
FCF Growth3 Y	-9.66%
FCF Growth5 Y	-8.27%
OCF Growth	9.81%
OCF Growth10 Y	-4.56%
OCF Growth3 Y	-10.31%
OCF Growth5 Y	-8.05%
Revenue Growth	3.82x
Revenue Growth Q	8.69x
Revenue Growth3 Y	4.71x
Revenue Growth5 Y	5.41x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	MXN 0.27
Assets	MXN 614.9B
Cash	MXN 46.4B
Current Assets	MXN 323B
Current Liabilities	MXN 50.9B
Debt	MXN 61.8B
Debt EBITDA	MXN 1.67
Debt Equity	MXN 0.23
Debt FCF	MXN 3.67
Equity	MXN 263.5B
Interest Coverage	15.08
Liabilities	MXN 351.4B
Long Term Assets	MXN 291.9B
Long Term Liabilities	MXN 300.5B
Net Cash	MXN -15.5B
Net Cash By Market Cap	MXN -5.58
Net Debt EBITDA	MXN 0.48
Net Debt Equity	MXN 0.06
Net Debt FCF	MXN 0.92
Tangible Book Value	MXN 31.3B
Tangible Book Value Per Share	MXN 60.26
WACC	9.12

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	6.34
Net Working Capital	MXN 239.2B
Quick ratio	1.35
Working Capital	MXN 285.6B
Working Capital Turnover	MXN 10.81

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	0.2%
Dividend Growth	-3.8%
Dividend Growth Years	0%
Dividend per share	MXN 23.83
Dividend Years	10
Dividend Yield	5.45%
Ex Div Date	2026-03-31
Last Dividend	MXN 5.98
Payout Frequency	Quarterly
Payout Ratio	94.18%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
1Y total return	24.89%
All Time High	438.5
All Time High Change	-0.34%
All Time High Date	2026-01-22
All Time Low	388.8
All Time Low Change	12.39%
All Time Low Date	2024-09-10
Beta	1.17
Ch YTD	3.24
High	437
High52	438.5
High52 Date	2026-01-22
High52ch	-0.34%
Low	437
Low52	423.3
Low52 Date	2025-10-16
Low52ch	3.24%
RSI	0
RSI Monthly	0
RSI Weekly	0
Sharpe ratio	16.69x
Total Return	5.66%
Tr YTD	6.16
Tr1m	1.04%
Tr3m	6.16%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	MXN 24.8B
Operating Income Growth	18.42
Operating Income Growth Q	66.01
Operating Income Growth3 Y	-3.59
Operating Income Growth5 Y	-3.25
Operating margin	15.25

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	302,279,148%
Net Borrowing	36,732,579,840
Shares Insiders	41.73%
Shares Institutions	52.98%
Shares Qo Q	-0.02%
Shares Yo Y	-0.2%
Short Ratio	4.6

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	MXN 12.8B
Average Volume	806.8x
Bv Per Share	420.6
CAPEX	MXN -814.8M
Ch1m	-0.34
Ch1y	12.39
Ch3m	3.24
Ch6m	2.57
Change	-0.34%
Change From Open	0
Close	438.5
Days Gap	-0.34
Depreciation Amortization	7,041,098,240
Dollar Volume	2,622
Earnings Date	2026-04-28
EBIT	MXN 24.8B
EBITDA	MXN 32.2B
EPS	MXN 23.63
F Score	6
FCF	MXN 16.8B
FCF EV Yield	5.02x
Financing CF	36,967,335,042
Fiscal Year End	September
Founded	1,947
Goodwill	108,143,298,560
Graham Number	423.50917
Graham Upside	-3.09
Income Tax	MXN 5.9B
Investing CF	-54,046,654,860
Is Primary Listing	0
Last Earnings Date	2026-04-28
Last Report Date	2026-03-31
Lynch Fair Value	MXN 96.12
Lynch Upside	-78
Net CF	539,024,343
Open	437
P FCF Ratio	16.5
P OCF Ratio	15.74
Payment Date	2026-04-10
Ppne	28,628,188,160
Price Date	2026-04-14
Price EBITDA	MXN 8.62
Ptbv Ratio	8.87
Relative Volume	0.01x
Revenue	162,783,548,829x
SBC By Revenue	2.47x
Share Based Comp	4,025,556,381
Tax By Revenue	3.65x
Tax Rate	24.83%
Tr6m	8.48%
Volume	6
Z Score	1.81

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

BMV/BEN dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+5.5%

$23.8 annual per share

Payout ratio

+94.2%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+0.3%

0 consecutive years of growth

Total shareholder yield

+5.7%

Next ex-dividend date: 2026-03-31

Performance

BMV/BEN stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns BMV/BEN?

Insider, institutional, and short-interest positioning.

Institutional ownership

+53.0%

Share of float held by funds and institutions

Insider ownership

+41.7%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

BMV/BEN momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

0.0

Below 30: short-term oversold

Price vs 200-day MA

n/a

50/200-day relationship not available

Beta (5Y)

1.17

Moves roughly with the market

Sharpe ratio

16.69

Risk-adjusted return — higher is better; >1.0 is solid.

Questions

About BMV/BEN

Hub-level FAQ points readers to the deeper analysis pages.

What is the current bmv/BEN stock rating?

bmv/BEN is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full bmv/BEN analysis?

The full report lives at /stocks/bmv/BEN/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for bmv/BEN?

The latest report frames bmv/BEN around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the bmv/BEN page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.