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GRUPO SIMEC SAB-SPON ADR (SIM) Stock Fundamental Analysis

NYSEARCA:SIM - NYSE Arca - US4004911065 - ADR - Currency: USD

28.23  -0.07 (-0.25%)

Fundamental Rating

6

SIM gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 154 industry peers in the Metals & Mining industry. SIM scores excellent points on both the profitability and health parts. This is a solid base for a good stock. SIM has a valuation in line with the averages, but on the other hand it scores bad on growth.


Dividend Valuation Growth Profitability Health

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8

1. Profitability

1.1 Basic Checks

In the past year SIM was profitable.
SIM had a positive operating cash flow in the past year.
SIM had positive earnings in each of the past 5 years.
In the past 5 years SIM always reported a positive cash flow from operatings.
SIM Yearly Net Income VS EBIT VS OCF VS FCFSIM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5B 10B

1.2 Ratios

SIM has a Return On Assets of 13.89%. This is amongst the best in the industry. SIM outperforms 92.95% of its industry peers.
SIM's Return On Equity of 16.70% is amongst the best of the industry. SIM outperforms 89.74% of its industry peers.
Looking at the Return On Invested Capital, with a value of 6.24%, SIM is in the better half of the industry, outperforming 68.59% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for SIM is in line with the industry average of 11.67%.
The 3 year average ROIC (11.74%) for SIM is well above the current ROIC(6.24%). The reason for the recent decline needs to be investigated.
Industry RankSector Rank
ROA 13.89%
ROE 16.7%
ROIC 6.24%
ROA(3y)10.7%
ROA(5y)11.5%
ROE(3y)14.13%
ROE(5y)15.43%
ROIC(3y)11.74%
ROIC(5y)13.74%
SIM Yearly ROA, ROE, ROICSIM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5 -5 10 15 20

1.3 Margins

Looking at the Profit Margin, with a value of 30.80%, SIM belongs to the top of the industry, outperforming 95.51% of the companies in the same industry.
SIM's Profit Margin has improved in the last couple of years.
The Operating Margin of SIM (15.82%) is better than 71.79% of its industry peers.
In the last couple of years the Operating Margin of SIM has grown nicely.
The Gross Margin of SIM (22.69%) is better than 62.18% of its industry peers.
SIM's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 15.82%
PM (TTM) 30.8%
GM 22.69%
OM growth 3Y-13.49%
OM growth 5Y18.23%
PM growth 3Y22.43%
PM growth 5YN/A
GM growth 3Y-6.97%
GM growth 5Y13.53%
SIM Yearly Profit, Operating, Gross MarginsSIM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20 30

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8

2. Health

2.1 Basic Checks

With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SIM is destroying value.
The number of shares outstanding for SIM remains at a similar level compared to 1 year ago.
SIM has less shares outstanding than it did 5 years ago.
The debt/assets ratio for SIM is higher compared to a year ago.
SIM Yearly Shares OutstandingSIM Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M
SIM Yearly Total Debt VS Total AssetsSIM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20B 40B 60B

2.2 Solvency

SIM has an Altman-Z score of 6.02. This indicates that SIM is financially healthy and has little risk of bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 6.02, SIM is in the better half of the industry, outperforming 76.92% of the companies in the same industry.
There is no outstanding debt for SIM. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 6.02
ROIC/WACC0.44
WACC14.1%
SIM Yearly LT Debt VS Equity VS FCFSIM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20B 40B

2.3 Liquidity

SIM has a Current Ratio of 5.76. This indicates that SIM is financially healthy and has no problem in meeting its short term obligations.
SIM's Current ratio of 5.76 is amongst the best of the industry. SIM outperforms 85.90% of its industry peers.
A Quick Ratio of 4.50 indicates that SIM has no problem at all paying its short term obligations.
SIM has a better Quick ratio (4.50) than 81.41% of its industry peers.
Industry RankSector Rank
Current Ratio 5.76
Quick Ratio 4.5
SIM Yearly Current Assets VS Current LiabilitesSIM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B

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1

3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 98.19% over the past year.
Measured over the past 5 years, SIM shows a small growth in Earnings Per Share. The EPS has been growing by 3.66% on average per year.
The Revenue has decreased by -7.50% in the past year.
The Revenue has been decreasing by -0.30% on average over the past years.
EPS 1Y (TTM)98.19%
EPS 3Y3.66%
EPS 5YN/A
EPS Q2Q%-10.46%
Revenue 1Y (TTM)-7.5%
Revenue growth 3Y-15.42%
Revenue growth 5Y-0.3%
Sales Q2Q%-1.3%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
SIM Yearly Revenue VS EstimatesSIM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B 50B
SIM Yearly EPS VS EstimatesSIM Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40 60

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5

4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 7.35 indicates a rather cheap valuation of SIM.
SIM's Price/Earnings ratio is rather cheap when compared to the industry. SIM is cheaper than 99.36% of the companies in the same industry.
SIM's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.45.
Industry RankSector Rank
PE 7.35
Fwd PE N/A
SIM Price Earnings VS Forward Price EarningsSIM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

SIM's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SIM is cheaper than 81.41% of the companies in the same industry.
Based on the Price/Free Cash Flow ratio, SIM is valued a bit cheaper than the industry average as 75.00% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 28.38
EV/EBITDA 7.24
SIM Per share dataSIM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20

4.3 Compensation for Growth

SIM has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2YN/A
EPS Next 3YN/A

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0

5. Dividend

5.1 Amount

No dividends for SIM!.
Industry RankSector Rank
Dividend Yield N/A

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GRUPO SIMEC SAB-SPON ADR

NYSEARCA:SIM (7/2/2025, 8:04:00 PM)

28.23

-0.07 (-0.25%)

Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryMetals & Mining
Earnings (Last)04-23 2025-04-23
Earnings (Next)07-21 2025-07-21
Inst Owners4.2%
Inst Owner Change-3.68%
Ins OwnersN/A
Ins Owner ChangeN/A
Market Cap4.34B
Analysts43.33
Price TargetN/A
Short Float %0.01%
Short Ratio1.01
Dividend
Industry RankSector Rank
Dividend Yield N/A
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP0%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 7.35
Fwd PE N/A
P/S 2.44
P/FCF 28.38
P/OCF 16.11
P/B 1.32
P/tB 1.37
EV/EBITDA 7.24
EPS(TTM)3.84
EY13.6%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.99
FCFY3.52%
OCF(TTM)1.75
OCFY6.21%
SpS11.57
BVpS21.35
TBVpS20.57
PEG (NY)N/A
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA 13.89%
ROE 16.7%
ROCE 8.07%
ROIC 6.24%
ROICexc 11.41%
ROICexgc 12.18%
OM 15.82%
PM (TTM) 30.8%
GM 22.69%
FCFM 8.6%
ROA(3y)10.7%
ROA(5y)11.5%
ROE(3y)14.13%
ROE(5y)15.43%
ROIC(3y)11.74%
ROIC(5y)13.74%
ROICexc(3y)20.58%
ROICexc(5y)21.71%
ROICexgc(3y)22.22%
ROICexgc(5y)23.44%
ROCE(3y)15.19%
ROCE(5y)17.81%
ROICexcg growth 3Y-28.7%
ROICexcg growth 5Y14.11%
ROICexc growth 3Y-28.54%
ROICexc growth 5Y14.44%
OM growth 3Y-13.49%
OM growth 5Y18.23%
PM growth 3Y22.43%
PM growth 5YN/A
GM growth 3Y-6.97%
GM growth 5Y13.53%
F-Score6
Asset Turnover0.45
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 202.75%
Cap/Sales 6.55%
Interest Coverage 181
Cash Conversion 79.49%
Profit Quality 27.9%
Current Ratio 5.76
Quick Ratio 4.5
Altman-Z 6.02
F-Score6
WACC14.1%
ROIC/WACC0.44
Cap/Depr(3y)197.38%
Cap/Depr(5y)150.7%
Cap/Sales(3y)5.17%
Cap/Sales(5y)3.98%
Profit Quality(3y)55.35%
Profit Quality(5y)49.83%
High Growth Momentum
Growth
EPS 1Y (TTM)98.19%
EPS 3Y3.66%
EPS 5YN/A
EPS Q2Q%-10.46%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-7.5%
Revenue growth 3Y-15.42%
Revenue growth 5Y-0.3%
Sales Q2Q%-1.3%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-25.49%
EBIT growth 3Y-26.83%
EBIT growth 5Y17.87%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-46.94%
FCF growth 3Y-22.4%
FCF growth 5YN/A
OCF growth 1Y-36.81%
OCF growth 3Y-12.87%
OCF growth 5Y39.7%