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Grupo Comercial Chedraui, S.A. (CHDRAUIB) Fair Value & Analysis

Consumer Defensive · MX · Market cap 86.8B MXN

GC Grupo Comercial Chedraui, S.A. CHDRAUIB · MX
Price90.43 MXN
Fair Value142.99 MXN
Upside+58.1%
Quality64/100
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Mixed Growth
Thin margins · 2.3% net margin
Low debt · generates free cash flow
1.12% dividend yield
Ranks above peers (10/15)
Narrow moat 44/100
Evidence: High Range 107.24 MXN – 178.74 MXN Share as image

Fair value as of: Aug 13, 2026

From 24 valuation models · updated yesterday

Share price −0.5% over the past month.

A solid business, screening 58% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (107.24 MXN). The market is more pessimistic than our downside scenario.
  • Solid quality (64/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

156.75 MXN 28.80 MXN Fair Value 142.99 MXN Apr 2021 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range 28.80 MXN – 156.75 MXN · fair‑value band 107.24 MXN – 178.74 MXN · the 90.43 MXN price screens below the 142.99 MXN fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Grupo Comercial Chedraui, S.A. (CHDRAUIB) currently trades at 90.43 MXN, while our model-based Fair Value estimate is 142.99 MXN, implying the stock looks roughly 58.1% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Grupo Comercial Chedraui, S.A. generated revenue of 291B MXN at a net margin of 2.3%. Revenue declined 6.2% year over year. It earns a return on equity of 12.7%. Net debt stands at 1.1B MXN. Fundamentals as of Aug 13, 2026

Our scenario range runs from 107.24 MXN (bear case) to 178.74 MXN (bull case); at 90.43 MXN, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 44% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -28% fair-value upside, at 58%, CHDRAUIB screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 254.06 MXN 454.09 MXN 801.03 MXN 80
Residual Income 50.70 MXN 61.56 MXN 135.21 MXN 76
Rev-Margin DCF 181.87 MXN 304.67 MXN 467.58 MXN 74
All 24 models by family
DCF Models
FCF DCF 257.49 MXN 480.16 MXN 880.12 MXN 38
Owner Earnings 110.01 MXN 202.91 MXN 369.77 MXN 31
5Y Revenue Exit 181.87 MXN 306.95 MXN 476.49 MXN 39
5Y EBITDA Exit 244.38 MXN 438.90 MXN 686.46 MXN 41
5Y P/E Exit 152.39 MXN 244.73 MXN 349.40 MXN 38
10Y Revenue Exit 199.86 MXN 328.97 MXN 527.74 MXN 36
10Y EBITDA Exit 246.77 MXN 426.97 MXN 707.61 MXN 37
10Y P/E Exit 185.18 MXN 282.76 MXN 418.87 MXN 35
Earnings-Based
Graham-Dodd 46.30 MXN 232.49 MXN 320.92 MXN 54
Lynch FV 62.96 MXN 89.95 MXN 116.93 MXN 50
PEG = 1.0 62.96 MXN 89.95 MXN 116.93 MXN 46
EPV 128.99 MXN 149.75 MXN 167.91 MXN 59
Multiples
P/E Multiple 107.24 MXN 142.99 MXN 178.74 MXN 63
P/S Multiple 86.82 MXN 115.76 MXN 144.70 MXN 58
P/B Multiple 86.82 MXN 115.76 MXN 144.70 MXN 55
EV/EBIT 205.01 MXN 271.86 MXN 338.72 MXN 53
EV/EBITDA 255.66 MXN 339.41 MXN 423.15 MXN 54
EV/Revenue 147.59 MXN 208.94 MXN 270.29 MXN 43
Asset-Based
NCAV (Graham) 26.91 MXN 36.06 MXN 53.82 MXN 50
Growth DCF
Growth DCF 254.06 MXN 454.09 MXN 801.03 MXN 80
Rev-Margin DCF 181.87 MXN 304.67 MXN 467.58 MXN 74
Economic Profit
Residual Income 50.70 MXN 61.56 MXN 135.21 MXN 76
ROIC Compounder 147.36 MXN 196.40 MXN 258.97 MXN 72
Growth Earnings
Growth-Adj P/E 95.95 MXN 137.07 MXN 178.19 MXN 68

Widest divergence: DCF Models (306.95 MXN) versus Asset-Based (36.06 MXN). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 291B MXN
Revenue growth (YoY) -6.2%
Net margin 2.3%
Return on equity 12.7%
Free cash flow 18.2B MXN FY2025
P/E ratio 13.6
More key figures
Operating margin 5.3%
EPS (TTM) 6.67 MXN
Dividend yield 1.1%
EPS growth (YoY) +0.6%
Net debt 1.1B MXN FY2022

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 64/100

Of which business quality 62 · Market factors (momentum, volatility) 34

Profitability 58
Margins and returns on capital today
Quality Growth 63
Are margins and returns improving?
Cashflow 50
Earnings quality: real cash, not paper profit
Fin. Strength 57
Balance sheet, leverage, solvency risk
Investment 76
Disciplined investing over empire-building
Low Volatility 93
Calm price path (market factor)
Momentum 13
Price trend over the last 3–12 months (market factor)
52W Momentum 1
Distance to the 52-week high (market factor)
Net Issuance 83
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Grupo Comercial Chedraui, S.A.B. de C.V. operates self"service and real estate stores in Mexico and the United States. The company operates supermarkets for fruits, vegetables, meats, fish, seafood, pantry, sausage shop, diapers, dairy and eggs, bakery and tortilla shop, refrigerated and frozen, beverages, home cleaning, disposables, dairy and eggs, and …

Full company description

Grupo Comercial Chedraui, S.A.B. de C.V. operates self"service and real estate stores in Mexico and the United States. The company operates supermarkets for fruits, vegetables, meats, fish, seafood, pantry, sausage shop, diapers, dairy and eggs, bakery and tortilla shop, refrigerated and frozen, beverages, home cleaning, disposables, dairy and eggs, and cheese products; personal care and hygiene, including hair care, body care, oral hygiene, facial care, intimate hygiene, and hair dyes for women and men; pharmacy comprising drugs, incontinence, medical equipment and kit, vitamins and supplements, sexual health; beauty, which includes cosmetics, manicure and pedicure, fragrances, and shaving and waxing; pet products for dogs, cats, and other pets; baby products, including clothes, baby hygiene and care, infant formulas and foods, breastfeeding and feeding, diapers, and baby walk; and technological products comprising television, audio, computation, smart home, telephony, geek world. It also offers appliances, including refrigeration, stoves and grills, washing and drying, ironing, heating, vacuum cleaners and accessories, air conditioners, and water dispensers and purifiers; home and garden, automobiles and motorcycles; stationery and office, comprising arts and crafts, notebooks, writing, backpacks, and lunch boxes; toys which includes baby toys, dolls, teddies, action figures and collectibles, vehicles and tracks, blocks and construction, board games and puzzles, crafts and educational games, outdoor games, and imitations; sports, such as camping, swimming, cycling, team sports, racket sports, boxing, and luggage; home and garden, including bath, kitchen, home organization, bedroom, home decor, party items, seasons, patio and garden, and home maintenance; fashion comprising women's, girls, children's and men's clothing, and shoemaking; and automobiles and motorcycles related products. The company was founded in 1920 and is based in Mexico City, Mexico.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Grupo Comercial Chedraui, S.A. reported revenue of 295B MXN in FY2025 versus 188B MXN in FY2021, a compound +11.9%/yr. Reported net income was 6.5B MXN in FY2025, compounding +17.6%/yr from FY2021.

Growth Quality 82/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
295B MXN
Latest YoY
+4.8%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+4.4%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.1%
Avg. growth/yr (25Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.8%
Revenue +11.9%/yr
FY21 188B MXN
FY22 259B MXN
FY23 263B MXN
FY24 282B MXN
FY25 295B MXN
Net income +17.6%/yr
FY21 3.4B MXN
FY22 6.0B MXN
FY23 7.6B MXN
FY24 6.7B MXN
FY25 6.5B MXN

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Cite: Fair Value Calculator (2026). "Grupo Comercial Chedraui, S.A. Fair Value". https://www.fairvalue-calculator.com/stock/CHDRAUIB

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Grocery Stores · 84 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 64 · Top 25%
Fair Value upside +58% · Top 25%
Return on equity (TTM) 13% · Above median
Return on assets 6% · Above median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 5% · Above median
Revenue growth -6% · Bottom 25%
Dividend yield (TTM) 1.1% · Below median
Debt / equity 0.20× · Higher than median

Valuation Multiples vs Grocery Stores median · lower = cheaper

P/E (TTM) 13.6× · Cheaper than 75% of peers
P/B 1.68× · Pricier than median
P/S (TTM) 0.30× · Cheaper than median
P/FCF 0.3× · Cheaper than 75% of peers
EV/EBITDA 4.2× · Cheaper than median
PEG 0.85× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 39
FUTURE 0 · sector 17
PAST 51 · sector 51
HEALTH 90 · sector 92
DIVIDEND 22 · sector 47

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Grocery Stores stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Loblaw Companies Limited L C$62.09 C$44.44 -28%
Koninklijke Ahold Delhaize N.V AD €31.87 €53.50 +68%
The Kroger Co KR $56.06 $28.19 -50%
Woolworths Group WOW A$39.72 A$8.33 -79%
George Weston Limited WN C$99.75 C$147.70 +48%
Coles Group COL A$23.44 A$15.86 -32%
Metro Inc MRU C$89.98 C$94.01 +4%
Carrefour SA CA €15.73 €11.19 -29%
CP ALL Public Company TCPD 1.85 SGD 2.36 SGD +28%
BIM Birlesik Magazalar A.S., BIMAS 385.75 TRY 267.12 TRY -31%

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Frequently asked questions

Is Grupo Comercial Chedraui, S.A. (CHDRAUIB) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 142.99 MXN versus a price of 90.43 MXN, about +58% (undervalued).
What is the fair value of CHDRAUIB?
Our model-based fair value for Grupo Comercial Chedraui, S.A. is 142.99 MXN (as of Aug 13, 2026), built from audited fundamentals. The current price is 90.43 MXN.
What is the quality score of CHDRAUIB?
Grupo Comercial Chedraui, S.A. has a Quality Score of 64/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Grupo Comercial Chedraui, S.A. (CHDRAUIB)?
Grupo Comercial Chedraui, S.A. reported trailing-twelve-month revenue of about 291B MXN (latest available figure, as of Aug 13, 2026).
What is the net profit margin of CHDRAUIB?
The net profit margin of Grupo Comercial Chedraui, S.A. is about 2.3%, meaning it keeps roughly 2.3% of revenue as net income. Based on the latest reported figures.
Does Grupo Comercial Chedraui, S.A. pay a dividend?
Grupo Comercial Chedraui, S.A. currently shows a dividend yield of about 1.09% relative to its recent price (as of Aug 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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