Equity Research

BMV

BOLSA A
The Investment Case 61 pages / June 2026
Equity Research

BMV

BMV: BOLSA A
Financial Institution 61 pages
The Investment Case

On trailing EV/EBITDA BMV is the cheapest exchange in the world at 7.0x against B3's 11.4x, but on forward P/E it sits at ~12.8x versus B3's 12.6x, and the gap between the two screens is the net-cash artifact.

The BIVA fight touches only cash-equities trading, about 7% of revenue; Indeval custody and settlement alone earned MXN 918mm, roughly 41% of FY2025 group operating profit.

A flat MXN 2.05 dividend yields about 5.4% against a ~1.9% peer median, with the re-rate toward B3 gated on Mexican rates falling from a 9.13% 10-year MBono.

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Not investment advice. For informational purposes only.

Published June 2026. Research reflects data available through June 2026.

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About the Company

Operator of Mexico's principal securities exchange, founded in 1894 and self-listed in 2008, together with the country's only derivatives exchange, the equities and derivatives clearinghouses, the central securities depository and the group's market-data and pricing businesses. Roughly 131 companies are listed, and Indeval holds about MXN 47trn of assets in custody.

Key Metrics Data as of June 2026
Reference Price MXN 37.79 as of Jun 2, 2026
Net Cash ~MXN 3.3bn zero financial debt
EV/EBITDA (TTM) 7.0x vs. B3 11.4x
Dividend Yield ~5.4% vs. ~1.9% peer median
Fair Value Constructive patient stance; no single rating
What's Inside

Everything in this report.

Executive Summary

Investment thesis, bull and bear case, key risks, the valuation range, financial snapshot, key catalysts

Company Overview

Vertically integrated exchange model, trading, post-trade and data pillars, subsidiary composition, revenue mix, ownership, governance, management

Industry and Competitive Landscape

BIVA competition and traded-value share, ADTV trends, issuer base and listings, LMV reform and simplified IPO regime, Afore demand, SIC

Financial Analysis

Revenue by segment, Indeval custody and assets under custody, information services, margin trend, peer margins and yields, balance sheet and net cash, cash flow and capital return, key metrics

Valuation

DCF and WACC build, sensitivity analysis, why B3 commands 11.4x, relative valuation versus global exchanges and B3, consensus versus our view, valuation summary

Growth Drivers and Catalysts

Rate-path re-rating, IPO pipeline and post-trade flywheel, tech-capex cycle end and margin recovery, dividend and capital-return policy

Risk Analysis

Risk matrix and deep dive on the no-re-rate and value-trap case, the secular issuer drain, rate and FX drag, and the management transition

Conclusion

Investment thesis summary, bull, bear and key risks, what would change our view, what comes next

Appendix

Full financial tables, DCF assumptions, peer table, event calendar, data sources

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