MXE
BULLISHAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Trading at a ~66% discount to Graham Number and ~62% discount to Intrinsic Value.
- P/E of 2.64
- P/B of 0.98
- Graham Number $38.24
- Price/Sales is high (26.50), though less relevant for asset management
Strong growth fundamentals are currently offset by bearish market sentiment.
- 28.5% Revenue growth
- Technical trend is 0/100
- Low insider sentiment
Strong multi-year growth trajectory despite recent short-term volatility.
- 1Y Change +41.5%
- 3Y Change +40.5%
- Recent 1W dip of -4.6%
Health is stable but not strong; liquidity ratios are typical for closed-end funds but appear weak on a standard scorecard.
- Piotroski F-Score of 4/9 (Stable)
- Current/Quick ratios at 0.00
- Altman Z-Score unavailable
Dividend profile is weak relative to the fund's stated objective of providing income.
- Very low payout ratio (4.75%) suggests high sustainability
- Low yield (1.80%) for an income fund
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for MXE and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
MXE
Mexico Equity & Income Fund Inc.
Primary
|
+26.0% | +40.5% | +41.5% | +12.7% | +3.0% | -4.6% |
|
COHN
Cohen & Company Inc.
Peer
|
+29.0% | +414.7% | +232.8% | +160.9% | +48.4% | +1.0% |
|
AAME
Atlantic American Corporation
Peer
|
-31.8% | +22.1% | +100.9% | -15.6% | +7.8% | +5.7% |
|
HFBL
Home Federal Bancorp, Inc. of Louisiana
Peer
|
+35.7% | +16.1% | +42.0% | +30.8% | -2.4% | +4.0% |
|
JMM
Nuveen Multi-Market Income Fund
Peer
|
+4.2% | +18.2% | +1.6% | -3.9% | +1.0% | -2.2% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q1 2025
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
MXE
Mexico Equity & Income Fund Inc.
|
BULLISH | $57.11M | 2.64 | 36.3% | 1004.6% | $12.98 | |
|
COHN
Cohen & Company Inc.
|
BULLISH | $57.01M | 5.29 | 41.5% | 5.4% | $23.01 | Compare |
|
AAME
Atlantic American Corporation
|
NEUTRAL | $56.5M | 12.04 | 4.7% | 2.5% | $2.77 | Compare |
|
HFBL
Home Federal Bancorp, Inc....
|
BULLISH | $55.96M | 10.77 | 9.3% | 23.0% | $18.2 | Compare |
|
JMM
Nuveen Multi-Market Income Fund
|
NEUTRAL | $54.69M | 11.56 | -% | 100.4% | $5.78 | Compare |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
Past News Coverage
Recent headlines mentioning MXE from our newsroom.