Source Post

Walmart Mexico: First Eagle asks "Is It Better Than Walmart US?"

The creator discusses Walmart Mexico (Walmex) as a superior investment compared to Walmart US, highlighting its lower valuation multiple (15x earnings vs. 40x for US) despite a similar business model and significant growth potential in a less mature Mexican retail market. The company is described as being at an earlier stage of growth, similar to Walmart US 20-25 years ago, with ample room for store expansion and same-store sales growth.

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Tickers discussed in this post

WMTBearishHigh ConvictionSignal-backedSecondary

Walmart US is considered an incredibly expensive stock at 40 times earnings, representing a mature business with limited growth prospects compared to Walmart Mexico.

MXFBullishHigh ConvictionSignal-backedPrimary

Walmart Mexico (Walmex) is a compelling buy at 15x earnings, offering a similar business model to Walmart US but at a much younger stage with decades of growth ahead.

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Tracked calls opened from this post

WMT
sell opened Sep 18, 2026
-11.22%
MXF
buy opened Sep 18, 2026
-5.00%