FIBRA Macquarie México

Future Macro Uncertainty Will Erode Nearshoring Rental Revenues

AnalystLowTarget

Not Invested

Community Contributor

Published

27 Jul 25

AnalystLowTarget's Fair Value

Mex$29.04

6.2% overvalued

04 Sep

Mex$30.85

-3.3%

-2.1%

-3.3%

-2.1%

You can edit this narrative until Jul 27 10:26 PM. Then, changes will post as Updates.

Author's Valuation

Mex$29.046.2% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

Mex$29.04

6.2% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

6.15%

Industrial REITs revenue growth rate

0.16%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

18.21%

Calculation

Mex$3.67b

Earnings '28

10.31x

PE Ratio '28

Mex$37.87b

Market Cap '28

Mex$37.87b

Market Cap '28

797.31m

No. shares '28

Mex$47.50

Share Price '28

Mex$47.50 Share Price '28

Discounted to 2025 @ 17.84% p.a.

Mex$29.03

Fair Value '25