FIBRA Prologis

Mexico City Logistics Will Expand Amid Tariff And Oversupply Risks

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

12 Dec 24

Updated

01 May 25

n/a

AnalystConsensusTarget's Fair Value

n/a

20.8%

-0.6%

20.8%

-0.6%

You can edit this narrative until May 12 6:00 AM. Then, changes will post as Updates.

Author's Valuation

Mex$78.41.4% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates8

Shared on 01 May 25

Fair value Decreased 11%

Shared on 23 Apr 25

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.1% to 0.0%.

Shared on 17 Apr 25

Fair value Increased 15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 14%

Shared on 02 Apr 25

Fair value Increased 18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.092%

AnalystConsensusTarget has increased revenue growth from 10.9% to 12.3%.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 0.51%

AnalystConsensusTarget has decreased revenue growth from 23.8% to 10.9%, increased profit margin from 21.3% to 62.9% and decreased future PE multiple from 75.2x to 26.8x.

AnalystConsensusTarget Fair Value

Mex$78.4

1.4% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

3.07%

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

17.13%

Calculation

Mex$6.61b

Earnings '28

34.09x

PE Ratio '28

Mex$225.43b

Market Cap '28

Mex$225.43b

Market Cap '28

1.83b

No. shares '28

Mex$123.17

Share Price '28

Mex$123.17 Share Price '28

Discounted to 2025 @ 16.26% p.a.

Mex$78.38

Fair Value '25