Refocusing On Industrial Assets Will Streamline Operations But Market Risks Persist

Published
19 Feb 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
Mex$15.07
11.7% undervalued intrinsic discount
14 Aug
Mex$13.31
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1Y
21.0%
7D
-2.1%

Author's Valuation

Mex$15.1

11.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Increased 6.65%

The sharp rise in net profit margin and substantial drop in future P/E ratio point to improved profitability and more attractive valuation for Fibra MtyP.I. de, justifying the increase in consensus price target from MX$14.13 to MX$15.07. Valuation Changes Summary of Valuation Changes for Fibra MtyP.I. de The Consensus Analyst Price Target has risen from MX$14.13 to MX$15.07.

Shared on01 May 25
Fair value Decreased 9.58%

AnalystConsensusTarget has decreased revenue growth from 10.5% to 8.7%, decreased profit margin from 72.1% to 32.1% and increased future PE multiple from 18.2x to 39.0x.

Shared on23 Apr 25
Fair value Increased 13%

AnalystConsensusTarget has increased revenue growth from 6.2% to 10.5% and decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on17 Apr 25
Fair value Increased 0.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 8.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Decreased 13%

AnalystConsensusTarget has decreased revenue growth from 9.7% to 6.8%, increased profit margin from 31.2% to 71.9%, decreased future PE multiple from 42.0x to 18.1x and decreased shares outstanding growth rate from -0.0% to -0.0%.