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GMéxico Transportes. de Community
BMV:GMXT * Community
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GMéxico Transportes. de
Popular
Undervalued
Overvalued
GMXT
GMéxico Transportes. de
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Nearshoring And E-commerce Will Expand North American Rail Demand
Key Takeaways Structural trends like nearshoring and e-commerce are expected to drive sustained growth and outsized revenue opportunities for GMéxico Transportes. Investments in technology and infrastructure, along with favorable policy shifts, will significantly boost margins and operational efficiency beyond current market expectations.
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Mex$59.41
FV
45.7% undervalued
intrinsic discount
7.63%
Revenue growth p.a.
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3 days ago
author updated this narrative
GMXT
GMéxico Transportes. de
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Rail And Intermodal Investments Will Transform North American Freight
Key Takeaways Strategic investments in infrastructure, sustainability initiatives, and digitalization are boosting operational efficiency and positioning the company for long-term margin improvement and revenue growth. Increased cross-border volumes and alignment with industrial trends offer resilience, pricing power, and opportunities to capture market share as demand for freight services rises.
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Mex$40.14
FV
19.7% undervalued
intrinsic discount
5.48%
Revenue growth p.a.
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5 days ago
author updated this narrative
GMXT
GMéxico Transportes. de
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Autonomous Trucking And ESG Costs Will Shrink Mexican Rail Margins
Key Takeaways Increased automation and stricter environmental regulation are expected to pressure operating margins and hinder the company's ability to grow or sustain market share. Heavy sector concentration and rising competition increase exposure to volatile earnings, while currency risks may undermine profit stability and margins.
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Mex$30.41
FV
6.0% overvalued
intrinsic discount
4.18%
Revenue growth p.a.
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8 days ago
author updated this narrative
Your Valuation for
GMXT *
GMXT *
GMéxico Transportes. de
Your Fair Value
Mex$
Current Price
Mex$32.23
66.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
82b
2015
2018
2021
2024
2025
2027
2030
Revenue Mex$82.2b
Earnings Mex$12.1b
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