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Grupo Traxión. de Community
BMV:TRAXION A Community
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Grupo Traxión. de
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Grupo Traxión. de
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Cost And Integration Risks Will Erode Margins Yet Spur Recovery
Key Takeaways Integration of acquisitions and rising competition could pressure margins and limit profit growth, despite gains in scale and market share. Lagging technological investment or costly regulatory shifts in fleet could constrain revenue growth and squeeze profitability over time.
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Mex$25.00
FV
36.5% undervalued
intrinsic discount
10.90%
Revenue growth p.a.
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1 day ago
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Grupo Traxión. de
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Nearshoring And E-Commerce Trends Will Transform Cross-Border Logistics
Key Takeaways Cross-border expansion, technology integration, and disciplined operations uniquely position Traxión to capture lasting gains from nearshoring and North American supply chain shifts. Focus on higher-margin contracts, operational efficiencies, and capital discipline drive sustainable margin growth, greater financial stability, and long-term value creation.
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Mex$47.00
FV
66.2% undervalued
intrinsic discount
17.76%
Revenue growth p.a.
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3 days ago
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Grupo Traxión. de
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
The Integration Of Solistica Will Reshape North American Supply Chains
Key Takeaways Acquisition and integration activities, alongside expanding North American trade, position the company for significant revenue growth and enhanced supply chain capabilities. Operational efficiencies, cost synergies, and continued tech investments are aimed at protecting margins and sustaining profit growth amid evolving logistics sector dynamics.
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Mex$35.56
FV
55.4% undervalued
intrinsic discount
15.07%
Revenue growth p.a.
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3 days ago
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Your Valuation for
TRAXION A
TRAXION A
Grupo Traxión. de
Your Fair Value
Mex$
Current Price
Mex$15.87
21.5% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
52b
2015
2018
2021
2024
2025
2027
2030
Revenue Mex$51.9b
Earnings Mex$948.5m
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