Update shared on 16 Nov 2025
Fair value Decreased 1.18%Analysts have revised their price target for Grupo Traxión, decreasing it slightly from $28.22 to $27.89. This adjustment reflects updated outlooks on profit margins and discount rates.
What's in the News
- Grupo Traxión is actively seeking merger and acquisition opportunities to expand in the cross-border market, viewing M&A as a faster and more efficient strategy than organic growth (Grupo Traxión Third Quarter 2025 Conference Call).
- The company believes current valuations for cargo companies in the U.S. provide an attractive entry point for expansion (Grupo Traxión Third Quarter 2025 Conference Call).
- Leadership is optimistic about upcoming USMCA negotiations and anticipates positive outcomes that could impact their growth strategy (Grupo Traxión Third Quarter 2025 Conference Call).
Valuation Changes
- Consensus Analyst Price Target has fallen slightly from MX$28.22 to MX$27.89.
- Discount Rate has risen marginally, moving from 22.56% to 22.71%.
- Revenue Growth projections remain effectively unchanged at approximately 15.13%.
- Net Profit Margin has declined from 4.38% to 4.19%.
- Future P/E ratio is lower, dropping from 14.38x to 13.63x.
Disclaimer
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