Update shared on 30 Nov 2025
Fair value Decreased 0.80%Analysts have slightly lowered their price target for Grupo Traxión, decreasing it from $27.89 to $27.67. This reflects modest adjustments to growth and profitability expectations.
What's in the News
- Grupo Traxión is actively seeking M&A opportunities and is focusing on entering the cross-border market more efficiently through acquisitions rather than organic growth (Grupo Traxión Third Quarter 2025 Conference Call).
- The company views current U.S. cargo company valuations as a highly attractive entry point for expansion (Grupo Traxión Third Quarter 2025 Conference Call).
- Grupo Traxión leadership believes that the upcoming USMCA negotiations will have a positive outcome and influence cross-border strategy decisions (Grupo Traxión Third Quarter 2025 Conference Call).
Valuation Changes
- Consensus Analyst Price Target has decreased marginally, moving from MX$27.89 to MX$27.67.
- Discount Rate remains unchanged at 22.71%.
- Revenue Growth projections have edged down slightly, from 15.13% to 15.07%.
- Net Profit Margin has increased fractionally, rising from 4.19% to 4.19%.
- Future P/E Ratio has risen modestly, moving from 13.63x to 14.03x.
Disclaimer
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