Grupo Traxión. de

Nearshoring And E-Commerce Trends Will Transform Cross-Border Logistics

AnalystHighTarget

Not Invested

Community Contributor

Published

28 Jul 25

Updated

14 Dec 25

n/a

AnalystHighTarget's Fair Value

n/a

-24.3%

2.1%

-24.3%

2.1%

You can edit this narrative until Dec 15 5:09 PM. Then, changes will post as Updates.

Author's Valuation

Mex$41.2665.4% undervalued

AnalystHighTarget Fair Value

Narrative

Updates1

Shared on 14 Dec 25

Fair value Decreased 7.33%

TRAXION A Will Pursue Cross Border M&A To Drive Future Upside

Analysts have trimmed their price target on Grupo Traxión, lowering fair value from approximately $44.53 to $41.26 as they factor in slightly slower projected revenue growth, moderating profit margins, and a higher expected future P/E multiple. What's in the News Grupo Traxión is actively seeking mergers and acquisitions to accelerate its entry into the U.S. cross border cargo market, favoring inorganic growth over building operations from scratch (Third Quarter 2025 Conference Call).

AnalystHighTarget Fair Value

Mex$41.26

65.4% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

13.40%

Transportation revenue growth rate

0.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

22.71%

Calculation

Mex$2.19b

Earnings '28

18.50x

PE Ratio '28

Mex$40.56b

Market Cap '28

Mex$40.56b

Market Cap '28

532.88m

No. shares '28

Mex$76.12

Share Price '28

Mex$76.12 Share Price '28

Discounted to 2025 @ 22.71% p.a.

Mex$41.20

Fair Value '25