Fibra UNO

BMV:FUNO 11 Rapport sur les actions

Capitalisation boursière : Mex$114.5b

Fibra UNO Croissance future

Future contrôle des critères 0/6

Les bénéfices de Fibra UNO devraient diminuer de 18.2% par an tandis que son chiffre d'affaires annuel devrait croître de 5.3% par an. Le BPA devrait croître de diminuer de 11% par an. Le rendement des capitaux propres devrait être 6% dans 3 ans.

Informations clés

-18.2%

Taux de croissance des bénéfices

-11.04%

Taux de croissance du BPA

REITs croissance des bénéfices10.8%
Taux de croissance des recettes5.3%
Rendement futur des capitaux propres5.97%
Couverture par les analystes

Good

Dernière mise à jour03 Jul 2026

Mises à jour récentes de la croissance future

Article d’analyse Oct 31

Fibra UNO Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Last week saw the newest quarterly earnings release from Fibra UNO ( BMV:FUNO11 ), an important milestone in the...

Recent updates

Mise à jour du récit Jun 23

FUNO 11: Softer Margin Outlook Will Likely Weigh On Future Earnings

Analysts trimmed their fair value estimate for Fibra UNO slightly, with the price target moving from MX$25.63 to MX$25.48. They cited updated assumptions for revenue growth, profit margins and the future P/E multiple.
Mise à jour du récit Jun 05

FUNO 11: Execution Risks And Compressed Margins Will Likely Pressure Future Earnings

Analysts trim their MX$ fair value estimate for Fibra UNO to MX$25.63 from MX$26.48 as updated assumptions point to lower revenue growth, a narrower profit margin, and a higher future P/E multiple. Analyst Commentary Recent research on Fibra UNO highlights a more cautious tone among some bearish analysts, which aligns with the trimmed MX$ fair value estimate to MX$25.63.
Mise à jour du récit May 22

FUNO 11: Stable MX 42 Anchor And Dividend Outlook May Support Repricing

Analysts kept their MX$42.00 price target for Fibra UNO unchanged, citing only slight tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E that did not materially shift their overall view. Analyst Commentary Recent commentary around Fibra UNO has centered on how current expectations line up with its MX$42.00 price target, rather than on sweeping changes to the underlying thesis.
Mise à jour du récit May 04

FUNO 11: Higher Forward P E And Dividend Timeline May Support Repricing

Analysts lifted their MX$ price target on Fibra UNO by MX$3, citing updated assumptions for slightly higher revenue growth, a modestly higher discount rate, and a lower projected profit margin that together feed into a higher forward P/E multiple in their models. Analyst Commentary Recent research points to a more constructive stance on Fibra UNO, with the most recent price target revision framed around updated modeling rather than a change in underlying rating.
Mise à jour du récit Apr 20

FUNO 11: Refined P E And Dividend Timeline May Support Repricing

Analysts have nudged the Fibra UNO price target higher by MX$3 to MX$42, citing small refinements to the discount rate, revenue growth and future P/E assumptions, while keeping the overall fair value view essentially unchanged. Analyst Commentary The latest research on Fibra UNO points to a constructive tone, with the MX$3 price target adjustment to MX$42 framed as a refinement rather than a reset of the underlying view.
Mise à jour du récit Apr 05

FUNO 11: Higher Modeled P E And Dividend Support Future Repricing

Analysts raised the Fibra UNO fair value estimate to MX$42.00 from MX$40.00, reflecting slightly higher modeled revenue growth, a small adjustment to the discount rate, and a higher future P/E assumption following recent Street research that included a MX$3 Fibra UNO price target increase at Barclays. Analyst Commentary Recent Street research on Fibra UNO has been limited, but the latest action is constructive for investors watching valuation signals.
Mise à jour du récit Mar 21

FUNO 11: Lower Discount Rate And Dividend Schedule Will Support Repricing

Analysts have lifted the Fibra UNO price target to MX$40.00 from MX$38.00, reflecting updated assumptions that include a lower discount rate, slightly adjusted revenue growth and margin expectations, and a higher future P/E multiple, broadly consistent with recent REIT and leisure sector research where higher investment visibility and portfolio reshaping have supported valuation tweaks. Analyst Commentary Recent sector research around income oriented and leisure exposed real estate highlights how corporate actions and portfolio reshaping can influence valuation frameworks.
Mise à jour du récit Mar 07

FUNO 11: Higher Dividend Visibility And Execution Confidence Will Support Returns

Analysts have nudged their fair value estimate for Fibra UNO slightly higher to MX$34.15, reflecting updated assumptions for revenue growth, profit margins and a modestly lower discount rate, while incorporating peer research that highlights how revised earnings expectations and capital allocation plans can influence real estate valuations. Analyst Commentary Recent Street research around comparable real estate and leisure names offers some context for how analysts are thinking about valuation, capital deployment and execution risk, which can be relevant when you look at Fibra UNO’s updated fair value estimate.
Mise à jour du récit Feb 21

FUNO 11: Execution And Leadership Risks Will Likely Pressure Future Earnings Quality

Analysts have nudged their MX$ fair value estimate for Fibra UNO up to about MX$26.48 from roughly MX$24.65, pointing to updated assumptions around growth, margins and a slightly lower required return. Analyst Commentary While the updated MX$26.48 fair value estimate for Fibra UNO reflects refreshed assumptions, the tone across more cautious research on other yield and income oriented names highlights risks that investors may want to keep in mind.
Mise à jour du récit Feb 07

FUNO 11: Dividend Visibility And Higher Future P/E Will Support Returns

Narrative Update: Fibra UNO Analyst Price Target Shift Analysts have nudged their fair value estimate for Fibra UNO to $33.91 from $33.04, reflecting updated assumptions that include a slightly lower discount rate, adjusted P/E expectations, and a revised balance between revenue growth and profit margin. Analyst Commentary Recent updates around Fibra UNO’s fair value reflect a mix of optimism on execution and caution on the assumptions that support the new target.
Mise à jour du récit Jan 23

FUNO 11: Higher Future P/E And Dividend Policy Will Support Returns

Narrative Update on Fibra UNO Analysts nudged their price target for Fibra UNO slightly higher to about $33.04 from $32.82, citing updated assumptions that reflect marginal adjustments to the discount rate, revenue growth, profit margins, and forward P/E expectations. Analyst Commentary Recent Street commentary around leisure names highlights themes that can matter for Fibra UNO, especially around execution, pricing power, and how quickly management can translate operational changes into value for unitholders.
Mise à jour du récit Jan 09

FUNO 11: Higher Future P/E And Dividend Outlook Will Support Returns

Analysts have inched their price target for Fibra UNO to $32.82 from $32.70, reflecting slightly higher assumed discount rates and a modestly higher future P/E, partly offset by marginally softer revenue growth and profit margin assumptions. Analyst Commentary With the updated $32.82 price target, analysts are fine tuning their views on Fibra UNO, focusing on how execution and assumptions around valuation interact with the current operating backdrop.
Mise à jour du récit Dec 26

FUNO 11: Higher Funding Costs Will Likely Pressure Future Earnings Quality

Analysts have lowered their price target for Fibra UNO slightly, by less than $0.05. Modest adjustments to discount rates and forward earnings assumptions more than offset marginal improvements in projected growth and profitability.
Mise à jour du récit Dec 12

FUNO 11 Execution Risks Will Likely Expose Downside In Earnings Quality

Analysts have modestly raised their price target for Fibra UNO, lifting fair value by about $0.61 per share to approximately $24.68 as they factor in a slightly lower discount rate and still solid long term earnings expectations, even as they temper assumptions for growth and margins. Analyst Commentary Bearish analysts remain cautious on Fibra UNO despite the modest uplift in fair value, emphasizing that execution on growth initiatives and margin preservation will be critical in the coming quarters.
Mise à jour du récit Nov 21

FUNO 11: Improved Margins And Lower Discount Rate Will Support Long-Term Performance

Analysts have raised their fair value price target for Fibra UNO from $32.19 to $32.70, citing slightly stronger profit margins along with a modest improvement in the discount rate outlook. Analyst Commentary Recent analyst research offers a range of perspectives on Fibra UNO's outlook, balancing improved fundamentals against ongoing sector and macroeconomic challenges.
Article d’analyse Oct 31

Fibra UNO Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Last week saw the newest quarterly earnings release from Fibra UNO ( BMV:FUNO11 ), an important milestone in the...
Mise à jour du récit Sep 05

Joint Venture And Asset Consolidation Will Drive Industrial Expansion

Driven by a notable improvement in net profit margin and a lower future P/E, Fibra UNO's fair value has edged up slightly, with the consensus price target increasing marginally from MX$31.86 to MX$32.19. What's in the News Fibra UNO announced a quarterly dividend of MXN 0.5700 per share, payable on August 11, 2025, with an ex-date and record date of August 8, 2025 (Key Developments).
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Nouveau récit Dec 18

Internalization And Rent Increases Expected To Boost Revenue, But High Leverage And Currency Risks May Impact Margins

Rent increases and high occupancy rates, particularly in the Industrial, Retail, and Office segments, are expected to drive revenue and stabilize net margins.

Prévisions de croissance des bénéfices et des revenus

BMV:FUNO 11 - Estimations futures des analystes et données financières antérieures (MXN Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202836,01512,84125,85915,0158
12/31/202734,88011,72624,35019,41210
12/31/202632,5269,72020,15113,4309
3/31/202630,91124,25917,09617,096N/A
12/31/202530,50924,45617,25517,255N/A
9/30/202530,47214,75719,38619,386N/A
6/30/202530,1079,90219,70819,708N/A
3/31/202529,1068,60219,86619,866N/A
12/31/202428,3259,67419,55919,559N/A
9/30/202426,77711,51819,36019,360N/A
6/30/202426,06412,47618,74318,743N/A
3/31/202425,70113,93017,74617,746N/A
12/31/202325,25517,83318,48718,487N/A
9/30/202326,19224,44119,17719,177N/A
6/30/202325,76328,95819,79519,795N/A
3/31/202325,11525,95221,31621,316N/A
12/31/202224,58723,64319,66619,666N/A
9/30/202223,89014,25421,91321,913N/A
6/30/202223,2679,32720,35220,352N/A
3/31/202222,7458,31118,88918,889N/A
12/31/202122,2983,66018,11318,113N/A
9/30/202123,85110,91414,74814,748N/A
6/30/202123,32116,00814,27714,277N/A
3/31/202123,03927,76513,96913,969N/A
12/31/202022,83312,97414,93814,938N/A
9/30/202020,8859,00311,75311,753N/A
6/30/202020,7756,43712,71612,716N/A
3/31/202020,515-1,42412,42512,425N/A
12/31/201919,94918,000N/A11,667N/A
9/30/201918,16918,540N/A13,651N/A
6/30/201917,75821,164N/A13,616N/A
3/31/201917,23716,599N/A15,460N/A
12/31/201816,76317,180N/A14,052N/A
9/30/201816,23811,733N/A12,478N/A
6/30/201815,4669,252N/A12,533N/A
3/31/201814,83111,889N/A9,278N/A
12/31/201714,26512,118N/A9,481N/A
9/30/201714,24917,095N/A10,284N/A
6/30/201714,03516,467N/A9,066N/A
3/31/201713,64314,682N/A10,730N/A
12/31/201615,40511,825N/A12,176N/A
9/30/201612,8398,666N/A11,732N/A
6/30/201612,3527,460N/A11,397N/A
3/31/201611,6747,080N/A8,052N/A
12/31/201510,7255,734N/A6,886N/A
9/30/20159,7285,237N/A5,806N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Les bénéfices de FUNO 11 devraient diminuer au cours des 3 prochaines années ( -18.2% par an).

Bénéfices vs marché: Les bénéfices de FUNO 11 devraient diminuer au cours des 3 prochaines années ( -18.2% par an).

Croissance élevée des bénéfices: Les bénéfices de FUNO 11 devraient baisser au cours des trois prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de FUNO 11 ( 5.3% par an) devrait croître plus lentement que le marché de MX ( 6.4% par an).

Croissance élevée des revenus: Le chiffre d'affaires de FUNO 11 ( 5.3% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de FUNO 11 devrait être faible dans 3 ans ( 6 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/11 14:56
Cours de l'action en fin de journée2026/07/10 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Fibra UNO est couverte par 21 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Helena Ruiz AguilarActinver Case de Bolsa, S.A. de C.V.
Pablo Monsivais MendozaBarclays
Carlos PeyrelongueBofA Global Research