Fibra UNO（FUNO 11）株式概要
フィブラ・ウノ（Mexbol: FUNO11; Bloomberg: FUNO11:MM）は、メキシコ市場で最初で最大のFIBRAである。 詳細
FUNO 11 Community Fair Values
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Analyst Price Targets
Fibra UNO 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | Mex$29.68 |
| 52週高値 | Mex$32.62 |
| 52週安値 | Mex$25.12 |
| ベータ | 0.20 |
| 1ヶ月の変化 | 3.74% |
| 3ヶ月変化 | -3.23% |
| 1年変化 | 8.88% |
| 3年間の変化 | 18.77% |
| 5年間の変化 | 36.21% |
| IPOからの変化 | 52.13% |
最新ニュース
ナラティブの更新 • 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$25.48. They cited updated assumptions for revenue growth, profit margins and the future P/E multiple.ナラティブの更新 • Jun 05
FUNO 11: Execution Risks And Compressed Margins Will Likely Pressure Future Earnings
Analysts trim their MX$ 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.
ナラティブの更新 • 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$42.00 price target, rather than on sweeping changes to the underlying thesis.ナラティブの更新 • May 04
FUNO 11: Higher Forward P E And Dividend Timeline May Support Repricing
Analysts lifted their MX$ 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.Recent updates
ナラティブの更新 • 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$25.48. They cited updated assumptions for revenue growth, profit margins and the future P/E multiple.ナラティブの更新 • Jun 05
FUNO 11: Execution Risks And Compressed Margins Will Likely Pressure Future Earnings
Analysts trim their MX$ 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.ナラティブの更新 • 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$42.00 price target, rather than on sweeping changes to the underlying thesis.ナラティブの更新 • May 04
FUNO 11: Higher Forward P E And Dividend Timeline May Support Repricing
Analysts lifted their MX$ 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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$34.15, reflecting updated assumptions for revenue growth, profit margins and a modestly lower discount rate, while incorporating peer research that highlights how revised earnings expectations and capital allocation plans can influence real estate valuations. Analyst Commentary Recent Street research around comparable real estate and leisure names offers some context for how analysts are thinking about valuation, capital deployment and execution risk, which can be relevant when you look at Fibra UNO’s updated fair value estimate.ナラティブの更新 • Feb 21
FUNO 11: Execution And Leadership Risks Will Likely Pressure Future Earnings Quality
Analysts have nudged their MX$ 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).
新しいナラティブ • 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.株主還元
| FUNO 11 | MX REITs | MX 市場 | |
|---|---|---|---|
| 7D | -1.9% | -0.9% | 0.01% |
| 1Y | 8.9% | 16.8% | 15.6% |
業界別リターン: FUNO 11過去 1 年間で16.8 % の収益を上げたMX REITs業界を下回りました。
リターン対市場: FUNO 11は、過去 1 年間で15.6 % のリターンを上げたMX市場を下回りました。
価格変動
| FUNO 11 volatility | |
|---|---|
| FUNO 11 Average Weekly Movement | 3.2% |
| REITs Industry Average Movement | 3.2% |
| Market Average Movement | 3.6% |
| 10% most volatile stocks in MX Market | 6.3% |
| 10% least volatile stocks in MX Market | 2.3% |
安定した株価: FUNO 11 、 MX市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: FUNO 11の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2011 | n/a | Andre El-Mann Arazi | funo.mx |
フィブラ・ウノ（Mexbol: FUNO11; Bloomberg: FUNO11:MM）は、メキシコ市場で最初で最大のフィブラである。主に工業用、商業用、オフィス用の賃貸物件を幅広く運営・開発している。2023年9月30日現在、FUNOのポートフォリオは613件、総面積は1,100万m2で、メキシコ共和国の全州に進出している。フィブラ・ウーノ・トラストの戦略は、最高の立地、最高品質の物件、セグメント、地域、テナントの多様化に重点を置いている。同様に、FUNOの経営陣は、不動産セクターの全セグメントにおいて、35年以上の開発・運営経験を有している。
Fibra UNO 基礎のまとめ
| FUNO 11 基礎統計学 | |
|---|---|
| 時価総額 | Mex$115.23b |
| 収益（TTM） | Mex$24.26b |
| 売上高(TTM) | Mex$30.91b |
4.7x
PER（株価収益率3.7x
P/SレシオFUNO 11 は割高か？
公正価値と評価分析を参照収益と収入
| FUNO 11 損益計算書（TTM） | |
|---|---|
| 収益 | Mex$30.91b |
| 売上原価 | Mex$5.88b |
| 売上総利益 | Mex$25.04b |
| その他の費用 | Mex$776.43m |
| 収益 | Mex$24.26b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.37 |
| グロス・マージン | 80.99% |
| 純利益率 | 78.48% |
| 有利子負債／自己資本比率 | 63.3% |
FUNO 11 の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
6.7%
現在の配当利回り55%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/09 01:28 |
| 終値 | 2026/07/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Fibra UNO 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| Helena Ruiz Aguilar | Actinver Case de Bolsa, S.A. de C.V. |
| Pablo Monsivais Mendoza | Barclays |
| Carlos Peyrelongue | BofA Global Research |