Fibra UNO

BMV:FUNO 11 株式レポート

時価総額：Mex$112.2b

Fibra UNO 将来の成長

Future 基準チェック /06

Fibra UNOの収益は年間16.6%で減少すると予測されていますが、年間収益は年間5.5%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に6.2% 7.5%なると予測されています。

主要情報

-16.6%

収益成長率

-7.51%

EPS成長率

REITs 収益成長9.9%
収益成長率5.5%
将来の株主資本利益率6.23%
アナリストカバレッジ

Good

最終更新日08 Aug 2026

今後の成長に関する最新情報

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...

Recent updates

ナラティブ更新 • 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).
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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.

業績と収益の成長予測

BMV:FUNO 11 - アナリストの将来予測と過去の財務データ ( )MXN Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202836,24013,29225,85915,7988
12/31/202734,95011,99324,35015,6389
12/31/202633,18511,18720,15111,20510
6/30/202631,32722,95918,07318,073N/A
3/31/202630,91124,25917,09617,096N/A
12/31/202530,50924,45617,25517,255N/A
9/30/202530,47214,75719,38619,386N/A
6/30/202529,7999,90219,70819,708N/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
3/31/202020,515-1,424N/A12,425N/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

アナリストによる今後の成長予測

収入対貯蓄率: FUNO 11の収益は今後 3 年間で減少すると予測されています (年間-16.6% )。

収益対市場: FUNO 11の収益は今後 3 年間で減少すると予測されています (年間-16.6% )。

高成長収益: FUNO 11の収益は今後 3 年間で減少すると予測されています。

収益対市場: FUNO 11の収益 ( 5.5% ) MX市場 ( 5.7% ) よりも低い成長が予測されています。

高い収益成長: FUNO 11の収益 ( 5.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: FUNO 11の 自己資本利益率 は、3年後には低くなると予測されています ( 6.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/15 05:08
終値2026/08/14 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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。23

アナリスト機関
Helena Ruiz AguilarActinver Case de Bolsa, S.A. de C.V.
Antonio Hernandez Velez LeijaActinver Case de Bolsa, S.A. de C.V.
Pablo Monsivais MendozaBarclays