View ValuationFIBRA Storage 将来の成長Future 基準チェック /16 FIBRA Storageは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Specialized REITs 収益成長7.7%収益成長率8.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日28 Apr 2026今後の成長に関する最新情報Price Target Changed • Apr 28Price target increased by 9.7% to Mex$34.00Up from Mex$31.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of Mex$26.40. Stock is up 30% over the past year. The company posted earnings per share of Mex$2.59 last year.Price Target Changed • Oct 31Price target increased by 8.5% to Mex$28.75Up from Mex$26.50, the current price target is an average from 2 analysts. New target price is 12% above last closing price of Mex$25.70. Stock is up 49% over the past year. The company posted earnings per share of Mex$2.69 last year.Price Target Changed • Mar 28Price target increased by 11% to Mex$26.50Up from Mex$23.80, the current price target is provided by 1 analyst. New target price is 31% above last closing price of Mex$20.25. Stock is up 14% over the past year. The company posted earnings per share of Mex$2.72 last year.すべての更新を表示Recent updatesBuy Or Sell Opportunity • May 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$25.01. The fair value is estimated to be Mex$31.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 9.3%.Price Target Changed • Apr 28Price target increased by 9.7% to Mex$34.00Up from Mex$31.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of Mex$26.40. Stock is up 30% over the past year. The company posted earnings per share of Mex$2.59 last year.Declared Dividend • Mar 09Dividend of Mex$0.91 announcedShareholders will receive a dividend of Mex$0.91. Ex-date: 12th March 2026 Payment date: 13th March 2026 Dividend yield will be 3.5%, which is lower than the industry average of 4.0%.お知らせ • Mar 07FIBRA Storage announces Annual dividend, payable on March 13, 2026FIBRA Storage announced Annual dividend of MXN 0.7092 per share payable on March 13, 2026, ex-date on March 12, 2026 and record date on March 12, 2026.Reported Earnings • Mar 02Full year 2025 earnings released: EPS: Mex$2.59 (vs Mex$2.69 in FY 2024)Full year 2025 results: EPS: Mex$2.59 (down from Mex$2.69 in FY 2024). Revenue: Mex$776.2m (up 12% from FY 2024). Net income: Mex$675.3m (down 4.4% from FY 2024). Profit margin: 87% (down from 101% in FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Price Target Changed • Oct 31Price target increased by 8.5% to Mex$28.75Up from Mex$26.50, the current price target is an average from 2 analysts. New target price is 12% above last closing price of Mex$25.70. Stock is up 49% over the past year. The company posted earnings per share of Mex$2.69 last year.Reported Earnings • Oct 27Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: Mex$198.1m (flat on 3Q 2024). Net income: Mex$118.5m (down 50% from 3Q 2024). Profit margin: 60% (down from 120% in 3Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Sep 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Maria Morales was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Aug 26Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Maria Morales was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Jul 29Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: Mex$190.8m (up 11% from 2Q 2024). Net income: Mex$146.1m (down 10% from 2Q 2024). Profit margin: 77% (down from 95% in 2Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Global REITs industry. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.New Risk • Jul 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 83% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • May 05First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: Mex$181.8m (up 20% from 1Q 2024). Net income: Mex$147.4m (up 46% from 1Q 2024). Profit margin: 81% (up from 67% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Global REITs industry.お知らせ • Apr 18FIBRA Storage, Annual General Meeting, Apr 30, 2025FIBRA Storage, Annual General Meeting, Apr 30, 2025. Location: located at prado norte, no 125 2nd floor office 201, lomas de chapultepec miguel hidalgo, zip code 11000, mexico MexicoPrice Target Changed • Mar 28Price target increased by 11% to Mex$26.50Up from Mex$23.80, the current price target is provided by 1 analyst. New target price is 31% above last closing price of Mex$20.25. Stock is up 14% over the past year. The company posted earnings per share of Mex$2.72 last year.Reported Earnings • Mar 02Full year 2024 earnings released: EPS: Mex$2.72 (vs Mex$2.52 in FY 2023)Full year 2024 results: EPS: Mex$2.72 (up from Mex$2.52 in FY 2023). Revenue: Mex$696.3m (up 31% from FY 2023). Net income: Mex$715.4m (up 16% from FY 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.New Risk • Nov 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (91% net profit margin).Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: Mex$0.92 (vs Mex$0.41 in 3Q 2023)Third quarter 2024 results: EPS: Mex$0.92 (up from Mex$0.41 in 3Q 2023). Revenue: Mex$198.3m (up 45% from 3Q 2023). Net income: Mex$238.1m (up 122% from 3Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Global REITs industry. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (78% net profit margin). Shareholders have been diluted in the past year (19% increase in shares outstanding).Reported Earnings • Aug 02Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: Mex$172.2m (up 36% from 2Q 2023). Net income: Mex$162.9m (up 103% from 2Q 2023). Profit margin: 95% (up from 63% in 2Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, while revenues in the Global REITs industry are expected to remain flat.Reported Earnings • May 03First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: Mex$151.4m (up 22% from 1Q 2023). Net income: Mex$100.9m (down 69% from 1Q 2023). Profit margin: 67% (down from 259% in 1Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Global REITs industry. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.New Risk • Nov 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (19% increase in shares outstanding).Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: Mex$0.41 (vs Mex$0.54 in 3Q 2022)Third quarter 2023 results: EPS: Mex$0.41 (down from Mex$0.54 in 3Q 2022). Revenue: Mex$136.6m (up 17% from 3Q 2022). Net income: Mex$107.2m (down 11% from 3Q 2022). Profit margin: 79% (down from 103% in 3Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the REITs industry in Mexico. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 14Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be Mex$21.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 35%.Board Change • Aug 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.New Risk • Jun 08New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Board Change • Apr 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Feb 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Dec 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Oct 12Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Sep 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Jul 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Jun 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • May 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Feb 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Dec 22Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.業績と収益の成長予測BMV:STORAGE 18 - 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12/31/20281,110N/A677N/A112/31/20271,126N/A3071,173212/31/20261,002N/AN/A1,01123/31/2026807683487532N/A12/31/2025776675445488N/A9/30/2025745616415458N/A6/30/2025745736548553N/A3/31/2025727753542548N/A12/31/2024696706524531N/A9/30/2024667606500513N/A6/30/2024605475334341N/A3/31/2024560392280289N/A12/31/2023533615259268N/A9/30/2023506810301301N/A6/30/2023486823273279N/A3/31/2023468772259259N/A12/31/2022447439212212N/A9/30/2022425228202202N/A6/30/202238844150150N/A3/31/202235673172172N/A12/31/2021324146182182N/A9/30/2021300109147147N/A6/30/2021293199206206N/A3/31/2021281195212212N/A12/31/202027335207207N/A9/30/2020252228171172N/A6/30/2020218568-15-15N/A3/31/2020183508-23-23N/A12/31/2019147640N/A-54N/A9/30/2019140425N/A2N/A6/30/201919575N/A63N/A3/31/2019224173N/A42N/A12/31/2018249173N/A2N/A9/30/2018247172N/A-40N/A6/30/2018196183N/A14N/A3/31/2018183118N/A37N/A12/31/2017167138N/A65N/A9/30/2017171151N/A37N/A12/31/2016123190N/A41N/A12/31/201574142N/A34N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: STORAGE 18の予測収益成長が 貯蓄率 ( 9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: STORAGE 18の収益がMX市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: STORAGE 18の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: STORAGE 18の収益 ( 8.7% ) MX市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: STORAGE 18の収益 ( 8.7% ) 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: STORAGE 18の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YReal-estate 業界の高成長企業。View Past Performance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2026/06/10 20:02終値2026/06/08 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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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 Storage 2 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。2 アナリスト機関Carlos Alcaraz PinedaApalache AnálisisMartín LaraMiranda Global Research
Price Target Changed • Apr 28Price target increased by 9.7% to Mex$34.00Up from Mex$31.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of Mex$26.40. Stock is up 30% over the past year. The company posted earnings per share of Mex$2.59 last year.
Price Target Changed • Oct 31Price target increased by 8.5% to Mex$28.75Up from Mex$26.50, the current price target is an average from 2 analysts. New target price is 12% above last closing price of Mex$25.70. Stock is up 49% over the past year. The company posted earnings per share of Mex$2.69 last year.
Price Target Changed • Mar 28Price target increased by 11% to Mex$26.50Up from Mex$23.80, the current price target is provided by 1 analyst. New target price is 31% above last closing price of Mex$20.25. Stock is up 14% over the past year. The company posted earnings per share of Mex$2.72 last year.
Buy Or Sell Opportunity • May 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$25.01. The fair value is estimated to be Mex$31.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 9.3%.
Price Target Changed • Apr 28Price target increased by 9.7% to Mex$34.00Up from Mex$31.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of Mex$26.40. Stock is up 30% over the past year. The company posted earnings per share of Mex$2.59 last year.
Declared Dividend • Mar 09Dividend of Mex$0.91 announcedShareholders will receive a dividend of Mex$0.91. Ex-date: 12th March 2026 Payment date: 13th March 2026 Dividend yield will be 3.5%, which is lower than the industry average of 4.0%.
お知らせ • Mar 07FIBRA Storage announces Annual dividend, payable on March 13, 2026FIBRA Storage announced Annual dividend of MXN 0.7092 per share payable on March 13, 2026, ex-date on March 12, 2026 and record date on March 12, 2026.
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: Mex$2.59 (vs Mex$2.69 in FY 2024)Full year 2025 results: EPS: Mex$2.59 (down from Mex$2.69 in FY 2024). Revenue: Mex$776.2m (up 12% from FY 2024). Net income: Mex$675.3m (down 4.4% from FY 2024). Profit margin: 87% (down from 101% in FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Price Target Changed • Oct 31Price target increased by 8.5% to Mex$28.75Up from Mex$26.50, the current price target is an average from 2 analysts. New target price is 12% above last closing price of Mex$25.70. Stock is up 49% over the past year. The company posted earnings per share of Mex$2.69 last year.
Reported Earnings • Oct 27Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: Mex$198.1m (flat on 3Q 2024). Net income: Mex$118.5m (down 50% from 3Q 2024). Profit margin: 60% (down from 120% in 3Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Sep 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Maria Morales was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Aug 26Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Maria Morales was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Jul 29Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: Mex$190.8m (up 11% from 2Q 2024). Net income: Mex$146.1m (down 10% from 2Q 2024). Profit margin: 77% (down from 95% in 2Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Global REITs industry. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 83% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • May 05First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: Mex$181.8m (up 20% from 1Q 2024). Net income: Mex$147.4m (up 46% from 1Q 2024). Profit margin: 81% (up from 67% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Global REITs industry.
お知らせ • Apr 18FIBRA Storage, Annual General Meeting, Apr 30, 2025FIBRA Storage, Annual General Meeting, Apr 30, 2025. Location: located at prado norte, no 125 2nd floor office 201, lomas de chapultepec miguel hidalgo, zip code 11000, mexico Mexico
Price Target Changed • Mar 28Price target increased by 11% to Mex$26.50Up from Mex$23.80, the current price target is provided by 1 analyst. New target price is 31% above last closing price of Mex$20.25. Stock is up 14% over the past year. The company posted earnings per share of Mex$2.72 last year.
Reported Earnings • Mar 02Full year 2024 earnings released: EPS: Mex$2.72 (vs Mex$2.52 in FY 2023)Full year 2024 results: EPS: Mex$2.72 (up from Mex$2.52 in FY 2023). Revenue: Mex$696.3m (up 31% from FY 2023). Net income: Mex$715.4m (up 16% from FY 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (91% net profit margin).
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: Mex$0.92 (vs Mex$0.41 in 3Q 2023)Third quarter 2024 results: EPS: Mex$0.92 (up from Mex$0.41 in 3Q 2023). Revenue: Mex$198.3m (up 45% from 3Q 2023). Net income: Mex$238.1m (up 122% from 3Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Global REITs industry. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (78% net profit margin). Shareholders have been diluted in the past year (19% increase in shares outstanding).
Reported Earnings • Aug 02Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: Mex$172.2m (up 36% from 2Q 2023). Net income: Mex$162.9m (up 103% from 2Q 2023). Profit margin: 95% (up from 63% in 2Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, while revenues in the Global REITs industry are expected to remain flat.
Reported Earnings • May 03First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: Mex$151.4m (up 22% from 1Q 2023). Net income: Mex$100.9m (down 69% from 1Q 2023). Profit margin: 67% (down from 259% in 1Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Global REITs industry. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (19% increase in shares outstanding).
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: Mex$0.41 (vs Mex$0.54 in 3Q 2022)Third quarter 2023 results: EPS: Mex$0.41 (down from Mex$0.54 in 3Q 2022). Revenue: Mex$136.6m (up 17% from 3Q 2022). Net income: Mex$107.2m (down 11% from 3Q 2022). Profit margin: 79% (down from 103% in 3Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the REITs industry in Mexico. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 14Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be Mex$21.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 35%.
Board Change • Aug 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
New Risk • Jun 08New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Board Change • Apr 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Feb 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Dec 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Oct 12Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Sep 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Jul 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Jun 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • May 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Feb 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Dec 22Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.