Fibra UNO 향후 성장
Future 기준 점검 0/6
Fibra UNO 의 수익은 연간 18.2% 감소할 것으로 예상되는 반면, 연간 수익은 5.3% 로 증가할 것으로 예상됩니다. EPS는 연간 11% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 6% 로 예상됩니다.
핵심 정보
-18.2%
이익 성장률
-11.04%
EPS 성장률
| REITs 이익 성장 | 10.8% |
| 매출 성장률 | 5.3% |
| 향후 자기자본이익률 | 5.97% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 03 Jul 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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$25.48. They cited updated assumptions for revenue growth, profit margins and the future P/E multiple.내러티브 업데이트 • Jun 05
FUNO 11: Execution Risks And Compressed Margins Will Likely Pressure Future Earnings
Analysts trim their MX$ 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.
내러티브 업데이트 • 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$42.00 price target, rather than on sweeping changes to the underlying thesis.내러티브 업데이트 • May 04
FUNO 11: Higher Forward P E And Dividend Timeline May Support Repricing
Analysts lifted their MX$ 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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$34.15, reflecting updated assumptions for revenue growth, profit margins and a modestly lower discount rate, while incorporating peer research that highlights how revised earnings expectations and capital allocation plans can influence real estate valuations. Analyst Commentary Recent Street research around comparable real estate and leisure names offers some context for how analysts are thinking about valuation, capital deployment and execution risk, which can be relevant when you look at Fibra UNO’s updated fair value estimate.내러티브 업데이트 • Feb 21
FUNO 11: Execution And Leadership Risks Will Likely Pressure Future Earnings Quality
Analysts have nudged their MX$ 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).
새로운 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 36,015 | 12,841 | 25,859 | 15,015 | 8 |
| 12/31/2027 | 34,880 | 11,726 | 24,350 | 19,412 | 10 |
| 12/31/2026 | 32,526 | 9,720 | 20,151 | 13,430 | 9 |
| 3/31/2026 | 30,911 | 24,259 | 17,096 | 17,096 | N/A |
| 12/31/2025 | 30,509 | 24,456 | 17,255 | 17,255 | N/A |
| 9/30/2025 | 30,472 | 14,757 | 19,386 | 19,386 | N/A |
| 6/30/2025 | 30,107 | 9,902 | 19,708 | 19,708 | N/A |
| 3/31/2025 | 29,106 | 8,602 | 19,866 | 19,866 | N/A |
| 12/31/2024 | 28,325 | 9,674 | 19,559 | 19,559 | N/A |
| 9/30/2024 | 26,777 | 11,518 | 19,360 | 19,360 | N/A |
| 6/30/2024 | 26,064 | 12,476 | 18,743 | 18,743 | N/A |
| 3/31/2024 | 25,701 | 13,930 | 17,746 | 17,746 | N/A |
| 12/31/2023 | 25,255 | 17,833 | 18,487 | 18,487 | N/A |
| 9/30/2023 | 26,192 | 24,441 | 19,177 | 19,177 | N/A |
| 6/30/2023 | 25,763 | 28,958 | 19,795 | 19,795 | N/A |
| 3/31/2023 | 25,115 | 25,952 | 21,316 | 21,316 | N/A |
| 12/31/2022 | 24,587 | 23,643 | 19,666 | 19,666 | N/A |
| 9/30/2022 | 23,890 | 14,254 | 21,913 | 21,913 | N/A |
| 6/30/2022 | 23,267 | 9,327 | 20,352 | 20,352 | N/A |
| 3/31/2022 | 22,745 | 8,311 | 18,889 | 18,889 | N/A |
| 12/31/2021 | 22,298 | 3,660 | 18,113 | 18,113 | N/A |
| 9/30/2021 | 23,851 | 10,914 | 14,748 | 14,748 | N/A |
| 6/30/2021 | 23,321 | 16,008 | 14,277 | 14,277 | N/A |
| 3/31/2021 | 23,039 | 27,765 | 13,969 | 13,969 | N/A |
| 12/31/2020 | 22,833 | 12,974 | 14,938 | 14,938 | N/A |
| 9/30/2020 | 20,885 | 9,003 | 11,753 | 11,753 | N/A |
| 6/30/2020 | 20,775 | 6,437 | 12,716 | 12,716 | N/A |
| 3/31/2020 | 20,515 | -1,424 | 12,425 | 12,425 | N/A |
| 12/31/2019 | 19,949 | 18,000 | N/A | 11,667 | N/A |
| 9/30/2019 | 18,169 | 18,540 | N/A | 13,651 | N/A |
| 6/30/2019 | 17,758 | 21,164 | N/A | 13,616 | N/A |
| 3/31/2019 | 17,237 | 16,599 | N/A | 15,460 | N/A |
| 12/31/2018 | 16,763 | 17,180 | N/A | 14,052 | N/A |
| 9/30/2018 | 16,238 | 11,733 | N/A | 12,478 | N/A |
| 6/30/2018 | 15,466 | 9,252 | N/A | 12,533 | N/A |
| 3/31/2018 | 14,831 | 11,889 | N/A | 9,278 | N/A |
| 12/31/2017 | 14,265 | 12,118 | N/A | 9,481 | N/A |
| 9/30/2017 | 14,249 | 17,095 | N/A | 10,284 | N/A |
| 6/30/2017 | 14,035 | 16,467 | N/A | 9,066 | N/A |
| 3/31/2017 | 13,643 | 14,682 | N/A | 10,730 | N/A |
| 12/31/2016 | 15,405 | 11,825 | N/A | 12,176 | N/A |
| 9/30/2016 | 12,839 | 8,666 | N/A | 11,732 | N/A |
| 6/30/2016 | 12,352 | 7,460 | N/A | 11,397 | N/A |
| 3/31/2016 | 11,674 | 7,080 | N/A | 8,052 | N/A |
| 12/31/2015 | 10,725 | 5,734 | N/A | 6,886 | N/A |
| 9/30/2015 | 9,728 | 5,237 | N/A | 5,806 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: FUNO 11 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -18.2%).
수익 vs 시장: FUNO 11 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -18.2%).
고성장 수익: FUNO 11 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: FUNO 11 의 수익(연간 5.3%)이 MX 시장(연간 6.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: FUNO 11 의 수익(연간 5.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: FUNO 11의 자본 수익률은 3년 후 6%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/09 18:00 |
| 종가 | 2026/07/09 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Fibra UNO는 21명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Helena Ruiz Aguilar | Actinver Case de Bolsa, S.A. de C.V. |
| Pablo Monsivais Mendoza | Barclays |
| Carlos Peyrelongue | BofA Global Research |