Narrative Update • Jun 02

Over the last 7 days, the Industrials industry has dropped 1.5%, driven by a pullback from Grupo Carso. de of 4.0%. The industry has fallen 3.7% in the last year. Looking forward, earnings are forecast to grow by 10% annually.
Has the Mexican Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | Mex$985.3b | Mex$490.4b | Mex$49.1b | 16x | 20.1x | 2x |
| Sun, 03 May 2026 | Mex$1.1t | Mex$519.1b | Mex$56.4b | 16.5x | 19.5x | 2.1x |
| Tue, 31 Mar 2026 | Mex$1.2t | Mex$526.8b | Mex$46.3b | 16.7x | 24.9x | 2.2x |
| Thu, 26 Feb 2026 | Mex$1.2t | Mex$520.3b | Mex$58.2b | 18.8x | 20.2x | 2.3x |
| Sat, 24 Jan 2026 | Mex$1.1t | Mex$527.1b | Mex$61.3b | 15.7x | 18.7x | 2.2x |
| Mon, 22 Dec 2025 | Mex$1.3t | Mex$585.0b | Mex$70.4b | 15.4x | 17.9x | 2.2x |
| Wed, 19 Nov 2025 | Mex$1.2t | Mex$586.0b | Mex$70.4b | 14.7x | 17.1x | 2.1x |
| Fri, 17 Oct 2025 | Mex$1.2t | Mex$584.8b | Mex$64.8b | 15.7x | 18.9x | 2.1x |
| Sun, 14 Sep 2025 | Mex$1.3t | Mex$584.9b | Mex$64.8b | 15.4x | 19.6x | 2.2x |
| Tue, 12 Aug 2025 | Mex$1.2t | Mex$585.6b | Mex$64.8b | 15.2x | 19.1x | 2.1x |
| Thu, 10 Jul 2025 | Mex$1.2t | Mex$573.3b | Mex$68.4b | 13.8x | 17.8x | 2.1x |
| Sat, 07 Jun 2025 | Mex$1.1t | Mex$550.9b | Mex$59.6b | 16.2x | 19.1x | 2.1x |
| Mon, 05 May 2025 | Mex$1.2t | Mex$574.3b | Mex$68.9b | 13.6x | 17.6x | 2.1x |
| Wed, 02 Apr 2025 | Mex$1.2t | Mex$735.7b | Mex$70.8b | 16x | 17.4x | 1.7x |
| Fri, 28 Feb 2025 | Mex$1.2t | Mex$740.6b | Mex$68.8b | 14.8x | 18x | 1.7x |
| Sun, 26 Jan 2025 | Mex$1.4t | Mex$884.7b | Mex$63.4b | 15.9x | 22.1x | 1.6x |
| Tue, 24 Dec 2024 | Mex$1.3t | Mex$884.5b | Mex$63.4b | 16.1x | 21x | 1.5x |
| Thu, 21 Nov 2024 | Mex$1.2t | Mex$857.0b | Mex$55.3b | 17.3x | 22.3x | 1.4x |
| Sat, 19 Oct 2024 | Mex$1.3t | Mex$859.1b | Mex$62.1b | 15.5x | 20.5x | 1.5x |
| Mon, 16 Sep 2024 | Mex$1.2t | Mex$860.8b | Mex$62.1b | 16.5x | 20.1x | 1.5x |
| Wed, 14 Aug 2024 | Mex$1.2t | Mex$860.2b | Mex$62.1b | 17.1x | 19.5x | 1.4x |
| Fri, 12 Jul 2024 | Mex$1.3t | Mex$861.4b | Mex$58.3b | 16.6x | 21.6x | 1.5x |
| Sun, 09 Jun 2024 | Mex$1.1t | Mex$831.7b | Mex$50.7b | 17.2x | 22.7x | 1.4x |
| Tue, 07 May 2024 | Mex$1.3t | Mex$854.1b | Mex$58.2b | 16.4x | 22.6x | 1.5x |
| Thu, 04 Apr 2024 | Mex$1.3t | Mex$864.0b | Mex$54.4b | 23.9x | 23.8x | 1.5x |
| Sat, 02 Mar 2024 | Mex$1.3t | Mex$865.0b | Mex$53.5b | 24.3x | 23.8x | 1.5x |
| Mon, 29 Jan 2024 | Mex$1.4t | Mex$911.1b | Mex$69.9b | 18.4x | 19.4x | 1.5x |
| Wed, 27 Dec 2023 | Mex$1.4t | Mex$909.6b | Mex$69.9b | 17.1x | 20.2x | 1.6x |
| Fri, 24 Nov 2023 | Mex$1.2t | Mex$910.3b | Mex$69.9b | 16.3x | 17.3x | 1.3x |
| Sun, 22 Oct 2023 | Mex$1.1t | Mex$936.5b | Mex$75.2b | 16x | 15.3x | 1.2x |
| Tue, 19 Sep 2023 | Mex$1.3t | Mex$939.1b | Mex$76.5b | 16.9x | 16.9x | 1.4x |
| Thu, 17 Aug 2023 | Mex$1.3t | Mex$939.2b | Mex$76.5b | 16.1x | 16.5x | 1.3x |
| Sat, 15 Jul 2023 | Mex$1.3t | Mex$951.6b | Mex$81.4b | 14.8x | 15.6x | 1.3x |
| Mon, 12 Jun 2023 | Mex$1.2t | Mex$953.2b | Mex$81.3b | 14.3x | 15.4x | 1.3x |
15.4x
Which industries have driven the changes within the Mexican Industrials sector?
| MX Market | -1.60% | |
| Industrials | -1.54% | |
| Trade Distributors | 2.15% | |
| Transportation | 0.75% | |
| Commercial Services | 0% | 0 |
| Construction | -0.15% | |
| Building | -0.28% | |
| Infrastructure | -0.50% | |
| Airlines | -0.88% | |
| Industrials | -3.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GAP B Grupo Aeroportuario del Pacífico. de | Mex$413.08 | 1.2% +Mex$2.8b | -9.8% | PE24.6x | |
| TRAXION A Grupo Traxión. de | Mex$10.68 | 0.8% +Mex$38.4m | -46.8% | PE16.4x | |
| POCHTEC B Grupo Pochteca. de | Mex$6.18 | 2.1% +Mex$17.0m | 1.5% | PS0.1x |