Promotora y Operadora de Infraestructura, S. A. B. de C. V. (BMV:PINFRA) Looks Inexpensive But Perhaps Not Attractive Enough
Nov 16
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Mexican (IPC) Industrials Sector Analysis
UpdatedNov 18, 2024
DataAggregated Company Financials
Companies16
- 7D1.6%
- 3M8.5%
- 1Y5.9%
- YTD-4.7%
Over the last 7 days, the Industrials industry has risen 1.6%, driven by gains from Aleatica. de of 6.1%. This means that the industry has gained 5.9% over the past year. Earnings are forecast to grow by 19% annually.
Sector Valuation and Performance
Has the Mexican Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 18 Nov 2024 | Mex$1.2t | Mex$857.3b | Mex$55.3b | 17.5x | 22.2x | 1.4x |
| Wed, 16 Oct 2024 | Mex$1.3t | Mex$857.5b | Mex$62.0b | 15.2x | 20.6x | 1.5x |
| Fri, 13 Sep 2024 | Mex$1.2t | Mex$861.7b | Mex$62.2b | 16.4x | 19.9x | 1.4x |
| Sun, 11 Aug 2024 | Mex$1.2t | Mex$859.6b | Mex$62.1b | 16.5x | 19.5x | 1.4x |
| Tue, 09 Jul 2024 | Mex$1.2t | Mex$857.6b | Mex$58.1b | 15.1x | 20.7x | 1.4x |
| Thu, 06 Jun 2024 | Mex$1.1t | Mex$829.0b | Mex$50.7b | 17.1x | 22.6x | 1.4x |
| Sat, 04 May 2024 | Mex$1.3t | Mex$855.0b | Mex$58.4b | 16.5x | 22.4x | 1.5x |
| Mon, 01 Apr 2024 | Mex$1.3t | Mex$864.1b | Mex$54.4b | 24.5x | 23.6x | 1.5x |
| Wed, 28 Feb 2024 | Mex$1.3t | Mex$870.4b | Mex$53.9b | 22.1x | 23.8x | 1.5x |
| Fri, 26 Jan 2024 | Mex$1.3t | Mex$911.3b | Mex$69.9b | 18.2x | 19x | 1.5x |
| Sun, 24 Dec 2023 | Mex$1.4t | Mex$909.7b | Mex$69.9b | 17.1x | 20.2x | 1.6x |
| Tue, 21 Nov 2023 | Mex$1.2t | Mex$910.4b | Mex$69.9b | 16x | 17.3x | 1.3x |
| Thu, 19 Oct 2023 | Mex$1.2t | Mex$939.9b | Mex$75.9b | 15.4x | 15.2x | 1.2x |
| Sat, 16 Sep 2023 | Mex$1.3t | Mex$939.1b | Mex$76.5b | 16.6x | 16.8x | 1.4x |
| Mon, 14 Aug 2023 | Mex$1.3t | Mex$947.8b | Mex$76.5b | 16x | 16.4x | 1.3x |
| Wed, 12 Jul 2023 | Mex$1.3t | Mex$952.6b | Mex$81.3b | 14.8x | 15.4x | 1.3x |
| Fri, 09 Jun 2023 | Mex$1.2t | Mex$953.6b | Mex$81.3b | 14.5x | 15.3x | 1.3x |
| Sun, 07 May 2023 | Mex$1.2t | Mex$955.4b | Mex$81.8b | 14.3x | 14.9x | 1.3x |
| Tue, 04 Apr 2023 | Mex$1.2t | Mex$939.3b | Mex$86.6b | 13.4x | 14.3x | 1.3x |
| Thu, 02 Mar 2023 | Mex$1.2t | Mex$927.2b | Mex$81.2b | 14.7x | 15.1x | 1.3x |
| Sat, 28 Jan 2023 | Mex$1.2t | Mex$917.4b | Mex$73.5b | 15.7x | 16.9x | 1.4x |
| Mon, 26 Dec 2022 | Mex$1.2t | Mex$919.0b | Mex$73.4b | 15.4x | 15.8x | 1.3x |
| Wed, 23 Nov 2022 | Mex$1.2t | Mex$919.3b | Mex$73.4b | 14.6x | 16x | 1.3x |
| Fri, 21 Oct 2022 | Mex$1.1t | Mex$881.5b | Mex$70.3b | 13.9x | 15x | 1.2x |
| Sun, 18 Sep 2022 | Mex$1.0t | Mex$879.2b | Mex$70.6b | 14.2x | 14.7x | 1.2x |
| Tue, 16 Aug 2022 | Mex$1.1t | Mex$878.8b | Mex$70.6b | 15.1x | 15.4x | 1.2x |
| Thu, 14 Jul 2022 | Mex$1.0t | Mex$812.9b | Mex$65.0b | 15.2x | 16x | 1.3x |
| Sat, 11 Jun 2022 | Mex$941.9b | Mex$787.6b | Mex$59.5b | 16.1x | 15.8x | 1.2x |
| Mon, 09 May 2022 | Mex$932.6b | Mex$770.1b | Mex$58.7b | 17x | 15.9x | 1.2x |
| Wed, 06 Apr 2022 | Mex$1.0t | Mex$728.8b | Mex$52.6b | 18.8x | 19.3x | 1.4x |
| Fri, 04 Mar 2022 | Mex$1.1t | Mex$736.2b | Mex$58.7b | 17.9x | 18.4x | 1.5x |
| Sun, 30 Jan 2022 | Mex$1.0t | Mex$696.8b | Mex$47.0b | 15.8x | 22.1x | 1.5x |
| Tue, 28 Dec 2021 | Mex$1.1t | Mex$694.8b | Mex$46.5b | 17.6x | 22.7x | 1.5x |
| Thu, 25 Nov 2021 | Mex$1.0t | Mex$694.8b | Mex$46.5b | 17.3x | 22x | 1.5x |
Price to Earnings Ratio
22x
Current Industry PE
- Investors are optimistic on the Mexican Industrials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 22.2x which is higher than its 3-year average PE of 18.3x.
- The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 5.9% per year over the last three years.
- Revenues for these companies have grown 7.3% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Mexican Industrials sector?
| MX Market | -1.62% | |
| Industrials | 1.63% | |
| Airlines | 8.49% | |
| Infrastructure | 5.22% | |
| Aerospace & Defense | 0% | |
| Construction | 0% | |
| Electrical | 0% | |
| Machinery | 0% | |
| Commercial Services | 0% | |
| Professional Services | 0% | |
| Logistics | 0% | |
| Marine and Shipping | 0% | |
| Trade Distributors | -1.21% | |
| Building | -1.46% | |
| Industrials | -1.71% | |
| Transportation | -3.95% | |
Industry PE
- Investors are most optimistic about the Industrials industry which is trading above its 3-year average PE ratio of 45.4x.
- Analysts are expecting annual earnings growth of 28.0%, which is higher than its past year's earnings decline of 47.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Building industry, expecting annual earnings growth of 34% over the next 5 years.
- This is better than its past earnings decline of 64% per year.
- In contrast, the Airlines industry is expected to see its earnings decline by 40% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALEATIC * Aleatica. de | Mex$87.04 | 6.1% +Mex$8.7b | n/a | PE72.6x | |
| GAP B Grupo Aeroportuario del Pacífico. de | Mex$370.33 | 2.3% +Mex$4.2b | 51.5% | PE21.4x | |
| PINFRA * Promotora y Operadora de Infraestructura S. A. B. de C. V | Mex$176.53 | 1.9% +Mex$1.4b | 4.6% | PE9.4x | |
| VOLAR A Controladora Vuela Compañía de Aviación. de | Mex$16.49 | 7.1% +Mex$1.3b | 40.7% | PE4.8x |
