Narrative Update • Jun 14

In the last week, the Infrastructure industry is up 5.7%, with Grupo Aeroportuario del Pacífico. de leading the way, up 6.5%. This means that the industry has gained 4.1% over the past year. Looking forward, earnings are forecast to grow by 7.9% annually.
Has the Mexican Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 21 Jun 2026 | Mex$626.6b | Mex$107.3b | Mex$40.3b | 17x | 15.5x | 5.8x |
| Tue, 19 May 2026 | Mex$608.0b | Mex$107.3b | Mex$40.3b | 16.1x | 15.1x | 5.7x |
| Thu, 16 Apr 2026 | Mex$604.1b | Mex$105.8b | Mex$39.8b | 17.9x | 15.2x | 5.7x |
| Sat, 14 Mar 2026 | Mex$577.5b | Mex$105.8b | Mex$29.8b | 17x | 19.4x | 5.5x |
| Mon, 09 Feb 2026 | Mex$669.5b | Mex$105.1b | Mex$43.0b | 18.3x | 15.6x | 6.4x |
| Wed, 07 Jan 2026 | Mex$617.3b | Mex$105.1b | Mex$43.0b | 16.9x | 14.4x | 5.9x |
| Fri, 05 Dec 2025 | Mex$575.3b | Mex$105.1b | Mex$43.0b | 15.9x | 13.4x | 5.5x |
| Sun, 02 Nov 2025 | Mex$552.8b | Mex$105.1b | Mex$43.0b | 15.9x | 12.9x | 5.3x |
| Tue, 30 Sep 2025 | Mex$598.0b | Mex$101.7b | Mex$36.1b | 16x | 16.6x | 5.9x |
| Thu, 28 Aug 2025 | Mex$604.7b | Mex$101.7b | Mex$36.1b | 16.5x | 16.8x | 5.9x |
| Sat, 26 Jul 2025 | Mex$571.3b | Mex$97.7b | Mex$36.0b | 16.2x | 15.9x | 5.8x |
| Mon, 23 Jun 2025 | Mex$565.5b | Mex$95.3b | Mex$37.1b | 15.2x | 15.2x | 5.9x |
| Wed, 21 May 2025 | Mex$601.9b | Mex$95.3b | Mex$37.1b | 16.2x | 16.2x | 6.3x |
| Fri, 18 Apr 2025 | Mex$529.9b | Mex$91.8b | Mex$36.5b | 14.2x | 14.5x | 5.8x |
| Sun, 16 Mar 2025 | Mex$527.0b | Mex$91.8b | Mex$36.5b | 14.3x | 14.4x | 5.7x |
| Tue, 11 Feb 2025 | Mex$684.2b | Mex$105.2b | Mex$36.6b | 15.4x | 18.7x | 6.5x |
| Thu, 09 Jan 2025 | Mex$668.5b | Mex$105.2b | Mex$36.6b | 14.3x | 18.3x | 6.4x |
| Sat, 07 Dec 2024 | Mex$670.6b | Mex$105.2b | Mex$36.6b | 14.2x | 18.3x | 6.4x |
| Mon, 04 Nov 2024 | Mex$573.6b | Mex$103.1b | Mex$36.3b | 12.6x | 15.8x | 5.6x |
| Wed, 02 Oct 2024 | Mex$567.2b | Mex$100.8b | Mex$35.8b | 13.9x | 15.8x | 5.6x |
| Fri, 30 Aug 2024 | Mex$544.9b | Mex$100.8b | Mex$35.8b | 13.3x | 15.2x | 5.4x |
| Sun, 28 Jul 2024 | Mex$516.4b | Mex$99.5b | Mex$34.8b | 14x | 14.9x | 5.2x |
| Tue, 25 Jun 2024 | Mex$514.9b | Mex$106.7b | Mex$32.9b | 15.5x | 15.7x | 4.8x |
| Thu, 23 May 2024 | Mex$543.9b | Mex$106.7b | Mex$32.9b | 16x | 16.5x | 5.1x |
| Sat, 20 Apr 2024 | Mex$484.8b | Mex$102.5b | Mex$32.0b | 13.7x | 15.2x | 4.7x |
| Mon, 18 Mar 2024 | Mex$472.6b | Mex$102.5b | Mex$32.0b | 13.1x | 14.8x | 4.6x |
| Wed, 14 Feb 2024 | Mex$485.5b | Mex$101.2b | Mex$30.4b | 14.9x | 16x | 4.8x |
| Fri, 12 Jan 2024 | Mex$479.9b | Mex$101.2b | Mex$30.4b | 14.8x | 15.8x | 4.7x |
| Sun, 10 Dec 2023 | Mex$445.3b | Mex$101.2b | Mex$30.4b | 14.2x | 14.7x | 4.4x |
| Tue, 07 Nov 2023 | Mex$419.2b | Mex$101.2b | Mex$30.4b | 12.9x | 13.8x | 4.1x |
| Thu, 05 Oct 2023 | Mex$465.4b | Mex$99.1b | Mex$29.6b | 15.5x | 15.7x | 4.7x |
| Sat, 02 Sep 2023 | Mex$496.4b | Mex$99.1b | Mex$29.6b | 16.6x | 16.8x | 5x |
| Mon, 31 Jul 2023 | Mex$496.9b | Mex$97.3b | Mex$29.6b | 15.9x | 16.8x | 5.1x |
| Wed, 28 Jun 2023 | Mex$488.5b | Mex$95.9b | Mex$29.1b | 16.4x | 16.8x | 5.1x |
16.8x
Which industries have driven the changes within the Mexican Industrials industry?
| MX Market | -0.52% | |
| Industrials | 4.59% | |
| Infrastructure | 5.73% | |
| Airport Services | 7.92% | |
| Highways and Railtracks | -3.17% | |
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$435.50 | 6.5% +Mex$15.9b | 5.2% | PE25.9x | |
| ASUR B Grupo Aeroportuario del Sureste S. A. B. de C. V | Mex$542.80 | 10.0% +Mex$14.8b | -6.0% | PE16.6x | |
| OMA B Grupo Aeroportuario del Centro Norte. de | Mex$237.22 | 8.2% +Mex$6.9b | -1.4% | PE17.3x |