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Mexican (IPC) Industrials Sector Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies15
  • 7D-0.6%
  • 3M3.0%
  • 1Y11.8%
  • YTD0.4%

The Industrials industry has been flat over the last week, but Grupo Aeroportuario del Sureste S. A. B. de C. V has lost 3.1%. The past year has been better, since the industry has gained 12% in that time. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

Has the Mexican Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 14 Jan 2026Mex$1.3tMex$584.5bMex$70.5b15.2x18x2.2x
Fri, 12 Dec 2025Mex$1.2tMex$585.0bMex$70.4b15.1x17.4x2.1x
Sun, 09 Nov 2025Mex$1.2tMex$586.3bMex$70.4b15.2x17.4x2.1x
Tue, 07 Oct 2025Mex$1.2tMex$584.6bMex$64.8b15x19.1x2.1x
Thu, 04 Sep 2025Mex$1.2tMex$585.7bMex$64.8b15.4x19.2x2.1x
Sat, 02 Aug 2025Mex$1.2tMex$579.7bMex$64.9b16.7x18.7x2.1x
Mon, 30 Jun 2025Mex$1.2tMex$573.9bMex$68.4b13.7x17.8x2.1x
Wed, 28 May 2025Mex$1.1tMex$551.1bMex$59.6b15.6x19.2x2.1x
Fri, 25 Apr 2025Mex$1.2tMex$571.4bMex$72.4b16.7x17.1x2.2x
Sun, 23 Mar 2025Mex$1.2tMex$735.4bMex$70.4b15.7x17.6x1.7x
Tue, 18 Feb 2025Mex$1.4tMex$885.3bMex$62.4b15.8x22.9x1.6x
Thu, 16 Jan 2025Mex$1.4tMex$885.3bMex$63.5b15.4x21.6x1.5x
Sat, 14 Dec 2024Mex$1.3tMex$856.5bMex$55.3b17.5x22.8x1.5x
Mon, 11 Nov 2024Mex$1.2tMex$844.9bMex$48.0b17.5x25.2x1.4x
Wed, 09 Oct 2024Mex$1.3tMex$856.4bMex$62.0b15.3x20.4x1.5x
Fri, 06 Sep 2024Mex$1.2tMex$863.2bMex$62.2b16.8x19.8x1.4x
Sun, 04 Aug 2024Mex$1.2tMex$860.7bMex$62.1b16.9x19.7x1.4x
Tue, 02 Jul 2024Mex$1.2tMex$858.8bMex$58.2b15.5x20.9x1.4x
Thu, 30 May 2024Mex$1.2tMex$827.0bMex$50.6b18.1x23.1x1.4x
Sat, 27 Apr 2024Mex$1.3tMex$854.2bMex$58.5b17x22.2x1.5x
Mon, 25 Mar 2024Mex$1.3tMex$864.7bMex$54.4b24.1x23.4x1.5x
Wed, 21 Feb 2024Mex$1.3tMex$887.1bMex$62.1b19.7x21.1x1.5x
Fri, 19 Jan 2024Mex$1.3tMex$911.2bMex$69.9b17.6x18.9x1.4x
Sun, 17 Dec 2023Mex$1.4tMex$910.4bMex$69.9b17x19.6x1.5x
Tue, 14 Nov 2023Mex$1.2tMex$910.6bMex$69.7b16x16.7x1.3x
Thu, 12 Oct 2023Mex$1.2tMex$941.3bMex$76.5b15.1x15.6x1.3x
Sat, 09 Sep 2023Mex$1.3tMex$940.6bMex$76.5b16.3x16.8x1.4x
Mon, 07 Aug 2023Mex$1.3tMex$948.1bMex$76.5b16x16.6x1.3x
Wed, 05 Jul 2023Mex$1.3tMex$952.6bMex$81.3b14.8x15.6x1.3x
Fri, 02 Jun 2023Mex$1.2tMex$954.0bMex$80.4b14.4x15.2x1.3x
Sun, 30 Apr 2023Mex$1.2tMex$955.1bMex$81.9b14.1x15.1x1.3x
Tue, 28 Mar 2023Mex$1.2tMex$940.2bMex$86.6b13.8x14.1x1.3x
Thu, 23 Feb 2023Mex$1.2tMex$939.3bMex$83.5b14.7x14.6x1.3x
Sat, 21 Jan 2023Mex$1.2tMex$917.7bMex$73.5b15.6x16.8x1.3x
Price to Earnings Ratio

16.8x


Total Market Cap: Mex$1.2tTotal Earnings: Mex$73.5bTotal Revenue: Mex$917.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Industrials Sector Price to Earnings3Y Average 18.8x202420252026
Current Industry PE
  • Investors are relatively neutral on the Mexican Industrials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 18.8x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 14% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

Which industries have driven the changes within the Mexican Industrials sector?

MX Market1.60%
Industrials-0.60%
Industrials2.59%
Trade Distributors0.32%
Building0.098%
Construction0%0
Commercial Services0%0
Transportation-0.13%
Airlines-1.87%
Infrastructure-2.31%
Industry PE
  • Investors are most optimistic about the Industrials industry even though it's trading below its 3-year average PE ratio of 57.3x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 118% over the next 5 years.
  • In contrast, the Infrastructure industry is expected to see its earnings grow by 6.4% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GCARSO A1 Grupo Carso. deMex$120.552.9%
+Mex$7.6b		2.7%PE32x
AGUA * Grupo Rotoplas. deMex$11.800.8%
+Mex$43.4m		-28.2%PS0.5x
POCHTEC B Grupo Pochteca. deMex$6.290.3%
+Mex$2.6m		-0.8%PS0.1x

Latest News

AGUA *
Mex$11.80
Grupo Rotoplas. de
7D
0.8%
1Y
-28.2%

AGUA *: Higher Discount Rate Will Still Support Attractive Future P/E Potential

Analysts now see fair value for Grupo Rotoplas at $29.80, down from $33.13, reflecting updated assumptions for a higher discount rate, slightly lower revenue growth and profit margins, as well as a higher future P/E multiple. Valuation Changes Fair Value: revised from MX$33.13 to MX$29.80, representing a moderate reduction in the estimated value per share.
ASUR B
Mex$567.99
Grupo Aeroportuario del Sureste S. A. B. de C. V
7D
-3.1%
1Y
5.2%

ASUR B: Rising Passenger Traffic Will Support Future Share Price Upside

Analysts have made a slight downward adjustment to their price target for Grupo Aeroportuario del Sureste S. A.
VOLAR A
Mex$16.30
Controladora Vuela Compañía de Aviación. de
7D
-1.9%
1Y
-6.5%

Investors Will Want Controladora Vuela Compañía de Aviación. de's (BMV:VOLARA) Growth In ROCE To Persist

Jan 09
Investors Will Want Controladora Vuela Compañía de Aviación. de's (BMV:VOLARA) Growth In ROCE To Persist
TRAXION A
Mex$13.61
Grupo Traxión. de
7D
-2.6%
1Y
-20.5%

Not Many Are Piling Into Grupo Traxión, S.A.B. de C.V. (BMV:TRAXIONA) Just Yet

Jan 09
Not Many Are Piling Into Grupo Traxión, S.A.B. de C.V. (BMV:TRAXIONA) Just Yet
GCARSO A1
Mex$120.55
Grupo Carso. de
7D
2.9%
1Y
2.7%
OMA B
Mex$240.62
Grupo Aeroportuario del Centro Norte. de
7D
-3.5%
1Y
23.0%

The Trend Of High Returns At Grupo Aeroportuario del Centro Norte. de (BMV:OMAB) Has Us Very Interested

Jan 07
The Trend Of High Returns At Grupo Aeroportuario del Centro Norte. de (BMV:OMAB) Has Us Very Interested
PINFRA *
Mex$259.27
Promotora y Operadora de Infraestructura S. A. B. de C. V
7D
-2.8%
1Y
44.2%

Investors Should Be Encouraged By Promotora y Operadora de Infraestructura S. A. B. de C. V's (BMV:PINFRA) Returns On Capital

Dec 25
Investors Should Be Encouraged By Promotora y Operadora de Infraestructura S. A. B. de C. V's (BMV:PINFRA) Returns On Capital
KUO B
Mex$60.00
Kuo. de
7D
-0.3%
1Y
36.4%

A Look At The Fair Value Of Kuo, S.A.B. de C.V. (BMV:KUOB)

Dec 15
A Look At The Fair Value Of Kuo, S.A.B. de C.V. (BMV:KUOB)
GAP B
Mex$473.19
Grupo Aeroportuario del Pacífico. de
7D
-1.1%
1Y
21.3%

GAP B Will Benefit From Resilient Traffic And Lower Perceived Risk

Analysts have trimmed their price target for Grupo Aeroportuario del Pacífico to approximately $465 from about $476. This reflects expectations for more moderate revenue growth and valuation multiples, partially offset by improved profitability and a lower perceived risk profile.
LAMOSA *
Mex$102.99
Grupo Lamosa. de
7D
-0.01%
1Y
-10.4%
POCHTEC B
Mex$6.29
Grupo Pochteca. de
7D
0.3%
1Y
-0.8%