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Mexican (IPC) Real Estate Sector Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies16
  • 7D-0.3%
  • 3M-9.5%
  • 1Y-1.8%
  • YTD-8.9%

Over the last 7 days, the Real Estate industry has dropped 2.1%, driven by a pullback from Fibra UNO of 3.2%. As for the longer term, the industry's performance has been flat for the past year.

Sector Valuation and Performance

Has the Mexican Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Tue, 30 Nov 2021Mex$289.8bMex$58.4bMex$29.7b14.8x
Thu, 28 Oct 2021Mex$302.6bMex$57.7bMex$33.7b7.8x
Sat, 25 Sep 2021Mex$282.4bMex$57.1bMex$33.8b6.2x
Mon, 23 Aug 2021Mex$319.4bMex$59.7bMex$35.3b13.4x
Sat, 10 Jul 2021Mex$317.1bMex$59.7bMex$35.3b11.6x
Fri, 02 Apr 2021Mex$329.2bMex$58.0bMex$35.2b9.7x
Mon, 04 Jan 2021Mex$324.9bMex$58.7bMex$20.7b23.2x
Thu, 08 Oct 2020Mex$278.2bMex$55.9bMex$20.5b14.2x
Wed, 01 Jul 2020Mex$275.8bMex$59.0bMex$18.1b13.3x
Sat, 04 Apr 2020Mex$262.3bMex$61.3bMex$18.0b12.3x
Tue, 07 Jan 2020Mex$339.8bMex$60.7bMex$36.9b16.3x
Mon, 30 Sep 2019Mex$327.6bMex$60.3bMex$42.3b10.6x
Thu, 04 Jul 2019Mex$297.9bMex$56.9bMex$40.6b13.5x
Sun, 07 Apr 2019Mex$306.7bMex$56.3bMex$40.4b11.3x
Wed, 09 Jan 2019Mex$264.3bMex$54.7bMex$39.2b8.8x
PE Ratio

11.5x

Total Market Cap: Mex$264.3bTotal Earnings: Mex$31.6bTotal Revenue: Mex$52.1b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 13.2x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Real Estate industry have declined 2.0% per year over the last three years, while revenues for these companies have grown 3.9% per year. This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Mexican Real Estate sector?

REITS-0.29%
Real Estate-0.56%

Industry PE: Investors are most optimistic about the Real Estate industry which is trading above its 3-year average PE ratio of 25.7x. However analysts are expecting annual earnings growth of 13%, which is lower than the prior year's growth of 99% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the REITS industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 12.5x.

Forecasted Growth: Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 13% over the next 5 years. However this is lower than its past earnings growth rate of 99% per year. Meanwhile, the REITS industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
FIBRAPL 14 FIBRA Prologis1.0%+Mex$399.1m8.4%PB0.9x
FUNO 11 Fibra UNO0.5%+Mex$395.3m-3.6%PB0.5x
DINE B DINE. de2.1%+Mex$254.3m42.6%PB3.4x
FIBRAMQ 12 FIBRA Macquarie México1.2%+Mex$213.2m-5.3%PB0.6x
FSHOP 13 Fibra Shop7.2%+Mex$209.1m-2.8%PB0.3x
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