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Mexican (IPC) Real Estate Sector Analysis

UpdatedDec 01, 2022
DataAggregated Company Financials
Companies21
  • 7D0.9%
  • 3M3.1%
  • 1Y16.5%
  • YTD2.0%

The Real Estate industry has been flat over the last week, but Fibra Plus has lost 5.5%. The past year has been better, since the industry has gained 16% in that time. As for the next few years, earnings are forecast to decline by 8.6% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Dec 2022Mex$540.6bMex$71.5bMex$60.6b8.2x8.9x7.6x
Sat, 29 Oct 2022Mex$529.1bMex$70.7bMex$55.8b8.9x9.5x7.5x
Mon, 26 Sep 2022Mex$526.0bMex$69.6bMex$55.8b8.9x9.4x7.6x
Wed, 24 Aug 2022Mex$524.3bMex$69.6bMex$55.8b8.7x9.4x7.5x
Fri, 22 Jul 2022Mex$526.3bMex$67.8bMex$52.6b8.4x10x7.8x
Sun, 19 Jun 2022Mex$503.0bMex$66.3bMex$52.4b8.4x9.6x7.6x
Tue, 17 May 2022Mex$315.2bMex$61.0bMex$47.7b8.1x6.6x5.2x
Thu, 14 Apr 2022Mex$322.4bMex$57.8bMex$37.3b7.5x8.6x5.6x
Sat, 12 Mar 2022Mex$350.9bMex$58.7bMex$34.9b13.2x10x6x
Mon, 07 Feb 2022Mex$350.6bMex$59.0bMex$38.3b10.8x9.2x5.9x
Wed, 05 Jan 2022Mex$314.3bMex$58.2bMex$29.4b16.2x10.7x5.4x
Fri, 03 Dec 2021Mex$298.5bMex$58.3bMex$29.6b15.3x10.1x5.1x
Sun, 31 Oct 2021Mex$303.3bMex$58.0bMex$29.4b14.3x10.3x5.2x
Tue, 28 Sep 2021Mex$314.0bMex$57.0bMex$33.8b6.2x9.3x5.5x
Thu, 26 Aug 2021Mex$323.1bMex$59.7bMex$35.3b13.8x9.1x5.4x
Fri, 02 Jul 2021Mex$317.1bMex$59.7bMex$35.3b11.6x9x5.3x
Mon, 05 Apr 2021Mex$329.2bMex$58.0bMex$35.2b9.7x9.4x5.7x
Thu, 07 Jan 2021Mex$324.9bMex$58.7bMex$20.7b23.2x15.7x5.5x
Wed, 30 Sep 2020Mex$278.2bMex$55.9bMex$20.5b14.2x13.5x5x
Sat, 04 Jul 2020Mex$275.8bMex$59.0bMex$18.1b13.3x15.3x4.7x
Tue, 07 Apr 2020Mex$262.3bMex$61.3bMex$18.0b12.3x14.6x4.3x
Fri, 10 Jan 2020Mex$339.8bMex$60.7bMex$36.9b16.3x9.2x5.6x
Price to Earnings Ratio

8.1x


Total Market Cap: Mex$341.5bTotal Earnings: Mex$42.3bTotal Revenue: Mex$60.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Real Estate Sector Price to Earnings3Y Average 11.1x202020212022
Current Industry PE
  • Investors are pessimistic on the Mexican Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 8.9x which is lower than its 3-year average PE of 11.1x.
  • The 3-year average PS ratio of 5.6x is lower than the industry's current PS ratio of 7.6x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 5.9% 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 Real Estate sector?

MX Market-0.62%
Real Estate0.85%
REITS0.93%
Real Estate0.32%
Industry PE
  • Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 18.0x.
    • Analysts are expecting annual earnings growth of 4.8%, which is lower than the prior year's growth of 22.6% per year.
  • Investors are most pessimistic about the REITS industry, which is trading below its 3-year average of 10.6x.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 4.8% over the next 5 years.
  • However this is lower than its past earnings growth rate of 23% per year.
  • In contrast, the REITS industry is expected to see its earnings decline by 11% 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
FUNO 11 Fibra UNOMex$23.972.0%
+Mex$1.8b
19.9%PB0.5x
EDUCA 18 Fideicomiso Irrevocable No. F/3277 en Banco Invex S. A. Institución de Banca Múltiple INVEX GrupoMex$51.102.2%
+Mex$1.4b
18.8%PB2.1x
FIBRAPL 14 FIBRA PrologisMex$59.492.0%
+Mex$1.0b
25.9%PB0.9x
FIBRAMQ 12 FIBRA Macquarie MéxicoMex$28.801.8%
+Mex$388.3m
17.1%PB0.6x
TERRA 13 Fibra TerrafinaMex$27.981.3%
+Mex$270.4m
9.1%PB0.6x
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Latest News

DANHOS 13

Mex$23.32

Fibra Danhos

7D

-0.7%

1Y

8.1%

TERRA 13

Mex$27.98

Fibra Terrafina

7D

1.3%

1Y

9.1%

FUNO 11

Mex$23.97

Fibra UNO

7D

2.0%

1Y

19.9%

FPLUS 16

Mex$7.08

Fibra Plus

7D

-5.5%

1Y

-16.3%

FINN 13

Mex$3.95

Fibra Inn

7D

3.9%

1Y

23.8%

FMTY 14

Mex$12.20

Fibra MtyP.I. de

7D

0.4%

1Y

1.1%

FIBRAPL 14

Mex$59.49

FIBRA Prologis

7D

2.0%

1Y

25.9%

FIHO 12

Mex$8.32

FibraHotel

7D

-0.8%

1Y

44.7%