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Mexican (IPC) Real Estate Sector Analysis
UpdatedNov 14, 2025
DataAggregated Company Financials
Companies21
- 7D-1.2%
- 3M7.4%
- 1Y16.4%
- YTD14.8%
Over the last 7 days, the Real Estate industry has dropped 1.2%, driven by Fibra UNO declining 4.7%. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 4.5% per annum.
Sector Valuation and Performance
Has the Mexican Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 17 Nov 2025 | Mex$587.6b | Mex$106.6b | Mex$57.8b | 9.1x | 10.2x | 5.5x |
| Wed, 15 Oct 2025 | Mex$566.0b | Mex$104.9b | Mex$65.2b | 7.1x | 8.7x | 5.4x |
| Fri, 12 Sep 2025 | Mex$572.4b | Mex$104.9b | Mex$65.2b | 7x | 8.8x | 5.5x |
| Sun, 10 Aug 2025 | Mex$559.6b | Mex$105.3b | Mex$65.9b | 7.1x | 8.5x | 5.3x |
| Tue, 08 Jul 2025 | Mex$561.6b | Mex$100.5b | Mex$69.9b | 7.7x | 8x | 5.6x |
| Thu, 05 Jun 2025 | Mex$566.3b | Mex$99.3b | Mex$68.0b | 8.1x | 8.3x | 5.7x |
| Sat, 03 May 2025 | Mex$545.9b | Mex$98.6b | Mex$70.0b | 7.5x | 7.8x | 5.5x |
| Mon, 31 Mar 2025 | Mex$476.3b | Mex$92.9b | Mex$76.3b | 7.1x | 6.2x | 5.1x |
| Wed, 26 Feb 2025 | Mex$528.9b | Mex$88.6b | Mex$79.2b | 7.6x | 6.7x | 6x |
| Fri, 24 Jan 2025 | Mex$520.8b | Mex$83.4b | Mex$73.2b | 7.9x | 7.1x | 6.2x |
| Sun, 22 Dec 2024 | Mex$508.6b | Mex$81.7b | Mex$71.8b | 7.2x | 7.1x | 6.2x |
| Tue, 19 Nov 2024 | Mex$492.7b | Mex$81.8b | Mex$71.9b | 7.4x | 6.9x | 6x |
| Thu, 17 Oct 2024 | Mex$511.5b | Mex$78.8b | Mex$72.4b | 6.6x | 7.1x | 6.5x |
| Sat, 14 Sep 2024 | Mex$510.8b | Mex$78.6b | Mex$71.8b | 7x | 7.1x | 6.5x |
| Mon, 12 Aug 2024 | Mex$496.7b | Mex$78.5b | Mex$71.7b | 6.9x | 6.9x | 6.3x |
| Wed, 10 Jul 2024 | Mex$504.7b | Mex$78.0b | Mex$69.5b | 5.6x | 7.3x | 6.5x |
| Fri, 07 Jun 2024 | Mex$525.1b | Mex$78.0b | Mex$69.5b | 5.7x | 7.6x | 6.7x |
| Sun, 05 May 2024 | Mex$530.2b | Mex$77.2b | Mex$68.9b | 5.9x | 7.7x | 6.9x |
| Tue, 02 Apr 2024 | Mex$541.3b | Mex$75.6b | Mex$61.7b | 6.6x | 8.8x | 7.2x |
| Thu, 29 Feb 2024 | Mex$541.3b | Mex$78.5b | Mex$63.9b | 6.5x | 8.5x | 6.9x |
| Sat, 27 Jan 2024 | Mex$646.3b | Mex$87.3b | Mex$71.5b | 9.5x | 9x | 7.4x |
| Mon, 25 Dec 2023 | Mex$649.1b | Mex$87.2b | Mex$68.7b | 9.5x | 9.5x | 7.4x |
| Wed, 22 Nov 2023 | Mex$620.3b | Mex$87.2b | Mex$68.7b | 8.7x | 9x | 7.1x |
| Fri, 20 Oct 2023 | Mex$602.9b | Mex$85.6b | Mex$69.3b | 9.1x | 8.7x | 7x |
| Sun, 17 Sep 2023 | Mex$598.4b | Mex$85.0b | Mex$61.6b | 10.6x | 9.7x | 7x |
| Tue, 15 Aug 2023 | Mex$598.2b | Mex$77.1b | Mex$57.4b | 10.7x | 10.4x | 7.8x |
| Thu, 13 Jul 2023 | Mex$594.7b | Mex$76.1b | Mex$55.2b | 12.6x | 10.8x | 7.8x |
| Sat, 10 Jun 2023 | Mex$576.1b | Mex$75.8b | Mex$55.5b | 12.2x | 10.4x | 7.6x |
| Mon, 08 May 2023 | Mex$573.3b | Mex$74.7b | Mex$52.5b | 13.6x | 10.9x | 7.7x |
| Wed, 05 Apr 2023 | Mex$581.1b | Mex$73.2b | Mex$58.8b | 10.2x | 9.9x | 7.9x |
| Fri, 03 Mar 2023 | Mex$580.1b | Mex$72.5b | Mex$62.6b | 8.3x | 9.3x | 8x |
| Sun, 29 Jan 2023 | Mex$570.2b | Mex$71.7b | Mex$60.5b | 8.9x | 9.4x | 8x |
| Tue, 27 Dec 2022 | Mex$546.5b | Mex$71.8b | Mex$60.6b | 9.3x | 9x | 7.6x |
| Thu, 24 Nov 2022 | Mex$536.0b | Mex$71.5b | Mex$60.6b | 8.4x | 8.8x | 7.5x |
Price to Earnings Ratio
8.8x
Current Industry PE
- Investors are optimistic on the Mexican Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 10.2x which is higher than its 3-year average PE of 8.5x.
- The 3-year average PS ratio of 6.7x is higher than the industry's current PS ratio of 5.5x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 14% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Mexican Real Estate sector?
| MX Market | -1.51% | |
| Real Estate | -1.24% | |
| Retail REITs | 2.47% | |
| Hotel and Resort REITs | 0.45% | |
| Office REITs | 0% | 0 |
| Industrial REITs | -0.17% | |
| Specialized REITs | -0.29% | |
| Real Estate | -1.51% | |
| REITS | -3.28% | |
Industry PE
- Investors are most optimistic about the Hotel and Resort REITs industry which is trading above its 3-year average PE ratio of 34.8x.
- Analysts are expecting annual earnings growth of 27.5%, which is higher than its past year's earnings growth of 7.6% per year.
- Investors are most pessimistic about the Retail REITs industry, which is trading below its 3-year average of 2.9x.
Forecasted Growth
- Analysts are most optimistic on the Hotel and Resort REITs industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings growth rate of 7.6% per year.
- In contrast, the Retail REITs industry is expected to see its earnings decline by 33% 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 | |
|---|---|---|---|---|---|
| FIBRAPL 14 FIBRA Prologis | Mex$77.75 | 1.1% +Mex$1.4b | 21.5% | PB1x | |
| FNOVA 17 Fibra Nova | Mex$33.50 | 3.1% +Mex$593.7m | 41.0% | PB1.2x | |
| FPLUS 16 Fibra Plus | Mex$5.10 | 5.8% +Mex$177.3m | -7.9% | PB0.3x | |
| FIHO 12 FibraHotel | Mex$8.36 | 2.3% +Mex$149.9m | -7.7% | PB0.5x | |
| FIBRAMQ 12 FIBRA Macquarie México | Mex$31.11 | 0.5% +Mex$127.6m | -4.3% | PB0.6x |
