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Mexican (IPC) Real Estate Sector Analysis

UpdatedJan 18, 2025
DataAggregated Company Financials
Companies21
  • 7D0.6%
  • 3M-7.7%
  • 1Y-14.1%
  • YTD-2.7%

The Real Estate industry has been flat over the last week, but Fibra MtyP.I. de has lost 3.5%. As for the longer term, the industry has declined 13% in the last year. Looking forward, earnings are forecast to decline by 25% per year.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 18 Jan 2025Mex$508.3bMex$83.5bMex$73.3b7.6x6.9x6.1x
Mon, 16 Dec 2024Mex$511.6bMex$81.8bMex$71.8b7.4x7.1x6.3x
Wed, 13 Nov 2024Mex$496.1bMex$81.9bMex$72.0b7.4x6.9x6.1x
Fri, 11 Oct 2024Mex$510.9bMex$78.6bMex$71.9b7x7.1x6.5x
Sun, 08 Sep 2024Mex$505.6bMex$78.8bMex$72.1b7x7x6.4x
Tue, 06 Aug 2024Mex$473.7bMex$78.6bMex$71.9b7.1x6.6x6x
Thu, 04 Jul 2024Mex$495.1bMex$78.0bMex$69.6b5.8x7.1x6.3x
Sat, 01 Jun 2024Mex$520.1bMex$77.8bMex$69.1b5.8x7.5x6.7x
Mon, 29 Apr 2024Mex$533.5bMex$76.9bMex$67.0b6.8x8x6.9x
Wed, 27 Mar 2024Mex$533.2bMex$79.2bMex$63.5b7.1x8.4x6.7x
Fri, 23 Feb 2024Mex$543.5bMex$78.4bMex$68.7b6.7x7.9x6.9x
Sun, 21 Jan 2024Mex$641.0bMex$87.2bMex$71.5b9.5x9x7.3x
Tue, 19 Dec 2023Mex$647.1bMex$87.2bMex$68.7b9.3x9.4x7.4x
Thu, 16 Nov 2023Mex$617.6bMex$87.2bMex$68.8b8.8x9x7.1x
Sat, 14 Oct 2023Mex$601.7bMex$85.6bMex$62.7b10.3x9.6x7x
Mon, 11 Sep 2023Mex$607.3bMex$85.1bMex$61.7b10.7x9.8x7.1x
Wed, 09 Aug 2023Mex$601.0bMex$77.1bMex$57.4b11x10.5x7.8x
Fri, 07 Jul 2023Mex$597.6bMex$76.1bMex$55.3b12.2x10.8x7.8x
Sun, 04 Jun 2023Mex$574.3bMex$75.9bMex$55.7b12.4x10.3x7.6x
Tue, 02 May 2023Mex$576.6bMex$74.4bMex$53.6b13.9x10.8x7.8x
Thu, 30 Mar 2023Mex$574.0bMex$73.1bMex$62.8b10.1x9.1x7.9x
Sat, 25 Feb 2023Mex$576.2bMex$72.8bMex$56.1b9x10.3x7.9x
Mon, 23 Jan 2023Mex$563.8bMex$71.7bMex$60.5b8.8x9.3x7.9x
Wed, 21 Dec 2022Mex$545.7bMex$71.9bMex$60.7b9.2x9x7.6x
Fri, 18 Nov 2022Mex$534.6bMex$71.5bMex$60.6b8.4x8.8x7.5x
Sun, 16 Oct 2022Mex$517.2bMex$69.6bMex$55.8b8.7x9.3x7.4x
Tue, 13 Sep 2022Mex$525.5bMex$69.6bMex$55.7b8.9x9.4x7.6x
Thu, 11 Aug 2022Mex$530.3bMex$69.6bMex$55.8b8.9x9.5x7.6x
Sat, 09 Jul 2022Mex$524.5bMex$67.2bMex$53.0b8.2x9.9x7.8x
Mon, 06 Jun 2022Mex$413.3bMex$60.3bMex$46.9b8.1x8.8x6.9x
Wed, 04 May 2022Mex$323.0bMex$60.5bMex$42.1b8.2x7.7x5.3x
Fri, 01 Apr 2022Mex$322.8bMex$57.4bMex$37.3b7.4x8.7x5.6x
Sun, 27 Feb 2022Mex$358.7bMex$58.0bMex$33.7b10.2x10.7x6.2x
Tue, 25 Jan 2022Mex$332.5bMex$59.3bMex$31.5b14.9x10.5x5.6x
Price to Earnings Ratio

10.5x


Total Market Cap: Mex$332.5bTotal Earnings: Mex$31.5bTotal Revenue: Mex$59.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Real Estate Sector Price to Earnings3Y Average 8.7x202320242025
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 7.0x which is lower than its 3-year average PE of 8.7x.
  • The 3-year average PS ratio of 6.9x is higher than the industry's current PS ratio of 6.1x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 33% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market0.009%
Real Estate0.60%
Retail REITs1.70%
Real Estate1.44%
REITS1.18%
Industrial REITs0.64%
Residential REITs0%
Health Care REITs0%
Office REITs0%
Specialized REITs-0.19%
Hotel and Resort REITs-5.79%
Industry PE
  • Investors are most optimistic about the Hotel and Resort REITs industry which is trading above its 3-year average PE ratio of 19.7x.
    • Analysts are expecting annual earnings growth of 29.3%, which is higher than its past year's earnings decline of 62.9% per year.
  • Investors are most pessimistic about the Retail REITs industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 2.8x.
Forecasted Growth
  • Analysts are most optimistic on the Hotel and Resort REITs industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings decline of 63% per year.
  • In contrast, the Industrial REITs industry is expected to see its earnings decline by 45% 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
FIBRAPL 14 FIBRA PrologisMex$56.761.8%
+Mex$1.5b
-24.4%PB0.7x
FUNO 11 Fibra UNOMex$20.541.9%
+Mex$1.4b
-29.2%PB0.4x
TERRA 13 FIBRA TerrafinaMex$35.003.9%
+Mex$1.0b
-3.5%PB0.6x
VESTA * Corporación Inmobiliaria Vesta. deMex$49.792.2%
+Mex$896.3m
-22.4%PE5.9x
DANHOS 13 Fibra DanhosMex$19.991.2%
+Mex$363.9m
-4.7%PB0.5x
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Latest News

FIHO 12

Mex$9.69

FibraHotel

7D

-4.1%

1Y

0.5%

FSHOP 13

Mex$8.95

Fibra Shop

7D

1.7%

1Y

46.0%

FIBRAPL 14

Mex$56.76

FIBRA Prologis

7D

1.8%

1Y

-24.4%

FMTY 14

Mex$10.34

Fibra MtyP.I. de

7D

-4.5%

1Y

-14.5%

VESTA *

Mex$49.79

Corporación Inmobiliaria Vesta. de

7D

2.2%

1Y

-22.4%

FIBRAMQ 12

Mex$30.55

FIBRA Macquarie México

7D

-0.6%

1Y

-3.9%

FPLUS 16

Mex$6.30

Fibra Plus

7D

-3.1%

1Y

16.2%

TERRA 13

Mex$35.00

FIBRA Terrafina

7D

3.9%

1Y

-3.5%

DANHOS 13

Mex$19.99

Fibra Danhos

7D

1.2%

1Y

-4.7%

STORAGE 18

Mex$18.00

FIBRA Storage

7D

-2.4%

1Y

1.2%

GICSA B

Mex$2.55

Grupo Gicsa. de

7D

2.0%

1Y

11.8%

FINN 13

Mex$4.91

Fideicomiso Irrevocable db/1616

7D

-9.1%

1Y

-1.8%