Narrative Update • Jun 05

Over the last 7 days, the Industrial REITs industry has dropped 3.0%, driven by FIBRA Prologis declining 4.8%. In the past year, the industry has gained 15%. Earnings are forecast to grow by 18% annually.
Has the Mexican Industrial REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | Mex$255.6b | Mex$27.2b | Mex$13.1b | 6.9x | 19.5x | 9.4x |
| Tue, 05 May 2026 | Mex$232.7b | Mex$27.4b | Mex$13.8b | 9.4x | 16.9x | 8.5x |
| Thu, 02 Apr 2026 | Mex$224.5b | Mex$27.9b | Mex$12.8b | 9.1x | 17.5x | 8x |
| Sat, 28 Feb 2026 | Mex$230.3b | Mex$27.9b | Mex$13.4b | 9.5x | 17.2x | 8.3x |
| Mon, 26 Jan 2026 | Mex$250.1b | Mex$33.5b | Mex$22.9b | 9.6x | 10.9x | 7.5x |
| Wed, 24 Dec 2025 | Mex$241.4b | Mex$33.5b | Mex$22.9b | 9.5x | 10.6x | 7.2x |
| Fri, 21 Nov 2025 | Mex$239.0b | Mex$33.5b | Mex$22.9b | 9.5x | 10.4x | 7.1x |
| Sun, 19 Oct 2025 | Mex$230.0b | Mex$32.8b | Mex$36.9b | 6.5x | 6.2x | 7x |
| Tue, 16 Sep 2025 | Mex$226.9b | Mex$32.8b | Mex$36.9b | 6.8x | 6.1x | 6.9x |
| Thu, 14 Aug 2025 | Mex$227.0b | Mex$33.1b | Mex$37.6b | 6.3x | 6x | 6.8x |
| Sat, 12 Jul 2025 | Mex$221.0b | Mex$30.7b | Mex$44.5b | 5.6x | 5x | 7.2x |
| Mon, 09 Jun 2025 | Mex$226.9b | Mex$29.3b | Mex$42.8b | 5.7x | 5.3x | 7.7x |
| Wed, 07 May 2025 | Mex$223.0b | Mex$29.4b | Mex$42.8b | 5.7x | 5.2x | 7.6x |
| Fri, 04 Apr 2025 | Mex$219.0b | Mex$27.3b | Mex$48.7b | 4.6x | 4.5x | 8x |
| Sun, 02 Mar 2025 | Mex$206.6b | Mex$20.8b | Mex$46.7b | 3.9x | 4.4x | 9.9x |
| Tue, 28 Jan 2025 | Mex$199.7b | Mex$18.5b | Mex$40.5b | 4.8x | 4.9x | 10.8x |
| Thu, 26 Dec 2024 | Mex$196.6b | Mex$18.5b | Mex$40.5b | 4.7x | 4.9x | 10.6x |
| Sat, 23 Nov 2024 | Mex$178.8b | Mex$15.9b | Mex$35.4b | 4.5x | 5.1x | 11.2x |
| Mon, 21 Oct 2024 | Mex$173.1b | Mex$14.8b | Mex$35.9b | 3.9x | 4.8x | 11.7x |
| Wed, 18 Sep 2024 | Mex$167.3b | Mex$14.8b | Mex$35.9b | 4x | 4.7x | 11.3x |
| Fri, 16 Aug 2024 | Mex$175.6b | Mex$14.8b | Mex$35.9b | 3.9x | 4.9x | 11.9x |
| Sun, 14 Jul 2024 | Mex$175.6b | Mex$14.6b | Mex$34.5b | 4.3x | 5.1x | 12x |
| Tue, 11 Jun 2024 | Mex$167.5b | Mex$14.6b | Mex$34.5b | 4x | 4.9x | 11.5x |
| Thu, 09 May 2024 | Mex$171.6b | Mex$14.6b | Mex$34.5b | 4.2x | 5x | 11.7x |
| Sat, 06 Apr 2024 | Mex$171.0b | Mex$14.2b | Mex$25.7b | 5.3x | 6.7x | 12.1x |
| Mon, 04 Mar 2024 | Mex$175.6b | Mex$17.5b | Mex$27.3b | 6.2x | 6.4x | 10x |
| Wed, 31 Jan 2024 | Mex$167.5b | Mex$17.7b | Mex$24.2b | 7.6x | 6.9x | 9.5x |
| Fri, 29 Dec 2023 | Mex$175.3b | Mex$17.7b | Mex$21.4b | 8.5x | 8.2x | 9.9x |
| Sun, 26 Nov 2023 | Mex$161.3b | Mex$17.7b | Mex$21.4b | 7.8x | 7.5x | 9.1x |
| Tue, 24 Oct 2023 | Mex$141.7b | Mex$17.4b | Mex$18.6b | 10.6x | 7.6x | 8.2x |
| Thu, 21 Sep 2023 | Mex$140.7b | Mex$17.4b | Mex$12.1b | 13.3x | 11.6x | 8.1x |
| Sat, 19 Aug 2023 | Mex$142.4b | Mex$17.4b | Mex$12.1b | 13.6x | 11.8x | 8.2x |
| Mon, 17 Jul 2023 | Mex$144.2b | Mex$17.4b | Mex$13.4b | 13.8x | 10.7x | 8.3x |
| Wed, 14 Jun 2023 | Mex$141.1b | Mex$17.4b | Mex$13.4b | 13.3x | 10.5x | 8.1x |
10.5x
Which industries have driven the changes within the Mexican Real Estate industry?
| MX Market | -3.18% | |
| Real Estate | -3.13% | |
| Industrial REITs | -2.93% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FVIA 16 Infraestructura Viable de | Mex$20.11 | 0.5% +Mex$135.5m | n/a | PB0.7x | |
| FMTY 14 Fibra MtyP.I. de | Mex$14.27 | 0.3% +Mex$123.4m | 5.5% | PB1.1x |