Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Mexican (IPC) Industrial REITs Industry Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies6
  • 7D3.3%
  • 3M6.0%
  • 1Y25.4%
  • YTDn/a

The Industrial REITs industry is up 2.7% in the last week, with FIBRA Prologis up 5.3%. This takes the industry's 12 month performance to a gain of 24%. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

Has the Mexican Industrial REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025Mex$242.9bMex$33.5bMex$22.9b9.5x10.6x7.3x
Sat, 22 Nov 2025Mex$236.7bMex$33.5bMex$22.9b9.5x10.3x7.1x
Mon, 20 Oct 2025Mex$230.0bMex$32.8bMex$36.9b6.5x6.2x7x
Wed, 17 Sep 2025Mex$226.7bMex$32.8bMex$36.9b6.8x6.1x6.9x
Fri, 15 Aug 2025Mex$225.7bMex$33.1bMex$37.6b6.3x6x6.8x
Sun, 13 Jul 2025Mex$222.5bMex$31.0bMex$45.6b4.7x4.9x7.2x
Tue, 10 Jun 2025Mex$225.7bMex$29.3bMex$42.8b5.7x5.3x7.7x
Thu, 08 May 2025Mex$228.0bMex$29.4bMex$42.8b6x5.3x7.8x
Sat, 05 Apr 2025Mex$217.3bMex$27.3bMex$48.7b4.5x4.5x8x
Mon, 03 Mar 2025Mex$206.6bMex$20.8bMex$46.7b3.9x4.4x9.9x
Wed, 29 Jan 2025Mex$204.2bMex$18.5bMex$40.5b4.9x5x11.1x
Fri, 27 Dec 2024Mex$196.6bMex$18.5bMex$40.5b4.7x4.9x10.6x
Sun, 24 Nov 2024Mex$178.6bMex$15.9bMex$35.4b4.5x5x11.2x
Tue, 22 Oct 2024Mex$173.1bMex$14.8bMex$35.9b3.9x4.8x11.7x
Thu, 19 Sep 2024Mex$168.7bMex$14.8bMex$35.9b4x4.7x11.4x
Sat, 17 Aug 2024Mex$175.8bMex$14.8bMex$35.9b3.9x4.9x11.9x
Mon, 15 Jul 2024Mex$175.6bMex$14.6bMex$34.5b4.3x5.1x12x
Wed, 12 Jun 2024Mex$167.3bMex$14.6bMex$34.5b4x4.9x11.5x
Fri, 10 May 2024Mex$171.7bMex$14.6bMex$34.5b4.2x5x11.8x
Sun, 07 Apr 2024Mex$171.0bMex$14.2bMex$25.7b5.3x6.7x12.1x
Tue, 05 Mar 2024Mex$174.3bMex$17.5bMex$27.3b6.2x6.4x9.9x
Thu, 01 Feb 2024Mex$164.6bMex$17.7bMex$24.2b7.7x6.8x9.3x
Sat, 30 Dec 2023Mex$176.0bMex$17.7bMex$21.4b8.6x8.2x10x
Mon, 27 Nov 2023Mex$161.3bMex$17.7bMex$21.4b7.8x7.5x9.1x
Wed, 25 Oct 2023Mex$141.9bMex$17.4bMex$18.6b10.6x7.6x8.2x
Fri, 22 Sep 2023Mex$140.7bMex$17.4bMex$12.1b13.4x11.6x8.1x
Sun, 20 Aug 2023Mex$144.7bMex$17.4bMex$12.1b13.9x11.9x8.3x
Tue, 18 Jul 2023Mex$144.2bMex$17.4bMex$13.4b13.8x10.7x8.3x
Thu, 15 Jun 2023Mex$141.4bMex$17.4bMex$13.4b13.4x10.5x8.1x
Sat, 13 May 2023Mex$138.8bMex$17.4bMex$13.4b12.9x10.3x8x
Mon, 10 Apr 2023Mex$141.6bMex$17.3bMex$18.8b8x7.5x8.2x
Wed, 08 Mar 2023Mex$137.2bMex$17.1bMex$22.8b6.5x6x8x
Fri, 03 Feb 2023Mex$135.3bMex$17.1bMex$30.9b3.9x4.4x7.9x
Sun, 01 Jan 2023Mex$122.5bMex$16.7bMex$30.7b3.5x4x7.4x
Price to Earnings Ratio

4x


Total Market Cap: Mex$122.5bTotal Earnings: Mex$30.7bTotal Revenue: Mex$16.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Industrial REITs Industry Price to Earnings3Y Average 6.7x202320242025
Current Industry PE
  • Investors are optimistic on the Mexican Industrial REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 10.6x which is higher than its 3-year average PE of 6.7x.
  • The 3-year average PS ratio of 9.1x is higher than the industry's current PS ratio of 7.2x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 9.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 26% 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 Comparison

How does Mexican Industrial REITs compare with similar industries?

MX Market3.98%
Real Estate2.31%
REITS1.54%
Industrial REITs3.30%
Retail REITs3.46%
Specialized REITs1.72%
Diversified REITs1.54%
Office REITs0%0
Hotel and Resort REITs-0.36%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
FIBRAPL 14 FIBRA PrologisMex$76.777.0%
+Mex$8.0b		30.4%PB1x
FIBRAMQ 12 FIBRA Macquarie MéxicoMex$33.915.2%
+Mex$1.3b		11.4%PB0.6x

Latest News

FMTY 14
Mex$15.04
Fibra MtyP.I. de
7D
-3.2%
1Y
41.2%
FIBRAMQ 12
Mex$33.91
FIBRA Macquarie México
7D
5.2%
1Y
11.4%

FIBRAMQ 12 Robust Industrial Demand Will Support Earnings Visibility And Upside Potential

Analysts have raised their price target on FIBRA Macquarie México from MXN 46.0 to MXN 67.3, citing slightly stronger expected revenue growth, higher projected profit margins, and an expanded future P/E multiple despite a modest uptick in the discount rate. Analyst Commentary Bullish analysts highlight that the new price target implies meaningful upside from current levels, arguing that the market is underappreciating FIBRA Macquarie México's earnings visibility and balance sheet strength.
FIBRAPL 14
Mex$76.77
FIBRA Prologis
7D
7.0%
1Y
30.4%

FIBRAPL 14: Future Logistics Acquisitions And Distributions Will Shape Performance Outlook

Analysts have modestly raised their price target on FIBRA Prologis to approximately $79.87 from about $79.60, reflecting slightly higher expected profitability and a marginally richer future earnings multiple, even though the outlook for revenue growth and the discount rate remain nearly unchanged. What's in the News Acquired three fully leased logistics buildings in Monterrey, Toluca, and Ciudad Juarez for USD 67.1 million, expanding its industrial footprint in key Mexican markets (Key Developments) Announced a quarterly cash distribution of MXN 0.6914 per CBFI, payable on December 11, 2025, with ex dividend and record date on December 10, 2025 (Key Developments) Called a special or extraordinary shareholders meeting for October 13, 2025, to be held at the company offices on Paseo de la Reforma in Mexico City (Key Developments) Valuation Changes Fair Value Estimate has risen slightly to about $79.87 from roughly $79.60 per CBFI, implying a modest upward revision in intrinsic valuation.
TERRA 13
Mex$39.50
FIBRA Terrafina
7D
-1.2%
1Y
6.6%