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

Mexican (IPC) Industrial REITs Industry Analysis

UpdatedFeb 11, 2026
DataAggregated Company Financials
Companies6
  • 7D3.8%
  • 3M10.9%
  • 1Y27.2%
  • YTDn/a

In the last week, the Industrial REITs industry is up 5.4%, with FIBRA Prologis up 7.0%. This takes the industry's 12 month performance to a gain of 27%. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Feb 2026Mex$262.0bMex$33.5bMex$22.9b10.4x11.5x7.8x
Fri, 09 Jan 2026Mex$243.5bMex$33.5bMex$22.9b9.5x10.6x7.3x
Sun, 07 Dec 2025Mex$235.9bMex$33.5bMex$22.9b9.1x10.3x7x
Tue, 04 Nov 2025Mex$212.8bMex$27.6bMex$19.3b10.5x11x7.7x
Thu, 02 Oct 2025Mex$233.0bMex$32.8bMex$36.9b6.7x6.3x7.1x
Sat, 30 Aug 2025Mex$218.7bMex$32.8bMex$36.9b6.7x5.9x6.7x
Mon, 28 Jul 2025Mex$221.2bMex$31.2bMex$42.1b6.2x5.3x7.1x
Wed, 25 Jun 2025Mex$222.8bMex$30.7bMex$44.5b5.7x5x7.3x
Fri, 23 May 2025Mex$221.3bMex$29.3bMex$42.8b5.6x5.2x7.5x
Sun, 20 Apr 2025Mex$212.8bMex$27.0bMex$48.7b4.3x4.4x7.9x
Tue, 18 Mar 2025Mex$211.8bMex$22.4bMex$46.7b4.1x4.5x9.5x
Thu, 13 Feb 2025Mex$208.3bMex$18.5bMex$40.5b5x5.1x11.3x
Sat, 11 Jan 2025Mex$189.9bMex$18.5bMex$40.5b4.6x4.7x10.3x
Mon, 09 Dec 2024Mex$201.0bMex$18.5bMex$40.5b4.8x5x10.9x
Wed, 06 Nov 2024Mex$187.0bMex$15.9bMex$35.4b4.9x5.3x11.8x
Fri, 04 Oct 2024Mex$167.9bMex$14.8bMex$35.9b3.9x4.7x11.4x
Sun, 01 Sep 2024Mex$164.2bMex$14.8bMex$35.9b3.9x4.6x11.1x
Tue, 30 Jul 2024Mex$164.4bMex$14.8bMex$35.9b4.1x4.6x11.1x
Thu, 27 Jun 2024Mex$165.1bMex$14.6bMex$34.5b4x4.8x11.3x
Sat, 25 May 2024Mex$174.9bMex$14.6bMex$34.5b4.2x5.1x12x
Mon, 22 Apr 2024Mex$176.2bMex$14.3bMex$32.0b4.9x5.5x12.3x
Wed, 20 Mar 2024Mex$173.4bMex$17.7bMex$27.3b6.1x6.4x9.8x
Fri, 16 Feb 2024Mex$171.8bMex$17.5bMex$25.5b6.6x6.7x9.8x
Sun, 14 Jan 2024Mex$170.3bMex$17.7bMex$21.4b8.4x8x9.6x
Tue, 12 Dec 2023Mex$170.6bMex$17.7bMex$21.4b8.2x8x9.7x
Thu, 09 Nov 2023Mex$156.4bMex$17.7bMex$21.4b7.5x7.3x8.9x
Sat, 07 Oct 2023Mex$140.1bMex$17.4bMex$12.1b13x11.6x8.1x
Mon, 04 Sep 2023Mex$141.5bMex$17.4bMex$12.1b13.5x11.7x8.1x
Wed, 02 Aug 2023Mex$145.5bMex$17.4bMex$12.1b13.9x12x8.4x
Fri, 30 Jun 2023Mex$145.0bMex$17.4bMex$13.4b13.9x10.8x8.3x
Sun, 28 May 2023Mex$141.8bMex$17.4bMex$13.4b13.3x10.6x8.1x
Tue, 25 Apr 2023Mex$146.2bMex$17.5bMex$15.5b11.7x9.4x8.4x
Thu, 23 Mar 2023Mex$25.9bMex$4.2bMex$6.8b4.2x3.8x6.2x
Sat, 18 Feb 2023Mex$138.9bMex$17.2bMex$26.0b6.7x5.3x8.1x
Price to Earnings Ratio

5.3x


Total Market Cap: Mex$138.9bTotal Earnings: Mex$26.0bTotal Revenue: Mex$17.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Industrial REITs Industry Price to Earnings3Y Average 7x202420252026
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 11.4x which is higher than its 3-year average PE of 7.0x.
  • The 3-year average PS ratio of 9.1x is higher than the industry's current PS ratio of 7.8x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 4.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 25% 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 Market1.38%
Real Estate2.09%
REITS0.14%
Industrial REITs3.85%
Diversified REITs0.14%
Office REITs0%0
Specialized REITs0%0
Hotel and Resort REITs-0.64%
Retail REITs-0.65%
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$87.495.4%
+Mex$7.3b		32.6%PB1.1x
TERRA 13 FIBRA TerrafinaMex$42.0011.3%
+Mex$3.3b		16.4%PB0.8x
FVIA 16 Infraestructura Viable deMex$19.002.6%
+Mex$603.4m		n/aPB0.7x

Latest News

TERRA 13
Mex$42.00
FIBRA Terrafina
7D
11.3%
1Y
16.4%
FIBRAPL 14
Mex$87.49
FIBRA Prologis
7D
5.4%
1Y
32.6%
FMTY 14
Mex$14.06
Fibra MtyP.I. de
7D
-3.9%
1Y
31.8%
FVIA 16
Mex$19.00
Infraestructura Viable de
7D
2.6%
1Y
n/a
FIBRAMQ 12
Mex$36.72
FIBRA Macquarie México
7D
-0.2%
1Y
13.1%

FIBRAMQ 12: Higher Discount Rate Will Challenge Optimistic Profit Margin Assumptions

Analysts have adjusted their price target for FIBRA Macquarie México from MX$29.04 to MX$30.60, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. Valuation Changes Fair value estimate was adjusted from MX$29.04 to MX$30.60 per certificate, reflecting a modest upward revision in the model output.