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

Mexican (IPC) Industrial REITs Industry Analysis

UpdatedJan 16, 2026
DataAggregated Company Financials
Companies6
  • 7D1.9%
  • 3M8.6%
  • 1Y27.1%
  • YTDn/a

Over the last 7 days, the Industrial REITs industry has risen 3.1%, driven by gains from FIBRA Prologis of 5.9%. This takes the industry's 12 month performance to a gain of 32%. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 16 Jan 2026Mex$251.1bMex$33.5bMex$22.9b9.7x11x7.5x
Sun, 14 Dec 2025Mex$236.9bMex$33.5bMex$22.9b9.3x10.4x7.1x
Tue, 11 Nov 2025Mex$240.6bMex$33.5bMex$22.9b9.8x10.5x7.2x
Thu, 09 Oct 2025Mex$234.5bMex$32.8bMex$36.9b6.6x6.3x7.1x
Sat, 06 Sep 2025Mex$225.0bMex$32.8bMex$36.9b6.8x6.1x6.9x
Mon, 04 Aug 2025Mex$225.9bMex$33.1bMex$37.6b6.2x6x6.8x
Wed, 02 Jul 2025Mex$224.5bMex$30.7bMex$44.5b5.8x5x7.3x
Fri, 30 May 2025Mex$231.7bMex$29.3bMex$42.8b5.9x5.4x7.9x
Sun, 27 Apr 2025Mex$218.7bMex$27.1bMex$49.7b4.6x4.4x8.1x
Tue, 25 Mar 2025Mex$212.4bMex$22.6bMex$47.0b4.1x4.5x9.4x
Thu, 20 Feb 2025Mex$208.3bMex$18.7bMex$42.0b5x5x11.1x
Sat, 18 Jan 2025Mex$192.2bMex$18.5bMex$40.5b4.5x4.8x10.4x
Mon, 16 Dec 2024Mex$200.4bMex$18.5bMex$40.5b4.8x5x10.9x
Wed, 13 Nov 2024Mex$154.2bMex$15.9bMex$35.4b4.6x4.4x9.7x
Fri, 11 Oct 2024Mex$168.7bMex$14.8bMex$35.9b3.9x4.7x11.4x
Sun, 08 Sep 2024Mex$166.3bMex$14.8bMex$35.9b3.9x4.6x11.2x
Tue, 06 Aug 2024Mex$135.9bMex$14.8bMex$35.9b3.6x3.8x9.2x
Thu, 04 Jul 2024Mex$163.7bMex$14.6bMex$34.5b4.1x4.7x11.2x
Sat, 01 Jun 2024Mex$170.5bMex$14.6bMex$34.5b4x4.9x11.7x
Mon, 29 Apr 2024Mex$182.8bMex$14.3bMex$32.6b4.6x5.6x12.8x
Wed, 27 Mar 2024Mex$172.8bMex$17.7bMex$27.3b6x6.3x9.7x
Fri, 23 Feb 2024Mex$172.8bMex$17.5bMex$25.5b6.7x6.8x9.9x
Sun, 21 Jan 2024Mex$171.2bMex$17.7bMex$24.2b7.7x7.1x9.7x
Tue, 19 Dec 2023Mex$172.9bMex$17.7bMex$21.4b8.4x8.1x9.8x
Thu, 16 Nov 2023Mex$157.0bMex$17.7bMex$21.4b7.7x7.3x8.9x
Sat, 14 Oct 2023Mex$139.3bMex$17.4bMex$12.1b12.7x11.5x8x
Mon, 11 Sep 2023Mex$141.9bMex$17.4bMex$12.1b13.7x11.7x8.2x
Wed, 09 Aug 2023Mex$144.1bMex$17.4bMex$12.1b13.7x11.9x8.3x
Fri, 07 Jul 2023Mex$147.9bMex$17.4bMex$13.4b14.2x11x8.5x
Sun, 04 Jun 2023Mex$141.0bMex$17.4bMex$13.4b13.4x10.5x8.1x
Tue, 02 May 2023Mex$143.4bMex$17.4bMex$14.4b11.4x10x8.2x
Thu, 30 Mar 2023Mex$136.3bMex$17.1bMex$22.8b6.4x6x8x
Sat, 25 Feb 2023Mex$137.6bMex$17.2bMex$26.0b6.6x5.3x8x
Mon, 23 Jan 2023Mex$131.7bMex$16.7bMex$30.7b3.8x4.3x7.9x
Price to Earnings Ratio

4.3x


Total Market Cap: Mex$131.7bTotal Earnings: Mex$30.7bTotal Revenue: Mex$16.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Industrial REITs Industry Price to Earnings3Y Average 6.8x202420252026
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 10.9x which is higher than its 3-year average PE of 6.8x.
  • The 3-year average PS ratio of 9.1x is higher than the industry's current PS ratio of 7.4x.
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 Market1.52%
Real Estate0.85%
REITS2.09%
Industrial REITs1.94%
Diversified REITs2.09%
Retail REITs1.65%
Office REITs0%0
Hotel and Resort REITs-0.70%
Specialized REITs-3.60%
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$81.804.6%
+Mex$5.7b		42.2%PB1x
FIBRAMQ 12 FIBRA Macquarie MéxicoMex$35.013.0%
+Mex$821.2m		14.9%PB0.7x

Latest News

FIBRAMQ 12
Mex$35.01
FIBRA Macquarie México
7D
3.0%
1Y
14.9%

FIBRAMQ 12: Future Earnings Multiple Compression Will Support Upside After Market Perform Downgrade

Analysts have reduced their 12 month price target for FIBRA Macquarie México to MX$34. This reflects updated assumptions for growth, profitability and a lower forward P/E multiple, and aligns with the recent Street move to downgrade the units to Market Perform.
FIBRAPL 14
Mex$81.80
FIBRA Prologis
7D
4.6%
1Y
42.2%

FIBRAPL 14: Leadership Transition And New Acquisitions Will Shape Future Distributions

Analysts have nudged their FIBRA Prologis fair value estimate slightly higher to US$80.71 from US$80.13, citing updated assumptions for discount rate, revenue growth, profit margin and forward P/E that result in only modest shifts to their overall outlook. What's in the News FIBRA Prologis announced that CEO Héctor Ibarzábal plans to retire on June 30, 2026, after more than three decades with the company.
FMTY 14
Mex$15.39
Fibra MtyP.I. de
7D
-2.7%
1Y
47.0%
TERRA 13
Mex$38.51
FIBRA Terrafina
7D
-2.4%
1Y
10.0%