Narrative Update • Jun 06

The Industrial REITs is pretty flat in the last 7 days, but FIBRA Macquarie México has stood out, gaining 3.4%. The past year has been better, since the industry has gained 18% in that time. As for the next few years, earnings are expected to grow by 19% per annum.
Has the Mexican Industrial REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | Mex$214.5b | Mex$21.0b | Mex$9.4b | 9.1x | 22.8x | 10.2x |
| Thu, 14 May 2026 | Mex$234.6b | Mex$26.9b | Mex$12.9b | 6.6x | 18.1x | 8.7x |
| Sat, 11 Apr 2026 | Mex$229.0b | Mex$22.7b | Mex$12.8b | 9.3x | 17.8x | 10.1x |
| Mon, 09 Mar 2026 | Mex$221.5b | Mex$27.9b | Mex$12.8b | 9.1x | 17.3x | 7.9x |
| Wed, 04 Feb 2026 | Mex$248.7b | Mex$33.5b | Mex$22.9b | 9.6x | 10.9x | 7.4x |
| Fri, 02 Jan 2026 | Mex$241.5b | Mex$33.5b | Mex$22.9b | 9.4x | 10.6x | 7.2x |
| Sun, 30 Nov 2025 | Mex$241.9b | Mex$33.5b | Mex$22.9b | 9.5x | 10.6x | 7.2x |
| Tue, 28 Oct 2025 | Mex$231.4b | Mex$33.2b | Mex$29.2b | 13x | 7.9x | 7x |
| Thu, 25 Sep 2025 | Mex$229.2b | Mex$32.8b | Mex$36.9b | 6.8x | 6.2x | 7x |
| Sat, 23 Aug 2025 | Mex$224.8b | Mex$32.8b | Mex$36.9b | 6.7x | 6.1x | 6.8x |
| Mon, 21 Jul 2025 | Mex$222.1b | Mex$31.0b | Mex$45.6b | 4.8x | 4.9x | 7.2x |
| Wed, 18 Jun 2025 | Mex$221.1b | Mex$30.7b | Mex$44.5b | 5.6x | 5x | 7.2x |
| Fri, 16 May 2025 | Mex$217.7b | Mex$29.4b | Mex$42.8b | 5.4x | 5.1x | 7.4x |
| Sun, 13 Apr 2025 | Mex$215.0b | Mex$27.3b | Mex$48.7b | 4.4x | 4.4x | 7.9x |
| Tue, 11 Mar 2025 | Mex$203.0b | Mex$22.4b | Mex$46.7b | 3.9x | 4.3x | 9.1x |
| Thu, 06 Feb 2025 | Mex$208.2b | Mex$18.5b | Mex$40.5b | 4.9x | 5.1x | 11.3x |
| Sat, 04 Jan 2025 | Mex$196.5b | Mex$18.5b | Mex$40.5b | 4.6x | 4.9x | 10.6x |
| Mon, 02 Dec 2024 | Mex$172.5b | Mex$15.9b | Mex$35.4b | 4.3x | 4.9x | 10.8x |
| Wed, 30 Oct 2024 | Mex$169.5b | Mex$15.0b | Mex$37.1b | 3.8x | 4.6x | 11.3x |
| Fri, 27 Sep 2024 | Mex$167.9b | Mex$14.8b | Mex$35.9b | 3.9x | 4.7x | 11.4x |
| Sun, 25 Aug 2024 | Mex$168.0b | Mex$14.8b | Mex$35.9b | 3.9x | 4.7x | 11.4x |
| Tue, 23 Jul 2024 | Mex$167.3b | Mex$14.8b | Mex$32.5b | 4.3x | 5.1x | 11.3x |
| Thu, 20 Jun 2024 | Mex$167.9b | Mex$14.6b | Mex$34.5b | 4.1x | 4.9x | 11.5x |
| Sat, 18 May 2024 | Mex$179.5b | Mex$14.6b | Mex$34.5b | 4.4x | 5.2x | 12.3x |
| Mon, 15 Apr 2024 | Mex$168.0b | Mex$14.2b | Mex$25.7b | 5.3x | 6.5x | 11.8x |
| Wed, 13 Mar 2024 | Mex$173.9b | Mex$17.7b | Mex$27.3b | 6.3x | 6.4x | 9.8x |
| Fri, 09 Feb 2024 | Mex$170.7b | Mex$17.7b | Mex$24.2b | 7.9x | 7.1x | 9.6x |
| Sun, 07 Jan 2024 | Mex$172.8b | Mex$17.7b | Mex$21.4b | 8.5x | 8.1x | 9.8x |
| Tue, 05 Dec 2023 | Mex$164.5b | Mex$17.7b | Mex$21.4b | 8x | 7.7x | 9.3x |
| Thu, 02 Nov 2023 | Mex$148.6b | Mex$17.6b | Mex$21.4b | 7.1x | 6.9x | 8.5x |
| Sat, 30 Sep 2023 | Mex$139.8b | Mex$17.4b | Mex$12.1b | 13.1x | 11.5x | 8x |
| Mon, 28 Aug 2023 | Mex$142.3b | Mex$17.4b | Mex$12.1b | 13.7x | 11.7x | 8.2x |
| Wed, 26 Jul 2023 | Mex$145.5b | Mex$17.3b | Mex$12.5b | 12.2x | 11.6x | 8.4x |
| Fri, 23 Jun 2023 | Mex$144.4b | Mex$17.4b | Mex$13.4b | 13.7x | 10.8x | 8.3x |
10.8x
How does Mexican Industrial REITs compare with similar industries?
| MX Market | 3.61% | |
| Real Estate | 0.25% | |
| REITS | 2.74% | |
| Industrial REITs | 0.15% | |
| Diversified REITs | 2.74% | |
| Hotel and Resort REITs | 1.22% | |
| Office REITs | 0% | 0 |
| Retail REITs | -0.33% | |
| Specialized REITs | -1.83% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FIBRAMQ 12 FIBRA Macquarie México | Mex$43.85 | 3.2% +Mex$1.1b | 40.2% | PB0.8x |