Estimating The Intrinsic Value Of Corporación Inmobiliaria Vesta, S.A.B. de C.V. (BMV:VESTA)
Aug 27
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Mexican (IPC) Real Estate Sector Analysis
UpdatedAug 27, 2025
DataAggregated Company Financials
Companies20
- 7D0.7%
- 3M-5.0%
- 1Y7.9%
- YTD8.1%
The Real Estate industry has stayed flat over the last week. As for the the longer term, the industry is up 5.3% over the past 12 months. Looking forward, earnings are forecast to decline by 2.1% per year.
Sector Valuation and Performance
Has the Mexican Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 27 Aug 2025 | Mex$548.5b | Mex$105.0b | Mex$65.2b | 7.3x | 8.4x | 5.2x |
| Fri, 25 Jul 2025 | Mex$552.0b | Mex$100.8b | Mex$72.1b | 7.7x | 7.7x | 5.5x |
| Sun, 22 Jun 2025 | Mex$554.1b | Mex$100.6b | Mex$70.0b | 7.6x | 7.9x | 5.5x |
| Tue, 20 May 2025 | Mex$547.0b | Mex$99.0b | Mex$68.6b | 7.2x | 8x | 5.5x |
| Thu, 17 Apr 2025 | Mex$530.1b | Mex$95.5b | Mex$78.0b | 7.4x | 6.8x | 5.6x |
| Sat, 15 Mar 2025 | Mex$540.1b | Mex$91.9b | Mex$78.0b | 7x | 6.9x | 5.9x |
| Mon, 10 Feb 2025 | Mex$537.0b | Mex$83.4b | Mex$73.2b | 7.8x | 7.3x | 6.4x |
| Wed, 08 Jan 2025 | Mex$498.7b | Mex$81.8b | Mex$71.9b | 7.1x | 6.9x | 6.1x |
| Fri, 06 Dec 2024 | Mex$502.7b | Mex$81.8b | Mex$71.9b | 7.4x | 7x | 6.1x |
| Sun, 03 Nov 2024 | Mex$527.8b | Mex$81.8b | Mex$72.0b | 7.6x | 7.3x | 6.5x |
| Tue, 01 Oct 2024 | Mex$510.6b | Mex$78.7b | Mex$72.0b | 7x | 7.1x | 6.5x |
| Thu, 29 Aug 2024 | Mex$500.2b | Mex$78.7b | Mex$72.0b | 7.2x | 6.9x | 6.4x |
| Sat, 27 Jul 2024 | Mex$499.3b | Mex$78.2b | Mex$68.0b | 7.1x | 7.3x | 6.4x |
| Mon, 24 Jun 2024 | Mex$502.3b | Mex$78.0b | Mex$69.6b | 5.7x | 7.2x | 6.4x |
| Wed, 22 May 2024 | Mex$535.3b | Mex$77.7b | Mex$69.0b | 6x | 7.8x | 6.9x |
| Fri, 19 Apr 2024 | Mex$517.2b | Mex$75.8b | Mex$68.2b | 6.1x | 7.6x | 6.8x |
| Sun, 17 Mar 2024 | Mex$532.7b | Mex$79.2b | Mex$63.5b | 7x | 8.4x | 6.7x |
| Tue, 13 Feb 2024 | Mex$537.0b | Mex$77.6b | Mex$70.5b | 6.2x | 7.6x | 6.9x |
| Thu, 11 Jan 2024 | Mex$646.5b | Mex$87.2b | Mex$68.7b | 9.5x | 9.4x | 7.4x |
| Sat, 09 Dec 2023 | Mex$634.2b | Mex$87.2b | Mex$68.8b | 9x | 9.2x | 7.3x |
| Mon, 06 Nov 2023 | Mex$617.5b | Mex$87.2b | Mex$68.8b | 8.5x | 9x | 7.1x |
| Wed, 04 Oct 2023 | Mex$597.1b | Mex$85.1b | Mex$61.8b | 10.7x | 9.7x | 7x |
| Fri, 01 Sep 2023 | Mex$603.5b | Mex$78.4b | Mex$60.2b | 10.7x | 10x | 7.7x |
| Sun, 30 Jul 2023 | Mex$594.1b | Mex$77.3b | Mex$56.5b | 11x | 10.5x | 7.7x |
| Tue, 27 Jun 2023 | Mex$575.6b | Mex$75.7b | Mex$56.5b | 11x | 10.2x | 7.6x |
| Thu, 25 May 2023 | Mex$567.8b | Mex$75.9b | Mex$55.7b | 12.5x | 10.2x | 7.5x |
| Sat, 22 Apr 2023 | Mex$580.2b | Mex$74.2b | Mex$55.6b | 11.5x | 10.4x | 7.8x |
| Mon, 20 Mar 2023 | Mex$310.9b | Mex$42.9b | Mex$32.8b | 17.6x | 9.5x | 7.2x |
| Wed, 15 Feb 2023 | Mex$579.1b | Mex$72.2b | Mex$55.7b | 8.9x | 10.4x | 8x |
| Fri, 13 Jan 2023 | Mex$565.0b | Mex$71.7b | Mex$60.5b | 9.1x | 9.3x | 7.9x |
| Sun, 11 Dec 2022 | Mex$544.1b | Mex$71.9b | Mex$60.7b | 8.7x | 9x | 7.6x |
| Tue, 08 Nov 2022 | Mex$538.0b | Mex$1.0t | Mex$2.0t | 8.6x | 0.3x | 0.5x |
| Thu, 06 Oct 2022 | Mex$517.9b | Mex$69.6b | Mex$55.8b | 8.6x | 9.3x | 7.4x |
| Sat, 03 Sep 2022 | Mex$519.7b | Mex$69.6b | Mex$55.8b | 8.6x | 9.3x | 7.5x |
Price to Earnings Ratio
9.3x
Current Industry PE
- Investors are relatively neutral on the Mexican Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 8.4x.
- The 3-year average PS ratio of 6.8x is higher than the industry's current PS ratio of 5.3x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 5.3% per year over the last three years.
- Revenues for these companies have grown 15% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Mexican Real Estate sector?
| MX Market | -0.14% | |
| Real Estate | 0.67% | |
| REITS | 2.49% | |
| Specialized REITs | 1.51% | |
| Retail REITs | 0.46% | |
| Office REITs | 0% | 0 |
| Industrial REITs | -0.45% | |
| Hotel and Resort REITs | -0.53% | |
| Real Estate | -1.06% | |
Industry PE
- Investors are most optimistic about the Hotel and Resort REITs industry which is trading above its 3-year average PE ratio of 31.1x.
- Analysts are expecting annual earnings growth of 26.4%, which is higher than its past year's earnings decline of 6.6% per year.
- Investors are most pessimistic about the Retail REITs industry, which is trading close to its 3-year average of 2.9x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 29% over the next 5 years.
- However this is lower than its past earnings growth rate of 88% per year.
- In contrast, the Retail REITs industry is expected to see its earnings decline by 22% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FUNO 11 Fibra UNO | Mex$25.80 | 2.4% +Mex$2.3b | 11.5% | PB0.5x | |
| DANHOS 13 Fibra Danhos | Mex$25.95 | 4.4% +Mex$1.7b | 29.6% | PB0.7x | |
| GICSA B Grupo Gicsa. de | Mex$3.00 | 24.5% +Mex$885.1m | 22.0% | PE2.5x | |
| FMTY 14 Fibra MtyP.I. de | Mex$13.23 | 1.0% +Mex$316.2m | 31.9% | PB1x | |
| STORAGE 18 FIBRA Storage | Mex$23.10 | 3.0% +Mex$173.6m | 47.1% | PB0.9x |
