Consorcio ARA, S. A. B. de C. V. Stock Price

BMV:ARA * Community·Mex$5.6b Market Cap

3 Narratives written by author
1 Comments on narratives written by author
4 Fair Values set on narratives written by author

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ARA * Share Price Performance

Mex$4.65

1.46 (45.77%)

Mex$4.55

Fair Value

Mex$4.65

1.46 (45.77%)

2.2% overvalued

Mex$4.55

Fair Value

Mex$4.65

Mex$4.55

Mex$6.92

Mex$13.10

Fri, 17 Jul 26

Fair ValueMex$4.55

Share Pricen/a

ARA * Community Narratives

AnalystLowTarget's

Fair Value

Fair Value Mex$4.55 2.2% overvalued

Mexico Housing Slowdown Will Constrain Home Sales But Spur Adaptation

AnalystConsensusTarget's

Fair Value

Fair Value Mex$6.92 32.8% undervalued

Urban Migration And Eco Housing Will Unlock Mexico Market Potential

AnalystHighTarget's

Fair Value

Fair Value Mex$13.1 64.5% undervalued

Urbanization And Population Trends Will Drive Affordable Housing Demand

Consorcio ARA S. A. B. de C. V

2.2% overvalued

Mexico Housing Slowdown Will Constrain Home Sales But Spur Adaptation

AnalystLowTarget

Updated 17 Jul

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Consorcio ARA S. A. B. de C. V

32.8% undervalued

Urban Migration And Eco Housing Will Unlock Mexico Market Potential

AnalystConsensusTarget

Updated 1 May 2025

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Consorcio ARA S. A. B. de C. V

64.5% undervalued

Urbanization And Population Trends Will Drive Affordable Housing Demand

AnalystHighTarget

Published 2 Aug 2025

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Trending Discussion

My biggest issue with home builder companies in Mexico is Banxico's high interest rate. With the expectation of the Fed rising theirs this year, it wouldn't surprise me if any another rate hike discourages banks from giving out affordable fixed rate mortgages, and thus harming the companies cash influx in the short term. I don't believe ARA can reach the most bullish estimates unless there's some kind of governement intervention to support mortgage lending nation wide. While the company has performed well thus far, I sold my position on this company with a decent 22% appreciation after holding it for a few years.

Snowflake Analysis

Solid track record with excellent balance sheet and pays a dividend.

1 Risk

3 Rewards

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Consorcio ARA, S. A. B. de C. V. Key Details

Last Reported Earnings

Jun 30, 2026

Next Reporting Earnings

n/a

: 0.76
: 26.06%
: 10.28%
: 13.9%

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About ARA *

Founded: 1977
Employees: 6568
CEO: n/a
WebsiteView website: consorcioara.com.mx

Consorcio ARA, S. A. B. de C. V., together with its subsidiaries, engages in designing, promoting, building, and selling housing developments for social, medium, residential, industrial, and tourist interest in Mexico. It is involved in the purchase and sale of land; and the leasing of shopping centers, single centers, and mini shopping centers. Consorcio ARA, S. A. B. de C. V. was founded in 1977 and is based in Mexico City, Mexico.