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Updated 1d ago
ARA * logo

Consorcio ARA, S. A. B. de C. V.BMV:ARA * Stock Report

Market Cap Mex$5.6b
Updated 1d ago
Share Price
n/a
1Y45.8%
7D-4.3%
1D0.2%
Portfolio Value
​
View

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

BMV:ARA * Stock Report

Market Cap: Mex$5.6b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Consorcio ARA S. A. B. de C. V (ARA *) Stock Overview

Engages in designing, promoting, building, and selling housing developments for social, medium, residential, industrial, and tourist interest in Mexico. More details

ARA * fundamental analysis
Snowflake Score
Valuation3/6
Future Growth1/6
Past Performance5/6
Financial Health5/6
Dividends4/6

Rewards

Trading at 17.5% below our estimate of its fair value

Revenue is forecast to grow 6.41% per year

Earnings grew by 29.7% over the past year

Risk Analysis

Unstable dividend track record


ARA * Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystLowTarget
2.2% overvalued intrinsic discount
AnalystLowTarget
•1mo ago

Mexico Housing Slowdown Will Constrain Home Sales But Spur Adaptation

16
1
0
AN
AnalystConsensusTarget
32.8% undervalued intrinsic discount
AnalystConsensusTarget
•1y ago

Urban Migration And Eco Housing Will Unlock Mexico Market Potential

32
0
0
AN
AnalystHighTarget
64.5% undervalued intrinsic discount
AnalystHighTarget
•1y ago

Urbanization And Population Trends Will Drive Affordable Housing Demand

13
0
0

Top Analyst Narratives

AN
AnalystLowTarget
2.2% overvalued intrinsic discount
AnalystLowTarget
•1mo ago

Mexico Housing Slowdown Will Constrain Home Sales But Spur Adaptation

16
1
0
AN
AnalystConsensusTarget
32.8% undervalued intrinsic discount
AnalystConsensusTarget
•1y ago

Urban Migration And Eco Housing Will Unlock Mexico Market Potential

32
0
0
AN
AnalystHighTarget
64.5% undervalued intrinsic discount
AnalystHighTarget
•1y ago

Urbanization And Population Trends Will Drive Affordable Housing Demand

13
0
0
View all narratives

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

Corpovael. de

Symbol: BMV:CADU A
Market cap: Mex$2.1b

Vinte Viviendas Integrales. de

Symbol: BMV:VINTE *
Market cap: Mex$9.6b

Hoosiers Holdings

Symbol: TSE:3284
Market cap: JP¥51.6b

Besqab

Symbol: OM:BESQAB
Market cap: SEK 3.2b

Price History & Performance

Summary of share price highs, lows and changes for Consorcio ARA S. A. B. de C. V
Historical stock prices
Current Share PriceMex$4.65
52 Week HighMex$5.10
52 Week LowMex$3.17
Beta0.48
1 Month Change-5.49%
3 Month Change-3.73%
1 Year Change45.77%
3 Year Change20.47%
5 Year Change4.97%
Change since IPO236.55%

Recent News & Updates

Analysis Article • Jul 26

Earnings Beat: Consorcio ARA, S. A. B. de C. V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

The second-quarter results for Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ) were released last week, making it a good...
User avatar
Narrative Update • Jul 17

ARA *: Future Returns Will Balance Higher P/E Assumptions And Upcoming Dividend

Analysts have lifted their price target for Consorcio ARA S. A.

Recent updates

Analysis Article • Jul 26

Earnings Beat: Consorcio ARA, S. A. B. de C. V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

The second-quarter results for Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ) were released last week, making it a good...
User avatar
Narrative Update • Jul 17

ARA *: Future Returns Will Balance Higher P/E Assumptions And Upcoming Dividend

Analysts have lifted their price target for Consorcio ARA S. A.
User avatar
Narrative Update • Jun 11

ARA *: Future Returns Will Be Pressured By Persistent Rich Earnings Multiple

Analysts have kept their MX$4.10 price target for Consorcio ARA S. A.
User avatar
Narrative Update • May 28

ARA *: Future Returns Will Be Pressured By Rich Earnings Multiple

Analysts now see fair value for Consorcio ARA S. A.
User avatar
Narrative Update • Apr 27

ARA *: Future Returns Will Reflect Steady Margins And More Cautious Expectations

Analysts have trimmed their 12 month price target for Consorcio ARA S. A.
User avatar
Narrative Update • Apr 10

ARA *: Future Returns Will Depend On Higher Required Returns And Margin Risks

Analysts have nudged their price target on Consorcio ARA S. A.
User avatar
Narrative Update • Mar 27

ARA *: Future Returns Will Depend On Lower P/E And Margin Risks

Analysts have kept the fair value estimate for Consorcio ARA S. A.
User avatar
Narrative Update • Mar 11

ARA *: Future Returns Will Depend On Compressed P/E Multiple Risk

Analysts have modestly adjusted their price target for Consorcio ARA S. A.
User avatar
Narrative Update • Feb 24

ARA *: Fair Outlook Will Rely On Revenue Assumptions And Margin Resilience

Analysts have raised their price target for Consorcio ARA S. A.
User avatar
New Narrative • Mar 16

New Housing Projects And Recovery Efforts Will Lead To Future Dividends And Buybacks

New housing projects and Line III loan programs are poised to drive revenue growth and enhance cash flow efficiency.
Analysis Article • Feb 22

Analysts Have Made A Financial Statement On Consorcio ARA, S. A. B. de C. V.'s (BMV:ARA) Annual Report

It's been a good week for Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ) shareholders, because the company has just...
Analysis Article • Feb 12

Estimating The Fair Value Of Consorcio ARA, S. A. B. de C. V. (BMV:ARA)

Key Insights The projected fair value for Consorcio ARA S. A. B. de C. V is Mex$3.46 based on 2 Stage Free Cash Flow to...
Analysis Article • Mar 21

Analysts Just Shaved Their Consorcio ARA, S. A. B. de C. V. (BMV:ARA) Forecasts Dramatically

The analysts covering Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ) delivered a dose of negativity to shareholders...
Analysis Article • Jul 22

Consorcio ARA, S. A. B. de C. V. Just Missed EPS By 10%: Here's What Analysts Think Will Happen Next

Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ) missed earnings with its latest quarterly results, disappointing...
Analysis Article • Jan 10

Consorcio ARA S. A. B. de C. V (BMV:ARA) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article • Dec 20

Consorcio ARA S. A. B. de C. V (BMV:ARA) Will Be Looking To Turn Around Its Returns

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Analysis Article • Jul 30

Party Time: One Broker Just Made Major Increases To Their Consorcio ARA, S. A. B. de C. V. (BMV:ARA) Earnings Forecast

Celebrations may be in order for Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ) shareholders, with the covering analyst...
Analysis Article • May 18

Calculating The Fair Value Of Consorcio ARA, S. A. B. de C. V. (BMV:ARA)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Consorcio ARA, S. A...
Analysis Article • Apr 30

We Think Consorcio ARA S. A. B. de C. V (BMV:ARA) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article • Mar 16

The Returns At Consorcio ARA S. A. B. de C. V (BMV:ARA) Provide Us With Signs Of What's To Come

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Analysis Article • Mar 01

Would Shareholders Who Purchased Consorcio ARA S. A. B. de C. V's (BMV:ARA) Stock Three Years Be Happy With The Share price Today?

Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ) shareholders will doubtless be very grateful to see the share price up 44...
Analysis Article • Feb 14

Calculating The Intrinsic Value Of Consorcio ARA, S. A. B. de C. V. (BMV:ARA)

Today we will run through one way of estimating the intrinsic value of Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ) by...
Analysis Article • Jan 30

Consorcio ARA S. A. B. de C. V (BMV:ARA) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article • Jan 17

Is Now The Time To Look At Buying Consorcio ARA, S. A. B. de C. V. (BMV:ARA)?

Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ), is not the largest company out there, but it led the BMV gainers with a...
Analysis Article • Dec 20

Could The Consorcio ARA, S. A. B. de C. V. (BMV:ARA) Ownership Structure Tell Us Something Useful?

The big shareholder groups in Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ) have power over the company. Generally...
Analysis Article • Nov 29

We're Watching These Trends At Consorcio ARA S. A. B. de C. V (BMV:ARA)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few...

Shareholder Returns

ARA *MX Consumer DurablesMX Market
7D-4.3%-1.7%-0.7%
1Y45.8%-11.9%8.0%

Return vs Industry: ARA * exceeded the MX Consumer Durables industry which returned -8.7% over the past year.

Return vs Market: ARA * exceeded the MX Market which returned 9.4% over the past year.

Price Volatility

Is ARA *'s price volatile compared to industry and market?
ARA * volatility
ARA * Average Weekly Movement3.4%
Consumer Durables Industry Average Movement5.3%
Market Average Movement3.4%
10% most volatile stocks in MX Market5.2%
10% least volatile stocks in MX Market2.4%

Stable Share Price: ARA * has not had significant price volatility in the past 3 months compared to the MX market.

Volatility Over Time: ARA *'s weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19776,568n/aconsorcioara.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.

Consorcio ARA, S. A. B. de C. V. Fundamentals Summary

How do Consorcio ARA S. A. B. de C. V's earnings and revenue compare to its market cap?
ARA * fundamental statistics
Market capMex$5.63b
Earnings (TTM)Mex$917.85m
Revenue (TTM)Mex$8.93b
6.1x
P/E Ratio
0.6x
P/S Ratio

Is ARA * overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ARA * income statement (TTM)
RevenueMex$8.93b
Cost of RevenueMex$6.60b
Gross ProfitMex$2.33b
Other ExpensesMex$1.41b
EarningsMex$917.85m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.76
Gross Margin26.06%
Net Profit Margin10.28%
Debt/Equity Ratio13.9%

How did ARA * perform over the long term?

See historical performance and comparison

Dividends

3.5%
Current Dividend Yield
22%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/09 12:34
End of Day Share Price 2026/09/09 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Consorcio ARA, S. A. B. de C. V. is covered by 16 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Antonio Hernandez Velez LeijaActinver Case de Bolsa, S.A. de C.V.
Carlos Alcaraz PinedaApalache Análisis
Benjamin TheurerBarclays

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