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FIBRAHD15.MX$2.34-2.09%
Fair $2.34+0.0%

FIBRAHD15.MX

Fideicomiso Irrevocable No. F/1523

Real Estate / REIT - DiversifiedMexico

$2.34

-0.05 (-2.09%)

Fairly Valued+0.0%Fair Value $2.34Fund rank 30/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 33.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

50/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · FIBRAHD15.MXLocal privado en este navegador · Fideicomiso Irrevocable No. F/1523
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.0B

P/E

1.4x

↓

EV/EBITDA

4.2x

↓

ROE

12.1%

↑

Gross Margin

89.6%

↑

Debt/Equity

0.66

↓
52-Week Range$2
$2$3

TradingView lightweight chart

FIBRAHD15.MX price, volumen y niveles de valoración

Último $2.340Periodo -76.7%
Fair value: $2.340

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+4.6%

FCF CAGR

-49.9%

FCF margin

5.9%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $601.2M · net income $540.3M · FCF $35.5M

2021-FY → 2024-FY

Gross margin

89.6%+4.0% pts

Operating margin

65.8%+33.6% pts

Net margin

89.9%+62.6% pts

FCF margin

5.9%-47.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$601.2M$601.2M$545.8M$567.5M$524.9M
Net Income$540.3M$540.3M$728.4M$15.0M$143.3M
EBITDA$847.1M$847.1M$1.01B$271.8M$322.7M
EPS1.241.241.670.030.33
Gross Margin89.6%89.6%95.6%88.2%85.6%
Operating Margin65.8%65.8%59.3%53.6%32.2%
Net Margin89.9%89.9%133.4%2.6%27.3%
Balance Sheet
Debt/Equity0.660.660.500.630.18
Current Ratio5.945.94———
Cash Flow
Free Cash Flow$35.5M$35.5M$-96.5M$305.9M$282.3M
Returns
ROE12.1%12.1%18.3%0.5%4.4%
Valuation
P/E1.421.421.2075.589.61
EV/EBITDA4.174.172.309.234.19
P/B0.230.230.220.350.41
Growth & Yield
Revenue Growth10.1%10.1%-3.8%8.1%—
EPS Growth-25.8%-25.8%4743.1%-89.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-44.8%

fácil

EPS terminal req.

$0.21

Spread vs growth

19.0%

5Y implied EPS CAGR

-27.3%

fácil

EPS terminal req.

$0.25

Spread vs growth

1.5%

10Y implied EPS CAGR

-10.6%

fácil

EPS terminal req.

$0.40

Spread vs growth

-15.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +4.0%

Total return

+4.0%

Start / end P/E

1.4x → 1.9x

EPS bridge

1.67 → 1.24

Residual

-10.4%

EPS growth-25.8%
Multiple rerating+40.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-10.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.