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FIBRAMQ12.MX$43.96+1.69%
Fair $43.96+0.0%

FIBRAMQ12.MX

FIBRA Macquarie México

Real Estate / REIT - IndustrialMexicoMX

$43.96

+0.73 (+1.69%)

Fairly Valued+0.0%Fair Value $43.96Fund rank 35/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9
Margin CompressionLow Profitability

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 39.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

38/100

D

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -5.8%, below the 5% threshold
Thesis & Journal · FIBRAMQ12.MXLocal privado en este navegador · FIBRA Macquarie México
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

$35.0B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-5.8%

↓

Gross Margin

74.7%

↑

Debt/Equity

0.50

↓
52-Week Range$44
$29$45

TradingView lightweight chart

FIBRAMQ12.MX price, volumen y niveles de valoración

Último $43.96Periodo +91.3%
Fair value: $43.96

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+7.5%

FCF CAGR

+1.8%

FCF margin

36.5%

FCF / Net income

-0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.07B · net income $-2.38B · FCF $1.85B

2022-FY → 2025-FY

Gross margin

74.7%-4.6% pts

Operating margin

71.2%-5.9% pts

Net margin

-47.1%-116.9% pts

FCF margin

36.5%-6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.07B$5.07B$4.57B$4.09B$4.08B
Net Income$-2.38B$-2.38B$11.92B$3.97B$2.85B
EBITDA$-1.06B$-1.06B$13.23B$4.94B$3.81B
EPS-2.99-2.9915.094.973.57
Gross Margin74.7%74.7%75.4%75.4%79.3%
Operating Margin71.2%71.2%72.6%73.3%77.1%
Net Margin-47.1%-47.1%261.0%97.0%69.8%
Balance Sheet
Debt/Equity0.500.500.450.430.49
Current Ratio0.760.76———
Cash Flow
Free Cash Flow$1.85B$1.85B$1.53B$1.17B$1.75B
Returns
ROE-5.8%-5.8%26.0%11.0%8.3%
Valuation
P/E——2.016.818.59
EV/EBITDA——3.328.5110.49
P/B0.840.840.520.750.71
Growth & Yield
Revenue Growth10.9%10.9%11.7%0.3%—
EPS Growth-119.8%-119.8%203.3%39.3%—
Dividend Yield5.7%5.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +43.0%

Total return

+43.0%

Start / end P/E

n/dx → n/dx

EPS bridge

15.09 → -2.99

Residual

+37.3%

EPS growthn/d
Multiple reratingn/d
Dividend+5.7%
Residual / FX / buybacks / cross-term+37.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.