EN DE

FIBRA Macquarie México (FIBRAMQ12) Fair Value & Analysis

Real Estate · MX · Market cap 36.4B MXN

FM FIBRA Macquarie México FIBRAMQ12 · MX
Price43.56 MXN
Fair Value53.71 MXN
Upside+23.3%
Quality46/100
Watch FIBRA Macquarie México for free, get notified when fair value or trend changes. Watch for free
Expensive Growth
Loss-making · -28.1% net margin
Low debt · generates free cash flow
5.41% dividend yield
Ranks above peers (8/13)
Narrow moat 40/100
Evidence: Medium Range 34.46 MXN – 72.97 MXN Share as image

Fair value as of: Aug 13, 2026

From 11 valuation models · updated 3 days ago

Share price −5.4% over the past month.

Below-average quality, screening 23% undervalued on our models.

What matters now

  • Solid quality (46/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (34.46 MXN to 72.97 MXN) leaves room in how you read the outcome.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

46.04 MXN 13.75 MXN Fair Value 53.71 MXN Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range 13.75 MXN – 46.04 MXN · fair‑value band 34.46 MXN – 72.97 MXN · the 43.56 MXN price screens below the 53.71 MXN fair value. Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

FIBRA Macquarie México (FIBRAMQ12) currently trades at 43.56 MXN, while our model-based Fair Value estimate is 53.71 MXN, implying the stock looks roughly 23.3% undervalued today. The Quality Score stands at 46/100 (below-average quality), in the Real Estate sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, FIBRA Macquarie México generated revenue of 5.1B MXN at a net margin of -28.1%. Revenue declined 4.4% year over year. It earns a return on equity of -3.3%. Net debt stands at 18.6B MXN. Fundamentals as of Aug 13, 2026

Our scenario range runs from 34.46 MXN (bear case) to 72.97 MXN (bull case); at 43.56 MXN, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 4% below its 52-week high and 54% above its 52-week low, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -43% fair-value upside, at 23%, FIBRAMQ12 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 4.87 MXN 17.23 MXN 34.78 MXN 80
Rev-Margin DCF 6.71 MXN 24.06 MXN 43.69 MXN 74
EV/EBITDA 36.15 MXN 55.40 MXN 74.65 MXN 54
All 11 models by family
DCF Models
FCF DCF 4.36 MXN 18.19 MXN 39.01 MXN 38
5Y Revenue Exit 6.71 MXN 24.07 MXN 46.12 MXN 39
5Y EBITDA Exit 20.75 MXN 50.06 MXN 84.13 MXN 41
10Y Revenue Exit 4.67 MXN 20.27 MXN 40.94 MXN 36
10Y EBITDA Exit 14.52 MXN 38.21 MXN 69.68 MXN 37
Multiples
EV/EBIT 53.05 MXN 77.93 MXN 102.81 MXN 53
EV/EBITDA 36.15 MXN 55.40 MXN 74.65 MXN 54
EV/Revenue 9.53 MXN 22.87 MXN 36.22 MXN 43
Asset-Based
NCAV (Graham) 25.97 MXN 34.80 MXN 51.93 MXN 50
Growth DCF
Growth DCF 4.87 MXN 17.23 MXN 34.78 MXN 80
Rev-Margin DCF 6.71 MXN 24.06 MXN 43.69 MXN 74

Widest divergence: Multiples (55.40 MXN) versus Growth DCF (17.23 MXN). Highest evidence: Growth DCF (80).

Notify me when FIBRAMQ12 reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) 5.1B MXN
Revenue growth (YoY) -4.4%
Net margin -28.1%
Return on equity -3.3%
Free cash flow 1.8B MXN FY2025
Operating margin 69.5%
More key figures
EPS (TTM) -1.80 MXN
Dividend yield 5.4%
EPS growth (YoY) +690%
Net debt 18.6B MXN FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 46/100

Of which business quality 48 · Market factors (momentum, volatility) 82

Profitability 3
Margins and returns on capital today
Quality Growth 31
Are margins and returns improving?
Cashflow 83
Earnings quality: real cash, not paper profit
Fin. Strength 52
Balance sheet, leverage, solvency risk
Investment 45
Disciplined investing over empire-building
Low Volatility 93
Calm price path (market factor)
Momentum 73
Price trend over the last 3–12 months (market factor)
52W Momentum 85
Distance to the 52-week high (market factor)
Net Issuance 74
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

FIBRA Macquarie Mexico is a real estate investment trust or FIBRA. The firm is listed on the Mexican Securities Exchange, specialized in industrial opportunities, commercial and office in Mexico, with a primary focus on stabilized properties and revenue-generating.

Full company description

FIBRA Macquarie Mexico is a real estate investment trust or FIBRA. The firm is listed on the Mexican Securities Exchange, specialized in industrial opportunities, commercial and office in Mexico, with a primary focus on stabilized properties and revenue-generating. As of December 31, 2025, FIBRA Macquarie's portfolio consists of 245 industrial properties and 17 commercial/office properties located in 20 cities in 16 states of the Mexican Republic. Nine of the commercial properties are part of a 50/50 joint venture. FIBRA Macquarie México was incorporated in November 14th 2012 in Mexico. As of May 29, 2026, FIBRA Macquarie México operates as a subsidiary of Fibra Mty, S.A.P.I. de C.V.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

FIBRA Macquarie México reported revenue of 5.1B MXN in FY2025 versus 3.8B MXN in FY2021, a compound +7.1%/yr. Reported net income was −2.4B MXN in FY2025.

Growth Quality 39/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
5.1B MXN
Latest YoY
+10.9%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.5%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+4.7%
Avg. growth/yr (8Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+4.7%
Revenue +7.1%/yr
FY21 3.8B MXN
FY22 4.1B MXN
FY23 4.1B MXN
FY24 4.6B MXN
FY25 5.1B MXN
Net income
FY21 7.8B MXN
FY22 2.8B MXN
FY23 4.0B MXN
FY24 11.9B MXN
FY25 −2.4B MXN

Watch FIBRAMQ12: get an alert when its fair value changes →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "FIBRA Macquarie México Fair Value". https://www.fairvalue-calculator.com/stock/FIBRAMQ12

Peer Group

REIT - Industrial · 59 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 47 · Below median
Fair Value upside +23% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) -28% · Bottom 25%
Operating margin (TTM) 70% · Above median
Revenue growth -4% · Bottom 25%
Dividend yield (TTM) 5.4% · Below median
Debt / equity 0.47× · Lower than median

Valuation Multiples vs REIT - Industrial median · lower = cheaper

P/B 0.05× · Cheaper than 75% of peers
P/S (TTM) 0.42× · Cheaper than 75% of peers
P/FCF 1.2× · Cheaper than 75% of peers
EV/EBITDA 5.2× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 64 · sector 4
FUTURE 0 · sector 17
PAST 0 · sector 28
HEALTH 77 · sector 77
DIVIDEND 100 · sector 100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more REIT - Industrial stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Prologis, Inc PLD $140.73 $61.28 -56%
Public Storage, a member of the S&P 500, PSA $323.58 $162.43 -50%
Extra Space Storage Inc EXR $149.40 $78.38 -48%
EastGroup Properties, Inc EGP $203.45 $81.41 -60%
Lineage, Inc LINE $41.50 $47.91 +15%
CapitaLand Ascendas REIT (CLAR) A17U 2.44 SGD 2.00 SGD -18%
CubeSmart CUBE $41.22 $25.06 -39%
First Industrial Realty Trust, Inc FR $63.34 $20.72 -67%
Rexford Industrial Realty, Inc REXR $36.39 $20.69 -43%
STAG Industrial, Inc STAG $36.94 $21.64 -41%

Compare FIBRA Macquarie México with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Real Estate stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is FIBRA Macquarie México (FIBRAMQ12) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 53.71 MXN versus a price of 43.56 MXN, about +23% (undervalued).
What is the fair value of FIBRAMQ12?
Our model-based fair value for FIBRA Macquarie México is 53.71 MXN (as of Aug 13, 2026), built from audited fundamentals. The current price is 43.56 MXN.
What is the quality score of FIBRAMQ12?
FIBRA Macquarie México has a Quality Score of 46/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of FIBRA Macquarie México (FIBRAMQ12)?
FIBRA Macquarie México reported trailing-twelve-month revenue of about 5.1B MXN (latest available figure, as of Aug 13, 2026).
What is the net profit margin of FIBRAMQ12?
The net profit margin of FIBRA Macquarie México is about -28.1%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does FIBRA Macquarie México pay a dividend?
FIBRA Macquarie México currently shows a dividend yield of about 5.94% relative to its recent price (as of Aug 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

14 days Pro free · no card

Track FIBRA Macquarie México and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.