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Grupo Traxión, S.A. (TRAXIONA) Fair Value & Analysis

Industrials · MX · Market cap 5.8B MXN

GT Grupo Traxión, S.A. TRAXIONA · MX
Price10.48 MXN
Fair Value20.22 MXN
Upside+92.9%
Quality39/100
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Evidence: High Range 17.85 MXN – 25.28 MXN

Fair value as of: Jul 16, 2026

From 26 valuation models · updated today

Fair value updated Jul 16, 2026 — revised from 36.73 MXN to 20.22 MXN (−44.9%) since Jun 24, 2026. Share price −2.1% over the past month.

Price vs Fair Value (12 months)

17.42 MXN 8.91 MXN Fair Value 20.22 MXN Jul 2025 Jul 2026

12‑month range 8.91 MXN – 17.42 MXN · fair‑value band 17.85 MXN – 25.28 MXN · the 10.48 MXN price screens below the 20.22 MXN fair value. As of Jul 16, 2026.

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Analysis

Grupo Traxión, S.A. (TRAXIONA) currently trades at 10.48 MXN, while our model-based Fair Value estimate is 20.22 MXN — implying the stock looks roughly 92.9% undervalued today. We read business quality at 39/100 (below-average quality), in the Industrials 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: high) — always confirm before acting.

Over the trailing twelve months, Grupo Traxión, S.A. generated revenue of 35.6B MXN at a net margin of 1.0%. Revenue grew 24.5% year over year. It earns a return on equity of 2.4%. Net debt stands at 12.4B MXN. Fundamentals as of Jul 16, 2026

Our scenario range runs from 17.85 MXN (bear case) to 25.28 MXN (bull case); at 10.48 MXN, the current price sits below that range. The share trades about 48% below its 52-week high and 9% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside — at 93%, TRAXIONA screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 35.6B MXN
Revenue growth (YoY) +24.5%
Net margin 1.0%
Return on equity 2.4%
Free cash flow 3.2B MXN FY2025
P/E ratio 14.3
More key figures
Operating margin 5.0%
EPS (TTM) 0.6900 MXN
EPS growth (YoY) -89.6%
Net debt 12.4B MXN FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 16, 2026. TTM = trailing twelve months.

About the company

Grupo Traxión, S.A.B. de C.V. provides logistics and mobility solutions in Mexico and Latin America. The company operates through three segments: Mobility of Cargo, Logistics and Technology, and Mobility of Personnel. It offers logistics solutions, including 4PL logistics services, 3PL warehouse management, distribution, last-mile, brokerage and forwarding, parcel and courier services, technology applications, rail logistics coordination services, as well as logistics solutions for pharmaceuticals and medical supplies. Cargo solutions comprise regular and refrigerated truckload, intermodal and cross-border cargo, less-than-truckload, and moving and relocation services, as well as specialized transportation for food-grade products, petrochemicals, and hazardous materials. Additionally, it provides personnel, school, and tourism transportation services. The company is also involved in general merchandise packaging, tracto maintenance, cash transfers, and general, refrigerated, and/or …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Grupo Traxión, S.A. reported revenue of 33.8B MXN in FY2025 versus 17.1B MXN in FY2021, a compound +18.6%/yr. Reported net income was 535M MXN in FY2025, compounding −10.9%/yr from FY2021.

Revenue +18.6%/yr
FY21 17.1B MXN
FY22 19.4B MXN
FY23 24.8B MXN
FY24 29.1B MXN
FY25 33.8B MXN
Net income −10.9%/yr
FY21 850M MXN
FY22 623M MXN
FY23 639M MXN
FY24 669M MXN
FY25 535M MXN

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Cite: Fair Value Calculator (2026). "Grupo Traxión, S.A. Fair Value". https://www.fairvalue-calculator.com/stock/TRAXIONA

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Frequently asked questions

Is Grupo Traxión, S.A. (TRAXIONA) undervalued?
As of Jul 16, 2026, our model estimates a fair value of 20.22 MXN versus a price of 10.48 MXN — about +93% (undervalued). Model-based estimate, not financial advice.
What is the fair value of TRAXIONA?
Our model-based fair value for Grupo Traxión, S.A. is 20.22 MXN (as of Jul 16, 2026), built from audited fundamentals. The current price is 10.48 MXN.
What is the quality score of TRAXIONA?
Grupo Traxión, S.A. has a Quality Score of 39/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Grupo Traxión, S.A. (TRAXIONA)?
Grupo Traxión, S.A. reported trailing-twelve-month revenue of about 35.6B MXN (latest available figure, as of Jul 16, 2026).
What is the net profit margin of TRAXIONA?
The net profit margin of Grupo Traxión, S.A. is about 1.0%, meaning it keeps roughly 1.0% of revenue as net income. Based on the latest reported figures.

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.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.