Added to YB: 2026-02-26
Pitch date: 2025-12-17
ARA.MX [bullish]
Consorcio ARA, S. A. B. de C. V.
+27.87%
current return
Author Info
No bio for this author
Company Info
Consorcio ARA, S. A. B. de C. V., together with its subsidiaries, engages in designing, promoting, building, and selling housing developments in Mexico.
Market Cap
MXN 5.2B
Pitch Price
MXN 3.48
Price Target
21.70 (+388%)
Dividend
N/A
EV/EBITDA
5.31
P/E
5.76
EV/Sales
0.70
Sector
Household Durables
Category
value
Consorcio ARA - $ARA.MX
ARA.MX: Mexican homebuilder at 0.3x BV w/ P$4.65B land bank (GBM values at 1.9x BV=P$7.2/share vs P$3.50 today). New finance-focused CEO shifting from conservative asset holder to capital allocator. Catalysts: Gov't 1.8M home program, Infonavit mortgage rule elimination, rising formal employment, rates down 440bps. ROE improvement path: increase build pace from 7k to 17k homes, sell non-core land, JVs, boost dividend to 7% yield. Price target P$21.7, upside 271-500% if trades at Vinte's valuation
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