Professional
Added to YB: 2026-05-11
Pitch date: 2026-05-07
ARA.MX [neutral]
Consorcio ARA, S. A. B. de C. V.
+2.84%
current return
Author Info
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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 5.4B
Pitch Price
MXN 4.58
Price Target
28.00 (+494%)
Dividend
N/A
EV/EBITDA
5.26
P/E
5.90
EV/Sales
0.69
Sector
Household Durables
Category
turnaround
Two Letters for the Same Price as One! - Consorcio Ara
ARA.MX (holding update): Mexican homebuilder at 5x P/E, 32% book value w/ P$4.65B land bank (GBM values at 1.9x book = P$7.2/share vs P$3.5 current). New mgmt pivoting from conservative asset-hoarding to ROE-focused capital allocation. Revenue +20%, FCF +30%. Govt housing push (1.8M homes) + Infonavit mortgage easing = major tailwind. ROE improving from sub-cost-of-capital to 10-15% target. Upside: 271-516% if valued at peer multiples or GBM land valuation.
Read full article (9 min)