Professional
Added to YB: 2026-02-02
Pitch date: 2026-01-30
ARA.MX [bullish]
Consorcio ARA, S. A. B. de C. V.
+10.75%
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 4.6B
Pitch Price
MXN 4.00
Price Target
N/A
Dividend
4.36%
EV/EBITDA
5.17
P/E
6.09
EV/Sales
0.65
Sector
Household Durables
Category
turnaround
Value Trap No More - Consorcio ARA
ARA.MX: Mexican homebuilder trading at 30% book value despite strong FCF & balance sheet. New leadership pivoting to maximize ROE amid gov housing shortage push. Combination of mgmt shift + industry tailwinds expected to drive dramatic revaluation as revenue, earnings & dividends rise.
Read full article (1 min)