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VEVESTF

Corporacion Inmobiliaria Vesta S.A.B. de C.V.

$VESTF·$3.4B·Real Estate - Development·Real Estate
$3.95+2.6%YTD+26.6%1Y+1.0%
Mentions · last 7 days
2026-07-21: 0 posts2026-07-22: 0 posts2026-07-23: 0 posts2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 0 posts0
Price updated 3m ago·X counts updated 22h ago
VEVESTF
$VESTFCorporacion Inmobiliaria Vesta S.A.B. de C.V.
$3.95+2.60%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $VESTF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-27

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Mexican industrial REIT at all-time highs with 77% op margin — quality nearshoring beneficiary.

Corporacion Inmobiliaria Vesta is a $3.4B Mexican industrial REIT (ADR: VESTF) at $3.85, +27% YTD and -1.5% over the year, sitting at 97% of the 52-week range with beta 1.30.

The operating case is exceptional (REIT economics):

  • Q2 revenue $78.5M, +16.7% YoY; prior quarter $76.7M, +14.4% YoY — real sustained growth.
  • Op margin 77-78% — best-in-class REIT economics.
  • Gross margin 89%, ROIC 5.0%, ROE 14.3%, D/E 0.37 (clean for REIT).
  • PE 7.1, P/S 10.03 — very cheap on earnings, priced on P/S.
  • FCF yield 5.3%.
  • EPS $0.11 and $0.12.

The concrete corporate item:

  • Named in '3 REITs To Buy And Hold Forever' framing.

No X sentiment posts in the bundle. The setup: quality Mexican industrial REIT benefiting from nearshoring / USMCA supply-chain reallocation. The 77% op margin + 89% gross margin combination is best-in-class for the REIT category. Trading near ATH after +27% YTD; the nearshoring thesis remains durable but the multiple already reflects it. Watch USMCA / trade-policy developments and the peso trajectory as the near-term catalyst path.

What to watch: Next quarterly leasing activity, USMCA renegotiation developments, and Mexican peso trajectory.

nearshoring beneficiarybest in class reitpeso riskat 52w high

Read the AI verdict + X sentiment for $VESTF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Corporación Inmobiliaria Vesta, S.A.B. de C.V., together with its subsidiaries, acquires, develops, manages, operates industrial buildings and distribution facilities in Mexico. It offers rental income from operating leases, including reimbursable building services and energy income. The company serves corporations in diverse industries, such as food and beverage, automotive, aerospace, medical, logistics, and plastics. Corporación Inmobiliaria Vesta, S.A.B. de C.V. was incorporated in 1996 and is headquartered in Mexico City, Mexico.

Industry overviewAI analysisGenerated by AI from underlying data

Where Real Estate - Development sits in its cycle right now — and what that implies for $VESTF.

Real Estate - Development · Real Estate

No material change from last week — earnings follow construction project backlog and real estate development pipeline rather than a broad sector macro driver.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+13.9%YTD
+8.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
7.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
76.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
10.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
88.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 22, 2026$0.10$0.05+124.5%
Q1 2026Apr 23, 2026$0.13$0.04+194.8%
Q4 2025Feb 19, 2026$0.20$0.04+391.7%
Q2 2025Jul 24, 2025$0.03$0.04-20.5%
Next earningsThu, Oct 22·consensus EPS $0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$78.5M+16.7%88.9%77.8%$0.11$43.5M
Q1 FY26$76.7M+14.4%90.3%77.6%$0.12$26.8M
Q4 FY25$99.8M+53.4%87.4%61.1%$0.22$43.1M
Q3 FY25$74.8M+22.3%87.3%76.7%$0.03$51.2M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$316.8M$313.0M – $323.0M$0.25$0.24 – $0.278
FY27$356.1M$343.5M – $392.3M$0.19$0.18 – $0.2010
FY28$386.4M$377.0M – $410.5M$0.21$0.20 – $0.224
FY29$427.5M$417.1M – $454.3M$0.20$0.20 – $0.225
FY30$556.0M$542.5M – $590.8M$0.00$0.00 – $0.005

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.100%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+25.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 637.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

3 REITs To Buy And Hold 'Forever'seekingalpha.com·69d ago

More in Real Estate - Development

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $VESTF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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