WallStSmart

Grupo Aeroportuario del Sureste SAB de CV ADR (ASR)vsJoby Aviation (JOBY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Grupo Aeroportuario del Sureste SAB de CV ADR generates 69600% more annual revenue ($37.24B vs $53.42M). ASR leads profitability with a 1.2% profit margin vs 0.0%. ASR earns a higher WallStSmart Score of 63/100 (C+).

ASR

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 7.3Quality: 6.8
Piotroski: 3/9Altman Z: 3.85

JOBY

Avoid

29

out of 100

Grade: F

Growth: 6.3Profit: 2.5Value: 5.0Quality: 6.5
Piotroski: 2/9Altman Z: -1.86
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ASRSignificantly Overvalued (-120.6%)

Margin of Safety

-120.6%

Fair Value

$171.22

Current Price

$339.46

$168.24 premium

UndervaluedFair: $171.22Overvalued

Intrinsic value data unavailable for JOBY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ASR6 strengths · Avg: 8.8/10
Operating MarginProfitability
34.5%10/10

Strong operational efficiency at 34.5%

Altman Z-ScoreHealth
3.8510/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
20.2%9/10

Every $100 of equity generates 20 in profit

PEG RatioValuation
0.928/10

Growing faster than its price suggests

P/E RatioValuation
13.0x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
21.6%8/10

Revenue surging 21.6% year-over-year

JOBY2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
559.6%10/10

Revenue surging 559.6% year-over-year

Debt/EquityHealth
0.0510/10

Conservative balance sheet, low leverage

Areas to Watch

ASR4 concerns · Avg: 2.5/10
Profit MarginProfitability
1.2%3/10

1.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
45.9x2/10

Trading at 45.9x book value

EPS GrowthGrowth
-20.5%2/10

Earnings declined 20.5%

JOBY4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-80.1%2/10

ROE of -80.1% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : ASR

The strongest argument for ASR centers on Operating Margin, Altman Z-Score, Return on Equity. Revenue growth of 21.6% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bull Case : JOBY

The strongest argument for JOBY centers on Revenue Growth, Debt/Equity. Revenue growth of 559.6% demonstrates continued momentum.

Bear Case : ASR

The primary concerns for ASR are Profit Margin, Piotroski F-Score, Price/Book. Thin 1.2% margins leave little buffer for downturns.

Bear Case : JOBY

The primary concerns for JOBY are EPS Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

ASR profiles as a growth stock while JOBY is a hypergrowth play — different risk/reward profiles.

JOBY carries more volatility with a beta of 2.66 — expect wider price swings.

JOBY is growing revenue faster at 559.6% — sustainability is the question.

JOBY generates stronger free cash flow (-167M), providing more financial flexibility.

Bottom Line

ASR scores higher overall (63/100 vs 29/100) and 21.6% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Grupo Aeroportuario del Sureste SAB de CV ADR

INDUSTRIALS · AIRPORTS & AIR SERVICES · USA

Grupo Aeroportuario del Sureste, SAB de CV holds concessions to operate, maintain and develop airports in the southeast region of Mexico. The company is headquartered in Mexico City, Mexico.

Joby Aviation

INDUSTRIALS · AIRPORTS & AIR SERVICES · USA

Joby Aviation (JOBY) is a pioneering aerospace company focused on developing all-electric vertical takeoff and landing (eVTOL) aircraft, designed to redefine urban air mobility. By integrating advanced aerodynamics with electric propulsion technologies, Joby aims to transform the air taxi sector, offering an innovative solution to urban congestion while prioritizing sustainability. With substantial investments in R&D and strategic moves towards regulatory approval, Joby is positioned as a key player in the evolving landscape of transportation, making it an attractive prospect for institutional investors seeking to participate in the future of eco-friendly mobility solutions.

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