Grupo Aeroportuario del Sureste SAB de CV ADR (ASR)vsGrupo Aeroportuario del Centro Norte SAB de CV (OMAB)
ASR
Grupo Aeroportuario del Sureste SAB de CV ADR
$339.46
+3.94%
INDUSTRIALS · Cap: $9.85B
OMAB
Grupo Aeroportuario del Centro Norte SAB de CV
$116.80
+3.61%
INDUSTRIALS · Cap: $5.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Grupo Aeroportuario del Sureste SAB de CV ADR generates 133% more annual revenue ($37.24B vs $15.96B). OMAB leads profitability with a 33.5% profit margin vs 1.2%. OMAB appears more attractively valued with a PEG of 0.76. OMAB earns a higher WallStSmart Score of 66/100 (B-).
ASR
Buy63
out of 100
Grade: C+
OMAB
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-120.6%
Fair Value
$171.22
Current Price
$339.46
$168.24 premium
Margin of Safety
-90.9%
Fair Value
$67.62
Current Price
$116.80
$49.18 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 34.5%
Safe zone — low bankruptcy risk
Every $100 of equity generates 20 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Revenue surging 21.6% year-over-year
Every $100 of equity generates 49 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 51.8%
Growing faster than its price suggests
Generating 1.8B in free cash flow
Areas to Watch
1.2% margin — thin
Weak financial health signals
Trading at 45.9x book value
Earnings declined 20.5%
0.0% revenue growth
2.6% earnings growth
Trading at 71.2x book value
Comparative Analysis Report
WallStSmart ResearchBull 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 : OMAB
The strongest argument for OMAB centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 33.5% and operating margin at 51.8%. PEG of 0.76 suggests the stock is reasonably priced for its growth.
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 : OMAB
The primary concerns for OMAB are Revenue Growth, EPS Growth, Price/Book.
Key Dynamics to Monitor
ASR profiles as a growth stock while OMAB is a value play — different risk/reward profiles.
OMAB carries more volatility with a beta of 0.62 — expect wider price swings.
ASR is growing revenue faster at 21.6% — sustainability is the question.
OMAB generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
OMAB scores higher overall (66/100 vs 63/100), backed by strong 33.5% margins. Both earn "Strong Buy" and "Buy" 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.
Grupo Aeroportuario del Centro Norte SAB de CV
INDUSTRIALS · AIRPORTS & AIR SERVICES · USA
Grupo Aeroportuario del Centro Norte, SAB de CV, holds concessions to develop, operate and maintain airports in Mexico. The company is headquartered in Mexico City, Mexico.
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