Grupo Aeroportuario del Sureste SAB de CV ADR (ASR)vsGrupo Aeroportuario del Pacifico SAB De CV ADR (PAC)
ASR
Grupo Aeroportuario del Sureste SAB de CV ADR
$271.97
+0.29%
INDUSTRIALS · Cap: $8.04B
PAC
Grupo Aeroportuario del Pacifico SAB De CV ADR
$217.17
-0.15%
INDUSTRIALS · Cap: $12.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Grupo Aeroportuario del Sureste SAB de CV ADR generates 15% more annual revenue ($38.11B vs $33.25B). PAC leads profitability with a 30.8% profit margin vs 26.1%. ASR appears more attractively valued with a PEG of 0.92. PAC earns a higher WallStSmart Score of 67/100 (B-).
ASR
Strong Buy66
out of 100
Grade: B-
PAC
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.4%
Fair Value
$1123.63
Current Price
$271.97
$851.66 discount
Margin of Safety
+28.1%
Fair Value
$408.71
Current Price
$217.17
$191.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.6%
Every $100 of equity generates 23 in profit
Keeps 26 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 44.2%
Every $100 of equity generates 21 in profit
Areas to Watch
Weak financial health signals
Negative free cash flow — burning cash
3.7% revenue growth
Elevated debt levels
Trading at 620.5x book value
Earnings declined 6.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : ASR
The strongest argument for ASR centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 26.1% and operating margin at 40.6%. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bull Case : PAC
The strongest argument for PAC centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 30.8% and operating margin at 44.2%. PEG of 1.07 suggests the stock is reasonably priced for its growth.
Bear Case : ASR
The primary concerns for ASR are Piotroski F-Score, Free Cash Flow.
Bear Case : PAC
The primary concerns for PAC are Revenue Growth, Debt/Equity, Price/Book.
Key Dynamics to Monitor
ASR profiles as a mature stock while PAC is a value play — different risk/reward profiles.
PAC carries more volatility with a beta of 0.24 — expect wider price swings.
ASR is growing revenue faster at 9.9% — sustainability is the question.
Monitor AIRPORTS & AIR SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAC scores higher overall (67/100 vs 66/100), backed by strong 30.8% margins. ASR offers better value entry with a 66.4% margin of safety. Both earn "Strong Buy" and "Strong 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 Pacifico SAB De CV ADR
INDUSTRIALS · AIRPORTS & AIR SERVICES · USA
Grupo Aeroportuario del Pacfico, SAB de CV, develops, manages and operates airports mainly in the Pacific region of Mexico. The company is headquartered in Guadalajara, Mexico.
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