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
$247.88
-0.51%
INDUSTRIALS · Cap: $7.46B
PAC
Grupo Aeroportuario del Pacifico SAB De CV ADR
$222.21
-0.80%
INDUSTRIALS · Cap: $13.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Grupo Aeroportuario del Sureste SAB de CV ADR generates 13% more annual revenue ($39.77B vs $35.34B). PAC leads profitability with a 29.5% profit margin vs 25.1%. PAC appears more attractively valued with a PEG of 3.96. PAC earns a higher WallStSmart Score of 65/100 (C+).
ASR
Buy58
out of 100
Grade: C
PAC
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.0%
Fair Value
$1219.81
Current Price
$247.88
$971.93 discount
Margin of Safety
+31.6%
Fair Value
$429.56
Current Price
$222.21
$207.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 37.3%
Every $100 of equity generates 23 in profit
Keeps 25 of every $100 in revenue as profit
Attractively priced relative to earnings
18.9% revenue growth
Generating 1.7B in free cash flow
Strong operational efficiency at 43.3%
Every $100 of equity generates 20 in profit
Keeps 30 of every $100 in revenue as profit
Revenue surging 21.8% year-over-year
Areas to Watch
2.1% earnings growth
Weak financial health signals
Expensive relative to growth rate
Elevated debt levels
Expensive relative to growth rate
Trading at 634.9x book value
Earnings declined 9.1%
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 25.1% and operating margin at 37.3%. Revenue growth of 18.9% demonstrates continued momentum.
Bull Case : PAC
The strongest argument for PAC centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 29.5% and operating margin at 43.3%. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : ASR
The primary concerns for ASR are EPS Growth, Piotroski F-Score, PEG Ratio.
Bear Case : PAC
The primary concerns for PAC are Debt/Equity, PEG Ratio, Price/Book.
Key Dynamics to Monitor
PAC carries more volatility with a beta of 0.30 — expect wider price swings.
PAC is growing revenue faster at 21.8% — sustainability is the question.
ASR generates stronger free cash flow (1.7B), providing more financial flexibility.
Monitor AIRPORTS & AIR SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAC scores higher overall (65/100 vs 58/100), backed by strong 29.5% margins and 21.8% revenue growth. ASR offers better value entry with a 69.0% margin of safety. Both earn "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 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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