Grupo Aeroportuario del Centro Norte SAB de CV (OMAB)vsPACCAR Inc (PCAR)
OMAB
Grupo Aeroportuario del Centro Norte SAB de CV
$102.52
+4.35%
INDUSTRIALS · Cap: $4.43B
PCAR
PACCAR Inc
$102.29
-0.13%
INDUSTRIALS · Cap: $58.33B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 70% more annual revenue ($27.82B vs $16.33B). OMAB leads profitability with a 33.2% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 0.83. OMAB earns a higher WallStSmart Score of 61/100 (C+).
OMAB
Buy61
out of 100
Grade: C+
PCAR
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.1%
Fair Value
$190.25
Current Price
$102.52
$87.73 discount
Margin of Safety
-24.5%
Fair Value
$85.90
Current Price
$102.29
$16.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 42 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 53.5%
Attractively priced relative to earnings
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 10.0x book value
2.6% revenue growth
Elevated debt levels
Weak financial health signals
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : OMAB
The strongest argument for OMAB centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 33.2% and operating margin at 53.5%.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : OMAB
The primary concerns for OMAB are Price/Book, Revenue Growth, Debt/Equity. Debt-to-equity of 1.57 is elevated, increasing financial risk.
Bear Case : PCAR
The primary concerns for PCAR are Revenue Growth, EPS Growth, Piotroski F-Score.
Key Dynamics to Monitor
PCAR carries more volatility with a beta of 0.99 — expect wider price swings.
OMAB is growing revenue faster at 2.6% — sustainability is the question.
OMAB generates stronger free cash flow (921M), providing more financial flexibility.
Monitor AIRPORTS & AIR SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OMAB scores higher overall (61/100 vs 56/100), backed by strong 33.2% margins. 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 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.
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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