Grupo Aeroportuario del Sureste, S.A. de C.V. (ASR) vs Corporacion America Airports S.A. (CAAP)

Grupo Aeroportuario del Sureste, S.A. de C.V. and Corporacion America Airports S.A. are both Airports & Air Services companies. Grupo Aeroportuario del Sureste, S.A. de C.V. is the larger, with a market value of $7.3B against $4.0B — 1.8× the size. Corporacion America Airports S.A. trades at the lower P/E: 13.9× against 14.3×. Grupo Aeroportuario del Sureste, S.A. de C.V. grew revenue faster over the last twelve months: 22.5% against 9.93%. Grupo Aeroportuario del Sureste, S.A. de C.V. has the higher net margin (26.3% vs 13.6%) and the higher return on invested capital (15.9% vs 14.9%). Both pay a dividend; Corporacion America Airports S.A. yields more (3.68% vs 2.17%). Across the 23 metrics below, Grupo Aeroportuario del Sureste, S.A. de C.V. leads on 13 and Corporacion America Airports S.A. on 10.

Valuation

Metric ASR CAAP Airports & Air Services median
P/E 14.25 13.87 —
P/S 3.76 1.93 2.85
P/B 2.87 2.10 2.87
Price to free cash flow 25.97 8.95 —
EV/EBITDA 7.95 8.21 9.34
EV/Sales 4.12 2.03 3.08
Earnings yield 7.02% 7.21% 1.45%
Free cash flow yield 3.85% 11.17% (6.27%)

Profitability

Metric ASR CAAP Airports & Air Services median
Gross margin 45.12% 34.54% 39.83%
Operating margin 42.49% 24.27% 12.44%
Net margin 26.28% 13.63% 6.20%
Free cash flow margin 14.50% 21.56% 1.40%
Return on equity 22.51% 16.39% 19.45%
Return on assets 11.98% 6.24% 2.84%
Return on invested capital 15.89% 14.89% 5.93%

Growth

Metric ASR CAAP Airports & Air Services median
Revenue growth (TTM) 22.52% 9.93% 22.71%
EPS growth (last fiscal year) (21.69%) (13.07%) 10.67%
Revenue growth, 5-year CAGR 26.84% 26.43% 26.43%
Net income growth, 5-year CAGR 42.71% 0.00% 0.58%

Health

Metric ASR CAAP Airports & Air Services median
Debt to equity 0.55 0.55 0.48
Current ratio 3.29 1.51 1.30
Net debt to EBITDA 0.71 0.74 0.72

Dividend

Metric ASR CAAP Airports & Air Services median
Dividend yield 2.17% 3.68% —
Payout ratio 0.31 0.51 —

Size

Metric ASR CAAP Airports & Air Services median
Market cap 7.32b 4.03b 4.33b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack