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 $6.6B against $3.8B — 1.7× the size. Grupo Aeroportuario del Sureste, S.A. de C.V. trades at the lower P/E: 13.1× against 13.5×. 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; Grupo Aeroportuario del Sureste, S.A. de C.V. yields more (3.97% vs 0.18%). Across the 23 metrics below, Grupo Aeroportuario del Sureste, S.A. de C.V. leads on 17 and Corporacion America Airports S.A. on 6.

Valuation

Metric ASR CAAP Airports & Air Services median
P/E 13.11 13.48 —
P/S 3.46 1.88 2.67
P/B 2.64 2.04 2.64
Price to free cash flow 23.88 8.70 —
EV/EBITDA 7.37 7.99 9.48
EV/Sales 3.82 1.98 2.90
Earnings yield 7.63% 7.42% 1.84%
Free cash flow yield 4.19% 11.49% (2.65%)

Profitability

Metric ASR CAAP Airports & Air Services median
Gross margin 45.12% 34.54% 34.42%
Operating margin 42.49% 24.27% 12.44%
Net margin 26.28% 13.63% 6.20%
Free cash flow margin 14.50% 21.56% 5.08%
Return on equity 22.51% 16.39% 24.83%
Return on assets 11.98% 6.24% 2.84%
Return on invested capital 15.89% 14.89% 5.66%

Growth

Metric ASR CAAP Airports & Air Services median
Revenue growth (TTM) 22.52% 9.93% 12.21%
EPS growth (last fiscal year) (10.63%) (13.07%) —
Revenue growth, 5-year CAGR 26.84% 26.43% 26.64%
Net income growth, 5-year CAGR 42.71% 0.00% 1.16%

Health

Metric ASR CAAP Airports & Air Services median
Debt to equity 0.55 0.55 0.48
Current ratio 3.29 1.51 1.31
Net debt to EBITDA 0.71 0.74 0.72

Dividend

Metric ASR CAAP Airports & Air Services median
Dividend yield 3.97% 0.18% —
Payout ratio 0.00 0.00 0.00

Size

Metric ASR CAAP Airports & Air Services median
Market cap 6.60b 3.84b 4.06b

Compare with another peer

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