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Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. OMAB
Industrials - Airlines, Airports & Air Services - NASDAQ - MX
Watchlist
$ 63.09
-4.19 %
$ 3.05 B
Market Cap
12.59
P/E
1. INTRINSIC VALUE

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., together with its subsidiaries, holds concessions to develop, operate, and maintain airports in Mexico. The company operates 13 international airports in Monterrey, Acapulco, Mazatlán, Zihuatanejo, Ciudad Juárez, Reynosa, Chihuahua, Culiacán, Durango, San Luis Potosí, Tampico, Torreón, and Zacatecas cities. It also operates the NH Collection Hotel in Terminal 2 of the Mexico City International Airport; and a hotel under the Hilton Garden Inn name at the Monterrey International Airport. In addition, the company provides aeronautical services, which include passenger, aircraft landing and parking, boarding and unloading, passenger walkway, and airport security services. Further, it offers complementary services that comprise leasing of space to airlines, cargo handling, baggage-screening, permanent and non-permanent ground transportation, and access rights services; non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, and other commercial tenants, as well as maintaining of parking facilities and advertising; and diversification services, which consists of operation and lease of the industrial park and real estate services, as well as hotel and air cargo logistics services.[ Read More ]

The intrinsic value of one OMAB stock under the base case scenario is HIDDEN Compared to the current market price of 63.1 USD, Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. is HIDDEN

OMAB Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart OMAB

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FINANCIALS
14.5 B REVENUE
21.13%
Growth Rates
1Year 21.13%
3Years 39.14%
5Years 12.83%
7Years 14.66%
10Years 15.51%
8.07 B OPERATING INCOME
33.02%
Growth Rates
1Year 33.02%
3Years 67.34%
5Years 14.31%
7Years 16.42%
10Years 20.90%
5.01 B NET INCOME
-5.31%
Growth Rates
1Year -5.31%
3Years 49.75%
5Years 4.69%
7Years 9.69%
10Years 16.74%
5.54 B OPERATING CASH FLOW
11.12%
Growth Rates
1Year 11.12%
3Years 61.98%
5Years 8.35%
7Years 12.79%
10Years 18.61%
-2.79 B INVESTING CASH FLOW
-1.34%
Growth Rates
1Year -1.34%
3Years -28.22%
5Years -20.73%
7Years -28.93%
10Years -26.27%
-4.3 B FINANCING CASH FLOW
11.76%
Growth Rates
1Year 11.76%
3Years -101.12%
5Years -17.26%
7Years -16.09%
10Years -28.42%
3.7 B REVENUE
5.80%
Growth Rates
1Year 21.13%
3Years 39.14%
5Years 12.83%
7Years 14.66%
10Years 15.51%
2.17 B OPERATING INCOME
12.44%
Growth Rates
1Year 33.02%
3Years 67.34%
5Years 14.31%
7Years 16.42%
10Years 20.90%
1.9 B NET INCOME
47.29%
Growth Rates
1Year -5.31%
3Years 49.75%
5Years 4.69%
7Years 9.69%
10Years 16.74%
1.75 B OPERATING CASH FLOW
112.74%
Growth Rates
1Year 11.12%
3Years 61.98%
5Years 8.35%
7Years 12.79%
10Years 18.61%
-694 M INVESTING CASH FLOW
-14.42%
Growth Rates
1Year -1.34%
3Years -28.22%
5Years -20.73%
7Years -28.93%
10Years -26.27%
-290 M FINANCING CASH FLOW
86.00%
Growth Rates
1Year 11.76%
3Years -101.12%
5Years -17.26%
7Years -16.09%
10Years -28.42%
Balance Sheet Decomposition Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
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Current Assets 4.91 B
Cash & Short-Term Investments 2.58 B
Receivables 1.3 B
Other Current Assets 1.03 B
Non-Current Assets 20.3 B
Long-Term Investments 23.9 M
PP&E 3 B
Other Non-Current Assets 17.3 B
Current Liabilities 2.47 B
Accounts Payable 286 M
Short-Term Debt 293 M
Other Current Liabilities 1.9 B
Non-Current Liabilities 12.9 B
Long-Term Debt 10.8 B
Other Non-Current Liabilities 2.09 B
EFFICIENCY
Earnings Waterfall Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
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Revenue 14.5 B
Cost Of Revenue 5.72 B
Gross Profit 8.73 B
Operating Expenses 2.08 B
Operating Income 8.07 B
Other Expenses 3.06 B
Net Income 5.01 B
RATIOS
60.41% GROSS MARGIN
60.41%
Averages
1Year 60.41%
3Years 60.32%
5Years 58.59%
7Years 59.12%
10Years 59.27%
55.80% OPERATING MARGIN
55.80%
Averages
1Year 55.80%
3Years 51.25%
5Years 48.55%
7Years 48.64%
10Years 47.53%
34.67% NET MARGIN
34.67%
Averages
1Year 34.67%
3Years 33.37%
5Years 31.65%
7Years 32.03%
10Years 31.28%
51.83% ROE
51.83%
Averages
1Year 51.83%
3Years 41.43%
5Years 33.54%
7Years 33.14%
10Years 29.84%
19.86% ROA
19.86%
Averages
1Year 19.86%
3Years 16.42%
5Years 14.78%
7Years 15.31%
10Years 13.91%
27.85% ROIC
27.85%
Averages
1Year 27.85%
3Years 22.71%
5Years 20.05%
7Years 20.45%
10Years 18.56%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
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Net Income 5.01 B
Depreciation & Amortization 641 M
Capital Expenditures -3.09 B
Stock-Based Compensation 0
Change in Working Capital -285 M
Others 982 M
Free Cash Flow 2.45 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
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Wall Street analysts predict an average 1-year price target for OMAB of $75.2 , with forecasts ranging from a low of $69 to a high of $82 .
OMAB Lowest Price Target Wall Street Target
69 USD 9.37%
OMAB Average Price Target Wall Street Target
75.2 USD 19.27%
OMAB Highest Price Target Wall Street Target
82 USD 29.97%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION

Grupo Aeroportuario del Pacífico, S.A.B. de C.V., together with its subsidiaries, manages, operates, and develops airports primarily in Mexico's Pacific region.

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8.21 USD
PAC
Overvalued 95.48%

Corporación América Airports S.A., through its subsidiaries, acquires, develops, and operates airport concessions. It operates 53 airports in Latin America, Europe, and Eurasia.

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10.8 USD
CAAP
Overvalued 42.82%

AerSale Corporation provides aftermarket commercial aircraft, engines, and its parts to passenger and cargo airlines, leasing companies, original equipment manufacturers, and government and defense contractors, as well as maintenance, repair, and overhaul (MRO) service providers worldwide.

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-0.021 USD
ASLE
Overvalued 100.35%

Grupo Aeroportuario del Sureste, S. A. B. de C. V. holds concessions to operate, maintain, and develop airports in the southeast region of Mexico.

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38.4 USD
ASR
Overvalued 85.30%

Wheels Up Experience Inc. provides private aviation services primarily in the United States. The company offers a suite of products and services, which include multi-tiered membership programs, on-demand flights across various private aircraft cabin categories, aircraft management, retail and wholesale charter, whole aircraft acquisitions and sales, corporate flight solutions, special missions, signature events and experiences, and commercial travel.

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-0.0345 USD
UP
Overvalued 101.72%

Joby Aviation, Inc., a vertically integrated air mobility company, engages in building an electric vertical takeoff and landing aircraft optimized to deliver air transportation as a service.

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0.271 USD
JOBY
Overvalued 95.27%
6. Ownership
Insider Ownership Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
7. News
Grupo Aeroportuario del Centro Norte SAB de CV (OMAB) Shares Up 3.5% on Oct 2 Shares of Grupo Aeroportuario del Centro Norte SAB de CV (OMAB, Financial) surged 3.50% in mid-day trading on Oct 2. The stock reached an intraday high of $69.78, before settling at $69.49, up from its previous close of $67.14. gurufocus.com - 1 month ago
Grupo Aeroportuario del Centro Norte (OMAB) Upgraded to Strong Buy: Here's What You Should Know Grupo Aeroportuario del Centro Norte (OMAB) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term. zacks.com - 2 months ago
OMAB or EXPD: Which Is the Better Value Stock Right Now? Investors with an interest in Transportation - Services stocks have likely encountered both Grupo Aeroportuario del Centro Norte (OMAB) and Expeditors International (EXPD). But which of these two companies is the best option for those looking for undervalued stocks? zacks.com - 2 months ago
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2024 Earnings Call Transcript Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB ) Q2 2024 Earnings Conference Call July 29, 2024 11:30 AM ET Company Participants Luis Emmanuel Camacho Thierry - Investor Relations Manager Ricardo Duenas Espriu - Chief Executive Officer Ruffo Perez Pliego - Chief Financial Officer Conference Call Participants Pablo Ricalde - Santander Rodolfo Ramos - Bradesco BBI Jens Spiess - Morgan Stanley Stephen Trent - Citi Isabela Salazar - GBM Andres Aguirre - GBM Andressa Varotto - Private Investor Alan Macias - Bank of America Anton Mortenkotter - GBM Operator Greetings. seekingalpha.com - 3 months ago
OMA: Near-Term Traffic Challenges, And Longer-Term Uncertainties, But Good Value And Nearshoring Leverage OMA's Q2'24 results beat expectations with better than expected non-aero revenue and cost control, despite challenges in the operating environment and weaker traffic. OMA's traffic held up well compared to its peers and per-passenger non-aero revenue continues to grow nicely, as management reaps past investments into cargo and logistics assets. The traffic outlook for 2024 is not great, with Volaris grounding jets for engine repairs and a weaker macro backdrop, but nearshoring could drive meaningful growth over the next 5 years. seekingalpha.com - 3 months ago
7 Transportation Stocks to Buy Now: Q3 Edition It's not been a great year for transportation stocks. The benchmark SPDR S&P Transportation ETF (NYSEARCA: XTN ) has fallen 9% over the past 12 months. investorplace.com - 4 months ago
Here's Why Grupo Aeroportuario del Centro Norte (OMAB) is Poised for a Turnaround After Losing -16.7% in 4 Weeks Grupo Aeroportuario del Centro Norte (OMAB) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term. zacks.com - 5 months ago
Best Income Stocks to Buy for June 4th OMAB, FCBC and CMRE made it to the Zacks Rank #1 (Strong Buy) income stocks list on June 4, 2023. zacks.com - 5 months ago
Grupo Aeroportuario del Centro Norte (OMAB) Could Find a Support Soon, Here's Why You Should Buy the Stock Now After losing some value lately, a hammer chart pattern has been formed for Grupo Aeroportuario del Centro Norte (OMAB), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term. zacks.com - 5 months ago
Grupo Aeroportuario Del Centro Norte: Time To Buy More? Grupo Aeroportuario Del Centro Norte stock has outperformed the markets. There are risks such as airline capacities, cost inflation and tariff regulations. OMAB stock remains attractive for investment. seekingalpha.com - 6 months ago
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q1 2024 Earnings Call Transcript Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB ) Q1 2024 Earnings Conference Call April 25, 2024 1:00 PM ET Company Participants Emmanuel Camacho - Investor Relations Ricardo Duenas - Chief Executive Officer Ruffo Perez Pliego - Chief Financial Officer Conference Call Participants Guilherme Mendes - JPMorgan Alan Macias - Bank of America Rodolfo Ramos - Bradesco BBI Fernanda Recchia - BTG Pactual Pablo Ricalde - Santander Jay Singh - Citi Gabriel Himelfarb - Scotiabank Operator Greetings, and welcome to Grupo Aeroportuario del Centro Norte OMA First Quarter 2024 Earnings Conference Call. seekingalpha.com - 6 months ago
The 3 Most Undervalued Infrastructure Stocks to Buy in March 2024 It's a great time to be looking for undervalued infrastructure stocks to buy. There are increasingly pressing matters across the board. investorplace.com - 8 months ago
8. Profile Summary

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. OMAB

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COUNTRY MX
INDUSTRY Airlines, Airports & Air Services
MARKET CAP $ 3.05 B
Dividend Yield 0.00%
Description Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., together with its subsidiaries, holds concessions to develop, operate, and maintain airports in Mexico. The company operates 13 international airports in Monterrey, Acapulco, Mazatlán, Zihuatanejo, Ciudad Juárez, Reynosa, Chihuahua, Culiacán, Durango, San Luis Potosí, Tampico, Torreón, and Zacatecas cities. It also operates the NH Collection Hotel in Terminal 2 of the Mexico City International Airport; and a hotel under the Hilton Garden Inn name at the Monterrey International Airport. In addition, the company provides aeronautical services, which include passenger, aircraft landing and parking, boarding and unloading, passenger walkway, and airport security services. Further, it offers complementary services that comprise leasing of space to airlines, cargo handling, baggage-screening, permanent and non-permanent ground transportation, and access rights services; non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, and other commercial tenants, as well as maintaining of parking facilities and advertising; and diversification services, which consists of operation and lease of the industrial park and real estate services, as well as hotel and air cargo logistics services. Additionally, the company provides construction services. It has a strategic alliance with VYNMSA Desarrollo Inmobiliario, S.A. de C.V. to build and operate an industrial park at the Monterrey airport. The company was founded in 1998 and is headquartered in Mexico City, Mexico.
Contact Plaza Metrópoli Patriotismo, Piso 5, Mexico City, DF, 03800 https://www.oma.aero
IPO Date Nov. 29, 2006
Employees 1119
Officers Mr. Ruffo Perez Pliego del Castillo Chief Financial Officer Mr. Luis Emmanuel Camacho Thierry Investor Relations Officer Ms. Adriana Diaz Galindo General Counsel & Company Secretary Mr. Alvaro Leite Chief Commercial Officer Mr. Yann Le Bihan Chief Technical Officer Mr. Enrique Navarro Manjarrez Chief Operating Officer Mr. Ricardo Duenas Espriu Chief Executive Officer