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Industrials - Airlines, Airports & Air Services - NYSE - MX
$ 270.11
-0.262 %
$ 7.97 B
Market Cap
13.06
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one ASR stock under the worst case scenario is HIDDEN Compared to the current market price of 270 USD, Grupo Aeroportuario del Sureste, S. A. B. de C. V. is HIDDEN

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one ASR stock under the base case scenario is HIDDEN Compared to the current market price of 270 USD, Grupo Aeroportuario del Sureste, S. A. B. de C. V. is HIDDEN

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one ASR stock under the best case scenario is HIDDEN Compared to the current market price of 270 USD, Grupo Aeroportuario del Sureste, S. A. B. de C. V. is HIDDEN

2. FUNDAMENTAL ANALYSIS
FINANCIALS
25.8 B REVENUE
2.01%
15.2 B OPERATING INCOME
3.71%
14.6 B NET INCOME
3.80%
13.4 B OPERATING CASH FLOW
-0.10%
-2.45 B INVESTING CASH FLOW
35.41%
-9.32 B FINANCING CASH FLOW
-93.07%
7.48 B REVENUE
1.21%
4.1 B OPERATING INCOME
-5.66%
5 B NET INCOME
36.18%
3.8 B OPERATING CASH FLOW
-1.58%
-822 M INVESTING CASH FLOW
-633.58%
-512 M FINANCING CASH FLOW
92.53%
Balance Sheet Grupo Aeroportuario del Sureste, S. A. B. de C. V.
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Current Assets 18.7 B
Cash & Short-Term Investments 13.9 B
Receivables 2.32 B
Other Current Assets 2.54 B
Non-Current Assets 51.6 B
Long-Term Investments 296 M
PP&E 184 M
Other Non-Current Assets 51.1 B
Current Liabilities 4.83 B
Accounts Payable 307 M
Short-Term Debt 1.26 B
Other Current Liabilities 3.26 B
Non-Current Liabilities 13.9 B
Long-Term Debt 11 B
Other Non-Current Liabilities 2.93 B
EFFICIENCY
Earnings Waterfall Grupo Aeroportuario del Sureste, S. A. B. de C. V.
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Revenue 25.8 B
Cost Of Revenue 10.3 B
Gross Profit 15.6 B
Operating Expenses 319 M
Operating Income 15.2 B
Other Expenses 623 M
Net Income 14.6 B
RATIOS
60.27% GROSS MARGIN
60.27%
59.03% OPERATING MARGIN
59.03%
39.52% NET MARGIN
39.52%
22.70% ROE
22.70%
14.51% ROA
14.51%
16.67% ROIC
16.67%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Grupo Aeroportuario del Sureste, S. A. B. de C. V.
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Net Income 14.6 B
Depreciation & Amortization 2.07 B
Capital Expenditures -1.37 B
Stock-Based Compensation 0
Change in Working Capital 161 M
Others -3.41 B
Free Cash Flow 12.1 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Grupo Aeroportuario del Sureste, S. A. B. de C. V.
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Wall Street analysts predict an average 1-year price target for ASR of $379 , with forecasts ranging from a low of $338 to a high of $415 .
ASR Lowest Price Target Wall Street Target
338 USD 25.13%
ASR Average Price Target Wall Street Target
379 USD 40.44%
ASR Highest Price Target Wall Street Target
415 USD 53.64%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
5.6 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Grupo Aeroportuario del Sureste, 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
ASR Nederland N.V. (ASRRF) Q4 2024 Earnings Call Transcript ASR Nederland N.V. (OTCPK:ASRRF) Q4 2024 Earnings Conference Call February 19, 2025 3:00 AM ET Company Participants Michel Hülters - Head of Investor Relations Jos Baeten - Chief Executive Officer Ewout Hollegien - Chief Financial Officer Conference Call Participants Hadley Cohen - Morgan Stanley Cor Kluis - ABN AMRO-ODDO BHF Farooq Hanif - JPMorgan David Barma - Bank of America Benoît Pétrarque - Kepler Cheuvreux Anthony Yang - Goldman Sachs Nasib Ahmed - UBS Michael Huttner - Berenberg Rhea Shah - Deutsche Bank Operator Good day, and thank you for standing by. seekingalpha.com - 1 week ago
ASUR Announces Total Passenger Traffic for January 2025 Passenger traffic increased year-on-year by Colombia 12.3%, 9.3% in Puerto Rico and decreased by 4.1% in Mexico MEXICO CITY , Feb. 6, 2025 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR), ASUR, a leading international airport group with operations in Mexico, the U.S. and Colombia, today announced that passenger traffic for January 2025 reached a total of 6.4 million passengers, representing an increase of 1.7% compared to January 2024. prnewswire.com - 3 weeks ago
Grupo Aeroportuario del Sureste: Unlock Tourism's Potential In Mexico, Colombia+The Caribbean Grupo Aeroportuario del Sureste presents a Buy opportunity due to its strong financials, strategic focus on tourism, and diversified revenue streams beyond airport operations. ASR's consistent revenue growth, prudent debt management, and dividend recovery highlight its resilience and potential for long-term value creation despite fluctuating passenger numbers. The company's strategic locations in popular tourist destinations and high barriers to entry provide a margin advantage and room for future growth. seekingalpha.com - 4 weeks ago
Grupo Aeroportuario del Sureste: The Colombian Airports Are Gaining Altitude (Rating Upgrade) Sureste underperformed in 2024 due to weakness at its flagship Cancun airport. However, the company's international airports are reporting sizzling growth, and the picture is better for Mexico in 2025 as well. I believe investors are overly nervous about the new Tulum airport's impact on Sureste's Cancun property. seekingalpha.com - 1 month ago
ASUR Announces Total Passenger Traffic for December 2024 Passenger traffic increased year-on-year by 16.2% in Puerto Rico and 14.5% in Colombia and decreased by 5.7% in Mexico MEXICO CITY , Jan. 6, 2025 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V.  (NYSE: ASR; BMV: ASUR), ASUR, a leading international airport group with operations in Mexico, the U.S. and Colombia, today announced that passenger traffic for December 2024 reached a total of 6.7 million passengers, representing an increase of 2.3% compared to December 2023. prnewswire.com - 1 month ago
ASUR Announces Total Passenger Traffic for November 2024 Passenger traffic increased year-on-year by 8.7% in Puerto Rico and 7.7% in Colombia and decreased by 7.1% in Mexico MEXICO CITY , Dec. 5, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V.  (NYSE: ASR; BMV: ASUR), ASUR, a leading international airport group with operations in Mexico, the U.S. and Colombia, today announced that passenger traffic for November 2024 reached a total of 5.8 million passengers, representing a decrease of 1.2% compared to November 2023. prnewswire.com - 2 months ago
Grupo Aeorportuario Del Sureste: Tulum Pressure And Leisure Travel Shift Infuse Risk On This Buy Despite a 12% stock decline and missed earnings, I maintain a buy rating for Grupo Aeroportuario del Sureste, though risks have increased. Cancun International Airport's traffic declined due to Tulum Airport's opening and a shift in American leisure travel to Europe. Third quarter revenues rose 18.1%, but EBITDA margins contracted due to higher costs in Puerto Rico, Mexico, and Colombia. seekingalpha.com - 3 months ago
ASUR Announces Total Passenger Traffic for October 2024 Passenger traffic increased year-on-year by 20.8% in Colombia and 1.8% in Puerto Rico and decreased by 11.7% in Mexico MEXICO CITY , Nov. 5, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR), ASUR, a leading international airport group with operations in Mexico, the U.S. and Colombia, today announced that passenger traffic for October 2024 reached a total of 5.3 million passengers, representing a decrease of 2.4% compared to October 2023. prnewswire.com - 3 months ago
ASR vs. CHRW: Which Stock Is the Better Value Option? Investors interested in Transportation - Services stocks are likely familiar with Grupo Aeroportuario del Sureste (ASR) and C.H. Robinson Worldwide (CHRW). zacks.com - 4 months ago
ASUR ANNOUNCES 3Q24 RESULTS Total Revenue and EBITDA Increased YoY by 18% and 12%, Respectively Despite 2% Decrease in Passenger Traffic MEXICO CITY , Oct. 22, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR) (ASUR), a leading international airport group with operations in Mexico, the U.S., and Colombia, today announced results for the three-and nine-month periods ended September 30, 2024. prnewswire.com - 4 months ago
ASUR Announces Total Passenger Traffic for September 2024 Passenger traffic increased year-on-year by 14.7% in Colombia, and declined 0.8% in Puerto Rico and 8.1% in Mexico MEXICO CITY , Oct. 7, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR), ASUR, a leading international airport group with operations in Mexico, the U.S. and Colombia, today announced that passenger traffic for September 2024 reached a total of 4.9 million passengers, representing a decrease of 1.5% compared to September 2023. prnewswire.com - 4 months ago
ASUR Announces Total Passenger Traffic for August 2024 Passenger traffic increased year-on-year by 16.3% in Colombia and 1.6% in Puerto Rico, and declined 10.7% in Mexico MEXICO CITY , Sept. 5, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. prnewswire.com - 5 months ago
8. Profile Summary

Grupo Aeroportuario del Sureste, S. A. B. de C. V. ASR

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COUNTRY MX
INDUSTRY Airlines, Airports & Air Services
MARKET CAP $ 7.97 B
Dividend Yield 0.00%
Description Grupo Aeroportuario del Sureste, S. A. B. de C. V. holds concessions to operate, maintain, and develop airports in the southeast region of Mexico. The company operates nine airports that are located in the cities of Cancún, Cozumel, Mérida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula, and Minatitlan. It provides aeronautical services, which include passenger, aircraft landing and parking, passenger walkway, and airport security services. The company also offers non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, airlines, and other commercial tenants; catering, handling, and ground transportation services. In addition, it operates the Luis Muñoz Marín International Airport in San Juan, Puerto Rico; and holds concessions to operate the various airports in Colombia, including the Enrique Olaya Herrera Airport in Medellín and José María Córdova International Airport in Rionegro, the Los Garzones Airport in Montería, the Antonio Roldán Betancourt Airport in Carepa, the El Caraño Airport in Quibdó, and the Las Brujas Airport in Corozal. The company was incorporated in 1998 and is headquartered in Mexico City, Mexico.
Contact Bosque de Alisos No. 47A, Mexico City, DF, 05120 https://www.asur.com.mx
IPO Date Sept. 28, 2000
Employees 1882
Officers Mr. Alejandro Pantoja López Chief Infrastructure & Compliance Officer Mr. Adolfo Castro Rivas Chief Executive Officer, Director of Finance and Chief Financial & Strategic Planning Officer Lic. Fernando Gerardo Chico Pardo President & Chairman Mr. Claudio Góngora Morales Chief Legal Counsel Mr. Manuel Gutiérrez Sola Chief Commercial Officer