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Grupo Aeroportuario del Sureste, S. A. B. de C. V. ASR
Industrials - Airlines, Airports & Air Services - NYSE - MX
Watchlist
$ 259.64
-4.47 %
$ 8.08 B
Market Cap
12.47
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ASR stock under the worst case scenario is HIDDEN Compared to the current market price of 260 USD, Grupo Aeroportuario del Sureste, S. A. B. de C. V. is HIDDEN

ASR Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ASR stock under the base case scenario is HIDDEN Compared to the current market price of 260 USD, Grupo Aeroportuario del Sureste, S. A. B. de C. V. is HIDDEN

ASR Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ASR stock under the best case scenario is HIDDEN Compared to the current market price of 260 USD, Grupo Aeroportuario del Sureste, S. A. B. de C. V. is HIDDEN

ASR Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart ASR

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1M -11%
6M -8%
1Y -17%
3Y 39%
5Y 205.0%
All
$295.0$295.0$290.0$290.0$285.0$285.0$280.0$280.0$275.0$275.0$270.0$270.0$265.0$265.0$260.0$260.0$255.0$255.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
31.3 B REVENUE
21.34%
Growth Rates
1Year 21.34%
3Years 18.59%
5Years 13.25%
7Years 14.01%
10Years 18.21%
17.5 B OPERATING INCOME
14.93%
Growth Rates
1Year 14.93%
3Years 26.49%
5Years 15.61%
7Years 42.38%
10Years 18.68%
13.6 B NET INCOME
-7.31%
Growth Rates
1Year -7.31%
3Years 18.59%
5Years 12.08%
7Years 7.10%
10Years 15.96%
15.6 B OPERATING CASH FLOW
15.77%
Growth Rates
1Year 15.77%
3Years 14.89%
5Years 13.04%
7Years 14.89%
10Years 19.38%
-3.06 B INVESTING CASH FLOW
-24.86%
Growth Rates
1Year -24.86%
3Years 3.58%
5Years -4.97%
7Years 6.83%
10Years -11.44%
-8.61 B FINANCING CASH FLOW
7.60%
Growth Rates
1Year 7.60%
3Years -37.52%
5Years -14.24%
7Years -91.17%
10Years -86.77%
9.02 B REVENUE
20.54%
Growth Rates
1Year 21.34%
3Years 18.59%
5Years 13.25%
7Years 14.01%
10Years 18.21%
4.5 B OPERATING INCOME
9.84%
Growth Rates
1Year 14.93%
3Years 26.49%
5Years 15.61%
7Years 42.38%
10Years 18.68%
3.41 B NET INCOME
-31.74%
Growth Rates
1Year -7.31%
3Years 18.59%
5Years 12.08%
7Years 7.10%
10Years 15.96%
4.46 B OPERATING CASH FLOW
17.50%
Growth Rates
1Year 15.77%
3Years 14.89%
5Years 13.04%
7Years 14.89%
10Years 19.38%
-2.65 B INVESTING CASH FLOW
-221.75%
Growth Rates
1Year -24.86%
3Years 3.58%
5Years -4.97%
7Years 6.83%
10Years -11.44%
-722 M FINANCING CASH FLOW
-40.95%
Growth Rates
1Year 7.60%
3Years -37.52%
5Years -14.24%
7Years -91.17%
10Years -86.77%
Balance Sheet Grupo Aeroportuario del Sureste, S. A. B. de C. V.
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Current Assets 26.1 B
Cash & Short-Term Investments 20.1 B
Receivables 2.8 B
Other Current Assets 3.24 B
Non-Current Assets 58 B
Long-Term Investments 1.83 B
PP&E 268 M
Other Non-Current Assets 55.9 B
23.88 %3.33 %3.86 %66.44 %Total Assets$84.1b
Current Liabilities 6.36 B
Accounts Payable 326 M
Short-Term Debt 1.13 B
Other Current Liabilities 4.9 B
Non-Current Liabilities 16.1 B
Long-Term Debt 12.2 B
Other Non-Current Liabilities 3.91 B
5.03 %21.80 %54.35 %17.38 %Total Liabilities$22.5b
EFFICIENCY
Earnings Waterfall Grupo Aeroportuario del Sureste, S. A. B. de C. V.
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Revenue 31.3 B
Cost Of Revenue 11.2 B
Gross Profit 20.2 B
Operating Expenses 2.64 B
Operating Income 17.5 B
Other Expenses 3.97 B
Net Income 13.6 B
35b35b30b30b25b25b20b20b15b15b10b10b5b5b0031b(11b)20b(3b)18b(4b)14bRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
60.27% GROSS MARGIN
60.27%
Averages
1Year 60.27%
3Years 66.55%
5Years 63.42%
7Years 65.00%
10Years 63.88%
59.03% OPERATING MARGIN
59.03%
Averages
1Year 59.03%
3Years 54.40%
5Years 47.91%
7Years 43.12%
10Years 45.15%
39.52% NET MARGIN
39.52%
Averages
1Year 39.52%
3Years 36.94%
5Years 31.79%
7Years 33.99%
10Years 34.64%
22.70% ROE
22.70%
Averages
1Year 22.70%
3Years 20.93%
5Years 17.24%
7Years 17.85%
10Years 16.74%
14.51% ROA
14.51%
Averages
1Year 14.51%
3Years 12.56%
5Years 10.09%
7Years 9.97%
10Years 10.29%
16.67% ROIC
16.67%
Averages
1Year 16.67%
3Years 14.69%
5Years 11.91%
7Years 10.34%
10Years 10.62%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Grupo Aeroportuario del Sureste, S. A. B. de C. V.
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14b14b12b12b10b10b8b8b6b6b4b4b2b2b00(2b)(2b)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 13.6 B
Depreciation & Amortization 2.32 B
Capital Expenditures -4.39 B
Stock-Based Compensation 0
Change in Working Capital -428 M
Others 119 M
Free Cash Flow 11.2 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 30.18%
ASR Average Price Target Wall Street Target
379 USD 46.10%
ASR Highest Price Target Wall Street Target
415 USD 59.84%
Price
Max Price Target
Min Price Target
Average Price Target
420420400400380380360360340340320320300300280280260260240240May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
5.6 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
14.0000014.0000012.0000012.0000010.0000010.000008.000008.000006.000006.000004.000004.000002.000002.000000.000000.000003.3123.0043.35883.44215.25327.41135.652776.469765.596974.11715.7114513.143.003.363.445.257.415.656.475.60201520152016201620172017201820182019201920212021202220222023202320242024
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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
7. News
ASUR Announces Total Passenger Traffic for March 2025 Passenger traffic increased year-on-year by 13.7% in Puerto Rico, 3.1% in Colombia and decreased 3.0% in Mexico MEXICO CITY , April 7, 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 March 2025 reached a total of 6.5 million passengers, representing an increase of 1.2% compared to March 2024. prnewswire.com - 1 week ago
Grupo Aeroportuario del Sureste (ASR) Soars 10.6%: Is Further Upside Left in the Stock? Grupo Aeroportuario del Sureste (ASR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term. zacks.com - 1 month ago
Aeroportuario Del Sureste Stock Remains Extremely Undervalued ASUR remains a buy with a 7.5% return despite market losses, but faces risks from political policies, currency fluctuations, and airline capacity issues. Mexican airports face political pressures, but potential benefits from exchange rates; Tulum Airport impacts Cancun traffic, with recovery expected by 2026. ASUR's revenue grew 21.3% in 2024, driven by higher aeronautical fees and retail revenues, despite modest passenger growth and increased operating costs. seekingalpha.com - 1 month ago
ASUR Calls for a Shareholders' Meeting MEXICO CITY , March 13, 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 United States, and Colombia, today announced that its General Annual Ordinary Shareholders' Meeting will be held on April 23 rd, 2025 and announced the agenda for the meeting. prnewswire.com - 1 month ago
ASUR Announces Total Passenger Traffic for February 2025 Passenger traffic increased year-on-year by 8.6% in Puerto Rico and 3.3% in Colombia, and decreased 7.5% in Mexico MEXICO CITY , March 5, 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 February 2024 reached a total of 5.6 million passengers, representing a decrease of 2.6% compared to February 2023. prnewswire.com - 1 month ago
Grupo Aeroportuario del Sureste, S. A. B. de C. Grupo Aeroportuario del Sureste, S. A. B. de C. seekingalpha.com - 1 month ago
GM board approves new share repurchase plan, including $2 billion ASR, and higher rate for future dividends DETROIT , Feb. 26, 2025 /PRNewswire/ -- General Motors (NYSE: GM) today announced that its Board of Directors has approved a $0.03 per share increase in the quarterly common stock dividend rate beginning with the next planned dividend, as well as a new $6 billion share repurchase authorization. The company has entered into an accelerated share repurchase (ASR) program to execute $2 billion of the share repurchase authorization. prnewswire.com - 1 month ago
ASUR ANNOUNCES 4Q24 RESULTS Passenger Traffic Declined 0.3%, with Puerto Rico and Colombia Up 9.6% and 14.1%, Respectively while Traffic in Mexico Declined 8.0% MEXICO CITY , Feb. 24, 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 results for the three-and twelve-month periods ended December 31, 2024. prnewswire.com - 1 month ago
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 month 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 - 2 months 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 - 2 months 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 - 3 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 $ 8.08 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. Adolfo Castro Rivas Chief Executive Officer, Director of Finance and Chief Financial & Strategic Planning Officer Mr. Alejandro Pantoja López Chief Infrastructure & Compliance Officer Lic. Fernando Gerardo Chico Pardo President & Chairman Mr. Claudio Góngora Morales Chief Legal Counsel Mr. Manuel Gutiérrez Sola Chief Commercial Officer