Earnings Not Telling The Story For Grupo Aeroportuario del Sureste, S. A. B. de C. V. (BMV:ASURB)
Dec 03
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Mexican (IPC) Infrastructure Industry Analysis
UpdatedDec 18, 2024
DataAggregated Company Financials
Companies5
- 7D-0.9%
- 3M15.7%
- 1Y11.0%
- YTD32.6%
Over the last 7 days, the Infrastructure industry has dropped 1.1%, driven by a pullback from Grupo Aeroportuario del Pacífico. de of 4.9%. In the past year, the industry has gained 11%. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the Mexican Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 18 Dec 2024 | Mex$668.8b | Mex$105.2b | Mex$36.6b | 14.4x | 18.3x | 6.4x |
| Fri, 15 Nov 2024 | Mex$621.7b | Mex$105.2b | Mex$36.6b | 13x | 17x | 5.9x |
| Sun, 13 Oct 2024 | Mex$556.1b | Mex$100.8b | Mex$35.8b | 13.5x | 15.5x | 5.5x |
| Tue, 10 Sep 2024 | Mex$545.7b | Mex$100.8b | Mex$35.8b | 13x | 15.2x | 5.4x |
| Thu, 08 Aug 2024 | Mex$517.4b | Mex$100.8b | Mex$35.8b | 13x | 14.4x | 5.1x |
| Sat, 06 Jul 2024 | Mex$494.6b | Mex$106.7b | Mex$32.9b | 14.6x | 15x | 4.6x |
| Mon, 03 Jun 2024 | Mex$537.4b | Mex$106.7b | Mex$32.9b | 15.9x | 16.3x | 5x |
| Wed, 01 May 2024 | Mex$549.5b | Mex$105.5b | Mex$33.2b | 16.4x | 16.6x | 5.2x |
| Fri, 29 Mar 2024 | Mex$491.1b | Mex$102.5b | Mex$32.0b | 13.9x | 15.4x | 4.8x |
| Sun, 25 Feb 2024 | Mex$483.1b | Mex$101.2b | Mex$30.4b | 15x | 15.9x | 4.8x |
| Tue, 23 Jan 2024 | Mex$460.7b | Mex$101.2b | Mex$30.4b | 14x | 15.2x | 4.6x |
| Thu, 21 Dec 2023 | Mex$516.4b | Mex$101.2b | Mex$30.4b | 15x | 17x | 5.1x |
| Sat, 18 Nov 2023 | Mex$421.9b | Mex$101.2b | Mex$30.4b | 13.6x | 13.9x | 4.2x |
| Mon, 16 Oct 2023 | Mex$416.8b | Mex$99.1b | Mex$29.6b | 12.7x | 14.1x | 4.2x |
| Wed, 13 Sep 2023 | Mex$490.7b | Mex$99.1b | Mex$29.6b | 16.6x | 16.6x | 5x |
| Fri, 11 Aug 2023 | Mex$489.6b | Mex$99.1b | Mex$29.6b | 15.9x | 16.5x | 4.9x |
| Sun, 09 Jul 2023 | Mex$501.1b | Mex$95.9b | Mex$29.1b | 16.8x | 17.2x | 5.2x |
| Tue, 06 Jun 2023 | Mex$498.3b | Mex$95.9b | Mex$29.1b | 16.8x | 17.1x | 5.2x |
| Thu, 04 May 2023 | Mex$516.9b | Mex$96.4b | Mex$29.1b | 16.1x | 17.8x | 5.4x |
| Sat, 01 Apr 2023 | Mex$545.8b | Mex$92.1b | Mex$28.2b | 18.1x | 19.4x | 5.9x |
| Mon, 27 Feb 2023 | Mex$522.6b | Mex$80.7b | Mex$24.3b | 18.2x | 21.5x | 6.5x |
| Wed, 25 Jan 2023 | Mex$537.2b | Mex$86.1b | Mex$27.0b | 17.9x | 19.9x | 6.2x |
| Fri, 23 Dec 2022 | Mex$477.8b | Mex$86.1b | Mex$27.0b | 15.6x | 17.7x | 5.5x |
| Sun, 20 Nov 2022 | Mex$491.5b | Mex$86.1b | Mex$27.0b | 16.2x | 18.2x | 5.7x |
| Tue, 18 Oct 2022 | Mex$431.6b | Mex$81.2b | Mex$25.3b | 15x | 17.1x | 5.3x |
| Thu, 15 Sep 2022 | Mex$410.9b | Mex$81.2b | Mex$25.3b | 15.3x | 16.3x | 5.1x |
| Sat, 13 Aug 2022 | Mex$420.6b | Mex$81.2b | Mex$25.3b | 15x | 16.6x | 5.2x |
| Mon, 11 Jul 2022 | Mex$404.9b | Mex$74.8b | Mex$21.8b | 16x | 18.6x | 5.4x |
| Wed, 08 Jun 2022 | Mex$413.1b | Mex$74.8b | Mex$21.8b | 17.4x | 19x | 5.5x |
| Fri, 06 May 2022 | Mex$425.2b | Mex$74.8b | Mex$21.8b | 17.4x | 19.5x | 5.7x |
| Sun, 03 Apr 2022 | Mex$461.1b | Mex$66.5b | Mex$19.1b | 21.5x | 24.2x | 6.9x |
| Tue, 01 Mar 2022 | Mex$444.3b | Mex$63.4b | Mex$19.5b | 21.1x | 22.8x | 7x |
| Thu, 27 Jan 2022 | Mex$409.4b | Mex$57.9b | Mex$14.2b | 25.9x | 28.8x | 7.1x |
| Sat, 25 Dec 2021 | Mex$412.6b | Mex$57.9b | Mex$14.2b | 26.5x | 29x | 7.1x |
Price to Earnings Ratio
29x
Current Industry PE
- Investors are relatively neutral on the Mexican Infrastructure industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 18.0x.
- The 3-year average PS ratio of 5.4x is lower than the industry's current PS ratio of 6.3x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 37% per year over the last three years.
- Revenues for these companies have grown 22% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Mexican Industrials industry?
| MX Market | -1.10% | |
| Industrials | -0.56% | |
| Infrastructure | -0.87% | |
| Marine Ports and Services | 0% | |
| Airport Services | -0.27% | |
| Highways and Railtracks | -1.94% | |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry, which is trading close to its 3-year average PE ratio of 22.5x.
- Analysts are expecting annual earnings growth of 4.2%, which is higher than its past year's earnings decline of 12.8% per year.
- Investors are most pessimistic about the Airport Services industry, which is trading close to its 3-year average of 17.0x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings growth rate of 2.1% per year.
- In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 4.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASUR B Grupo Aeroportuario del Sureste S. A. B. de C. V | Mex$556.28 | 4.2% +Mex$6.7b | 9.6% | PE13.2x | |
| OMA B Grupo Aeroportuario del Centro Norte. de | Mex$186.04 | 0.5% +Mex$390.0m | 1.8% | PE14.4x |
