Grupo Aeroportuario del Sureste SAB de CV ADR (ASR)vsOshkosh Corporation (OSK)
ASR
Grupo Aeroportuario del Sureste SAB de CV ADR
$299.22
-1.95%
INDUSTRIALS · Cap: $8.99B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Grupo Aeroportuario del Sureste SAB de CV ADR generates 258% more annual revenue ($37.31B vs $10.42B). ASR leads profitability with a 26.2% profit margin vs 6.2%. ASR appears more attractively valued with a PEG of 0.92. ASR earns a higher WallStSmart Score of 63/100 (C+).
ASR
Buy63
out of 100
Grade: C+
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.8%
Fair Value
$1627.44
Current Price
$299.22
$1328.22 discount
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 52.9%
Safe zone — low bankruptcy risk
Keeps 26 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
0.8% revenue growth
Weak financial health signals
Earnings declined 20.0%
Negative free cash flow — burning cash
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ASR
The strongest argument for ASR centers on Operating Margin, Altman Z-Score, Profit Margin. Profitability is solid with margins at 26.2% and operating margin at 52.9%. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : ASR
The primary concerns for ASR are Revenue Growth, Piotroski F-Score, EPS Growth.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
OSK is growing revenue faster at 3.5% — sustainability is the question.
Monitor AIRPORTS & AIR SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ASR scores higher overall (63/100 vs 48/100), backed by strong 26.2% margins. OSK offers better value entry with a 32.8% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Grupo Aeroportuario del Sureste SAB de CV ADR
INDUSTRIALS · AIRPORTS & AIR SERVICES · USA
Grupo Aeroportuario del Sureste, SAB de CV holds concessions to operate, maintain and develop airports in the southeast region of Mexico. The company is headquartered in Mexico City, Mexico.
Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
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