AERO vs ASR

For growth investors, Grupo Aeroportuario del Sureste, S.

A. B. de C. V. (ASR) is the stronger pick with 18. 8% revenue growth year-over-year, versus -4. 3% for Grupo Aeroméxico, S. A. B. de C. V. (AERO). Grupo Aeroméxico, S. A. B. de C. V. (AERO) offers the better valuation at 6. 3x trailing P/E (13. 9x forward), making it the more compelling value choice. Analysts rate Grupo Aeroméxico, S. A. B. de C. V. (AERO) a "Buy" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Grupo Aeroméxico, S.

A. B. de C. V. (AERO) is the cheapest at 6. 3x versus Grupo Aeroportuario del Sureste, S. A. B. de C. V. at 15. 4x. On forward P/E, Grupo Aeroportuario del Sureste, S. A. B. de C. V. is actually cheaper at 0. 8x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Grupo Aeroportuario del Sureste, S.

A. B. de C. V. (ASR) delivered a total return of +114. 7%, compared to -19. 7% for Grupo Aeroméxico, S. A. B. de C. V. (AERO). Over 10 years, the gap is even starker: ASR returned +168. 0% versus AERO's -19. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Grupo Aeroportuario del Sureste, S.

A. B. de C. V. (ASR) is the lower-risk stock at 0. 70β versus Grupo Aeroméxico, S. A. B. de C. V. 's 2. 03β — meaning AERO is approximately 189% more volatile than ASR relative to the S&P 500.

By revenue growth (latest reported year), Grupo Aeroportuario del Sureste, S.

A. B. de C. V. (ASR) is pulling ahead at 18. 8% versus -4. 3% for Grupo Aeroméxico, S. A. B. de C. V. (AERO). On earnings-per-share growth, the picture is similar: Grupo Aeroportuario del Sureste, S. A. B. de C. V. grew EPS -22. 6% year-over-year, compared to -42. 6% for Grupo Aeroméxico, S. A. B. de C. V.. Over a 3-year CAGR, ASR leads at 13. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Grupo Aeroportuario del Sureste, S.

A. B. de C. V. (ASR) is the more profitable company, earning 28. 2% net margin versus 6. 6% for Grupo Aeroméxico, S. A. B. de C. V. — meaning it keeps 28. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ASR leads at 45. 6% versus 16. 3% for AERO. At the gross margin level — before operating expenses — ASR leads at 55. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Grupo Aeroportuario del Sureste, S.

A. B. de C. V. (ASR) trades at 0. 8x forward P/E versus 13. 9x for Grupo Aeroméxico, S. A. B. de C. V. — 13. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AERO: 91. 7% to $31. 33.

In this comparison, ASR (14.

9% yield) pays a dividend. AERO does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Grupo Aeroportuario del Sureste, S.

A. B. de C. V. (ASR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 70), 14. 9% yield, +168. 0% 10Y return). Grupo Aeroméxico, S. A. B. de C. V. (AERO) carries a higher beta of 2. 03 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ASR: +168. 0%, AERO: -19. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: AERO is a small-cap deep-value stock; ASR is a small-cap high-growth stock. ASR pays a dividend while AERO does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.