Critical Review: Grupo Aeroportuario del Sureste (NYSE:ASR) versus Mobico Group (OTCMKTS:NXPGF)

Mobico Group (OTCMKTS:NXPGF) and Grupo Aeroportuario del Sureste (NYSE:ASR) are both transportation companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, analyst recommendations, risk, earnings, valuation, institutional ownership and dividends.

Insider and Institutional Ownership

10.6% of Grupo Aeroportuario del Sureste shares are owned by institutional investors. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Risk & Volatility

Mobico Group has a beta of 0.53, suggesting that its share price is 47% less volatile than the S&P 500. Comparatively, Grupo Aeroportuario del Sureste has a beta of 0.57, suggesting that its share price is 43% less volatile than the S&P 500.

Profitability

This table compares Mobico Group and Grupo Aeroportuario del Sureste’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Mobico Group	N/A	N/A	N/A
Grupo Aeroportuario del Sureste	31.96%	20.67%	13.44%

Analyst Recommendations

This is a summary of current recommendations and price targets for Mobico Group and Grupo Aeroportuario del Sureste, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Mobico Group	0	0	0	0	0.00
Grupo Aeroportuario del Sureste	1	4	2	0	2.14

Grupo Aeroportuario del Sureste has a consensus price target of $305.00, indicating a potential downside of 9.13%. Given Grupo Aeroportuario del Sureste’s stronger consensus rating and higher possible upside, analysts clearly believe Grupo Aeroportuario del Sureste is more favorable than Mobico Group.

Earnings & Valuation

This table compares Mobico Group and Grupo Aeroportuario del Sureste”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Mobico Group	$4.36 billion	0.04	N/A	N/A	N/A
Grupo Aeroportuario del Sureste	$1.72 billion	5.86	$743.97 million	$18.86	17.80

Grupo Aeroportuario del Sureste has lower revenue, but higher earnings than Mobico Group.

Summary

Grupo Aeroportuario del Sureste beats Mobico Group on 9 of the 10 factors compared between the two stocks.

About Mobico Group

Mobico Group Plc engages in providing public transport services in the United Kingdom, Germany, Spain, Morocco, Switzerland, the United States, Canada, France, and Portugal. The company operates through UK, German Rail, ALSA, and North America segments. It owns and leases vehicles. The company also provides student transportation, urban bus, regional/long haul coach, rail, and charter and other services; transit and scheduled coach services; and private hire and commuter coach travel services. In addition, it operates alternative fuel technologies, such as propane, electric, and hydrogen; and offers shuttle services. The company has a fleet of approximately 28,000 vehicles. It provides its services to cities, businesses, and education providers, as well as direct to customers. The company was formerly known as National Express Group PLC and changed its name to Mobico Group Plc in June 2023. Mobico Group Plc was incorporated in 1991 and is based in Birmingham, the United Kingdom.

About Grupo Aeroportuario del Sureste

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 airports that are located in the cities of Cancún, Cozumel, Mérida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula, and Minatitlán. 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, as well as engages in the various commercial operations. In addition, it holds concessions to operate the Luis Muñoz Marín International Airport in San Juan, Puerto Rico; and various airports in Colombia, including the Enrique Olaya Herrera Airport in Medellín, the 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. Grupo Aeroportuario del Sureste, S. A. B. de C. V. was founded in 1996 and is headquartered in Mexico City, Mexico.