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ASR

9/9 Score

Grupo Aeroportuario del Sureste, S. A. B. de C. V.

Analysis Date: February 16, 2026

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.

Buffettology Criteria

All 9 of 9 criteria passed

  • High ROE

    Return on Equity > 12%

    Value: 30.0%

  • High ROIC

    Return on Invested Capital > 9%

    Value: 323.2%

  • Cash Machine

    FCF / Assets > 5%

    Value: 13.4%

  • Fair Valuation

    Earnings Yield > 3.5%

    Value: 5.9%

  • Share Buybacks

    Share Count is Dropping

    Value: -0.0%

  • Defensible Moat

    Gross Profit Margin > 40%

    Value: 70.9%

  • Simple Business

    Not in a speculative sector (e.g., Biotech)

    Value: Industrials

  • Conservative Debt

    Debt to Equity < 1.5

    Value: 0.58x

  • Consistent Growth

    5-Year Growth is Positive

    Value: 147.9%

Analysis Summary

This ASR business shows a wonderful ROE and what appears to be a widening moat, which is exactly the kind of thing that gets my attention. While its ROIC could be a bit stronger, the very conservative debt levels and consistent growth in earnings paint a picture of a company that can weather most storms. We'll keep an eye on this one.

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