Added to YB: 2025-10-23
Pitch date: 2025-10-21
CAAP [neutral]
Corporación América Airports S.A.
+47.18%
current return
Author Info
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Company Info
Corporación América Airports S.A., through its subsidiaries, acquires, develops, and operates airport concessions.
Market Cap
$2.9B
Pitch Price
$17.70
Price Target
56.21 (+116%)
Dividend
N/A
EV/EBITDA
5.58
P/E
19.22
EV/Sales
1.91
Sector
Transportation Infrastructure
Category
N/A
Corporación América Airports S.A. (CAAP) - the local monopoly with unlimited power?
CAAP rated SELL: Operates 52 airports globally, heavy Argentina exposure amid economic chaos. DCF shows 212% upside to $56.21 fair value, but debt-loaded with inefficient mgmt. Weak 0.4/10 moat score, declining efficiency. Revenue highly volatile due to air travel nature. Quality airports in smaller markets but operational issues at major hubs like EZE, BSB.
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