Added to YB: 2026-02-23
Pitch date: 2026-02-19
AERO [neutral]
Grupo Aeroméxico, S.A.B. de C.V.
+1.01%
current return
Author Info
Chop Wood, Carry Water is a tech manager and investor searching for value-based investments. Sign up for the newsletter.
Company Info
Grupo Aeroméxico, S.A.B. de C.V., through its subsidiaries, provide public air carrier services for passengers and goods.
Market Cap
$3.0B
Pitch Price
$35.50
Price Target
30.00
Dividend
N/A
EV/EBITDA
3.64
P/E
7.95
EV/Sales
1.12
Sector
Passenger Airlines
Category
turnaround
Aeromexico post-IPO after Bankruptcy
AERO (watchlist): Mexico's only full-service carrier, 93% corporate demand share at capacity-constrained hub. Record 17.3% op margin, 31.2% EBITDAR margin post-2022 restructuring. RASK premium 86% vs ULCCs. $30 fair value vs $19 IPO, but Delta JV ends Jan 2026. High fuel/peso/recession risk in punishing industry. Equity deficit $592M. Watching for $15 entry.
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