Added to YB: 2026-03-02
Pitch date: 2026-02-26
PAC [neutral]
Grupo Aeroportuario del Pacífico, S.A.B. de C.V.
-3.17%
current return
Author Info
No bio for this author
Company Info
Grupo Aeroportuario del Pacífico, S.A.B. de C.V., together with its subsidiaries, develops, operates, and manages airports in Mexico and Jamaica.
Market Cap
MXN 231.9B
Pitch Price
MXN 464.12
Price Target
N/A
Dividend
3.67%
EV/EBITDA
12.68
P/E
23.19
EV/Sales
8.32
Sector
Transportation Infrastructure
Category
N/A
Mexican Airport Outlook Following Cartel Clash - Grupo Aeroportuario del Pacífico, S.A.B. de C.V.
PAC (update): Post-cartel clash, expect ~10% Puerto Vallarta traffic decline, low/mid-single-digit drop at Guadalajara for 2026; return to growth in 2027. No airport damage/tourist casualties occurred despite social media panic. Mexican homicide rate down 30% in 2025 under Sheinbaum. Stock trading 15x EBITDA vs historical 10x; not rushing to buy 12% dip off highs. USMCA review remains wildcard for Mexican assets through summer.
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