Added to YB: 2025-01-31
Pitch date: 2025-01-30
OMAB [bullish]
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
+40.16%
current return
Author Info
Company Info
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., together with its subsidiaries, holds concessions to develop, operate, and maintain airports in Mexico.
Market Cap
MXN 93.3B
Pitch Price
MXN 76.63
Price Target
N/A
Dividend
4.60%
EV/EBITDA
10.41
P/E
17.56
EV/Sales
6.42
Sector
Transportation Infrastructure
Category
value
I Bought The Highest Quality Stock In Mexico (And It Trades At 10x Earnings).
OMAB: Mexican airport operator with 13 airports. Monopoly at 10x FCF, double-digit earnings growth potential. 70% op margin, 20%+ ROIC. Benefiting from Mexico City mismanagement, Monterrey growth, reshoring. Risks: tourism saturation, Mexican consumer growth stagnation. 15% FCF/share growth expected, $75 dividends in 5 years.
Read full article (10 min)