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Added to YB: 2025-02-04

Pitch date: 2025-02-03

OMAB [bullish]

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.

+46.97%

current return

Author Info

Bos Invest is a Dutch investor using fundamental analysis and a total return approach. Sign up for their newsletter.

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 74.38

Price Target

N/A

Dividend

4.60%

EV/EBITDA

10.41

P/E

17.56

EV/Sales

6.42

Sector

Transportation Infrastructure

Category

growth

Show full summary:
More Mexican stocks. Are the new tariff an opportunity? - Grupo Aeroportuario del Centro Norte

OMAB: Mexican airport operator focused on N. Mexico, benefiting from nearshoring. Strong financials: 1.0x net debt/EBITDA, 5.9% dividend. 16x P/E, reasonable vs peers. Risks: high P/B (7.8x), gov't regulation. Growth potential from industrial assets, nearshoring, & rising Mexican wealth.

Read full article (2 min)