Grupo Aeroportuario del Centro Norte S.A.B. de C.V. (OMAB)
Sous-évaluéFondamental
75
Prix
$93.81
Capitalisation boursière
$4.66B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
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. It operates 13 international airports in Monterrey; Acapulco, Mazatlán, and Zihuatanejo; Chihuahua, Culiacán, Durango, San Luis Potosí, Tampico, Torreón, and Zacatecas; and Ciudad Juárez and Reynosa cities. The company is also involved in leasing of space to restaurants and retailers. In addition, it engages in the operation of parking facilities; OMA Carga business comprising warehouses that provides cargo logistics services, such as storage, handling, custody maneuvers, loading and unloading, x-ray screening of exports, and other services; the Terminal 2 NH Collection Hotel; and the Hilton Garden Inn Hotel at the Monterrey airport; and non-permanent ground transportation. Further, the company provides aeronautical services, which include passenger, aircraft landing and parking, airport security, passenger walkway, and complementary services; car parking; checked baggage-screening services; and construction services. Additionally, it builds and operates industrial park at the Monterrey airport. Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. was incorporated in 1998 and is based in Mexico City, Mexico.
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Direct competitors
Who this company fights with for the same customers
Generated on 19 septembre 2026 with claude-haiku-4-5 — shared with all users
The other large Mexican concession group operating 12 airports on the Pacific side, competing with OMA for the same airline capacity, domestic passengers and airport commercial and cargo revenue in overlapping northern and western catchment areas such as Tijuana, Guadalajara and Los Cabos.
The third listed Mexican airport concession group, with nine airports anchored on Cancún, competing with OMA for airline route allocations and for the leisure traffic that OMA serves through Acapulco, Mazatlán and Ixtapa-Zihuatanejo.
The state-run Mexico City hub handles the largest share of Mexican domestic and international connecting traffic, competing directly with OMA's Monterrey airport as the connecting point travellers and airlines choose for flights to and from northern Mexico.
The Mexican state operator of the regional airports left outside the private concessions runs terminals in the same central and northern states as OMA, competing for the same regional passengers and for the fuel and ground-service revenue tied to them.
Bilan & Liquidités
Chiffre d'affaires
$16.33B
12 derniers mois (au 30/06/2026)
Résultat net
$5.42B
12 derniers mois (au 30/06/2026)
Flux de trésorerie libre
$2.21B
Capitaux propres totaux
$470M
Passif total
$14.27B
Ratio de liquidité général
0.66
Couverture des intérêts
-
Dette/EBITDA
1.45
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$568.43
Prix actuel
$93.81
Marge de sécurité
+83.5%
Fourchette de juste valeur
$369.48 - $767.39
Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
15.12
ROE
60.5%
Ratio P/B
8.64
P/FCF
1.84
Marge brute
67.7%
ROIC
46.8%
Radar de rentabilité
Création de valeur (avantage concurrentiel)
ROIC
46.8%
WACC
10.1%
ROIC − WACC
+36.7 pp
Le ROIC dépasse le coût du capital — l'entreprise crée de la valeur pour les actionnaires.
Critères d'analyse fondamentale
Réussi (12)
- Price CAGR 11.36%
- ROIC 46.8%
- Gross Margin 67.7%
- P/FCF 1.84
- Positive Free Cash Flow
- Debt/EBITDA
- DCF valuation (Undervalued)
- ROE 50.5%
- Revenue Growth 5Y 24.4%
- PEG Ratio 0.35
- Earnings Quality (OCF/NI) 1.35
- Net Margin Trend 33.5% vs 32.7%
Échoué (7)
- P/B Ratio 8.64
- Debt/Equity ratio
- CapEx intensity
- Current Ratio
- Analyst Consensus 45% Buy
- Earnings Surprise avg -9.5%
- Piotroski F-Score 2/9
Indisponible (8)
- EPS data insufficient
- Dividend Payout NaN%
- Operating Margin NaN%
- Interest Coverage
- Return on Tangible Assets
- Low reliance on intangibles
- Price below Graham Number
- Share Dilution (missing shares data)
Score F de Piotroski
Préoccupations financières sérieuses
Qualité des bénéfices
Qualité élevée : bénéfices soutenus par la trésorerie
Dilution du capital
Rachat d'actions. Favorable aux actionnaires
Participations institutionnelles
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| Mr. Ricardo Duenas Espriu | Chief Executive Officer | 45 |
| Mr. Ruffo Perez Pliego del Castillo | Chief Financial Officer | 49 |
| Mr. Raful Ezzat Zacarias | Chief Operating Officer | - |
| Mr. Yann Le Bihan | Chief Technical Officer | - |
| Mr. Luis Emmanuel Camacho Thierry | Investor Relations Officer | - |
| Ms. Adriana Diaz Galindo | General Counsel & Company Secretary | 56 |
| Mr. Pierre Grosmaire | Chief Commercial Officer | - |
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Latest News
Recent headlines for OMAB, sourced from Markets Gazette.