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ASR vs CAT

ASR
Grupo Aeroportuario del Sureste, S. A. B. de C. V.
NEUTRAL
Price
$338.17
Market Cap
$10.2B
Sector
Industrials
AI Confidence
75%
CAT
Caterpillar Inc.
NEUTRAL
Price
$735.35
Market Cap
$344.13B
Sector
Industrials
AI Confidence
90%

Valuation

P/E Ratio
ASR
13.07
CAT
39.01
Forward P/E
ASR
15.32
CAT
26.48
P/B Ratio
ASR
47.97
CAT
16.05
P/S Ratio
ASR
0.29
CAT
5.09
EV/EBITDA
ASR
5.55
CAT
26.1

Profitability

Gross Margin
ASR
61.74%
CAT
28.79%
Operating Margin
ASR
42.15%
CAT
16.02%
Profit Margin
ASR
31.71%
CAT
13.14%
ROE
ASR
22.95%
CAT
43.53%
ROA
ASR
14.26%
CAT
7.89%

Growth

Revenue Growth
ASR
17.1%
CAT
18.0%
Earnings Growth
ASR
-37.5%
CAT
-11.4%

Financial Health

Debt/Equity
ASR
0.48
CAT
2.07
Current Ratio
ASR
2.69
CAT
1.44
Quick Ratio
ASR
2.66
CAT
0.87

Dividends

Dividend Yield
ASR
7.62%
CAT
0.85%
Payout Ratio
ASR
0.0%
CAT
31.05%

AI Verdict

ASR NEUTRAL

ASR exhibits strong financial health with a Piotroski F-Score of 7/9, indicating solid operational and balance sheet strength. Profitability metrics are robust, with high margins and ROE above sector average, while leverage remains low. However, recent earnings declines and poor earnings surprise trends—four consecutive misses with double-digit negative surprises—raise concerns about near-term execution. The stock trades significantly above the Graham Number of $64.05, reflecting premium valuation despite weak earnings growth, though it aligns more closely with the growth-based intrinsic value of $181.09.

Strengths
Strong Piotroski F-Score of 7/9 indicates high financial health and stability
Exceptional profitability: ROE of 22.95%, ROA of 14.26%, and operating margin of 42.15% well above sector averages
Low debt/equity ratio of 0.48 suggests conservative capital structure and strong financial flexibility
Risks
Earnings growth declining sharply: YoY EPS down -33.1% and Q/Q down -37.50%, indicating deteriorating profitability
Consistent earnings misses: 3 of last 4 quarters missed estimates, with average surprise of -21.15% over last four
Price/Book of 47.97 is extremely high, suggesting potential overvaluation or intangible asset risk
CAT NEUTRAL

CAT shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong revenue growth of 18.0%
Strong ROE of 43.5%
Risks
High valuation with P/E of 39.0
Premium vs Graham Number ($139.4)
High debt burden with D/E of 2.07

Compare Another Pair

ASR vs CAT: Head-to-Head Comparison

This page compares Grupo Aeroportuario del Sureste, S. A. B. de C. V. (ASR) and Caterpillar Inc. (CAT) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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