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ASR vs IESC

ASR
Grupo Aeroportuario del Sureste, S. A. B. de C. V.
NEUTRAL
Price
$338.17
Market Cap
$10.2B
Sector
Industrials
AI Confidence
75%
IESC
IES Holdings, Inc.
NEUTRAL
Price
$532.78
Market Cap
$10.62B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
ASR
13.07
IESC
31.64
Forward P/E
ASR
15.32
IESC
--
P/B Ratio
ASR
47.97
IESC
11.05
P/S Ratio
ASR
0.29
IESC
3.04
EV/EBITDA
ASR
5.55
IESC
22.86

Profitability

Gross Margin
ASR
61.74%
IESC
25.81%
Operating Margin
ASR
42.15%
IESC
11.28%
Profit Margin
ASR
31.71%
IESC
9.77%
ROE
ASR
22.95%
IESC
41.74%
ROA
ASR
14.26%
IESC
17.43%

Growth

Revenue Growth
ASR
17.1%
IESC
16.2%
Earnings Growth
ASR
-37.5%
IESC
65.8%

Financial Health

Debt/Equity
ASR
0.48
IESC
0.07
Current Ratio
ASR
2.69
IESC
1.8
Quick Ratio
ASR
2.66
IESC
1.58

Dividends

Dividend Yield
ASR
7.62%
IESC
--
Payout Ratio
ASR
0.0%
IESC
0.0%

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
IESC NEUTRAL

IESC exhibits strong fundamental health with a Piotroski F-Score of 7/9 and an exceptionally low Debt/Equity ratio of 0.07. While the company demonstrates elite profitability (ROE 41.74%) and robust earnings growth (65.8% YoY), the stock is currently trading at a premium, exceeding both its Intrinsic Value ($496.78) and the analyst target price ($458.00). The divergence between stellar operational performance and bearish insider sentiment/technical trends suggests the stock may be overextended after its massive 1-year run (+194.9%).

Strengths
Strong financial health indicated by a Piotroski F-Score of 7/9
Exceptional Return on Equity (ROE) of 41.74%
Negligible leverage with a Debt/Equity ratio of 0.07
Risks
Significant valuation premium (Price/Book of 11.05)
Bearish insider activity with $50.76M in recent sales
Current price ($532.78) is well above the analyst target price ($458.00)

Compare Another Pair

ASR vs IESC: Head-to-Head Comparison

This page compares Grupo Aeroportuario del Sureste, S. A. B. de C. V. (ASR) and IES Holdings, Inc. (IESC) 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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