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OMAB

NEUTRAL
$113.78 Live
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. · NASDAQ
Target $124.33 (+9.3%)
$80.75 52W Range $134.99

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 16, 2026
Market cap
$5.49B
P/E
17.95
ROE
48.8%
Profit margin
33.5%
Debt/Equity
1.19
Dividend yield
4.36%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
OMAB exhibits strong operational efficiency with a stable Piotroski F-Score of 6/9 and exceptional margins, though it currently trades at a significant premium to its Graham Number ($15.25) and Intrinsic Value ($69.11). While the PEG ratio of 0.76 and Forward P/E of 11.97 suggest growth-adjusted value, the astronomical Price-to-Book ratio (69.82) and a high dividend payout ratio (83.37%) present valuation and sustainability risks. The stock is fundamentally healthy but technically bearish, with a current price that has outpaced its deterministic value models.

Key Strengths

Exceptional profitability with an operating margin of 51.80% and ROE of 48.84%
Attractive PEG ratio (0.76) indicating the stock is undervalued relative to its earnings growth
Stable financial health as evidenced by a Piotroski F-Score of 6/9
Strong long-term price performance with a 194.6% 5-year increase
Consistent dividend yield of 4.36% providing steady income

Key Risks

Extreme Price-to-Book ratio (69.82) suggesting a massive premium over tangible assets
High dividend payout ratio (83.37%) which may limit capital reinvestment or be unsustainable
Stagnant Year-over-Year revenue growth (0.00%)
Bearish technical trend (0/100) and weak insider sentiment (40/100)
Significant gap between current market price ($113.78) and intrinsic value ($69.11)
AI Fair Value Estimate
Based on comprehensive analysis
$118.5
+4.1% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
61
Strong
Value
45
Future
55
Past
85
Health
70
Dividend
50
AI Verdict
Fundamentally strong but overvalued by deterministic models
Key drivers: High ROE, Low PEG, High P/B Ratio, Flat YoY Revenue
Confidence
90%
Value
45/100

Trades at a premium to intrinsic value but reasonably relative to growth (PEG).

Positives
  • Low Forward P/E (11.97)
  • PEG < 1.0
Watchpoints
  • Price far exceeds Graham Number ($15.25)
  • Extreme P/B ratio
Future
55/100

Growth is slowing on a yearly basis but showing short-term quarterly recovery.

Positives
  • Positive Q/Q revenue growth (6.11%)
  • Analyst target price of $124.33
Watchpoints
  • Flat YoY revenue growth
  • Recent Q/Q EPS decline (-17.6%)
Past
85/100

Historically a high-performer with strong recovery post-2020.

Positives
  • Strong 5Y and 1Y price appreciation
  • Consistent history of earnings beats
Watchpoints
  • Recent earnings surprises have turned slightly negative
Health
70/100

Financial stability is solid, though Altman Z-Score is unavailable for confirmation.

Positives
  • Piotroski F-Score of 6/9 (Stable)
  • Healthy Current Ratio (1.32)
Watchpoints
  • Debt/Equity of 1.19 is moderate but present
Dividend
50/100

Yield is attractive, but the high payout ratio leaves little room for error.

Positives
  • Strong yield of 4.36%
Watchpoints
  • Very high payout ratio (83.37%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$113.78
Analyst Target
$124.33
Upside/Downside
+9.3%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for OMAB and closest competitors.

Updated 2026-04-15
OMA
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
Primary
5Y
+194.6%
3Y
+45.2%
1Y
+48.6%
6M
+12.8%
1M
+4.6%
1W
-2.6%
EQP
EquipmentShare.com Inc.
Peer
5Y
-37.0%
3Y
-37.0%
1Y
-37.0%
6M
-37.0%
1M
-26.8%
1W
-1.2%
CWS
Casella Waste Systems, Inc.
Peer
5Y
+32.2%
3Y
+2.7%
1Y
-17.5%
6M
-6.6%
1M
-10.4%
1W
+8.2%
ACA
Arcosa, Inc.
Peer
5Y
+87.6%
3Y
+105.3%
1Y
+13.3%
6M
+24.7%
1M
+2.4%
1W
-1.5%
LST
Landstar System, Inc.
Peer
5Y
+7.5%
3Y
-0.9%
1Y
+22.1%
6M
+37.3%
1M
+13.7%
1W
+1.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
17.95
Forward P/E
11.97
PEG Ratio
0.76
P/B Ratio
69.82
P/S Ratio
0.34
EV/Revenue
3.42
EV/EBITDA
5.56
Market Cap
$5.49B

Profitability

Profit margins and return metrics

Profit Margin 33.46%
Operating Margin 51.8%
Gross Margin 75.59%
ROE 48.84%
ROA 19.21%

Growth

Revenue and earnings growth rates

Revenue Growth N/A
Earnings Growth +2.6%
Q/Q Revenue Growth +6.11%
Q/Q Earnings Growth +2.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.19
Moderate
Current Ratio
1.32
Good
Quick Ratio
1.17
Good
Cash/Share
$8.02

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-27
$N/A
2026-02-23
$1.4
-13.5% surprise
2025-10-22
$1.7
+9.0% surprise
2025-07-28
$1.47
+0.1% surprise

Industrials Sector Comparison

Comparing OMAB against 294 companies in the Industrials sector (21 bullish, 101 neutral, 172 bearish)
P/E Ratio
17.95
This Stock
vs
80.8
Sector Avg
-77.8% (Discount)
Return on Equity (ROE)
48.84%
This Stock
vs
-20.62%
Sector Avg
-336.8% (Below Avg)
Profit Margin
33.46%
This Stock
vs
10.86%
Sector Avg
+208.0% (Superior)
Debt to Equity
1.19
This Stock
vs
2.99
Sector Avg
-60.3% (Less Debt)
Current Ratio
1.32
This Stock
vs
3.12
Sector Avg
-57.6% (Weaker)

Similar Companies

Peer comparison within the same industry

Past News Coverage

Recent headlines mentioning OMAB from our newsroom.

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