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v0.1
OMAB$100.28-0.04%
Fair $100.28+0.0%

OMAB

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

Industrials / Airports & Air ServicesNasdaqGS

$100.28

-0.04 (-0.04%)

Fairly Valued+0.0%Fair Value $100.28Fund rank 35/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.9B · quality 68.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 94/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

52/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · OMABLocal privado en este navegador · Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$4.8B

P/E

15.8x

↓

EV/EBITDA

1.6x

↓

ROE

47.4%

↑

Gross Margin

70.1%

↑

Debt/Equity

1.21

↑
52-Week Range$100
$96$135

TradingView lightweight chart

OMAB price, volumen y niveles de valoración

Último $100.28Periodo +381.0%
Fair value: $100.28

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+10.2%

FCF CAGR

+15.3%

FCF margin

45.6%

FCF / Net income

1.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.96B · net income $5.34B · FCF $7.28B

2022-FY → 2025-FY

Gross margin

70.1%+8.6% pts

Operating margin

56.0%+5.2% pts

Net margin

33.5%+0.8% pts

FCF margin

45.6%+5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.96B$15.96B$15.07B$14.46B$11.93B
Net Income$5.34B$5.34B$4.93B$5.01B$3.90B
EBITDA$9.98B$9.98B$9.16B$8.97B$6.78B
EPS110.66110.66102.08103.8380.80
Gross Margin70.1%70.1%66.8%65.8%61.5%
Operating Margin56.0%56.0%53.6%55.8%50.8%
Net Margin33.5%33.5%32.7%34.7%32.7%
Balance Sheet
Debt/Equity1.211.211.101.121.24
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$7.28B$7.28B$5.88B$5.93B$4.75B
Returns
ROE47.4%47.4%47.5%51.8%46.6%
Valuation
P/E15.8415.840.680.780.85
EV/EBITDA1.631.631.441.361.53
P/B0.430.430.320.400.40
Growth & Yield
Revenue Growth5.9%5.9%4.3%21.1%—
EPS Growth8.4%8.4%-1.7%28.5%—
Dividend Yield5.8%5.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-56.8%

fácil

EPS terminal req.

$8.90

Spread vs growth

65.2%

5Y implied EPS CAGR

-37.2%

fácil

EPS terminal req.

$10.77

Spread vs growth

45.7%

10Y implied EPS CAGR

-16.9%

fácil

EPS terminal req.

$17.34

Spread vs growth

25.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +6.8%

Total return

+6.8%

Start / end P/E

1.0x → 0.9x

EPS bridge

102.08 → 110.66

Residual

-0.6%

EPS growth+8.4%
Multiple rerating-6.8%
Dividend+5.8%
Residual / FX / buybacks / cross-term-0.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.