Grupo Aeroportuario del Sureste, S. A. B. de C. V., together with its subsidiaries, holds concessions to operate, maintain, and develop airports in the southeast region of Mexico. It operates through Cancún, Aerostar, Airplan, Mérida, Villahermosa, Holding & Services, and Other segments. The company operates the airports in Cozumel, Huatulco, Mérida, Minatitlán, Oaxaca, Tapachula, Veracruz, and Villahermosa; and offers aeronautical …
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Competitive advantage assessment
Key strengths
ROIC Sustainably Above PeersROIC at 89.9th percentile exceeds peers and WACC, demonstrating superior capital allocation.
Margins Consistently Above PeersGross margin at 46.6% (top 12%) and operating margin at 45.6% (top 6%) indicate strong pricing power.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Where ASR ranks in Industrials: Transportation & Logistics
Grupo Aeroportuario del Sureste ranks #5 of 120
scored companies in Industrials: Transportation & Logistics by moat score — the top 4%.
The widest moat in the group is Old Dominion Freight Line, Inc. (ODFL)
at 93/100.
Moat scores for companies ranked near ASR in Industrials: Transportation & Logistics
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 95
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 78
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 88
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 80
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 78
· 15% of the moat score
Scale matters only when it converts into economics.
What is Grupo Aeroportuario del Sureste's moat score?
Grupo Aeroportuario del Sureste (ASR) scores 82 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as strong. It ranks #5 of 120 scored companies in Industrials: Transportation & Logistics, the top 4%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 119 companies in Industrials: Transportation & Logistics. Its strongest defense is Cost Advantage (95/100) and its weakest is Pricing Power (76/100).
How does Grupo Aeroportuario del Sureste compare with other Industrials: Transportation & Logistics companies?
Grupo Aeroportuario del Sureste ranks #5 of 120 scored companies in Industrials: Transportation & Logistics by moat score. The widest moat in Industrials: Transportation & Logistics is Old Dominion Freight Line, Inc. (ODFL) at 93/100. The companies ranked closest are ZTO Express (Cayman) Inc. (ZTO) at 83 just above it and Costamare Inc. (CMRE) at 82 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 119 companies in Industrials: Transportation & Logistics. The defenses are then weighted to produce the overall score out of 100.
Why is Grupo Aeroportuario del Sureste scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Grupo Aeroportuario del Sureste?
The Corporate Default template measures 6 defenses, and ASR scores: Pricing Power (76), Cost Advantage (95), Customer Stickiness (78), Capital Efficiency (88), Resilience (80), Scale & Market Position (78). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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