SOUTHEAST AIRPORT GROUP vs AZUL SA, two Airlines stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ASR and AZUL diverge most: on fcf yield, ASR reads 0.8% and AZUL reads -6.6%; on net margin, ASR reads 44.8% and AZUL reads 0.6%. The rest of the comparable metrics sit closer together. What ASR's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ASR | AZUL |
|---|---|---|
| Price | $308.31 | $9.15 |
| Market cap | $92.5B | $4.2B |
| Sector | Airlines | Airlines |
| Stage | Growth | Growth |
| P/E | 139.9 | — |
| P/B | 30.77 | — |
| P/S | 60.52 | 0.99 |
| EV/EBITDA | 107.1 | 2.8 |
| Revenue growth | +26.7% | +22.0% |
| Operating margin | 55.9% | 19.8% |
| Net margin | 44.8% | 0.6% |
| Return on equity | 22.8% | — |
| Return on assets | 16.8% | 0.5% |
| Return on invested capital | 19.6% | — |
| FCF yield | 0.8% | -6.6% |
| Debt / equity | 0.00 | — |
| Current ratio | 4.36 | 0.21 |
| Altman Z (solvency) | 7.69 | 4.29 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.