Grupo Aeroméxico, S.A.B. de C.V. (AERO)

Grupo Aeroméxico, S.A.B. de C.V. (AERO) — VMCI valuation read

Composite valuation read on AERO: VMCI 52/100 against a Industrials sector median of 50. The 2-point above-median print is the headline number for Grupo Aeroméxico, S.A.B. de C.V., and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.

Trailing 30-day insider activity for AERO: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.

**Investor frame.** Value, quality, risk in three lines on AERO: AERO trades at 27.0x earnings, 50% above the Industrials median of 18.0x; ROIC of 13.0% sits 3.0pp above the Industrials median (10.0%); net debt to EBITDA of 3.4x is the binding constraint on the bear case. EV/EBITDA at 14.0x versus 12.0x for Industrials closes the value frame.

AERO rose 3.9% over the trailing 7 days, with a -5.9% read on a 30-day basis.