Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (GAPB.MX)

Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (GAPB.MX) — VMCI valuation read

Headline read on GAPB.MX: VMCI of 57/100 versus a Industrials sector median of 50. The 7-point above-median position is what makes Grupo Aeroportuario del Pacífico, S.A.B. de C.V. a relative-value candidate in the mid-cap cohort, before any pillar-level review.

Form 4 filings on GAPB.MX: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on GAPB.MX: value (GAPB.MX trades at 19.0x earnings, 6% above the Industrials median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Industrials median (10.0%)), and risk (net debt to EBITDA of -0.8x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Industrials 12.0x baseline.

GAPB.MX rose 0.8% over the trailing 7 days, with a -16.6% read on a 30-day basis.