Analyzing DSV (OTCMKTS:DSDVY) and Grupo Aeroportuario del Sureste (NYSE:ASR)

Grupo Aeroportuario del Sureste (NYSE:ASR) and DSV (OTCMKTS:DSDVY) are both large-cap transportation companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, risk, earnings, dividends, valuation, profitability and analyst recommendations.

Volatility and Risk

Grupo Aeroportuario del Sureste has a beta of 0.57, meaning that its share price is 43% less volatile than the S&P 500. Comparatively, DSV has a beta of 1.32, meaning that its share price is 32% more volatile than the S&P 500.

Dividends

Grupo Aeroportuario del Sureste pays an annual dividend of $37.83 per share and has a dividend yield of 10.9%. DSV pays an annual dividend of $0.30 per share and has a dividend yield of 0.2%. Grupo Aeroportuario del Sureste pays out 200.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. DSV pays out 10.2% of its earnings in the form of a dividend.

Profitability

This table compares Grupo Aeroportuario del Sureste and DSV’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Grupo Aeroportuario del Sureste	31.96%	20.67%	13.44%
DSV	4.23%	10.92%	4.63%

Valuation & Earnings

This table compares Grupo Aeroportuario del Sureste and DSV”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Grupo Aeroportuario del Sureste	$1.72 billion	6.04	$743.97 million	$18.86	18.34
DSV	$24.24 billion	2.78	$1.47 billion	$2.94	47.66

DSV has higher revenue and earnings than Grupo Aeroportuario del Sureste. Grupo Aeroportuario del Sureste is trading at a lower price-to-earnings ratio than DSV, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership

10.6% of Grupo Aeroportuario del Sureste shares are held by institutional investors. Comparatively, 0.2% of DSV shares are held by institutional investors. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Analyst Recommendations

This is a summary of current ratings and recommmendations for Grupo Aeroportuario del Sureste and DSV, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Grupo Aeroportuario del Sureste	1	4	2	0	2.14
DSV	0	2	3	1	2.83

Grupo Aeroportuario del Sureste presently has a consensus target price of $305.00, suggesting a potential downside of 11.84%. Given Grupo Aeroportuario del Sureste’s higher possible upside, equities analysts clearly believe Grupo Aeroportuario del Sureste is more favorable than DSV.

About Grupo Aeroportuario del Sureste

Grupo Aeroportuario del Sureste, S. A. B. de C. V. holds concessions to operate, maintain, and develop airports in the southeast region of Mexico. The company operates airports that are located in the cities of Cancún, Cozumel, Mérida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula, and Minatitlán. It provides aeronautical services, which include passenger, aircraft landing and parking, passenger walkway, and airport security services. The company also offers non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, airlines, and other commercial tenants; catering, handling, and ground transportation services, as well as engages in the various commercial operations. In addition, it holds concessions to operate the Luis Muñoz Marín International Airport in San Juan, Puerto Rico; and various airports in Colombia, including the Enrique Olaya Herrera Airport in Medellín, the José María Córdova International Airport in Rionegro, the Los Garzones Airport in Montería, the Antonio Roldán Betancourt Airport in Carepa, the El Caraño Airport in Quibdó, and the Las Brujas Airport in Corozal. Grupo Aeroportuario del Sureste, S. A. B. de C. V. was founded in 1996 and is headquartered in Mexico City, Mexico.

About DSV

DSV A/S offers transport and logistics services in Europe, the Middle East, Africa, North America, South America, Asia, Australia, and the Pacific. It operates through three segments: Air & Sea, Road, and Solutions. The company provides air freight, air freight compliance and carrier, and rail freight services; sea freight, and sea freight compliance and carrier services, as well as freight containers. It also offers road freight services, such as part and full loads, groupage, specialized transport, express, and online and document handling services; and workshops. In addition, the company provides logistics solutions for automotive, technology, healthcare, energy, industrial, retail/ fashion, and chemical sectors; and inventory management solutions. Further, it offers special project transport services, such as industrial projects, renewable energy, government logistics, ship charter, and air charter services; and courier and warehousing services. The company was formerly known as DSV Panalpina A/S and changed its name to DSV A/S in September 2021. DSV A/S was incorporated in 1976 and is based in Hedehusene, Denmark.