U-Haul (NASDAQ:UHALB) and Grupo Aeroportuario del Sureste (NYSE:ASR) Head to Head Analysis

Grupo Aeroportuario del Sureste (NYSE:ASR) and U-Haul (NASDAQ:UHALB) are both transportation companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, earnings, valuation, analyst recommendations, dividends, risk and institutional ownership.

Dividends

Grupo Aeroportuario del Sureste pays an annual dividend of $37.83 per share and has a dividend yield of 10.4%. U-Haul pays an annual dividend of $0.20 per share and has a dividend yield of 0.4%. 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. U-Haul pays out 41.7% of its earnings in the form of a dividend.

Analyst Recommendations

This is a breakdown of current ratings and target prices for Grupo Aeroportuario del Sureste and U-Haul, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Grupo Aeroportuario del Sureste	1	3	2	0	2.17
U-Haul	0	0	0	0	0.00

Grupo Aeroportuario del Sureste presently has a consensus target price of $300.00, indicating a potential downside of 17.74%. Given Grupo Aeroportuario del Sureste’s stronger consensus rating and higher possible upside, equities analysts clearly believe Grupo Aeroportuario del Sureste is more favorable than U-Haul.

Institutional and Insider Ownership

10.6% of Grupo Aeroportuario del Sureste shares are held by institutional investors. Comparatively, 35.7% of U-Haul shares are held by institutional investors. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Grupo Aeroportuario del Sureste	27.93%	21.10%	13.05%
U-Haul	2.14%	1.64%	0.61%

Valuation & Earnings

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Grupo Aeroportuario del Sureste	$1.94 billion	5.63	$743.97 million	$18.86	19.34
U-Haul	$5.83 billion	N/A	$367.09 million	$0.48	96.75

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

Summary

Grupo Aeroportuario del Sureste beats U-Haul on 9 of the 13 factors compared between the two stocks.

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 U-Haul

AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company's Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, flat screen television, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,100 company operated retail moving stores and 21,100 independent U-Haul dealers. As of March 31, 2022, it had a rental fleet of approximately 186,000 trucks, 128,000 trailers, and 46,000 towing devices; and 1,844 self-storage locations with approximately 876,000 rentable storage units. The company's Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. The company's Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, medicare supplement, and annuity policies. AMERCO was founded in 1945 and is based in Reno, Nevada.