Promotora y Operadora de Infraestructura SAB de CV ADR (PUODY) Fair Value & Analysis

Industrials · US · Market cap $6.1B · ISIN US74343W1009

What is Promotora y Operadora de Infraestructura SAB de CV ADR really worth?

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

What matters now

• The price is below even our cautious bear case ($611.06). The market is more pessimistic than our downside scenario.
• Solid quality (66/100) at a price below fair value, the discount is the argument here, not the business quality.
• A fairly wide model range ($611.06 to $1,143) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.

How to read this chart

60‑month range $106.78 – $349.47 · fair‑value band $611.06 – $1,143 · the $312.67 price screens below the $770.75 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 30, 2026.

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Analysis

Promotora y Operadora de Infraestructura SAB de CV ADR (PUODY) currently trades at $312.67, while our model-based Fair Value estimate is $770.75, implying the stock looks roughly 59.4% undervalued today. The Quality Score stands at 66/100 (solid quality), in the Industrials sector. Bull case: the Growth DCF group reads highest at a median of $1,183 per share, and 20 of the 23 models we run sit above the $312.67 price. Bear case: the Asset-Based group reads lowest at $168.20, and 3 of the 23 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Promotora y Operadora de Infraestructura SAB de CV ADR generated revenue of 20.9B MXN at a net margin of 72.9%. Revenue grew 18.4% year over year. It earns a return on equity of 22.8%. The balance sheet holds a net cash position of $28.3B. Fundamentals as of Aug 30, 2026

Our scenario range runs from $611.06 (bear case) to $1,143 (bull case); at $312.67, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 12% below its 52-week high and 45% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 6% fair-value upside, at 147%, PUODY screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $25.27 per share, which is 3.3 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Widest divergence: Growth DCF ($1,183) versus Asset-Based ($168.20). Highest evidence: FCF DCF (79).

Key figures & financial health

Quality Score breakdown

About the company

Promotora y Operadora de Infraestructura, S. A. B. de C. V. engages in the construction, operation, maintenance, financing, and promotion of toll roads and port projects in Mexico. It operates through Construction, Material, and Concession segments.

Full company description

Promotora y Operadora de Infraestructura, S. A. B. de C. V. engages in the construction, operation, maintenance, financing, and promotion of toll roads and port projects in Mexico. It operates through Construction, Material, and Concession segments. The company undertakes heavy construction projects, such as toll roads, ports, tunnels, dams, bridges, airports, and railways; industrial construction projects, including petrochemical, industrial, wastewater treatment, and power generating plants; and urban construction projects comprising parking lots, museums, parks, educational centers, buildings, water systems, public transport systems, landfills, and hospitals. It also manufactures asphalt concrete; basalt aggregates, such as gravel, sand, seal, ballast, hydraulic base, sub-base, and tepetate; and central guard rails for roads and other precast concrete materials, as well as exploiting stone aggregates. In addition, the company provides services comprising minor maintenance and operation services for the toll roads; reception, storage, and shipment of goods; hauling or transfer of goods; loading and unloading from ship to yard and vice versa; loading and unloading from yard to ground transportation and vice versa; filling and emptying of containers; general cargo storage; mooring and unmooring of ropes; and handling, storage, and custody of foreign trade merchandise. The company was founded in 1969 and is based in Mexico City, Mexico.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Promotora y Operadora de Infraestructura SAB de CV ADR reported revenue of 18.8B MXN in FY2025 versus 12.4B MXN in FY2021, a compound +10.9%/yr. Reported net income was 13.7B MXN in FY2025, compounding +25.1%/yr from FY2021.

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Peer Group

Infrastructure Operations · 64 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Infrastructure Operations median · lower = cheaper

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

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