COMPARE · Data as of August 14, 2026
FLY vs OMAB
Verdict: Side-by-side breakdown using the Bull Rankings model. FLY scored 20.6, OMAB scored 66.2 — OMAB leads.
Compare another set
FLY
Firefly Aerospace Inc.
20.6
$26.67 · $4.5B
fundamentals as of
Score gap
45.6
OMAB leads
OMAB
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
66.2
$103.39 · $5.0B
The model, pillar by pillar (0–100 each)
FLY
stronger →← stronger
OMAB
18
Qualityreturns · margins · balance sheet
90
100
Growthrevenue & earnings expansion
50
4
Valuevaluation vs sector peers
89
OMAB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FLY
OMAB
-$326mF
FCF
$399mC
+163.0%A
Rev
+4.3%C+
0.04A
D/E
1.54C
15.6xD
P/S
—
—
PEG
0.76A-
—
P/E
15.7xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
FLY
OMAB
—
Price vs fair valuelower is cheaper
41% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-1%/yr
—
1-yr DCF upside
+37%
—
5-yr DCF upside
+69%
—
10-yr DCF upside
+129%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FLY
Why this score
- Diluting shareholders
- Short track record
OMAB
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
- Foreign reporter (MXN)
The companies
FLYFirefly Aerospace Inc.
Why now
Aerospace & Defense · market cap $4.5b. Down 57% from 52-week high of $62.17 — deep drawdown territory. Revenue growing +163% — in hypergrowth territory. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $41.60 (implying +56% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$326m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 57% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. P/S 15.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
OMABGrupo Aeroportuario del Centro Norte, S.A.B. de C.V.
Why now
Airports & Air Services · market cap $5.0b. Down 23% from 52-week high of $134.99 — deep drawdown territory. PEG 0.76 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $123.90 (implying +20% upside).
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 47% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 125% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Dividend payout 85% of earnings on a 5.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where FLY and OMAB diverge
On the headline score the gap is 45.6 points in favor of OMAB. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueFLY 3.9 · OMAB 88.9OMAB +85.0
- QualityFLY 17.6 · OMAB 89.7OMAB +72.1
- GrowthFLY 99.8 · OMAB 50.0FLY +49.8
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.