View ValuationAmérica Móvil. de 将来の成長Future 基準チェック /26América Móvil. de利益と収益がそれぞれ年間9.4%と3.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に23.6% 12.6%なると予測されています。主要情報9.4%収益成長率12.62%EPS成長率Wireless Telecom 収益成長22.8%収益成長率3.7%将来の株主資本利益率23.64%アナリストカバレッジGood最終更新日04 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 08América Móvil, S.A.B. de C.V. to Report Q2, 2026 Results on Jul 21, 2026América Móvil, S.A.B. de C.V. announced that they will report Q2, 2026 results After-Market on Jul 21, 2026Upcoming Dividend • Jul 07Upcoming dividend of Mex$0.27 per shareEligible shareholders must have bought the stock before 14 July 2026. Payment date: 15 July 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.8%).Declared Dividend • Apr 27Dividend of Mex$0.27 announcedShareholders will receive a dividend of Mex$0.27. Ex-date: 14th July 2026 Payment date: 15th July 2026 Dividend yield will be 26%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 23First quarter 2026 earnings released: EPS: Mex$0.39 (vs Mex$0.31 in 1Q 2025)First quarter 2026 results: EPS: Mex$0.39 (up from Mex$0.31 in 1Q 2025). Revenue: Mex$236.8b (up 2.1% from 1Q 2025). Net income: Mex$23.4b (up 25% from 1Q 2025). Profit margin: 9.9% (up from 8.1% in 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Wireless Telecom industry in Europe.お知らせ • Apr 08América Móvil, S.A.B. de C.V. to Report Q1, 2026 Results on Apr 21, 2026América Móvil, S.A.B. de C.V. announced that they will report Q1, 2026 results After-Market on Apr 21, 2026お知らせ • Mar 23América Móvil, S.A.B. de C.V. (BMV:AMX B) entered into an agreement to acquire to acquire 73% stake in Desktop S.A. (BOVESPA:DESK3).América Móvil, S.A.B. de C.V. (BMV:AMX B) entered into an agreement to acquire to acquire 73% stake in Desktop S.A. (BOVESPA:DESK3) on March 22, 2026. Completion of the transaction is subject to certain customary closing conditions, including approvals by the Administrative Council for Economic Defense (CADE) and by the National Telecommunications Agency. América Móvil, S.A.B. de C.V. is acquiring Desktop S.A. through one of its subsidiaries in Brazil.お知らせ • Mar 20América Móvil, S.A.B. de C.V., Annual General Meeting, Apr 23, 2026América Móvil, S.A.B. de C.V., Annual General Meeting, Apr 23, 2026. Location: lago zurich 245 plaza carso, telcel building 15th floor, ampliacion granada neighborhood, miguel hidalgo borough zip 11529, mexico MexicoValuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Wireless Telecom industry in Europe. Total returns to shareholders of 34% over the past three years.New Risk • Feb 17New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (13% average weekly change).Reported Earnings • Feb 12Full year 2025 earnings released: EPS: Mex$1.37 (vs Mex$0.37 in FY 2024)Full year 2025 results: EPS: Mex$1.37 (up from Mex$0.37 in FY 2024). Revenue: Mex$943.6b (up 8.6% from FY 2024). Net income: Mex$82.8b (up 262% from FY 2024). Profit margin: 8.8% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Jan 28América Móvil, S.A.B. de C.V. to Report Q4, 2025 Results on Feb 10, 2026América Móvil, S.A.B. de C.V. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026お知らせ • Oct 02América Móvil, S.A.B. de C.V. to Report Q3, 2025 Results on Oct 14, 2025América Móvil, S.A.B. de C.V. announced that they will report Q3, 2025 results at 3:00 PM, Central Standard Time on Oct 14, 2025お知らせ • Jul 15América Móvil, S.A.B. De C.V. Appoints Guadalupe De La Vega as an Independent Non-Executive DirectorFresnillo plc announced that, in accordance with UK Listing Rule 6.4.9R(2), Ms Guadalupe de la Vega has advised the Company that she has been appointed as an Independent Non-Executive Director of América Móvil, S.A.B. de C.V.お知らせ • Jul 09América Móvil, S.A.B. de C.V. to Report Q2, 2025 Results on Jul 22, 2025América Móvil, S.A.B. de C.V. announced that they will report Q2, 2025 results After-Market on Jul 22, 2025お知らせ • May 01América Móvil, S.A.B. de C.V. announced delayed 20-F filingOn 04/30/2025, América Móvil, S.A.B. de C.V. announced that they will be unable to file their next 20-F by the deadline required by the SEC.お知らせ • Apr 16América Móvil, S.A.B. de C.V. to Report Q1, 2025 Results on Apr 29, 2025América Móvil, S.A.B. de C.V. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025お知らせ • Apr 11América Móvil, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025América Móvil, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025. Location: 15th floor telcel building, plaza carso 245 lago zurich, ampliacion granada, miguel hidalgo, 11529, mexico Mexicoお知らせ • Mar 22América Móvil, S.A.B. De C.V. Proposes DividendAMÉRICA MÓVIL, S.A.B. DE C.V. at its shareholders’ meeting, to be held during April 2025 to pay a MXN 0.52 dividend per share, in two equal installments, to each of the shares of its capital stock, series “B”, subject to adjustments arising from corporate events, including the repurchase or placement of its own shares, that may vary the number of outstanding shares as of the dividend payment dates.Reported Earnings • Feb 15Full year 2024 earnings released: EPS: Mex$0.46 (vs Mex$1.21 in FY 2023)Full year 2024 results: EPS: Mex$0.46 (down from Mex$1.21 in FY 2023). Revenue: Mex$869.2b (up 6.5% from FY 2023). Net income: Mex$28.3b (down 63% from FY 2023). Profit margin: 3.3% (down from 9.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Wireless Telecom industry in Europe.お知らせ • Jan 22América Móvil, S.A.B. de C.V. to Report Q4, 2024 Results on Feb 11, 2025América Móvil, S.A.B. de C.V. announced that they will report Q4, 2024 results After-Market on Feb 11, 2025Upcoming Dividend • Nov 01Upcoming dividend of Mex$0.24 per shareEligible shareholders must have bought the stock before 08 November 2024. Payment date: 11 November 2024. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.0%).New Risk • Oct 18New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 95% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (95% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.4% net profit margin).Reported Earnings • Oct 16Third quarter 2024 earnings released: EPS: Mex$0.10 (vs Mex$0.03 in 3Q 2023)Third quarter 2024 results: EPS: Mex$0.10 (up from Mex$0.03 in 3Q 2023). Revenue: Mex$223.5b (up 9.6% from 3Q 2023). Net income: Mex$6.43b (up 217% from 3Q 2023). Profit margin: 2.9% (up from 1.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Wireless Telecom industry in Europe.Declared Dividend • Oct 08First half dividend of Mex$0.24 announcedShareholders will receive a dividend of Mex$0.24. Ex-date: 8th November 2024 Payment date: 11th November 2024 Dividend yield will be 36%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. EPS is expected to grow by 64% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Oct 02América Móvil, S.A.B. de C.V. to Report Q3, 2024 Results on Oct 15, 2024América Móvil, S.A.B. de C.V. announced that they will report Q3, 2024 results After-Market on Oct 15, 2024Declared Dividend • Aug 28First half dividend of Mex$0.24 announcedShareholders will receive a dividend of Mex$0.24. Ex-date: 8th November 2024 Payment date: 11th November 2024 Dividend yield will be 39%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. EPS is expected to grow by 65% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jul 04América Móvil, S.A.B. de C.V. to Report Q2, 2024 Results on Jul 16, 2024América Móvil, S.A.B. de C.V. announced that they will report Q2, 2024 results After-Market on Jul 16, 2024Declared Dividend • May 20Dividend of Mex$0.24 announcedShareholders will receive a dividend of Mex$0.24. Ex-date: 12th July 2024 Payment date: 15th July 2024 Dividend yield will be 32%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 02América Móvil, S.A.B. de C.V. to Report Q1, 2024 Results on Apr 16, 2024América Móvil, S.A.B. de C.V. announced that they will report Q1, 2024 results After-Market on Apr 16, 2024お知らせ • Jan 25América Móvil, S.A.B. de C.V. to Report Q4, 2023 Results on Feb 13, 2024América Móvil, S.A.B. de C.V. announced that they will report Q4, 2023 results After-Market on Feb 13, 2024Upcoming Dividend • Nov 02Upcoming dividend of Mex$0.23 per share at 3.1% yieldEligible shareholders must have bought the stock before 09 November 2023. Payment date: 13 November 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (7.9%).New Risk • Oct 27New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 95% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk High level of debt (95% net debt to equity).New Risk • Oct 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 101% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk High level of debt (101% net debt to equity).Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: Mex$0.032 (vs Mex$0.23 in 3Q 2022)Third quarter 2023 results: EPS: Mex$0.032 (down from Mex$0.23 in 3Q 2022). Revenue: Mex$203.8b (down 5.0% from 3Q 2022). Net income: Mex$2.03b (down 86% from 3Q 2022). Profit margin: 1.0% (down from 6.8% in 3Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe.お知らせ • Oct 07América Móvil, S.A.B. de C.V. to Report Q3, 2023 Results on Oct 17, 2023América Móvil, S.A.B. de C.V. announced that they will report Q3, 2023 results at 3:00 PM, Central Standard Time on Oct 17, 2023Upcoming Dividend • Jul 06Upcoming dividend of Mex$0.23 per share at 2.5% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 17 July 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.1%).お知らせ • Jun 28América Móvil, S.A.B. de C.V. to Report Q2, 2023 Results on Jul 11, 2023América Móvil, S.A.B. de C.V. announced that they will report Q2, 2023 results at 3:00 PM, Central Standard Time on Jul 11, 2023Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.07, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Wireless Telecom industry in Europe. Total returns to shareholders of 35% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.51 per share.業績と収益の成長予測BST:MV91 - アナリストの将来予測と過去の財務データ ( )MXN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,057,883119,713141,881221,4681212/31/20271,018,066109,293161,216213,2261612/31/2026972,24099,716158,216182,380183/31/2026948,44487,517149,566277,332N/A12/31/2025943,63882,819141,582272,399N/A9/30/2025935,68267,759138,966267,934N/A6/30/2025926,22151,486130,118259,663N/A3/31/2025897,96128,111117,570251,379N/A12/31/2024869,22122,902108,506239,341N/A9/30/2024832,99336,890106,048248,920N/A6/30/2024813,37732,491107,634255,732N/A3/31/2024810,38459,459103,609252,487N/A12/31/2023816,01376,11191,753248,092N/A9/30/2023831,26281,14978,208233,159N/A6/30/2023838,21394,18363,812221,720N/A3/31/2023847,93582,24466,981225,391N/A12/31/2022844,50182,87867,433225,287N/A9/30/2022833,31979,83039,966205,607N/A6/30/2022833,29775,71153,837214,177N/A3/31/2022854,742102,90666,319228,275N/A12/31/2021830,68768,187105,190258,182N/A9/30/2021703,75868,455153,450282,376N/A6/30/2021753,19976,413170,714293,648N/A3/31/2021973,11074,301175,407302,847N/A12/31/2020815,39935,265154,685280,828N/A9/30/20201,024,99830,314146,616289,615N/A6/30/20201,013,26124,455125,748274,923N/A3/31/20201,011,75319,316101,410252,140N/A12/31/2019851,48357,886N/A234,278N/A9/30/20191,023,96261,442N/A252,253N/A6/30/20191,023,42367,280N/A238,343N/A3/31/20191,030,32353,353N/A240,767N/A12/31/20181,038,20852,566N/A248,331N/A9/30/20181,022,31126,787N/A220,102N/A6/30/20181,018,564-1,642N/A208,520N/A3/31/20181,011,01712,237N/A200,587N/A12/31/20171,021,63429,326N/A217,772N/A9/30/20171,027,11034,649N/A221,113N/A6/30/20171,032,63146,319N/A234,044N/A3/31/20171,016,58539,706N/A224,108N/A12/31/2016975,4128,649N/A235,798N/A9/30/2016936,51030,285N/A181,442N/A6/30/2016910,23525,278N/A189,068N/A3/31/2016896,68731,626N/A178,887N/A12/31/2015893,73835,055N/A163,727N/A9/30/2015892,61022,442N/A215,524N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MV91の予測収益成長率 (年間9.4% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: MV91の収益 ( 9.4% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: MV91の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MV91の収益 ( 3.7% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: MV91の収益 ( 3.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MV91の 自己資本利益率 は、3年後には高くなると予測されています ( 23.6 %)成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/09 10:06終値2026/07/09 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋América Móvil, S.A.B. de C.V. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37 アナリスト機関Martín LaraActinver Case de Bolsa, S.A. de C.V.William Noel MilnerArete Research Services LLPAmir RozwadowskiBarclays34 その他のアナリストを表示
お知らせ • Jul 08América Móvil, S.A.B. de C.V. to Report Q2, 2026 Results on Jul 21, 2026América Móvil, S.A.B. de C.V. announced that they will report Q2, 2026 results After-Market on Jul 21, 2026
Upcoming Dividend • Jul 07Upcoming dividend of Mex$0.27 per shareEligible shareholders must have bought the stock before 14 July 2026. Payment date: 15 July 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.8%).
Declared Dividend • Apr 27Dividend of Mex$0.27 announcedShareholders will receive a dividend of Mex$0.27. Ex-date: 14th July 2026 Payment date: 15th July 2026 Dividend yield will be 26%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 23First quarter 2026 earnings released: EPS: Mex$0.39 (vs Mex$0.31 in 1Q 2025)First quarter 2026 results: EPS: Mex$0.39 (up from Mex$0.31 in 1Q 2025). Revenue: Mex$236.8b (up 2.1% from 1Q 2025). Net income: Mex$23.4b (up 25% from 1Q 2025). Profit margin: 9.9% (up from 8.1% in 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Wireless Telecom industry in Europe.
お知らせ • Apr 08América Móvil, S.A.B. de C.V. to Report Q1, 2026 Results on Apr 21, 2026América Móvil, S.A.B. de C.V. announced that they will report Q1, 2026 results After-Market on Apr 21, 2026
お知らせ • Mar 23América Móvil, S.A.B. de C.V. (BMV:AMX B) entered into an agreement to acquire to acquire 73% stake in Desktop S.A. (BOVESPA:DESK3).América Móvil, S.A.B. de C.V. (BMV:AMX B) entered into an agreement to acquire to acquire 73% stake in Desktop S.A. (BOVESPA:DESK3) on March 22, 2026. Completion of the transaction is subject to certain customary closing conditions, including approvals by the Administrative Council for Economic Defense (CADE) and by the National Telecommunications Agency. América Móvil, S.A.B. de C.V. is acquiring Desktop S.A. through one of its subsidiaries in Brazil.
お知らせ • Mar 20América Móvil, S.A.B. de C.V., Annual General Meeting, Apr 23, 2026América Móvil, S.A.B. de C.V., Annual General Meeting, Apr 23, 2026. Location: lago zurich 245 plaza carso, telcel building 15th floor, ampliacion granada neighborhood, miguel hidalgo borough zip 11529, mexico Mexico
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Wireless Telecom industry in Europe. Total returns to shareholders of 34% over the past three years.
New Risk • Feb 17New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (13% average weekly change).
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: Mex$1.37 (vs Mex$0.37 in FY 2024)Full year 2025 results: EPS: Mex$1.37 (up from Mex$0.37 in FY 2024). Revenue: Mex$943.6b (up 8.6% from FY 2024). Net income: Mex$82.8b (up 262% from FY 2024). Profit margin: 8.8% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Jan 28América Móvil, S.A.B. de C.V. to Report Q4, 2025 Results on Feb 10, 2026América Móvil, S.A.B. de C.V. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026
お知らせ • Oct 02América Móvil, S.A.B. de C.V. to Report Q3, 2025 Results on Oct 14, 2025América Móvil, S.A.B. de C.V. announced that they will report Q3, 2025 results at 3:00 PM, Central Standard Time on Oct 14, 2025
お知らせ • Jul 15América Móvil, S.A.B. De C.V. Appoints Guadalupe De La Vega as an Independent Non-Executive DirectorFresnillo plc announced that, in accordance with UK Listing Rule 6.4.9R(2), Ms Guadalupe de la Vega has advised the Company that she has been appointed as an Independent Non-Executive Director of América Móvil, S.A.B. de C.V.
お知らせ • Jul 09América Móvil, S.A.B. de C.V. to Report Q2, 2025 Results on Jul 22, 2025América Móvil, S.A.B. de C.V. announced that they will report Q2, 2025 results After-Market on Jul 22, 2025
お知らせ • May 01América Móvil, S.A.B. de C.V. announced delayed 20-F filingOn 04/30/2025, América Móvil, S.A.B. de C.V. announced that they will be unable to file their next 20-F by the deadline required by the SEC.
お知らせ • Apr 16América Móvil, S.A.B. de C.V. to Report Q1, 2025 Results on Apr 29, 2025América Móvil, S.A.B. de C.V. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025
お知らせ • Apr 11América Móvil, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025América Móvil, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025. Location: 15th floor telcel building, plaza carso 245 lago zurich, ampliacion granada, miguel hidalgo, 11529, mexico Mexico
お知らせ • Mar 22América Móvil, S.A.B. De C.V. Proposes DividendAMÉRICA MÓVIL, S.A.B. DE C.V. at its shareholders’ meeting, to be held during April 2025 to pay a MXN 0.52 dividend per share, in two equal installments, to each of the shares of its capital stock, series “B”, subject to adjustments arising from corporate events, including the repurchase or placement of its own shares, that may vary the number of outstanding shares as of the dividend payment dates.
Reported Earnings • Feb 15Full year 2024 earnings released: EPS: Mex$0.46 (vs Mex$1.21 in FY 2023)Full year 2024 results: EPS: Mex$0.46 (down from Mex$1.21 in FY 2023). Revenue: Mex$869.2b (up 6.5% from FY 2023). Net income: Mex$28.3b (down 63% from FY 2023). Profit margin: 3.3% (down from 9.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Wireless Telecom industry in Europe.
お知らせ • Jan 22América Móvil, S.A.B. de C.V. to Report Q4, 2024 Results on Feb 11, 2025América Móvil, S.A.B. de C.V. announced that they will report Q4, 2024 results After-Market on Feb 11, 2025
Upcoming Dividend • Nov 01Upcoming dividend of Mex$0.24 per shareEligible shareholders must have bought the stock before 08 November 2024. Payment date: 11 November 2024. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.0%).
New Risk • Oct 18New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 95% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (95% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.4% net profit margin).
Reported Earnings • Oct 16Third quarter 2024 earnings released: EPS: Mex$0.10 (vs Mex$0.03 in 3Q 2023)Third quarter 2024 results: EPS: Mex$0.10 (up from Mex$0.03 in 3Q 2023). Revenue: Mex$223.5b (up 9.6% from 3Q 2023). Net income: Mex$6.43b (up 217% from 3Q 2023). Profit margin: 2.9% (up from 1.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Wireless Telecom industry in Europe.
Declared Dividend • Oct 08First half dividend of Mex$0.24 announcedShareholders will receive a dividend of Mex$0.24. Ex-date: 8th November 2024 Payment date: 11th November 2024 Dividend yield will be 36%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. EPS is expected to grow by 64% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Oct 02América Móvil, S.A.B. de C.V. to Report Q3, 2024 Results on Oct 15, 2024América Móvil, S.A.B. de C.V. announced that they will report Q3, 2024 results After-Market on Oct 15, 2024
Declared Dividend • Aug 28First half dividend of Mex$0.24 announcedShareholders will receive a dividend of Mex$0.24. Ex-date: 8th November 2024 Payment date: 11th November 2024 Dividend yield will be 39%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. EPS is expected to grow by 65% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jul 04América Móvil, S.A.B. de C.V. to Report Q2, 2024 Results on Jul 16, 2024América Móvil, S.A.B. de C.V. announced that they will report Q2, 2024 results After-Market on Jul 16, 2024
Declared Dividend • May 20Dividend of Mex$0.24 announcedShareholders will receive a dividend of Mex$0.24. Ex-date: 12th July 2024 Payment date: 15th July 2024 Dividend yield will be 32%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 02América Móvil, S.A.B. de C.V. to Report Q1, 2024 Results on Apr 16, 2024América Móvil, S.A.B. de C.V. announced that they will report Q1, 2024 results After-Market on Apr 16, 2024
お知らせ • Jan 25América Móvil, S.A.B. de C.V. to Report Q4, 2023 Results on Feb 13, 2024América Móvil, S.A.B. de C.V. announced that they will report Q4, 2023 results After-Market on Feb 13, 2024
Upcoming Dividend • Nov 02Upcoming dividend of Mex$0.23 per share at 3.1% yieldEligible shareholders must have bought the stock before 09 November 2023. Payment date: 13 November 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (7.9%).
New Risk • Oct 27New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 95% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk High level of debt (95% net debt to equity).
New Risk • Oct 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 101% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk High level of debt (101% net debt to equity).
Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: Mex$0.032 (vs Mex$0.23 in 3Q 2022)Third quarter 2023 results: EPS: Mex$0.032 (down from Mex$0.23 in 3Q 2022). Revenue: Mex$203.8b (down 5.0% from 3Q 2022). Net income: Mex$2.03b (down 86% from 3Q 2022). Profit margin: 1.0% (down from 6.8% in 3Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe.
お知らせ • Oct 07América Móvil, S.A.B. de C.V. to Report Q3, 2023 Results on Oct 17, 2023América Móvil, S.A.B. de C.V. announced that they will report Q3, 2023 results at 3:00 PM, Central Standard Time on Oct 17, 2023
Upcoming Dividend • Jul 06Upcoming dividend of Mex$0.23 per share at 2.5% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 17 July 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.1%).
お知らせ • Jun 28América Móvil, S.A.B. de C.V. to Report Q2, 2023 Results on Jul 11, 2023América Móvil, S.A.B. de C.V. announced that they will report Q2, 2023 results at 3:00 PM, Central Standard Time on Jul 11, 2023
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.07, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Wireless Telecom industry in Europe. Total returns to shareholders of 35% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.51 per share.