View ValuationOperadora de Sites Mexicanos. de 将来の成長Future 基準チェック /26Operadora de Sites Mexicanos. de利益と収益がそれぞれ年間20%と3.2%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4.1% 24.1%なると予測されています。主要情報20.0%収益成長率24.13%EPS成長率Telecom 収益成長16.4%収益成長率3.2%将来の株主資本利益率4.07%アナリストカバレッジLow最終更新日13 Aug 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 updatesReported Earnings • Jul 27Second quarter 2026 earnings released: EPS: Mex$0.19 (vs Mex$0.12 in 2Q 2025)Second quarter 2026 results: EPS: Mex$0.19 (up from Mex$0.12 in 2Q 2025). Revenue: Mex$3.62b (up 3.5% from 2Q 2025). Net income: Mex$372.1m (up 60% from 2Q 2025). Profit margin: 10% (up from 6.6% in 2Q 2025). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • May 25Dividend of Mex$0.50 announcedShareholders will receive a dividend of Mex$0.50. Ex-date: 28th May 2026 Payment date: 29th May 2026 Dividend yield will be 64%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (275% earnings payout ratio). However, it is well covered by cash flows (15% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 206% to bring the payout ratio under control. EPS is expected to grow by 35% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Chairman Juan Rodriguez Torres was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Apr 16Operadora de Sites Mexicanos, S.A.B. de C.V., Annual General Meeting, Apr 30, 2026Operadora de Sites Mexicanos, S.A.B. de C.V., Annual General Meeting, Apr 30, 2026. Location: paseo de las palmas no 781, 7th floor offices 703 704, colonia lomas de chapultepec iii section, miguel hidalgo borough, zip code 11000, mexico Mexicoお知らせ • Mar 23Operadora de Sites Mexicanos, S.A.B. de C.V.(BMV:SITES1 A-1) dropped from FTSE All-World Index (USD)Operadora de Sites Mexicanos, S.A.B. de C.V.(BMV:SITES1 A-1) dropped from FTSE All-World Index (USD)お知らせ • May 23Operadora de Sites Mexicanos, S.A.B. de C.V. announces Annual dividend, payable on May 30, 2025Operadora de Sites Mexicanos, S.A.B. de C.V. announced Annual dividend of MXN 0.5000 per share payable on May 30, 2025, ex-date on May 29, 2025 and record date on May 29, 2025.お知らせ • Apr 14Operadora de Sites Mexicanos, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025Operadora de Sites Mexicanos, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025. Location: paseo de las palmas no 781, 7th floor offices 703 704, colonia lomas de chapultepec iii section, miguel hidalgo borough, zip code 11000, mexico MexicoReported Earnings • Oct 26Third quarter 2024 earnings released: EPS: Mex$0.11 (vs Mex$0.027 in 3Q 2023)Third quarter 2024 results: EPS: Mex$0.11 (up from Mex$0.027 in 3Q 2023). Revenue: Mex$3.38b (up 13% from 3Q 2023). Net income: Mex$208.7m (up 145% from 3Q 2023). Profit margin: 6.2% (up from 2.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Germany.Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: Mex$0.04 (vs Mex$0.08 in 2Q 2023)Second quarter 2024 results: EPS: Mex$0.04. Revenue: Mex$3.25b (up 10% from 2Q 2023). Net income: Mex$223.0m (up 37% from 2Q 2023). Profit margin: 6.9% (up from 5.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany.Reported Earnings • May 03Full year 2023 earnings released: EPS: Mex$0.13 (vs Mex$0.071 loss in FY 2022)Full year 2023 results: EPS: Mex$0.13 (up from Mex$0.071 loss in FY 2022). Revenue: Mex$11.9b (up 11% from FY 2022). Net income: Mex$425.6m (up Mex$654.7m from FY 2022). Profit margin: 3.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany.Board Change • Apr 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Director Daniel Diaz Diaz was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Mar 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Director Daniel Diaz Diaz was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Feb 22Full year 2023 earnings released: EPS: Mex$0.13 (vs Mex$0.071 loss in FY 2022)Full year 2023 results: EPS: Mex$0.13 (up from Mex$0.071 loss in FY 2022). Revenue: Mex$11.9b (up 11% from FY 2022). Net income: Mex$410.1m (up Mex$639.3m from FY 2022). Profit margin: 3.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 1.5% growth forecast for the Telecom industry in Germany.New Risk • Nov 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 34x earnings per share). Share price has been volatile over the past 3 months (7.4% average weekly change).Board Change • Nov 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Director Daniel Diaz Diaz was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Buying Opportunity • Aug 02Now 22% undervaluedOver the last 90 days, the stock is up 6.8%. The fair value is estimated to be €1.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Jul 31Second quarter 2023 earnings released: EPS: Mex$0.08 (vs Mex$0.005 in 2Q 2022)Second quarter 2023 results: EPS: Mex$0.08 (up from Mex$0.005 in 2Q 2022). Revenue: Mex$2.95b (up 7.2% from 2Q 2022). Net income: Mex$162.3m (up Mex$145.2m from 2Q 2022). Profit margin: 5.5% (up from 0.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany.Buying Opportunity • May 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €1.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings is also forecast to grow by 53% per annum over the same time period.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Director Daniel Diaz Diaz was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Sep 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Director Daniel Diaz Diaz was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.業績と収益の成長予測DB:98Y - 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12/31/202815,5361,6069,6317,721212/31/202715,0291,3698,1716,771312/31/202614,5151,2457,2346,22726/30/202614,37390710,25810,891N/A3/31/202614,1207629,45210,277N/A12/31/202514,06766610,00110,939N/A9/30/202513,75658711,68212,658N/A6/30/202513,65558610,52511,843N/A3/31/202513,40557610,49911,934N/A12/31/202413,1823419,44711,369N/A9/30/202412,9436177,4659,677N/A6/30/202412,5534947,57410,732N/A3/31/202412,2494336,89910,155N/A12/31/202311,8724267,50310,194N/A9/30/202311,474476,65311,807N/A6/30/202311,165-777,09011,107N/A3/31/202310,966-2228,15512,084N/A12/31/202210,686-2297,82311,927N/A9/30/202210,362-263-2,2378,874N/A6/30/20229,886-160-2,0598,966N/A3/31/20229,187-82-5,2325,607N/A12/31/20218,8490-1,1109,750N/A9/30/20218,254-2789,08210,050N/A6/30/20218,361183,8124,699N/A3/31/20218,329130N/AN/AN/A12/31/20208,077646621,743N/A9/30/20208,203481N/AN/AN/A6/30/20207,72890N/AN/AN/A3/31/20207,531-125N/AN/AN/A12/31/20197,294-219N/AN/AN/A9/30/20197,113-273N/A5,454N/A6/30/20196,968-278N/A4,667N/A3/31/20196,789-186N/A3,763N/A12/31/20186,662-98N/A3,190N/A9/30/20186,481253N/A3,198N/A6/30/20186,228-5N/A3,231N/A3/31/20185,994-357N/A3,395N/A12/31/20175,777-688N/A3,113N/A9/30/20175,577-1,325N/A3,345N/A12/31/20165,356-591N/A2,202N/A9/30/20165,127403N/A2,573N/A12/31/20154,297396N/A3,591N/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: 98Yの予測収益成長率 (年間20% ) は 貯蓄率 ( 2.1% ) を上回っています。収益対市場: 98Yの収益 ( 20% ) はGerman市場 ( 15.3% ) よりも速いペースで成長すると予測されています。高成長収益: 98Y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: 98Yの収益 ( 3.2% ) 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: 98Yの収益 ( 3.2% ) 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: 98Yの 自己資本利益率 は、3年後には低くなると予測されています ( 4.1 %)。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2026/08/19 17:31終値2026/08/19 00:00収益2026/06/30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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Operadora de Sites Mexicanos, S.A.B. de C.V. 3 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。6 アナリスト機関Simon Alexander ColesBarclaysDiego AragãoGoldman SachsMarcelo Peev dos SantosJ.P. Morgan3 その他のアナリストを表示
Reported Earnings • Jul 27Second quarter 2026 earnings released: EPS: Mex$0.19 (vs Mex$0.12 in 2Q 2025)Second quarter 2026 results: EPS: Mex$0.19 (up from Mex$0.12 in 2Q 2025). Revenue: Mex$3.62b (up 3.5% from 2Q 2025). Net income: Mex$372.1m (up 60% from 2Q 2025). Profit margin: 10% (up from 6.6% in 2Q 2025). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • May 25Dividend of Mex$0.50 announcedShareholders will receive a dividend of Mex$0.50. Ex-date: 28th May 2026 Payment date: 29th May 2026 Dividend yield will be 64%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (275% earnings payout ratio). However, it is well covered by cash flows (15% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 206% to bring the payout ratio under control. EPS is expected to grow by 35% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Chairman Juan Rodriguez Torres was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Apr 16Operadora de Sites Mexicanos, S.A.B. de C.V., Annual General Meeting, Apr 30, 2026Operadora de Sites Mexicanos, S.A.B. de C.V., Annual General Meeting, Apr 30, 2026. Location: paseo de las palmas no 781, 7th floor offices 703 704, colonia lomas de chapultepec iii section, miguel hidalgo borough, zip code 11000, mexico Mexico
お知らせ • Mar 23Operadora de Sites Mexicanos, S.A.B. de C.V.(BMV:SITES1 A-1) dropped from FTSE All-World Index (USD)Operadora de Sites Mexicanos, S.A.B. de C.V.(BMV:SITES1 A-1) dropped from FTSE All-World Index (USD)
お知らせ • May 23Operadora de Sites Mexicanos, S.A.B. de C.V. announces Annual dividend, payable on May 30, 2025Operadora de Sites Mexicanos, S.A.B. de C.V. announced Annual dividend of MXN 0.5000 per share payable on May 30, 2025, ex-date on May 29, 2025 and record date on May 29, 2025.
お知らせ • Apr 14Operadora de Sites Mexicanos, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025Operadora de Sites Mexicanos, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025. Location: paseo de las palmas no 781, 7th floor offices 703 704, colonia lomas de chapultepec iii section, miguel hidalgo borough, zip code 11000, mexico Mexico
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: Mex$0.11 (vs Mex$0.027 in 3Q 2023)Third quarter 2024 results: EPS: Mex$0.11 (up from Mex$0.027 in 3Q 2023). Revenue: Mex$3.38b (up 13% from 3Q 2023). Net income: Mex$208.7m (up 145% from 3Q 2023). Profit margin: 6.2% (up from 2.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Germany.
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: Mex$0.04 (vs Mex$0.08 in 2Q 2023)Second quarter 2024 results: EPS: Mex$0.04. Revenue: Mex$3.25b (up 10% from 2Q 2023). Net income: Mex$223.0m (up 37% from 2Q 2023). Profit margin: 6.9% (up from 5.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany.
Reported Earnings • May 03Full year 2023 earnings released: EPS: Mex$0.13 (vs Mex$0.071 loss in FY 2022)Full year 2023 results: EPS: Mex$0.13 (up from Mex$0.071 loss in FY 2022). Revenue: Mex$11.9b (up 11% from FY 2022). Net income: Mex$425.6m (up Mex$654.7m from FY 2022). Profit margin: 3.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany.
Board Change • Apr 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Director Daniel Diaz Diaz was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Mar 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Director Daniel Diaz Diaz was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Feb 22Full year 2023 earnings released: EPS: Mex$0.13 (vs Mex$0.071 loss in FY 2022)Full year 2023 results: EPS: Mex$0.13 (up from Mex$0.071 loss in FY 2022). Revenue: Mex$11.9b (up 11% from FY 2022). Net income: Mex$410.1m (up Mex$639.3m from FY 2022). Profit margin: 3.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 1.5% growth forecast for the Telecom industry in Germany.
New Risk • Nov 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 34x earnings per share). Share price has been volatile over the past 3 months (7.4% average weekly change).
Board Change • Nov 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Director Daniel Diaz Diaz was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Buying Opportunity • Aug 02Now 22% undervaluedOver the last 90 days, the stock is up 6.8%. The fair value is estimated to be €1.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Jul 31Second quarter 2023 earnings released: EPS: Mex$0.08 (vs Mex$0.005 in 2Q 2022)Second quarter 2023 results: EPS: Mex$0.08 (up from Mex$0.005 in 2Q 2022). Revenue: Mex$2.95b (up 7.2% from 2Q 2022). Net income: Mex$162.3m (up Mex$145.2m from 2Q 2022). Profit margin: 5.5% (up from 0.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany.
Buying Opportunity • May 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €1.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings is also forecast to grow by 53% per annum over the same time period.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Director Daniel Diaz Diaz was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Sep 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Director Daniel Diaz Diaz was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.