América Móvil, S.A.B. de C.V.

BMV:AMX B 株式レポート

時価総額：Mex$1.4t

América Móvil. de 将来の成長

Future 基準チェック /26

América 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1.6%
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

分析記事 • Apr 25

Earnings Beat: América Móvil, S.A.B. de C.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

As you might know, América Móvil, S.A.B. de C.V. ( BMV:AMXB ) recently reported its first-quarter numbers. América...
分析記事 • Feb 13

Earnings Miss: América Móvil, S.A.B. de C.V. Missed EPS By 5.0% And Analysts Are Revising Their Forecasts

Shareholders of América Móvil, S.A.B. de C.V. ( BMV:AMXB ) will be pleased this week, given that the stock price is up...

Recent updates

ナラティブの更新 • Jun 24

AMX B: Future Returns Will Rely On Dividends And Ongoing Share Repurchases

Analysts have nudged their fair value estimate for América Móvil to MX$24.76 from MX$24.34, citing updated assumptions around long term revenue growth, profit margins and the stock's future P/E multiple. What’s in the News for América Móvil América Móvil, S.A.B. de C.V. plans an Analyst and Investor Day, providing a forum for management to outline priorities and give updates to the market.
ナラティブの更新 • Jun 06

AMX B: Future Returns Will Depend On Dividend Policy And Share Repurchases

Analysts have slightly reduced their MX$ fair value estimate for América Móvil to MX$24.34, citing updated assumptions for revenue growth, profit margin, and future P/E that result in a modest adjustment to price target expectations. What's in the News América Móvil, S.A.B. de C.V. plans to hold an Analyst/Investor Day, giving management an opportunity to update the market on business priorities and capital allocation plans.
ナラティブの更新 • May 23

AMX B: Future Returns Will Rely On Margins P/E And Dividend Policy

Analysts now view América Móvil shares as fairly valued at approximately MX$24.37 per share. This represents a change of about MX$0.42 from the previous MX$23.95 price target, reflecting updated assumptions for revenue growth, profit margins, and future P/E levels.
新しいナラティブ • May 22

Fiber And Converged Services Will Drive Long Term Upside Potential

Catalysts About América Móvil. de América Móvil.
分析記事 • Apr 25

Earnings Beat: América Móvil, S.A.B. de C.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

As you might know, América Móvil, S.A.B. de C.V. ( BMV:AMXB ) recently reported its first-quarter numbers. América...
ナラティブの更新 • Apr 25

AMX B: Future Returns Will Depend On Margins P/E And Dividend Plan

Analysts now set a fresh price target of MX$23.95 for América Móvil, up from MX$23.00. This reflects updated assumptions around slightly higher revenue growth, a modestly stronger profit margin, and a small adjustment to the forward P/E outlook.
新しいナラティブ • Apr 20

Heavy CapEx And Currency Risks Will Constrain Telecom Margins Over The Coming Years

Catalysts About América Móvil. de América Móvil.
ナラティブの更新 • Apr 10

AMX B: Future Returns Will Rely On Margins P/E And Dividend Proposal

Analysts have adjusted their MX$ price target for América Móvil to MX$23.00. This reflects updated views on fair value, projected revenue growth, profit margin expectations and a slightly higher assumed future P/E multiple.
ナラティブの更新 • Mar 27

AMX B: Future Returns Will Depend On Margins P/E And Dividend Certainty

Analysts now set their price target for América Móvil at about MX$22.91, up from roughly MX$22.18, citing updated assumptions for fair value, revenue growth and profit margins, along with a slightly adjusted forward P/E outlook. What's in the News Shareholders are scheduled to vote at the April 2026 meeting on paying a MX$0.54 dividend per share, in two equal installments, on series B shares of América Móvil, S.A.B. de C.V. (Key Developments) The proposed dividend is subject to potential adjustments if corporate actions, such as share repurchases or new share placements, change the number of outstanding shares before the payment dates (Key Developments) Investors watching América Móvil may want to track the April 2026 shareholders' meeting outcome to understand the confirmed dividend level and timing for the series B shares (Key Developments) Valuation Changes Fair Value: Updated estimate moves from MX$22.18 to MX$22.91, representing a modest upward adjustment in the modelled share value.
ナラティブの更新 • Mar 13

AMX B: Future Upside Will Rely On Steady Margins And P/E Support

Analysts have nudged their price target for América Móvil higher from MX$22.08 to MX$22.18, citing refreshed assumptions around revenue growth, margins and future P/E that leave their overall valuation framework largely intact. Valuation Changes Fair Value: MX$22.08 to MX$22.18, a small upward adjustment in the target level.
ナラティブの更新 • Feb 26

AMX B: Future Upside Will Depend On Stable Earnings Margin And P/E Support

Analysts now set their average price target for América Móvil at roughly MX$22.08, up from about MX$21.73. This reflects updated assumptions for slightly higher revenue growth, improved profit margins and a modestly lower future P/E multiple.
分析記事 • Feb 13

Earnings Miss: América Móvil, S.A.B. de C.V. Missed EPS By 5.0% And Analysts Are Revising Their Forecasts

Shareholders of América Móvil, S.A.B. de C.V. ( BMV:AMXB ) will be pleased this week, given that the stock price is up...
ナラティブの更新 • Feb 11

AMX B: Future Upside Will Depend On Stable P/E Multiple Support

Analysts have kept their fair value estimate for América Móvil steady at MX$21.73, with only minor tweaks to the discount rate, growth, margin and future P/E assumptions that do not materially alter their overall price target view. Valuation Changes Fair Value: MX$21.73 remains unchanged, indicating no adjustment to the overall valuation anchor.
ナラティブの更新 • Jan 27

AMX B: Future Returns Will Rely On Steady P/E Multiple Support

Analysts have slightly reduced their price target for América Móvil, adjusting their estimate of fair value from $21.93 to $21.73 as they incorporate modestly revised assumptions for revenue growth, profit margin, and future P/E. Valuation Changes Fair Value: Trimmed slightly, with the estimated fair value moving from US$21.93 to US$21.73.
ナラティブの更新 • Jan 10

AMX B: Future Returns Will Rely On Higher P/E Multiple

Analysts have nudged their price target for América Móvil up slightly to about $21.93 from roughly $21.73, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Valuation Changes Fair Value: Updated from US$21.73 to about US$21.93, a slight upward adjustment in the modelled estimate.
分析記事 • Dec 26

América Móvil. de's (BMV:AMXB) Returns Have Hit A Wall

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
ナラティブの更新 • Dec 16

AMX B Future Returns Will Benefit From Higher Earnings Multiple Despite Margin Pressure

Analysts have nudged their price target on América Móvil higher from $21.48 to $21.73, citing slightly richer future earnings multiples, despite marginal trims to long term revenue growth and profit margin assumptions. Valuation Changes The fair value estimate has risen slightly from MX$21.48 to MX$21.73 per share, implying a modest uplift in intrinsic value.
分析記事 • Dec 08

Is América Móvil. de (BMV:AMXB) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 • Dec 02

AMX B: Future Performance Will Balance Modest Profit Decline With Revenue Improvement

Analysts have increased their price target for América Móvil, raising it from €21.10 to €21.48. This adjustment is largely due to slightly improved revenue growth forecasts, even though there is a marginal decline in profit margin expectations.
ナラティブの更新 • Nov 18

AMX B: Future Performance Will Balance Modest Profit Decline With Revenue Improvement

Analysts have slightly raised their price target for América Móvil, moving it up from $20.90 to $21.10. They cite modest improvements in projected revenue growth and adjusted discount rate assumptions as the reasons for this increase.
ナラティブの更新 • Nov 03

AMX B: Profit Margins And Stable Outlook Will Sustain Upcoming Performance

Narrative Update on América Móvil: Analyst Price Target Revision Analysts have increased their price target for América Móvil from €20.65 to €20.90. This change reflects modest improvements in profit margin forecasts and continued confidence in the company's stable outlook.
ナラティブの更新 • Oct 20

Fiber And 5G Expansion Will Drive Latin America's Digital Transformation

Analysts have modestly increased their price target for América Móvil. de, raising it from $20.27 to $20.65.
分析記事 • Oct 18

América Móvil. de (BMV:AMXB) Will Pay A Dividend Of MX$0.26

The board of América Móvil, S.A.B. de C.V. ( BMV:AMXB ) has announced that it will pay a dividend on the 10th of...
ナラティブの更新 • Oct 06

Fiber And 5G Expansion Will Drive Latin America's Digital Transformation

Analysts have modestly raised their price target for América Móvil, increasing the fair value estimate from approximately $20.03 to $20.27 per share. This change is attributed to incremental improvements in profit margin forecasts and valuation metrics.
分析記事 • Oct 02

América Móvil. de's (BMV:AMXB) Dividend Will Be MX$0.26

América Móvil, S.A.B. de C.V. ( BMV:AMXB ) has announced that it will pay a dividend of MX$0.26 per share on the 10th...
ナラティブの更新 • Sep 05

Fiber And 5G Expansion Will Drive Latin America's Digital Transformation

América Móvil’s valuation outlook remains stable, with both its Future P/E and revenue growth forecasts essentially unchanged, resulting in the consensus analyst price target holding steady at MX$20.03. What's in the News Inversora Bursátil, S.A. de C.V., Casa de Bolsa, Grupo Financiero Inbursa is no longer the Co-Lead Underwriter for América Móvil's MXN 6.02232 billion fixed-income offering.
分析記事 • Sep 04

Returns On Capital At América Móvil. de (BMV:AMXB) Have Stalled

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jul 30

Investors Appear Satisfied With América Móvil, S.A.B. de C.V.'s (BMV:AMXB) Prospects

América Móvil, S.A.B. de C.V.'s ( BMV:AMXB ) price-to-earnings (or "P/E") ratio of 20x might make it look like a strong...
User avatar
新しいナラティブ • Nov 07

5G Revolution And Critical Focus Propel Telecom Growth Across Latin America

Network upgrades and fiber expansion in Mexico position América Móvil for growth, enhancing revenue and net margins via efficiencies.

業績と収益の成長予測

BMV:AMX B - 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
12/31/20281,057,883119,713141,881221,46812
12/31/20271,018,066109,293161,216213,22616
12/31/2026972,24099,716158,216182,38018
3/31/2026948,44487,517149,566277,332N/A
12/31/2025943,63882,819141,582272,399N/A
9/30/2025935,68267,759138,966267,934N/A
6/30/2025926,22151,486130,118259,663N/A
3/31/2025897,96128,111117,570251,379N/A
12/31/2024869,22122,902108,506239,341N/A
9/30/2024832,99336,890106,048248,920N/A
6/30/2024813,37732,491107,634255,732N/A
3/31/2024810,38459,459103,609252,487N/A
12/31/2023816,01376,11191,753248,092N/A
9/30/2023831,26281,14978,208233,159N/A
6/30/2023838,21394,18363,812221,720N/A
3/31/2023847,93582,24466,981225,391N/A
12/31/2022844,50182,87867,433225,287N/A
9/30/2022833,31979,83039,966205,607N/A
6/30/2022833,29775,71153,837214,177N/A
3/31/2022854,742102,90666,319228,275N/A
12/31/2021830,68768,187105,190258,182N/A
9/30/2021703,75868,455153,450282,376N/A
6/30/2021753,19976,413170,714293,648N/A
3/31/2021973,11074,301175,407302,847N/A
12/31/2020815,39935,265154,685280,828N/A
9/30/20201,024,99830,314146,616289,615N/A
6/30/20201,013,26124,455125,748274,923N/A
3/31/20201,011,75319,316101,410252,140N/A
12/31/2019851,48357,886N/A234,278N/A
9/30/20191,023,96261,442N/A252,253N/A
6/30/20191,023,42367,280N/A238,343N/A
3/31/20191,030,32353,353N/A240,767N/A
12/31/20181,038,20852,566N/A248,331N/A
9/30/20181,022,31126,787N/A220,102N/A
6/30/20181,018,564-1,642N/A208,520N/A
3/31/20181,011,01712,237N/A200,587N/A
12/31/20171,021,63429,326N/A217,772N/A
9/30/20171,027,11034,649N/A221,113N/A
6/30/20171,032,63146,319N/A234,044N/A
3/31/20171,016,58539,706N/A224,108N/A
12/31/2016975,4128,649N/A235,798N/A
9/30/2016936,51030,285N/A181,442N/A
6/30/2016910,23525,278N/A189,068N/A
3/31/2016896,68731,626N/A178,887N/A
12/31/2015893,73835,055N/A163,727N/A
9/30/2015892,61022,442N/A215,524N/A

アナリストによる今後の成長予測

収入対貯蓄率: AMX Bの予測収益成長率 (年間9.4% ) は 貯蓄率 ( 9% ) を上回っています。

収益対市場: AMX Bの収益 ( 9.4% ) MX市場 ( 9.3% ) よりも低い成長が予測されています。

高成長収益: AMX B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: AMX Bの収益 ( 3.7% ) MX市場 ( 6.4% ) よりも低い成長が予測されています。

高い収益成長: AMX B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: AMX B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

7D

1Y

7D

1Y

7D

1Y

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2026/07/05 03:52
終値2026/07/03 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 LLP
Amir RozwadowskiBarclays