América Móvil, S.A.B. de C.V.

NYSE:AMX 株式レポート

時価総額：US$74.8b

América Móvil. de マネジメント

マネジメント 基準チェック /24

América Móvil. deの CEO はDaniel Hajj Aboumradで、 Jan2000年に任命され、 の在任期間は 26.58年です。 は、会社の株式の1.59%を直接所有しており、その価値は$ 1.19B 。経営陣と取締役会の平均在任期間はそれぞれ4.1年と17.5年です。

主要情報

Daniel Hajj Aboumrad

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間26.6yrs
CEOの所有権1.6%
経営陣の平均在職期間4.1yrs
取締役会の平均在任期間17.5yrs

経営陣の近況

Recent updates

Seeking Alpha • Jan 23

America Movil Not Getting Its Due, But Also Lacks Obvious Buyers

Summary America Movil remains undervalued, with over 20% upside, but lacks a clear investor base due to modest growth and payouts. Lower capex spending, market consolidation in Colombia and the Southern Cone, and stable margins support mid-teens FCF growth for several years. AMX's dominant positions in Mexico and Brazil, coupled with potential M&A, offer incremental upside, but regulatory and competitive risks persist. I recommend AMX for patient investors, though rerating may be slow given limited catalysts and emerging market risk profile. Read the full article on Seeking Alpha
Seeking Alpha • Mar 14

America Movil Is Finally Turning A Corner

Summary Business performance and cash flow have improved, alongside a stock price decline, supporting a new price target of $23.72, a 65% upside potential. Postpaid growth, ARPU improvements, and EBITDA expansion signal the success of management's strategy, while reduced peso volatility and declining interest rates are easing financial risks. Rising trade protectionism poses a potential challenge, but América Móvil's reduced capital expenditures and localized market strategies help offset this risk, supporting a 'Buy' rating. Read the full article on Seeking Alpha
Seeking Alpha • Jul 18

America Movil: Slow And Steady Can Still Win Some Races

Summary America Movil delivered reasonably good Q2'24 results, with inline revenue and outperformance in both service revenue and EBITDA. Core mobile and broadband performance was fine in both Mexico and Brazil, and there was evidence of improving market conditions in Argentina, Chile, and Colombia. Management's Investor Day guidance for capex was reassuring, with intended spending down 10% from the prior 3-year plan despite an ongoing focus on service quality differentiation. Mid-single-digit growth may not make America Movil the most exciting name out there, but it can support a fair value in the low/mid-$20's. Read the full article on Seeking Alpha
Seeking Alpha • Apr 18

America Movil: Disappointing Q1 Earnings, Downgrading To Sell

Summary Q1 earnings for America Movil were disappointing, with revenue and EBITDA growth falling below my expectations. AMX's strategy is not gaining momentum, with ARPU falling below inflation and unimpressive volume gains in nearly every market. Management's inability to make any headway on margin expansion and the negative impact of macro factors on net income have led me to lack of confidence in a financial turnaround. With a price target of $15, 15% downside from today, I am lowering my rating from hold to sell. Read the full article on Seeking Alpha
Seeking Alpha • Jan 06

I'm Waiting For América Móvil's Margin Expansion

Summary América Móvil's Q3 2023 earnings show strength in volume drivers at the expense of rate. The company is facing headwinds with volatility in FX and macroeconomic factors impacting its performance. While the stock price has decreased, concerns about long-term value and the need for margin expansion remain, leading to a hold rating. Read the full article on Seeking Alpha
Seeking Alpha • Oct 19

America Movil: Strong LTV Trends Encouraging

Summary America Movil has continued to see encouraging growth in LTV - or lifetime value trends. The company's reduction in long-term debt has also been encouraging. I take a bullish view on America Movil. Read the full article on Seeking Alpha
Seeking Alpha • Jul 06

América Móvil Struggling With Consistency

Summary América Móvil, a Mexican telecommunications corporation, has seen strong growth, with its stock price up 8% over the past year and 25% in the past five years. The company's strong Q1 performance was driven by growth in Brazil, but it faces inconsistency in performance across different countries and struggles to maintain ARPU with high churn rates. Despite the company's growth, investors should be cautious due to long-term telecom industry headwinds in Latin America and valuation multiples reflecting non-operating fluctuations. Read the full article on Seeking Alpha
Seeking Alpha • Feb 16

América Móvil GAAP EPS of $0.22 misses by $0.25, revenue of Mex$215.97b

América Móvil (NYSE:AMX): Q4 GAAP EPS of $0.22 misses by $0.25. Revenue of Mex$215.97b (-2.4% Y/Y).
Seeking Alpha • Oct 28

America Movil: Impressive Revenue Growth, But Risks Remain

Summary America Movil has seen impressive growth in revenue and earnings in the most recent quarter. A significant portion of this growth is likely to have been driven by the uptake of 5G services. However, the current inflationary environment could potentially see a plateau in 5G demand going forward. Investment Thesis: While America Movil (AMX) has seen impressive growth in revenues and earnings, the current inflationary environment could potentially see a plateau in 5G demand going forward. In a previous article back in August, I made the argument that America Movil could see limited upside in the short to medium-term as a result of a rise in long-term debt as well as a weakening Mexican peso affecting revenue growth. The stock has weakened in price since my last article, but has started to see a significant recovery following the earnings release earlier this month. investing.com The purpose of this article is to assess America Movil's performance in light of its most recent earnings, and establish whether the recent rebound in price growth can continue going forward. Performance When looking at the company's most recent earnings, we can see that earnings per share is up by 16% to Mex$0.28 and EBITDA per share is up by over 5% to Mex$1.31: América Móvil's third quarter of 2022 financial and operating report Particularly, we can see that growth in service revenue has in turn been driving growth in EBITDA - with the company seeing a 3.8% growth in prepaid wireless subscribers, along with a 5.9% growth in ARPU (average revenue per user) and a slight drop in churn from 3.4% to 3.3%. América Móvil's third quarter of 2022 financial and operating report América Móvil's third quarter of 2022 financial and operating report In this regard, revenue and earnings has been encouraging and customer interest has continued to rise in spite of inflationary pressures. According to the company's most recent balance sheet, long-term debt is down by over 9% from Mex$418.8 billion in December 2021 to Mex$380.4 billion in September 2022. América Móvil's third quarter of 2022 financial and operating report From a short-term standpoint, the company's quick ratio (or current assets less inventories all over current liabilities) has decreased slightly from 71% in December 2021 to 63% in September 2022. December 2021 September 2022 Current Assets 404,157 376,582 Inventories 24,185 31,822 Current Liabilities 534,013 542,998 Quick Ratio 71.15% 63.49% Source: Figures sourced from América Móvil's third quarter of 2022 financial and operating report. Figures provided in millions of Mexican pesos (except quick ratio). Quick ratio calculated by author. The decline in the quick ratio indicates that America Movil is in a slightly less favourable position to fund its current liabilities than previously. While the reduction in long-term debt along with the boost in revenues and earnings has been encouraging, I take the view that investors will start to pay more attention to the quick ratio in subsequent earnings quarters - and will want to see evidence that America Movil can use revenue growth to fund its current liabilities as evidenced by growth in the quick ratio. Looking Forward Going forward, I take the view that while America Movil could have longer-term upside from here - investors will start taking a deeper look at whether the company can sustainably bolster its cash flow and further reduce long-term debt given the revenue growth it has seen to date.
Seeking Alpha • Oct 17

América Móvil Q3 2022 Earnings Preview

América Móvil (NYSE:AMX) is scheduled to announce Q3 earnings results on Tuesday, October 18th, after market close. The consensus EPS Estimate is $0.27 (+12.5% Y/Y) and the consensus Revenue Estimate is $10.81B (-95.7% Y/Y). Over the last 3 months, EPS estimates have seen 1 upward revision and 1 downward. Revenue estimates have seen 0 upward revisions and 3 downward.
Seeking Alpha • Aug 19

America Movil: Limited Upside In Short To Medium-Term

America Movil has shown improving performance in terms of churn and ARPU rates. However, long-term debt rates have been rising, and a weaker Mexican peso has affected revenue growth. I see limited upside in the short to medium-term. Investment Thesis: In spite of continued improvements in churn and ARPU rates, I take the view that the stock could see limited upside on a short to medium-term basis. In a previous article back in May, I made the argument that while America Movil (AMX) has shown strong performance to date - the stock could see some pressure going forward as a result of intensifying competition across the 5G space as well as a weakening of the Mexican peso relative to the dollar. Since then, the stock has seen significant downside: Investing.com The purpose of this article is to assess whether America Movil could see renewed upside from here - particularly taking recent performance into account. Please note that figures cited from America Movil's financial reports are provided in Mexican pesos. Performance When looking at operating data for Mexico - we can see that while there was a slight decrease in postpaid wireless subscribers from Q2 2021 to Q2 2022 - this was outweighed by a 4.1% increase in prepaid subscribers. Additionally, churn saw a 0.2% decrease along with a 5.2% increase in ARPU (average revenue per user). America Movil: Q2 2022 Financial and Operating Report When examining the company's income statement - while net income saw a slight fall of 0.3% compared to the same six-month period in 2021 - this was driven in significant part by lower foreign exchange losses last year. Over the same period, EBIT was up by 5% - driven by a 3.9% rise in service revenue. America Movil: Q2 2022 Financial and Operating Report From a balance sheet standpoint, the company has seen a slight decrease in its quick ratio (as measured by cash and cash equivalents plus accounts receivable all over total current liabilities) - but the company's cash levels remain stable overall. December 2021 June 2022 Cash and cash equivalents 156383 150756 Accounts receivable 212977 210479 Total current liabilities 534013 544449 Quick ratio 69.17% 66.35% Source: Figures sourced from America Movil Q2 2022 Financial and Operating Report. Quick ratio calculated by author. Moreover, S&P Global Ratings (SPGI) recently upgraded the company's credit rating to A-/Stable. With that being said, America Movil did see its long-term debt rise by 4.8% from December 2021 to over 439 billion pesos: America Movil Q2 2022 Financial and Operating Profit. In this regard, investors might become cautious of the stock if long-term debt must continue to rise in order to generate further revenue growth. Looking Forward Over the past quarter - investors seem to have shied away from America Movil not only due to concerns about inflation going forward but also as a result of a weakening peso lowering the company's overall earnings growth.
Seeking Alpha • May 29

America Movil: Strong Performance To Date, But Competition Could Intensify

America Movil has shown strong financials to date and growth across the Latin American market appears strong. However, a potential weakening of the Mexican peso as well as intensifying competition across the 5G space remain potential risk factors. More specifically, America Movil could face significant competition from Movistar and AT&T Mexico to expand its 5G customer base.
Seeking Alpha • Oct 13

The Simple Logic Of América Móvil Spin Off

Growth of the telco business of América Móvil is back after a temporary deceleration in the pandemic. Big news is that the spin-off of 36,000 cell towers in a separate tower company was approved in an extraordinary general shareholder meeting on September 29th. The América Móvil shareholders will receive the same number of shares in the new infra company named Sitios Latinoamérica. In general, tower companies have higher valuation multiples than telcos. The upcoming cell tower spin-off offers capital gains potential and América Móvil is an attractive diversification over the Latin American geographies.

CEO

Daniel Hajj Aboumrad (60 yo)

26.6yrs
在職期間

Lic. Daniel Hajj Aboumrad was Chairman of Claro Telecom Participações S.A. He was Managing Director of Radiomovil Dipsa, S.A. de C.V. d/b/a Telcel. He serves as the Chief Executive Officer at Artes Gráfica...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Daniel Hajj Aboumrad
MD, CEO & Director26.6yrsデータなし1.59%
$ 1.2b
Carlos Jose Moreno Elizondo
Chief Financial Officer25.6yrsデータなしデータなし
Daniela Lecuona Torras
Head of Investor Relationsno dataデータなしデータなし
J. D. Cantú Jiménez
General Counsel & Corporate Secretary25.6yrsデータなし0.00022%
$ 164.6k
Oscar Von Hauske Solis
Chief Fixed Line Operations Officer16.6yrsデータなし0.000020%
$ 15.0k
Thomas Arnoldner
Deputy CEO of Telekom Austria2.6yrsデータなしデータなし
Rafael Urrea
Chief Wireless Operations Officer & Director of Mobile Operations5.6yrsデータなし0.000020%
$ 15.0k
Alfredo Parot Donoso
Chief Executive Officer of Claro/VTR - Joint Ventureno dataデータなしデータなし
Sonja Wallner
Chief Financial Officer of Telekom Austria2.6yrsデータなしデータなし
Eugenio Chacon
Chief Financial Officer of Argentina2.6yrsデータなしデータなし
David Carlevarino
Chief Financial Officer of Chile2.6yrsデータなしデータなし
Matias Rotondi
Chief Financial Officer of Puerto Rico1.3yrsデータなしデータなし
4.1yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: AMXの経営陣は 経験豊富 であると考えられます ( 4.1年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Daniel Hajj Aboumrad
MD, CEO & Director26.6yrsデータなし1.59%
$ 1.2b
Oscar Von Hauske Solis
Chief Fixed Line Operations Officer15.3yrsデータなし0.000020%
$ 15.0k
Carlos Slim Domit
Chairman of the Board15.3yrsデータなし8.66%
$ 6.5b
Ernesto Vega Velasco
Independent Director19.6yrsデータなしデータなし
Rafael Kalach Mizrahi
Independent Director14.3yrsデータなしデータなし
Patrick Slim Domit
Co-Chairman22.6yrsデータなし2.07%
$ 1.5b
Francisco Medina Chávez
Independent Director8.3yrsデータなしデータなし
David Antonio Ibarra Munoz
Independent Director26.6yrsデータなしデータなし
Pablo Gonzalez Guajardo
Independent Director19.6yrsデータなしデータなし
Antonio Cosio Pando
Independent Director11.6yrsデータなしデータなし
Luis Soberón Kuri
Independent Director26.6yrsデータなしデータなし
Vanessa Hajj Slim
Director8.3yrsデータなし0.0041%
$ 3.0m
17.5yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: AMXの 取締役会 は経験豊富で 経験豊富 です ( 17.5年の平均在任期間)。

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2026/08/05 22:16
終値2026/08/05 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
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。

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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. 17 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