View ValuationOperadora de Sites Mexicanos. de 향후 성장Future 기준 점검 3/6Operadora de Sites Mexicanos. de (는) 각각 연간 27.6% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 30.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.7% 로 예상됩니다.핵심 정보27.6%이익 성장률30.27%EPS 성장률Telecom 이익 성장20.2%매출 성장률3.6%향후 자기자본이익률4.70%애널리스트 커버리지Low마지막 업데이트27 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesDeclared 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.공고 • 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 Mexico공고 • 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)공고 • 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.공고 • 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.이익 및 매출 성장 예측DB:98Y - 애널리스트 향후 추정치 및 과거 재무 데이터 (MXN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202815,5681,9378,4136,855212/31/202715,0981,4518,2547,060312/31/202614,5331,3735,1955,02333/31/202614,1207629,45210,277N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 98Y 의 연간 예상 수익 증가율(27.6%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 98Y 의 연간 수익(27.6%)이 German 시장(16.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 98Y 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 98Y 의 수익(연간 3.6%)이 German 시장(연간 6.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 98Y 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 98Y의 자본 수익률은 3년 후 4.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/20 00:13종가2026/07/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Operadora de Sites Mexicanos, S.A.B. de C.V.는 6명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Simon Alexander ColesBarclaysDiego AragãoGoldman SachsMarcelo Peev dos SantosJ.P. Morgan3명의 분석가 더 보기
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.
공고 • 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
공고 • 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)
공고 • 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.
공고 • 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.