View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAmérica Móvil. de 향후 성장Future 기준 점검 2/6핵심 정보7.9%이익 성장률8.70%EPS 성장률Wireless Telecom 이익 성장3.8%매출 성장률2.5%향후 자기자본이익률22.37%애널리스트 커버리지Good마지막 업데이트13 Mar 2023최근 향후 성장 업데이트Major Estimate Revision • Jul 20Consensus EPS estimates increase to Mex$1.50The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from Mex$973.0b to Mex$994.6b. EPS estimate increased from Mex$1.19 to Mex$1.50 per share. Net income forecast to shrink 5.2% next year vs 11% growth forecast for Wireless Telecom industry in Mexico . Consensus price target broadly unchanged at Mex$18.44. Share price rose 5.2% to Mex$15.70 over the past week.Major Estimate Revision • Apr 29Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from Mex$968.9b to Mex$993.0b. EPS estimate fell from Mex$1.32 to Mex$1.08 per share. Net income forecast to grow 87% next year vs 10% growth forecast for Wireless Telecom industry in Mexico. Consensus price target of Mex$18.00 unchanged from last update. Share price was steady at Mex$14.31 over the past week.Major Estimate Revision • Feb 16Analysts lower EPS estimates to Mex$1.28The 2021 consensus revenue estimate was lowered from Mex$1.00t to Mex$986.7b. Earning per share (EPS) estimate was also lowered from Mex$1.53 to Mex$1.28 for the same period. Net income is expected to grow by 100% next year compared to 2.8% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target increased from Mex$17.73 to Mex$18.10. Share price stayed mostly flat at Mex$13.93 over the past week.Major Estimate Revision • Dec 24Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from Mex$0.47 to Mex$0.53. Revenue estimate for the same period was approximately flat at Mex$1.02t. Net income is expected to grow by 135% next year compared to 5.0% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target of Mex$17.82 was unchanged from the last update. Share price is down by 1.2% to Mex$14.26 over the past week.Major Estimate Revision • Nov 25Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from Mex$0.51 to Mex$0.62. Revenue estimate for the same period was approximately flat at Mex$1.02t. Net income is expected to grow by 143% next year compared to 5.5% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target increased from Mex$17.77 to Mex$17.91. Share price stayed mostly flat at Mex$14.55 over the past week.모든 업데이트 보기Recent updatesReported Earnings • Feb 16Full year 2022 earnings released: EPS: Mex$1.30 (vs Mex$1.07 in FY 2021)Full year 2022 results: EPS: Mex$1.30 (up from Mex$1.07 in FY 2021). Revenue: Mex$844.5b (down 1.3% from FY 2021). Net income: Mex$82.9b (up 17% from FY 2021). Profit margin: 9.8% (up from 8.3% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공고 • Jan 31América Móvil, S.A.B. de C.V. to Report Q4, 2022 Results on Feb 14, 2023América Móvil, S.A.B. de C.V. announced that they will report Q4, 2022 results at 3:00 PM, Central Standard Time on Feb 14, 2023Reported Earnings • Oct 22Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: Mex$0.23 (down from Mex$0.24 in 3Q 2021). Revenue: Mex$214.5b (down 15% from 3Q 2021). Net income: Mex$14.6b (down 7.9% from 3Q 2021). Profit margin: 6.8% (up from 6.2% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 33%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 18Upcoming dividend of Mex$0.44 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (4.4%).Reported Earnings • Jul 14Second quarter 2022 earnings: Revenues exceed analyst expectationsSecond quarter 2022 results: Revenue: Mex$217.4b (down 14% from 2Q 2021). Net income: Mex$13.7b (down 68% from 2Q 2021). Profit margin: 6.3% (down from 17% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 1.9%, compared to a 5.0% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 01Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: Mex$1.07 (up from Mex$0.45 in FY 2020). Revenue: Mex$855.5b (up 1.9% from FY 2020). Net income: Mex$70.7b (up 137% from FY 2020). Profit margin: 8.3% (up from 3.6% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 37%. Over the next year, revenue is forecast to grow 2.4%, compared to a 4.5% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 10Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: Mex$1.08 (up from Mex$0.71 in FY 2020). Revenue: Mex$840.7b (down 17% from FY 2020). Net income: Mex$70.7b (up 51% from FY 2020). Profit margin: 8.4% (up from 4.6% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 123%. Over the next year, revenue is forecast to grow 6.5%, compared to a 3.9% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Oct 28Upcoming dividend of Mex$0.20 per shareEligible shareholders must have bought the stock before 04 November 2021. Payment date: 08 November 2021. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (5.0%). Lower than average of industry peers (4.2%).Reported Earnings • Oct 21Third quarter 2021 earnings released: EPS Mex$0.24 (vs Mex$0.29 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: Mex$253.4b (down 2.6% from 3Q 2020). Net income: Mex$15.8b (down 16% from 3Q 2020). Profit margin: 6.2% (down from 7.2% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jul 20Consensus EPS estimates increase to Mex$1.50The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from Mex$973.0b to Mex$994.6b. EPS estimate increased from Mex$1.19 to Mex$1.50 per share. Net income forecast to shrink 5.2% next year vs 11% growth forecast for Wireless Telecom industry in Mexico . Consensus price target broadly unchanged at Mex$18.44. Share price rose 5.2% to Mex$15.70 over the past week.Upcoming Dividend • Jul 08Upcoming dividend of Mex$0.20 per shareEligible shareholders must have bought the stock before 15 July 2021. Payment date: 19 July 2021. Trailing yield: 2.7%. Lower than top quartile of Mexican dividend payers (5.1%). Lower than average of industry peers (4.1%).Reported Earnings • Apr 30First quarter 2021 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: Mex$248.2b (flat on 1Q 2020). Net income: Mex$1.81b (up Mex$31.2b from 1Q 2020). Profit margin: 0.7% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Major Estimate Revision • Apr 29Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from Mex$968.9b to Mex$993.0b. EPS estimate fell from Mex$1.32 to Mex$1.08 per share. Net income forecast to grow 87% next year vs 10% growth forecast for Wireless Telecom industry in Mexico. Consensus price target of Mex$18.00 unchanged from last update. Share price was steady at Mex$14.31 over the past week.Is New 90 Day High Low • Feb 24New 90-day low: Mex$13.52The company is down 7.0% from its price of Mex$14.53 on 25 November 2020. The Mexican market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$22.48 per share.Major Estimate Revision • Feb 16Analysts lower EPS estimates to Mex$1.28The 2021 consensus revenue estimate was lowered from Mex$1.00t to Mex$986.7b. Earning per share (EPS) estimate was also lowered from Mex$1.53 to Mex$1.28 for the same period. Net income is expected to grow by 100% next year compared to 2.8% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target increased from Mex$17.73 to Mex$18.10. Share price stayed mostly flat at Mex$13.93 over the past week.Reported Earnings • Feb 12Full year 2020 earnings released: EPS Mex$0.70 (vs Mex$1.03 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: Mex$1.02t (flat on FY 2019). Net income: Mex$46.9b (down 31% from FY 2019). Profit margin: 4.6% (down from 6.7% in FY 2019). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 12Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.2%. Earnings per share (EPS) exceeded analyst estimates by 49%. Over the next year, revenue is forecast to stay flat compared to a 3.4% growth forecast for the Wireless Telecom industry in Mexico.Is New 90 Day High Low • Feb 04New 90-day low: Mex$13.64The company is down 1.0% from its price of Mex$13.76 on 06 November 2020. The Mexican market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$22.64 per share.Major Estimate Revision • Dec 24Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from Mex$0.47 to Mex$0.53. Revenue estimate for the same period was approximately flat at Mex$1.02t. Net income is expected to grow by 135% next year compared to 5.0% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target of Mex$17.82 was unchanged from the last update. Share price is down by 1.2% to Mex$14.26 over the past week.Major Estimate Revision • Nov 25Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from Mex$0.51 to Mex$0.62. Revenue estimate for the same period was approximately flat at Mex$1.02t. Net income is expected to grow by 143% next year compared to 5.5% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target increased from Mex$17.77 to Mex$17.91. Share price stayed mostly flat at Mex$14.55 over the past week.Is New 90 Day High Low • Nov 18New 90-day high: Mex$14.76The company is up 6.0% from its price of Mex$13.98 on 20 August 2020. The Mexican market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$19.40 per share.Is New 90 Day High Low • Oct 30New 90-day low: Mex$12.88The company is down 8.0% from its price of Mex$13.99 on 31 July 2020. The Mexican market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$19.56 per share.Upcoming Dividend • Oct 30Upcoming Dividend of Mex$0.19 Per ShareWill be paid on the 9th of November to those who are registered shareholders by the 5th of November. The trailing yield of 2.9% is below the top quartile of Mexican dividend payers (5.8%), and is lower than industry peers (4.2%).Analyst Estimate Surprise Post Earnings • Oct 23Third-quarter earnings released: Revenue beats expectations, earnings disappointThird-quarter revenue exceeded analyst estimates by 4.0% at Mex$260.2b. Earnings per share (EPS) missed analyst estimates by 3.4% at Mex$0.28. Revenue is forecast to grow 1.5% over the next year, compared to a 7.5% growth forecast for the Wireless Telecom industry in Mexico.Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of Mex$30.3b, down 51% from the prior year. Total revenue was Mex$1.02t over the last 12 months, largely unchanged from the prior year.이익 및 매출 성장 예측BMV:AMX L - 애널리스트 향후 추정치 및 과거 재무 데이터 (MXN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2025906,895106,900130,133263,125812/31/2024882,959101,965109,693259,5391312/31/2023855,93390,03083,697216,7151412/31/2022844,50182,87870,158228,011N/A9/30/2022871,29381,64832,943205,607N/A6/30/2022867,59878,02847,574214,177N/A3/31/2022860,474102,92366,319228,275N/A12/31/2021855,53570,712100,111258,182N/A9/30/2021703,75868,455153,450282,376N/A6/30/2021753,19976,413170,714293,648N/A3/31/2021973,11074,301175,407302,847N/A12/31/2020839,70729,860151,313280,828N/A9/30/20201,024,99830,314146,616289,615N/A6/30/20201,013,26124,455125,748274,923N/A3/31/20201,011,75319,316101,410252,140N/A12/31/2019851,48357,88682,481234,278N/A9/30/20191,023,96261,44292,200252,253N/A6/30/20191,023,42367,28077,363238,343N/A3/31/20191,030,32353,35385,027240,767N/A12/31/20181,038,20852,56696,509248,331N/A9/30/20181,022,31126,78772,712220,102N/A6/30/20181,018,564-1,64265,686208,520N/A3/31/20181,011,01712,23768,458200,587N/A12/31/20171,021,63429,32681,049217,772N/A9/30/20171,027,11034,64984,005221,113N/A6/30/20171,032,63146,31985,309234,044N/A3/31/20171,016,58539,70665,262224,108N/A12/31/2016975,4128,64980,774235,798N/A9/30/2016936,51030,285N/A181,442N/A6/30/2016910,23525,278N/A189,068N/A3/31/2016896,68731,626N/A178,887N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: AMX L 의 연간 예상 수익 증가율(7.9%)이 saving rate(7.5%)보다 높습니다.수익 vs 시장: AMX L 의 연간 수익(7.9%)이 MX 시장(8.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: AMX L 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: AMX L 의 수익(연간 2.5%)이 MX 시장(연간 5.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: AMX L 의 수익(연간 2.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AMX L의 자본 수익률은 3년 후 22.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2023/03/17 09:56종가2023/03/15 00:00수익2022/12/31연간 수익2022/12/31데이터 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 소스América Móvil, S.A.B. de C.V.는 37명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Martín LaraActinver Case de Bolsa, S.A. de C.V.William Noel MilnerArete Research Services LLPAmir RozwadowskiBarclays34명의 분석가 더 보기
Major Estimate Revision • Jul 20Consensus EPS estimates increase to Mex$1.50The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from Mex$973.0b to Mex$994.6b. EPS estimate increased from Mex$1.19 to Mex$1.50 per share. Net income forecast to shrink 5.2% next year vs 11% growth forecast for Wireless Telecom industry in Mexico . Consensus price target broadly unchanged at Mex$18.44. Share price rose 5.2% to Mex$15.70 over the past week.
Major Estimate Revision • Apr 29Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from Mex$968.9b to Mex$993.0b. EPS estimate fell from Mex$1.32 to Mex$1.08 per share. Net income forecast to grow 87% next year vs 10% growth forecast for Wireless Telecom industry in Mexico. Consensus price target of Mex$18.00 unchanged from last update. Share price was steady at Mex$14.31 over the past week.
Major Estimate Revision • Feb 16Analysts lower EPS estimates to Mex$1.28The 2021 consensus revenue estimate was lowered from Mex$1.00t to Mex$986.7b. Earning per share (EPS) estimate was also lowered from Mex$1.53 to Mex$1.28 for the same period. Net income is expected to grow by 100% next year compared to 2.8% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target increased from Mex$17.73 to Mex$18.10. Share price stayed mostly flat at Mex$13.93 over the past week.
Major Estimate Revision • Dec 24Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from Mex$0.47 to Mex$0.53. Revenue estimate for the same period was approximately flat at Mex$1.02t. Net income is expected to grow by 135% next year compared to 5.0% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target of Mex$17.82 was unchanged from the last update. Share price is down by 1.2% to Mex$14.26 over the past week.
Major Estimate Revision • Nov 25Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from Mex$0.51 to Mex$0.62. Revenue estimate for the same period was approximately flat at Mex$1.02t. Net income is expected to grow by 143% next year compared to 5.5% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target increased from Mex$17.77 to Mex$17.91. Share price stayed mostly flat at Mex$14.55 over the past week.
Reported Earnings • Feb 16Full year 2022 earnings released: EPS: Mex$1.30 (vs Mex$1.07 in FY 2021)Full year 2022 results: EPS: Mex$1.30 (up from Mex$1.07 in FY 2021). Revenue: Mex$844.5b (down 1.3% from FY 2021). Net income: Mex$82.9b (up 17% from FY 2021). Profit margin: 9.8% (up from 8.3% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공고 • Jan 31América Móvil, S.A.B. de C.V. to Report Q4, 2022 Results on Feb 14, 2023América Móvil, S.A.B. de C.V. announced that they will report Q4, 2022 results at 3:00 PM, Central Standard Time on Feb 14, 2023
Reported Earnings • Oct 22Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: Mex$0.23 (down from Mex$0.24 in 3Q 2021). Revenue: Mex$214.5b (down 15% from 3Q 2021). Net income: Mex$14.6b (down 7.9% from 3Q 2021). Profit margin: 6.8% (up from 6.2% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 33%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 18Upcoming dividend of Mex$0.44 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (4.4%).
Reported Earnings • Jul 14Second quarter 2022 earnings: Revenues exceed analyst expectationsSecond quarter 2022 results: Revenue: Mex$217.4b (down 14% from 2Q 2021). Net income: Mex$13.7b (down 68% from 2Q 2021). Profit margin: 6.3% (down from 17% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 1.9%, compared to a 5.0% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 01Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: Mex$1.07 (up from Mex$0.45 in FY 2020). Revenue: Mex$855.5b (up 1.9% from FY 2020). Net income: Mex$70.7b (up 137% from FY 2020). Profit margin: 8.3% (up from 3.6% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 37%. Over the next year, revenue is forecast to grow 2.4%, compared to a 4.5% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 10Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: Mex$1.08 (up from Mex$0.71 in FY 2020). Revenue: Mex$840.7b (down 17% from FY 2020). Net income: Mex$70.7b (up 51% from FY 2020). Profit margin: 8.4% (up from 4.6% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 123%. Over the next year, revenue is forecast to grow 6.5%, compared to a 3.9% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Oct 28Upcoming dividend of Mex$0.20 per shareEligible shareholders must have bought the stock before 04 November 2021. Payment date: 08 November 2021. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (5.0%). Lower than average of industry peers (4.2%).
Reported Earnings • Oct 21Third quarter 2021 earnings released: EPS Mex$0.24 (vs Mex$0.29 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: Mex$253.4b (down 2.6% from 3Q 2020). Net income: Mex$15.8b (down 16% from 3Q 2020). Profit margin: 6.2% (down from 7.2% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jul 20Consensus EPS estimates increase to Mex$1.50The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from Mex$973.0b to Mex$994.6b. EPS estimate increased from Mex$1.19 to Mex$1.50 per share. Net income forecast to shrink 5.2% next year vs 11% growth forecast for Wireless Telecom industry in Mexico . Consensus price target broadly unchanged at Mex$18.44. Share price rose 5.2% to Mex$15.70 over the past week.
Upcoming Dividend • Jul 08Upcoming dividend of Mex$0.20 per shareEligible shareholders must have bought the stock before 15 July 2021. Payment date: 19 July 2021. Trailing yield: 2.7%. Lower than top quartile of Mexican dividend payers (5.1%). Lower than average of industry peers (4.1%).
Reported Earnings • Apr 30First quarter 2021 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: Mex$248.2b (flat on 1Q 2020). Net income: Mex$1.81b (up Mex$31.2b from 1Q 2020). Profit margin: 0.7% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Apr 29Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from Mex$968.9b to Mex$993.0b. EPS estimate fell from Mex$1.32 to Mex$1.08 per share. Net income forecast to grow 87% next year vs 10% growth forecast for Wireless Telecom industry in Mexico. Consensus price target of Mex$18.00 unchanged from last update. Share price was steady at Mex$14.31 over the past week.
Is New 90 Day High Low • Feb 24New 90-day low: Mex$13.52The company is down 7.0% from its price of Mex$14.53 on 25 November 2020. The Mexican market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$22.48 per share.
Major Estimate Revision • Feb 16Analysts lower EPS estimates to Mex$1.28The 2021 consensus revenue estimate was lowered from Mex$1.00t to Mex$986.7b. Earning per share (EPS) estimate was also lowered from Mex$1.53 to Mex$1.28 for the same period. Net income is expected to grow by 100% next year compared to 2.8% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target increased from Mex$17.73 to Mex$18.10. Share price stayed mostly flat at Mex$13.93 over the past week.
Reported Earnings • Feb 12Full year 2020 earnings released: EPS Mex$0.70 (vs Mex$1.03 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: Mex$1.02t (flat on FY 2019). Net income: Mex$46.9b (down 31% from FY 2019). Profit margin: 4.6% (down from 6.7% in FY 2019). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 12Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.2%. Earnings per share (EPS) exceeded analyst estimates by 49%. Over the next year, revenue is forecast to stay flat compared to a 3.4% growth forecast for the Wireless Telecom industry in Mexico.
Is New 90 Day High Low • Feb 04New 90-day low: Mex$13.64The company is down 1.0% from its price of Mex$13.76 on 06 November 2020. The Mexican market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$22.64 per share.
Major Estimate Revision • Dec 24Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from Mex$0.47 to Mex$0.53. Revenue estimate for the same period was approximately flat at Mex$1.02t. Net income is expected to grow by 135% next year compared to 5.0% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target of Mex$17.82 was unchanged from the last update. Share price is down by 1.2% to Mex$14.26 over the past week.
Major Estimate Revision • Nov 25Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from Mex$0.51 to Mex$0.62. Revenue estimate for the same period was approximately flat at Mex$1.02t. Net income is expected to grow by 143% next year compared to 5.5% growth forecast for the Wireless Telecom industry in Mexico. The consensus price target increased from Mex$17.77 to Mex$17.91. Share price stayed mostly flat at Mex$14.55 over the past week.
Is New 90 Day High Low • Nov 18New 90-day high: Mex$14.76The company is up 6.0% from its price of Mex$13.98 on 20 August 2020. The Mexican market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$19.40 per share.
Is New 90 Day High Low • Oct 30New 90-day low: Mex$12.88The company is down 8.0% from its price of Mex$13.99 on 31 July 2020. The Mexican market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$19.56 per share.
Upcoming Dividend • Oct 30Upcoming Dividend of Mex$0.19 Per ShareWill be paid on the 9th of November to those who are registered shareholders by the 5th of November. The trailing yield of 2.9% is below the top quartile of Mexican dividend payers (5.8%), and is lower than industry peers (4.2%).
Analyst Estimate Surprise Post Earnings • Oct 23Third-quarter earnings released: Revenue beats expectations, earnings disappointThird-quarter revenue exceeded analyst estimates by 4.0% at Mex$260.2b. Earnings per share (EPS) missed analyst estimates by 3.4% at Mex$0.28. Revenue is forecast to grow 1.5% over the next year, compared to a 7.5% growth forecast for the Wireless Telecom industry in Mexico.
Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of Mex$30.3b, down 51% from the prior year. Total revenue was Mex$1.02t over the last 12 months, largely unchanged from the prior year.