Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Mexican (IPC) Telecom Sector Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies9
  • 7D-4.3%
  • 3M8.1%
  • 1Y44.8%
  • YTD11.8%

Over the last 7 days, the Telecom industry has dropped 2.1%, driven by América Móvil. de declining 2.3%. In contrast, Grupo Televisa has gained 6.8%. In the past year, the industry has gained 43%. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

Has the Mexican Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Mar 2026Mex$1.5tMex$1.1tMex$92.2b11.3x15.7x1.3x
Fri, 06 Feb 2026Mex$1.3tMex$1.1tMex$71.3b16.5x18.4x1.2x
Sun, 04 Jan 2026Mex$1.3tMex$1.1tMex$71.3b16.5x18.2x1.2x
Tue, 02 Dec 2025Mex$1.4tMex$1.1tMex$71.3b17.6x20.2x1.3x
Thu, 30 Oct 2025Mex$1.5tMex$1.1tMex$71.3b17.8x20.5x1.3x
Sat, 27 Sep 2025Mex$1.3tMex$1.1tMex$46.9b21.1x28.6x1.2x
Mon, 25 Aug 2025Mex$1.3tMex$1.1tMex$46.9b18.9x27.8x1.2x
Wed, 23 Jul 2025Mex$1.1tMex$1.1tMex$22.7b24.4x49.8x1.1x
Fri, 20 Jun 2025Mex$1.1tMex$1.1tMex$22.7b24.2x50.3x1.1x
Sun, 18 May 2025Mex$1.2tMex$1.1tMex$22.4b24.9x53x1.1x
Tue, 15 Apr 2025Mex$1.1tMex$1.0tMex$18.2b23.8x58.1x1x
Thu, 13 Mar 2025Mex$1.0tMex$1.0tMex$18.5b23.2x54.4x1x
Sat, 08 Feb 2025Mex$1.0tMex$976.3bMex$35.6b19.5x28.4x1x
Mon, 06 Jan 2025Mex$987.9bMex$976.2bMex$35.9b18.3x27.5x1x
Wed, 04 Dec 2024Mex$1.0tMex$976.2bMex$35.9b19.2x29.2x1.1x
Fri, 01 Nov 2024Mex$1.1tMex$976.2bMex$35.9b20.7x31.6x1.2x
Sun, 29 Sep 2024Mex$1.1tMex$956.4bMex$29.8b22.1x37.7x1.2x
Tue, 27 Aug 2024Mex$1.1tMex$956.4bMex$29.8b23x38.5x1.2x
Thu, 25 Jul 2024Mex$1.1tMex$956.4bMex$30.1b29.8x36.6x1.2x
Sat, 22 Jun 2024Mex$1.1tMex$953.1bMex$57.3b15.9x19.3x1.2x
Mon, 20 May 2024Mex$1.2tMex$954.0bMex$57.7b16x20.4x1.2x
Wed, 17 Apr 2024Mex$1.1tMex$959.0bMex$72.5b11.9x15x1.1x
Fri, 15 Mar 2024Mex$1.2tMex$959.0bMex$70.6b12.4x16.4x1.2x
Sun, 11 Feb 2024Mex$1.1tMex$988.2bMex$70.7b11.3x15.2x1.1x
Tue, 09 Jan 2024Mex$2.4tMex$1.8tMex$154.0b11.2x15.4x1.3x
Thu, 07 Dec 2023Mex$2.4tMex$1.8tMex$154.0b11.7x15.7x1.3x
Sat, 04 Nov 2023Mex$2.3tMex$1.8tMex$154.0b11x15x1.2x
Mon, 02 Oct 2023Mex$2.3tMex$1.9tMex$169.9b10.1x13.7x1.3x
Wed, 30 Aug 2023Mex$2.4tMex$1.8tMex$170.0b10.6x14.1x1.3x
Fri, 28 Jul 2023Mex$2.5tMex$1.8tMex$168.9b11.6x14.9x1.4x
Sun, 25 Jun 2023Mex$2.6tMex$1.8tMex$159.9b12.6x16.1x1.4x
Tue, 23 May 2023Mex$2.6tMex$1.8tMex$159.8b13.4x16.4x1.4x
Thu, 20 Apr 2023Mex$2.6tMex$1.8tMex$159.7b12.8x16.4x1.4x
Sat, 18 Mar 2023Mex$2.6tMex$1.8tMex$158.6b12.7x16.4x1.4x
Price to Earnings Ratio

16.4x


Total Market Cap: Mex$2.6tTotal Earnings: Mex$158.6bTotal Revenue: Mex$1.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Telecom Sector Price to Earnings3Y Average 26x202420252026
Current Industry PE
  • Investors are pessimistic on the Mexican Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 15.9x which is lower than its 3-year average PE of 26.0x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 7.0% per year over the last three years.
  • Revenues for these companies have grown 3.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Mexican Telecom sector?

MX Market-3.78%
Telecom-4.27%
Telecom Services and Carriers0.81%
Entertainment-3.15%
Wireless Telecom-4.67%
Media-4.98%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 15.1%, which is lower than the prior year's growth of 24.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 65% over the next 5 years.
  • However this is lower than its past earnings growth rate of 94% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 10% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TLEVISA CPO Grupo TelevisaMex$10.416.1%
+Mex$1.6b		30.6%PS0.5x
SITES1 A-1 Operadora de Sites Mexicanos. deMex$14.871.0%
+Mex$406.3m		27.6%PE66.4x

Latest News

LASITE *
Mex$5.28
Sitios Latinoamérica. de
7D
-2.9%
1Y
70.9%
CIE B
Mex$40.00
Corporación Interamericana de Entretenimiento. de
7D
-3.4%
1Y
56.3%
TLEVISA CPO
Mex$10.41
Grupo Televisa
7D
6.1%
1Y
30.6%
AMX B
Mex$21.02
América Móvil. de
7D
-4.7%
1Y
45.3%

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.
MEGA CPO
Mex$61.06
Megacable Holdings S. A. B. de C. V
7D
-5.0%
1Y
43.9%
AXTEL CPO
Mex$2.51
Axtel. de
7D
-4.9%
1Y
32.1%
SITES1 A-1
Mex$14.87
Operadora de Sites Mexicanos. de
7D
1.0%
1Y
27.6%
CTAXTEL A
Mex$0.83
Controladora Axtel. de
7D
-0.7%
1Y
37.2%