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Mexican (IPC) Telecom Sector Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies9
  • 7D1.5%
  • 3M9.0%
  • 1Y0.6%
  • YTD-11.8%

In the last week, the Telecom industry is up 1.5%, with América Móvil. de up 1.6%. Overall in the last year, the industry is flat. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022Mex$1.5tMex$1.0tMex$94.1b9.6x15.6x1.4x
Wed, 26 Oct 2022Mex$1.3tMex$1.0tMex$92.3b8.1x14.4x1.3x
Fri, 23 Sep 2022Mex$1.3tMex$1.0tMex$88.3b10.9x14.8x1.3x
Sun, 21 Aug 2022Mex$1.4tMex$1.0tMex$88.3b11.2x16.2x1.4x
Tue, 19 Jul 2022Mex$1.4tMex$1.0tMex$87.6b15.7x16.5x1.4x
Thu, 16 Jun 2022Mex$1.5tMex$1.0tMex$112.3b12.3x13.3x1.5x
Sat, 14 May 2022Mex$1.5tMex$1.0tMex$112.1b11.6x13.2x1.4x
Mon, 11 Apr 2022Mex$1.8tMex$1.0tMex$80.2b20x22.1x1.7x
Wed, 09 Mar 2022Mex$1.5tMex$1.0tMex$79.4b18.2x19x1.5x
Fri, 04 Feb 2022Mex$1.5tMex$1.2tMex$106.7b13.4x14.2x1.3x
Sun, 02 Jan 2022Mex$1.7tMex$1.2tMex$106.7b14.5x15.6x1.4x
Tue, 30 Nov 2021Mex$1.4tMex$1.2tMex$106.7b12.3x13.6x1.2x
Thu, 28 Oct 2021Mex$1.5tMex$1.2tMex$106.4b12.4x13.6x1.2x
Sat, 25 Sep 2021Mex$1.5tMex$1.2tMex$112.5b13.5x12.9x1.2x
Mon, 23 Aug 2021Mex$1.5tMex$1.2tMex$112.3b14.5x13.5x1.3x
Sat, 10 Jul 2021Mex$1.3tMex$1.2tMex$112.3b14.4x11.6x1.1x
Fri, 02 Apr 2021Mex$1.2tMex$1.2tMex$87.2b13x13.6x1x
Mon, 04 Jan 2021Mex$1.2tMex$1.2tMex$48.3b34.8x25.2x1x
Thu, 08 Oct 2020Mex$1.1tMex$1.2tMex$32.1b29.2x35.7x1x
Wed, 01 Jul 2020Mex$1.2tMex$1.2tMex$23.2b29.9x50x1x
Sat, 04 Apr 2020Mex$1.1tMex$1.2tMex$17.5b24.3x64.5x1x
Tue, 07 Jan 2020Mex$1.3tMex$1.2tMex$76.9b15.1x16.4x1.1x
Price to Earnings Ratio

18.8x


Total Market Cap: Mex$1.2tTotal Earnings: Mex$66.1bTotal Revenue: Mex$1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Telecom Sector Price to Earnings3Y Average 24.8x202020212022
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 15.6x which is lower than its 3-year average PE of 24.8x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 13% per year over the last three years.
  • Meanwhile revenues for these companies have declined 4.4% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

MX Market0.28%
Telecom1.49%
Media3.41%
Wireless Telecom1.59%
Interactive Media and Services0%
Telecom Services and Carriers-1.02%
Entertainment-7.24%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry even though it's trading below its 3-year average PE ratio of 20.8x.
    • Analysts are expecting annual earnings growth of 8.6%, which is lower than the prior year's growth of 19.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 103% over the next 5 years.
  • In contrast, the Media industry is expected to see its earnings decline by 25% 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
AMX L América Móvil. deMex$19.771.6%
+Mex$19.5b
6.2%PE15.4x
TLEVISA CPO Grupo TelevisaMex$22.104.9%
+Mex$2.9b
-45.6%PE6.6x
LASITE B-1 Sitios Latinoamérica. deMex$8.1811.1%
+Mex$2.6b
n/an/a
MEGA CPO Megacable Holdings S. A. B. de C. VMex$48.401.2%
+Mex$504.7m
-15.2%PE12.5x
AZTECA CPO TV Azteca. deMex$0.785.6%
+Mex$122.4m
-28.6%PE2.6x
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Latest News

TLEVISA CPO

Mex$22.10

Grupo Televisa

7D

4.9%

1Y

-45.6%

AXTEL CPO

Mex$1.48

Axtel. de

7D

-3.9%

1Y

-62.2%

LASITE B-1

Mex$8.18

Sitios Latinoamérica. de

7D

11.1%

1Y

n/a

MEGA CPO

Mex$48.40

Megacable Holdings S. A. B. de C. V

7D

1.2%

1Y

-15.2%

AZTECA CPO

Mex$0.78

TV Azteca. de

7D

5.6%

1Y

-28.6%