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Mexican (IPC) Telecom Sector Analysis

UpdatedDec 18, 2024
DataAggregated Company Financials
Companies7
  • 7D-0.6%
  • 3M-7.4%
  • 1Y-8.1%
  • YTD-7.2%

The Telecom is pretty flat in the last 7 days, but Sitios Latinoamérica. de has stood out, gaining 9.7%. As for the longer term, the industry has declined 8.1% in the last year. As for the next few years, earnings are expected to grow by 25% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Dec 2024Mex$1.0tMex$976.2bMex$35.9b18.5x28.3x1x
Fri, 15 Nov 2024Mex$1.1tMex$976.2bMex$35.9b19.5x30.2x1.1x
Sun, 13 Oct 2024Mex$1.1tMex$956.4bMex$29.8b21.7x36.8x1.1x
Tue, 10 Sep 2024Mex$1.1tMex$956.4bMex$29.8b22.4x37.7x1.2x
Thu, 08 Aug 2024Mex$1.1tMex$956.4bMex$29.8b22.6x37.1x1.2x
Sat, 06 Jul 2024Mex$1.1tMex$953.1bMex$57.3b16.3x19.6x1.2x
Mon, 03 Jun 2024Mex$1.1tMex$953.2bMex$57.6b16.2x19.5x1.2x
Wed, 01 May 2024Mex$1.2tMex$953.6bMex$57.6b12.8x20.5x1.2x
Fri, 29 Mar 2024Mex$1.1tMex$959.0bMex$70.7b12.1x15.8x1.2x
Sun, 25 Feb 2024Mex$1.2tMex$974.9bMex$66.0b12.5x18.2x1.2x
Tue, 23 Jan 2024Mex$2.4tMex$1.8tMex$154.0b11.1x15.5x1.3x
Thu, 21 Dec 2023Mex$2.4tMex$1.8tMex$154.0b11x15.7x1.3x
Sat, 18 Nov 2023Mex$2.4tMex$1.8tMex$154.0b11.1x15.3x1.3x
Mon, 16 Oct 2023Mex$2.3tMex$1.9tMex$169.9b10.1x13.7x1.3x
Wed, 13 Sep 2023Mex$2.4tMex$1.9tMex$169.9b10.4x14x1.3x
Fri, 11 Aug 2023Mex$2.5tMex$1.8tMex$170.0b11.8x14.8x1.4x
Sun, 09 Jul 2023Mex$2.6tMex$1.8tMex$159.9b12.6x16.1x1.4x
Tue, 06 Jun 2023Mex$2.6tMex$1.8tMex$159.9b12.9x16.4x1.4x
Thu, 04 May 2023Mex$2.6tMex$1.8tMex$160.1b14.7x16.4x1.4x
Sat, 01 Apr 2023Mex$2.6tMex$1.8tMex$158.4b12.7x16.6x1.4x
Mon, 27 Feb 2023Mex$1.4tMex$985.5bMex$74.1b11.7x18.8x1.4x
Wed, 25 Jan 2023Mex$1.5tMex$1.0tMex$94.1b11.3x15.7x1.4x
Fri, 23 Dec 2022Mex$1.3tMex$1.0tMex$94.1b9.4x14.3x1.3x
Sun, 20 Nov 2022Mex$1.5tMex$1.0tMex$94.1b10.4x15.4x1.4x
Tue, 18 Oct 2022Mex$1.2tMex$1.0tMex$88.3b10.3x13.7x1.2x
Thu, 15 Sep 2022Mex$1.3tMex$1.0tMex$88.3b11.1x14.3x1.2x
Sat, 13 Aug 2022Mex$1.4tMex$1.0tMex$88.3b11.5x16.3x1.4x
Mon, 11 Jul 2022Mex$1.5tMex$1.0tMex$112.3b12.6x13.6x1.5x
Wed, 08 Jun 2022Mex$1.5tMex$1.0tMex$112.3b12.3x13.5x1.5x
Fri, 06 May 2022Mex$1.5tMex$1.0tMex$112.1b11.9x13.3x1.4x
Sun, 03 Apr 2022Mex$1.8tMex$1.0tMex$80.2b19.6x23x1.8x
Tue, 01 Mar 2022Mex$1.5tMex$1.0tMex$78.6b16.9x18.6x1.4x
Thu, 27 Jan 2022Mex$1.5tMex$1.2tMex$106.7b13.2x14.4x1.3x
Sat, 25 Dec 2021Mex$1.6tMex$1.2tMex$106.7b14.1x15.4x1.4x
Price to Earnings Ratio

15.4x


Total Market Cap: Mex$1.6tTotal Earnings: Mex$106.7bTotal Revenue: Mex$1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Telecom Sector Price to Earnings3Y Average 18.7x202220232024
Current Industry PE
  • Investors are optimistic on the Mexican Communication Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 28.3x which is higher than its 3-year average PE of 18.7x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 30% per year over the last three years,
  • Revenues have also declined 5.9% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

MX Market-1.10%
Telecom-0.60%
Telecom Services and Carriers0.055%
Entertainment0%
Interactive Media and Services0%
Wireless Telecom-0.46%
Media-3.86%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 16.4x.
    • Analysts are expecting annual earnings growth of 22.6%, which is higher than its past year's earnings decline of 54.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 56% over the next 5 years.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 23% 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
LASITE B-1 Sitios Latinoamérica. deMex$3.629.7%
+Mex$1.0b		-51.7%PS0.8x
SITES1 A-1 Operadora de Sites Mexicanos. deMex$14.040.2%
+Mex$94.4m		-40.6%PE71.5x
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Latest News

LASITE B-1

Mex$3.62

Sitios Latinoamérica. de

7D

9.7%

1Y

-51.7%

AMX B

Mex$15.12

América Móvil. de

7D

-0.5%

1Y

-5.0%

América Móvil. de (BMV:AMXB) Hasn't Managed To Accelerate Its Returns

Dec 03
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TLEVISA CPO

Mex$7.40

Grupo Televisa

7D

-3.8%

1Y

-35.0%

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Dec 01
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SITES1 A-1

Mex$14.04

Operadora de Sites Mexicanos. de

7D

0.2%

1Y

-40.6%

Solid Earnings Reflect Operadora de Sites Mexicanos. de's (BMV:SITES1A-1) Strength As A Business

Nov 06
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MEGA CPO

Mex$35.13

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

7D

-3.9%

1Y

-16.9%

CTAXTEL A

Mex$0.32

Controladora Axtel. de

7D

-4.2%

1Y

72.7%

Controladora Axtel S.A.B. de C.V. (BMV:CTAXTELA) Held Back By Insufficient Growth Even After Shares Climb 30%

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