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Mexican (IPC) Telecom Sector Analysis

UpdatedOct 01, 2025
DataAggregated Company Financials
Companies9
  • 7D1.4%
  • 3M13.7%
  • 1Y22.3%
  • YTD31.5%

In the last week, the Telecom industry is up 1.2%, with América Móvil. de up 1.6%. Meanwhile, Megacable Holdings S. A. B. de C. V actually underperformed within the industry, shrinking 7.2% in the last week. This takes the industry's 12 month performance to a gain of 19%. As for the next few years, earnings are expected to grow by 21% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Oct 2025Mex$1.3tMex$1.1tMex$46.9b20.6x28.1x1.2x
Fri, 29 Aug 2025Mex$1.3tMex$1.1tMex$46.9b19.3x28x1.2x
Sun, 27 Jul 2025Mex$1.2tMex$1.1tMex$47.1b20.1x25.5x1.1x
Tue, 24 Jun 2025Mex$1.1tMex$1.1tMex$22.7b24x50.5x1.1x
Thu, 22 May 2025Mex$1.2tMex$1.1tMex$22.7b24.8x53x1.1x
Sat, 19 Apr 2025Mex$1.1tMex$1.0tMex$18.2b24x59.4x1.1x
Mon, 17 Mar 2025Mex$1.0tMex$1.0tMex$18.2b23.1x55.2x1x
Wed, 12 Feb 2025Mex$1.0tMex$976.8bMex$35.4b19.6x28.7x1x
Fri, 10 Jan 2025Mex$976.0bMex$976.2bMex$35.9b18x27.2x1x
Sun, 08 Dec 2024Mex$1.0tMex$976.2bMex$35.9b18.9x28.9x1.1x
Tue, 05 Nov 2024Mex$1.1tMex$976.2bMex$35.9b20.6x31x1.1x
Thu, 03 Oct 2024Mex$1.1tMex$956.4bMex$29.8b22.1x37.7x1.2x
Sat, 31 Aug 2024Mex$1.1tMex$956.4bMex$29.8b22.5x38.1x1.2x
Mon, 29 Jul 2024Mex$1.1tMex$956.2bMex$30.3b29.6x35.9x1.1x
Wed, 26 Jun 2024Mex$1.1tMex$953.1bMex$57.3b15.9x18.9x1.1x
Fri, 24 May 2024Mex$1.2tMex$953.9bMex$57.5b16.5x20.5x1.2x
Sun, 21 Apr 2024Mex$1.1tMex$953.4bMex$55.9b13x19.4x1.1x
Tue, 19 Mar 2024Mex$1.1tMex$959.0bMex$70.6b12.2x16x1.2x
Thu, 15 Feb 2024Mex$1.1tMex$988.4bMex$70.7b11.5x15.2x1.1x
Sat, 13 Jan 2024Mex$2.4tMex$1.8tMex$154.0b11.1x15.5x1.3x
Mon, 11 Dec 2023Mex$2.4tMex$1.8tMex$154.0b11.5x15.6x1.3x
Wed, 08 Nov 2023Mex$2.3tMex$1.8tMex$154.0b11x15.2x1.3x
Fri, 06 Oct 2023Mex$2.3tMex$1.9tMex$169.9b10.1x13.7x1.3x
Sun, 03 Sep 2023Mex$2.4tMex$1.8tMex$170.0b10.7x14.2x1.3x
Tue, 01 Aug 2023Mex$2.5tMex$1.8tMex$170.0b11.8x15x1.4x
Thu, 29 Jun 2023Mex$2.6tMex$1.8tMex$159.9b12.7x16.3x1.4x
Sat, 27 May 2023Mex$2.7tMex$1.8tMex$159.9b13.2x16.6x1.4x
Mon, 24 Apr 2023Mex$2.6tMex$1.8tMex$159.7b12.9x16.6x1.4x
Wed, 22 Mar 2023Mex$2.6tMex$1.8tMex$158.6b12.8x16.6x1.4x
Fri, 17 Feb 2023Mex$1.4tMex$1.0tMex$95.3b11.3x14.2x1.3x
Sun, 15 Jan 2023Mex$1.4tMex$1.0tMex$94.1b11.3x15.4x1.4x
Tue, 13 Dec 2022Mex$1.3tMex$1.0tMex$94.1b9.4x14.3x1.3x
Thu, 10 Nov 2022Mex$1.5tMex$1.0tMex$94.1b8.2x15.5x1.4x
Sat, 08 Oct 2022Mex$1.2tMex$1.0tMex$88.3b10.4x13.9x1.2x
Price to Earnings Ratio

13.9x


Total Market Cap: Mex$1.2tTotal Earnings: Mex$88.3bTotal Revenue: Mex$1.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Telecom Sector Price to Earnings3Y Average 25.3x202320242025
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 28.0x which is higher than its 3-year average PE of 25.3x.
  • 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 declined 19% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

MX Market1.82%
Telecom1.38%
Entertainment4.10%
Wireless Telecom1.37%
Telecom Services and Carriers1.28%
Media0.34%
Industry PE
  • Investors are most optimistic about the Telecom Services and Carriers industry which is trading above its 3-year average PE ratio of 80.5x.
    • Analysts are expecting annual earnings growth of 43.9%, which is higher than its past year's earnings growth of 18.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 60% over the next 5 years.
  • This is better than its past earnings decline of 5.7% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 18% 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 B América Móvil. deMex$19.171.4%
+Mex$15.6b		21.8%PE22.5x
CIE B Corporación Interamericana de Entretenimiento. deMex$47.154.3%
+Mex$1.1b		79.3%PE19.1x
SITES1 A-1 Operadora de Sites Mexicanos. deMex$17.240.9%
+Mex$474.3m		9.1%PE88.8x
AXTEL CPO Axtel. deMex$2.956.1%
+Mex$472.6m		170.6%PE20.6x
MEGA CPO Megacable Holdings S. A. B. de C. VMex$59.021.4%
+Mex$372.3m		46.5%PE11.6x

Latest News

CIE B
Mex$47.15
Corporación Interamericana de Entretenimiento. de
7D
4.3%
1Y
79.3%

Here's Why Corporación Interamericana de Entretenimiento. de (BMV:CIEB) Has A Meaningful Debt Burden

Sep 24
Here's Why Corporación Interamericana de Entretenimiento. de (BMV:CIEB) Has A Meaningful Debt Burden
CTAXTEL A
Mex$0.92
Controladora Axtel. de
7D
4.4%
1Y
200.7%
AXTEL CPO
Mex$2.95
Axtel. de
7D
6.1%
1Y
170.6%
SITES1 A-1
Mex$17.24
Operadora de Sites Mexicanos. de
7D
0.9%
1Y
9.1%

These 4 Measures Indicate That Operadora de Sites Mexicanos. de (BMV:SITES1A-1) Is Using Debt Extensively

Sep 22
These 4 Measures Indicate That Operadora de Sites Mexicanos. de (BMV:SITES1A-1) Is Using Debt Extensively
LASITE *
Mex$4.08
Sitios Latinoamérica. de
7D
-0.5%
1Y
14.6%
TLEVISA CPO
Mex$9.87
Grupo Televisa
7D
-0.7%
1Y
-4.3%

Grupo Televisa, S.A.B.'s (BMV:TLEVISACPO) Business Is Trailing The Industry But Its Shares Aren't

Sep 19
Grupo Televisa, S.A.B.'s (BMV:TLEVISACPO) Business Is Trailing The Industry But Its Shares Aren't
MEGA CPO
Mex$59.02
Megacable Holdings S. A. B. de C. V
7D
1.4%
1Y
46.5%

Is Megacable Holdings, S. A. B. de C. V. (BMV:MEGACPO) Potentially Undervalued?

Sep 10
Is Megacable Holdings, S. A. B. de C. V. (BMV:MEGACPO) Potentially Undervalued?
AMX B
Mex$19.17
América Móvil. de
7D
1.4%
1Y
21.8%

Fiber And 5G Expansion Will Drive Latin America's Digital Transformation

América Móvil’s valuation outlook remains stable, with both its Future P/E and revenue growth forecasts essentially unchanged, resulting in the consensus analyst price target holding steady at MX$20.03. What's in the News Inversora Bursátil, S.A. de C.V., Casa de Bolsa, Grupo Financiero Inbursa is no longer the Co-Lead Underwriter for América Móvil's MXN 6.02232 billion fixed-income offering.
DIABLOS O
Mex$23.35
Diablos Rojos Del MexicoP.I.B. De
7D
0.4%
1Y
n/a