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Mexican (IPC) Telecom Sector Analysis

UpdatedFeb 21, 2024
DataAggregated Company Financials
Companies9
  • 7D5.0%
  • 3M4.0%
  • 1Y-17.5%
  • YTD-0.7%

All of the companies in the Telecom industry have been up over the last week, with the industry up 7.2%. In contrast, the industry has lost 18% in the last 12 months. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 21 Feb 2024Mex$1.2tMex$974.5bMex$65.6b12.1x17.6x1.2x
Fri, 19 Jan 2024Mex$2.4tMex$1.8tMex$154.0b10.9x15.3x1.3x
Sun, 17 Dec 2023Mex$2.4tMex$1.8tMex$154.0b11.2x15.8x1.3x
Tue, 14 Nov 2023Mex$2.3tMex$1.8tMex$154.0b11.1x15.2x1.3x
Thu, 12 Oct 2023Mex$2.3tMex$1.9tMex$169.9b10.1x13.8x1.3x
Sat, 09 Sep 2023Mex$2.4tMex$1.8tMex$170.0b10.6x14.1x1.3x
Mon, 07 Aug 2023Mex$2.5tMex$1.8tMex$170.0b11.4x14.6x1.3x
Wed, 05 Jul 2023Mex$2.6tMex$1.8tMex$159.9b12.5x16.2x1.4x
Fri, 02 Jun 2023Mex$2.6tMex$1.8tMex$159.9b12.8x16.3x1.4x
Sun, 30 Apr 2023Mex$2.6tMex$1.8tMex$160.1b14.9x16.5x1.4x
Tue, 28 Mar 2023Mex$2.6tMex$1.8tMex$158.6b12.7x16.6x1.4x
Thu, 23 Feb 2023Mex$1.4tMex$1.0tMex$96.0b11.3x14.8x1.4x
Sat, 21 Jan 2023Mex$1.5tMex$1.0tMex$94.1b11.3x15.7x1.4x
Mon, 19 Dec 2022Mex$1.3tMex$1.0tMex$94.1b9.4x14.1x1.3x
Wed, 16 Nov 2022Mex$1.5tMex$1.0tMex$94.1b9.8x15.4x1.4x
Fri, 14 Oct 2022Mex$1.2tMex$1.0tMex$88.3b10.4x14x1.2x
Sun, 11 Sep 2022Mex$1.3tMex$1.0tMex$88.3b11.1x14.5x1.2x
Tue, 09 Aug 2022Mex$1.4tMex$1.0tMex$88.3b11.7x15.8x1.3x
Thu, 07 Jul 2022Mex$1.5tMex$1.0tMex$112.3b13x13.8x1.5x
Sat, 04 Jun 2022Mex$1.6tMex$1.0tMex$112.7b11.5x13.8x1.5x
Mon, 02 May 2022Mex$1.6tMex$1.0tMex$79.9b14.7x20.1x1.6x
Wed, 30 Mar 2022Mex$1.7tMex$1.0tMex$79.5b21.6x21.4x1.6x
Fri, 25 Feb 2022Mex$1.4tMex$1.0tMex$79.8b16.6x17.9x1.4x
Sun, 23 Jan 2022Mex$1.5tMex$1.2tMex$106.7b13.5x14.4x1.3x
Tue, 21 Dec 2021Mex$1.6tMex$1.2tMex$106.7b14x15.1x1.4x
Thu, 18 Nov 2021Mex$1.5tMex$1.2tMex$106.7b12.3x13.7x1.2x
Sat, 16 Oct 2021Mex$1.5tMex$1.2tMex$112.5b12.8x13x1.2x
Mon, 13 Sep 2021Mex$1.5tMex$1.2tMex$112.5b13.9x13.4x1.3x
Wed, 11 Aug 2021Mex$1.4tMex$1.2tMex$112.3b13.9x12.4x1.2x
Sun, 06 Jun 2021Mex$1.3tMex$1.2tMex$87.2b15.7x15.3x1.1x
Wed, 10 Mar 2021Mex$1.1tMex$1.2tMex$48.3b30x23.3x1x
Price to Earnings Ratio

23.3x


Total Market Cap: Mex$1.1tTotal Earnings: Mex$48.3bTotal Revenue: Mex$1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Telecom Sector Price to Earnings3Y Average 15.4x202220232024
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 17.4x which is higher than its 3-year average PE of 15.4x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 11% per year over the last three years.
  • Meanwhile revenues for these companies have declined 5.8% 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 Market0.08%
Telecom5.04%
Media12.36%
Wireless Telecom4.93%
Telecom Services and Carriers1.60%
Entertainment0%
Interactive Media and Services0%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry, which is trading close to its 3-year average PE ratio of 13.9x.
    • Analysts are expecting annual earnings growth of 8.4%, which is higher than its past year's earnings decline of 8.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 78% over the next 5 years.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 8.4% 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$15.754.9%
+Mex$45.8b
-17.7%PE12.9x
MEGA CPO Megacable Holdings S. A. B. de C. VMex$46.4215.7%
+Mex$5.4b
-11.4%PE14x
TLEVISA CPO Grupo TelevisaMex$11.178.3%
+Mex$2.4b
-46.3%PS0.4x
SITES1 A-1 Operadora de Sites Mexicanos. deMex$20.161.3%
+Mex$796.3m
2.1%PE1377x
LASITE B-1 Sitios Latinoamérica. deMex$5.892.3%
+Mex$413.6m
-26.1%PS1.2x
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