Narrative Update • Aug 10

Over the last 7 days, the Telecom industry has dropped 3.0%, driven by a pullback from América Móvil. de of 3.5%. In the past year, the industry has gained 12%. Looking forward, earnings are forecast to grow by 13% annually.
Has the Mexican Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | Mex$1.4t | Mex$1.1t | Mex$96.0b | 19.5x | 14.4x | 1.2x |
| Sat, 11 Jul 2026 | Mex$1.6t | Mex$1.1t | Mex$96.7b | 23x | 16x | 1.4x |
| Mon, 08 Jun 2026 | Mex$1.5t | Mex$1.1t | Mex$96.7b | 23.4x | 15.4x | 1.3x |
| Wed, 06 May 2026 | Mex$1.6t | Mex$1.1t | Mex$96.9b | 16.3x | 16.7x | 1.5x |
| Fri, 03 Apr 2026 | Mex$1.6t | Mex$1.1t | Mex$92.2b | 11.8x | 17x | 1.4x |
| Sun, 01 Mar 2026 | Mex$1.5t | Mex$1.1t | Mex$89.2b | 15.6x | 17.3x | 1.4x |
| Tue, 27 Jan 2026 | Mex$1.3t | Mex$1.1t | Mex$71.3b | 15.9x | 17.9x | 1.2x |
| Thu, 25 Dec 2025 | Mex$1.3t | Mex$1.1t | Mex$71.3b | 16.7x | 18.3x | 1.2x |
| Sat, 22 Nov 2025 | Mex$1.4t | Mex$1.1t | Mex$71.3b | 17.2x | 20.1x | 1.3x |
| Mon, 20 Oct 2025 | Mex$1.4t | Mex$1.1t | Mex$63.2b | 18.8x | 22.2x | 1.3x |
| Wed, 17 Sep 2025 | Mex$1.3t | Mex$1.1t | Mex$46.9b | 21.1x | 28.1x | 1.2x |
| Fri, 15 Aug 2025 | Mex$1.2t | Mex$1.1t | Mex$46.9b | 18.4x | 26.3x | 1.1x |
| Sun, 13 Jul 2025 | Mex$1.2t | Mex$1.1t | Mex$22.7b | 24.9x | 51x | 1.1x |
| Tue, 10 Jun 2025 | Mex$1.1t | Mex$1.1t | Mex$22.7b | 24.6x | 50.1x | 1.1x |
| Thu, 08 May 2025 | Mex$1.2t | Mex$1.0t | Mex$23.6b | 24.8x | 50.6x | 1.1x |
| Sat, 05 Apr 2025 | Mex$1.0t | Mex$1.0t | Mex$18.2b | 23.4x | 56.5x | 1x |
| Mon, 03 Mar 2025 | Mex$1.0t | Mex$1.0t | Mex$18.5b | 23.7x | 55.1x | 1x |
| Wed, 29 Jan 2025 | Mex$994.9b | Mex$976.2b | Mex$35.9b | 18.9x | 27.7x | 1x |
| Fri, 27 Dec 2024 | Mex$984.9b | Mex$976.2b | Mex$35.9b | 17.9x | 27.4x | 1x |
| Sun, 24 Nov 2024 | Mex$1.1t | Mex$976.2b | Mex$35.9b | 19.4x | 29.6x | 1.1x |
| Tue, 22 Oct 2024 | Mex$1.2t | Mex$976.1b | Mex$34.1b | 21x | 34.8x | 1.2x |
| Thu, 19 Sep 2024 | Mex$1.1t | Mex$956.4b | Mex$29.8b | 22.3x | 37.2x | 1.2x |
| Sat, 17 Aug 2024 | Mex$1.1t | Mex$956.4b | Mex$29.8b | 22.3x | 37.4x | 1.2x |
| Mon, 15 Jul 2024 | Mex$1.1t | Mex$953.1b | Mex$57.3b | 16.8x | 20x | 1.2x |
| Wed, 12 Jun 2024 | Mex$1.1t | Mex$953.2b | Mex$57.6b | 15.5x | 19.1x | 1.2x |
| Fri, 10 May 2024 | Mex$1.2t | Mex$953.9b | Mex$57.7b | 14.1x | 20.7x | 1.2x |
| Sun, 07 Apr 2024 | Mex$1.1t | Mex$959.0b | Mex$70.7b | 12x | 15.8x | 1.2x |
| Tue, 05 Mar 2024 | Mex$1.2t | Mex$959.0b | Mex$70.7b | 12.3x | 16.3x | 1.2x |
| Thu, 01 Feb 2024 | Mex$2.4t | Mex$1.8t | Mex$154.0b | 11.7x | 15.4x | 1.3x |
| Sat, 30 Dec 2023 | Mex$2.4t | Mex$1.8t | Mex$154.0b | 11.1x | 15.6x | 1.3x |
| Mon, 27 Nov 2023 | Mex$2.4t | Mex$1.8t | Mex$154.0b | 10.4x | 15.3x | 1.3x |
| Wed, 25 Oct 2023 | Mex$2.3t | Mex$1.8t | Mex$157.0b | 10.9x | 14.9x | 1.3x |
| Fri, 22 Sep 2023 | Mex$2.4t | Mex$1.9t | Mex$169.9b | 10.4x | 14x | 1.3x |
| Sun, 20 Aug 2023 | Mex$2.5t | Mex$1.8t | Mex$170.0b | 11.1x | 14.4x | 1.3x |
14.4x
Which industries have driven the changes within the Mexican Telecom sector?
| MX Market | -0.69% | |
| Telecom | -2.99% | |
| Media | 0.96% | |
| Telecom Services and Carriers | 0.56% | |
| Entertainment | 0.44% | |
| Wireless Telecom | -3.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LASITE * Sitios Latinoamérica. de | Mex$6.39 | 3.7% +Mex$1.1b | 102.2% | PE55.6x | |
| AXTEL CPO Axtel. de | Mex$3.02 | 12.3% +Mex$917.4m | 44.5% | PS0.7x | |
| MEGA CPO Megacable Holdings S. A. B. de C. V | Mex$56.67 | 1.0% +Mex$463.3m | 10.0% | PE16.2x | |
| CTAXTEL A Controladora Axtel. de | Mex$0.95 | 10.2% +Mex$424.5m | 37.4% | PE19.5x | |
| DIABLOS O Diablos Rojos Del MexicoP.I.B. De | Mex$46.25 | 2.8% +Mex$94.7m | 112.6% | PE84.5x |