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Mexican (IPC) Telecom Sector Analysis

UpdatedDec 22, 2025
DataAggregated Company Financials
Companies9
  • 7D-4.9%
  • 3M-3.5%
  • 1Y29.3%
  • YTD25.5%

Over the last 7 days, the Telecom industry has dropped 4.9%, driven by a pullback from América Móvil. de of 4.1%. This takes the industry's 12 month performance to a gain of 29%. Earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Dec 2025Mex$1.3tMex$1.1tMex$71.3b16.2x17.9x1.2x
Thu, 20 Nov 2025Mex$1.5tMex$1.1tMex$71.3b17.5x20.6x1.3x
Sat, 18 Oct 2025Mex$1.4tMex$1.1tMex$63.2b18.8x22.2x1.3x
Mon, 15 Sep 2025Mex$1.3tMex$1.1tMex$46.9b21.2x28.1x1.2x
Wed, 13 Aug 2025Mex$1.2tMex$1.1tMex$46.9b18.5x26.5x1.1x
Fri, 11 Jul 2025Mex$1.2tMex$1.1tMex$22.7b24.7x51x1.1x
Sun, 08 Jun 2025Mex$1.1tMex$1.1tMex$22.7b24.7x50.7x1.1x
Tue, 06 May 2025Mex$1.2tMex$1.0tMex$23.6b24.2x50x1.1x
Thu, 03 Apr 2025Mex$1.0tMex$1.0tMex$18.2b23.9x57.6x1x
Sat, 01 Mar 2025Mex$1.0tMex$1.0tMex$23.1b23.7x43.8x1x
Mon, 27 Jan 2025Mex$979.6bMex$976.2bMex$35.9b18.2x27.3x1x
Wed, 25 Dec 2024Mex$984.9bMex$976.2bMex$35.9b17.6x27.4x1x
Fri, 22 Nov 2024Mex$1.1tMex$976.2bMex$35.9b19.5x29.4x1.1x
Sun, 20 Oct 2024Mex$1.2tMex$976.1bMex$34.1b21.3x34.7x1.2x
Tue, 17 Sep 2024Mex$1.1tMex$956.4bMex$29.8b22.1x37.7x1.2x
Thu, 15 Aug 2024Mex$1.1tMex$956.4bMex$29.8b22.4x37.4x1.2x
Sat, 13 Jul 2024Mex$1.2tMex$953.1bMex$57.3b16.8x20.2x1.2x
Mon, 10 Jun 2024Mex$1.1tMex$953.2bMex$57.6b15.6x19.5x1.2x
Wed, 08 May 2024Mex$1.2tMex$953.9bMex$57.6b14.2x20.7x1.3x
Fri, 05 Apr 2024Mex$1.1tMex$959.0bMex$70.7b12.1x15.7x1.2x
Sun, 03 Mar 2024Mex$1.2tMex$972.0bMex$69.4b12.3x16.7x1.2x
Tue, 30 Jan 2024Mex$2.4tMex$1.8tMex$154.0b11.6x15.4x1.3x
Thu, 28 Dec 2023Mex$2.4tMex$1.8tMex$154.0b11.1x15.6x1.3x
Sat, 25 Nov 2023Mex$2.4tMex$1.8tMex$154.0b10.4x15.3x1.3x
Mon, 23 Oct 2023Mex$2.3tMex$1.8tMex$156.9b10x14.9x1.3x
Wed, 20 Sep 2023Mex$2.4tMex$1.9tMex$169.9b10.5x14x1.3x
Fri, 18 Aug 2023Mex$2.4tMex$1.8tMex$170.0b10.6x14.2x1.3x
Sun, 16 Jul 2023Mex$2.5tMex$1.8tMex$171.8b11.6x14.8x1.4x
Tue, 13 Jun 2023Mex$2.6tMex$1.8tMex$159.9b13x16.5x1.4x
Thu, 11 May 2023Mex$2.7tMex$1.8tMex$159.5b14.8x16.9x1.5x
Sat, 08 Apr 2023Mex$2.6tMex$1.8tMex$159.7b12.8x16.5x1.4x
Mon, 06 Mar 2023Mex$1.4tMex$986.0bMex$75.1b9x18.6x1.4x
Wed, 01 Feb 2023Mex$1.5tMex$1.0tMex$94.1b11.3x15.6x1.4x
Fri, 30 Dec 2022Mex$1.3tMex$1.0tMex$94.1b10.5x14.2x1.3x
Price to Earnings Ratio

14.2x


Total Market Cap: Mex$1.3tTotal Earnings: Mex$94.1bTotal Revenue: Mex$1.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Telecom Sector Price to Earnings3Y Average 25.8x202320242025
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 17.9x which is lower than its 3-year average PE of 25.8x.
  • 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 8.8% 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 Market-1.20%
Telecom-4.90%
Entertainment-0.073%
Telecom Services and Carriers-0.12%
Media-1.56%
Wireless Telecom-5.54%
Industry PE
  • Investors are most optimistic about the Telecom Services and Carriers industry even though it's trading below its 3-year average PE ratio of 152x.
    • Analysts are expecting annual earnings growth of 46.1%, which is higher than its past year's earnings decline of 4.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 55% over the next 5 years.
  • This is better than its past earnings growth rate of 0.5% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 14% 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 * Sitios Latinoamérica. deMex$5.502.4%
+Mex$543.6m		62.2%PE13.1x
MEGA CPO Megacable Holdings S. A. B. de C. VMex$51.470.6%
+Mex$274.6m		51.6%PE17.4x
SITES1 A-1 Operadora de Sites Mexicanos. deMex$14.850.3%
+Mex$119.2m		13.7%PE75.4x

Latest News

TLEVISA CPO
Mex$10.39
Grupo Televisa
7D
-4.2%
1Y
47.4%
AMX B
Mex$18.23
América Móvil. de
7D
-4.1%
1Y
28.3%

AMX B Future Returns Will Benefit From Higher Earnings Multiple Despite Margin Pressure

Analysts have nudged their price target on América Móvil higher from $21.48 to $21.73, citing slightly richer future earnings multiples, despite marginal trims to long term revenue growth and profit margin assumptions. Valuation Changes The fair value estimate has risen slightly from MX$21.48 to MX$21.73 per share, implying a modest uplift in intrinsic value.
MEGA CPO
Mex$51.47
Megacable Holdings S. A. B. de C. V
7D
0.6%
1Y
51.6%

An Intrinsic Calculation For Megacable Holdings, S. A. B. de C. V. (BMV:MEGACPO) Suggests It's 46% Undervalued

Dec 06
An Intrinsic Calculation For Megacable Holdings, S. A. B. de C. V. (BMV:MEGACPO) Suggests It's 46% Undervalued
LASITE *
Mex$5.50
Sitios Latinoamérica. de
7D
2.4%
1Y
62.2%
CTAXTEL A
Mex$0.89
Controladora Axtel. de
7D
-5.7%
1Y
172.4%
SITES1 A-1
Mex$14.85
Operadora de Sites Mexicanos. de
7D
0.3%
1Y
13.7%

Why Operadora de Sites Mexicanos, S.A.B. de C.V. (BMV:SITES1A-1) Could Be Worth Watching

Nov 28
Why Operadora de Sites Mexicanos, S.A.B. de C.V. (BMV:SITES1A-1) Could Be Worth Watching
AXTEL CPO
Mex$2.76
Axtel. de
7D
-6.1%
1Y
148.6%
DIABLOS O
Mex$24.00
Diablos Rojos Del MexicoP.I.B. De
7D
-2.0%
1Y
n/a