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Mexican (IPC) Telecom Sector Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies9
  • 7D-1.2%
  • 3M16.6%
  • 1Y36.5%
  • YTD43.2%

Over the last 7 days, the Telecom industry has dropped 1.2%, driven by a pullback from América Móvil. de of 1.0%. This takes the industry's 12 month performance to a gain of 36%. Earnings are forecast to grow by 19% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Nov 2025Mex$1.5tMex$1.1tMex$71.3b18.1x20.5x1.3x
Tue, 14 Oct 2025Mex$1.3tMex$1.1tMex$46.9b19.5x28.5x1.2x
Thu, 11 Sep 2025Mex$1.3tMex$1.1tMex$46.9b20.9x27.6x1.2x
Sat, 09 Aug 2025Mex$1.2tMex$1.1tMex$46.9b18.7x26.4x1.1x
Mon, 07 Jul 2025Mex$1.2tMex$1.1tMex$22.7b25.6x52.7x1.1x
Wed, 04 Jun 2025Mex$1.2tMex$1.1tMex$22.7b24.2x50.9x1.1x
Fri, 02 May 2025Mex$1.2tMex$1.0tMex$23.4b24.2x50.3x1.1x
Sun, 30 Mar 2025Mex$1.0tMex$1.0tMex$18.2b23.4x56.8x1x
Tue, 25 Feb 2025Mex$1.0tMex$1.0tMex$23.1b24.2x44.5x1x
Thu, 23 Jan 2025Mex$976.3bMex$976.2bMex$35.9b18.3x27.2x1x
Sat, 21 Dec 2024Mex$997.9bMex$976.2bMex$35.9b17.8x27.8x1x
Mon, 18 Nov 2024Mex$1.1tMex$976.2bMex$35.9b19.5x29.8x1.1x
Wed, 16 Oct 2024Mex$1.1tMex$956.4bMex$29.8b22.3x38x1.2x
Fri, 13 Sep 2024Mex$1.1tMex$956.4bMex$29.8b22.1x37.1x1.2x
Sun, 11 Aug 2024Mex$1.1tMex$956.4bMex$29.8b22.5x37.7x1.2x
Tue, 09 Jul 2024Mex$1.1tMex$953.1bMex$57.3b16.4x19.4x1.2x
Thu, 06 Jun 2024Mex$1.1tMex$953.2bMex$57.6b15.8x19.6x1.2x
Sat, 04 May 2024Mex$1.2tMex$953.5bMex$57.7b13.3x20x1.2x
Mon, 01 Apr 2024Mex$1.1tMex$959.0bMex$70.7b12.1x15.8x1.2x
Wed, 28 Feb 2024Mex$1.2tMex$974.2bMex$70.1b12.2x17.1x1.2x
Fri, 26 Jan 2024Mex$2.4tMex$1.8tMex$154.0b11.5x15.4x1.3x
Sun, 24 Dec 2023Mex$2.4tMex$1.8tMex$154.0b11.1x15.6x1.3x
Tue, 21 Nov 2023Mex$2.3tMex$1.8tMex$154.0b11.1x15.2x1.3x
Thu, 19 Oct 2023Mex$2.3tMex$1.9tMex$169.9b10.2x13.8x1.3x
Sat, 16 Sep 2023Mex$2.4tMex$1.9tMex$169.9b10.4x14x1.3x
Mon, 14 Aug 2023Mex$2.4tMex$1.8tMex$170.0b11x14.4x1.3x
Wed, 12 Jul 2023Mex$2.6tMex$1.8tMex$159.9b12.5x16x1.4x
Fri, 09 Jun 2023Mex$2.6tMex$1.8tMex$159.9b13.1x16.5x1.4x
Sun, 07 May 2023Mex$2.6tMex$1.8tMex$160.1b14.5x16.3x1.4x
Tue, 04 Apr 2023Mex$2.6tMex$1.8tMex$158.4b12.7x16.6x1.4x
Thu, 02 Mar 2023Mex$1.4tMex$1.0tMex$96.7b5.6x14.4x1.4x
Sat, 28 Jan 2023Mex$1.5tMex$1.0tMex$94.1b11.3x15.7x1.4x
Mon, 26 Dec 2022Mex$1.4tMex$1.0tMex$94.1b9.4x14.4x1.3x
Wed, 23 Nov 2022Mex$1.5tMex$1.0tMex$94.1b9.8x15.8x1.4x
Price to Earnings Ratio

15.8x


Total Market Cap: Mex$1.5tTotal Earnings: Mex$94.1bTotal Revenue: Mex$1.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Telecom Sector Price to Earnings3Y Average 25.6x202320242025
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 20.5x which is lower than its 3-year average PE of 25.6x.
  • 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-1.51%
Telecom-1.19%
Media0.41%
Entertainment0%0
Wireless Telecom-0.98%
Telecom Services and Carriers-6.30%
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 148x.
    • Analysts are expecting annual earnings growth of 51.0%, 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 56% 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 15% 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
TLEVISA CPO Grupo TelevisaMex$10.673.0%
+Mex$827.0m		25.2%PS0.5x

Latest News

TLEVISA CPO
Mex$10.67
Grupo Televisa
7D
3.0%
1Y
25.2%
SITES1 A-1
Mex$14.94
Operadora de Sites Mexicanos. de
7D
-9.3%
1Y
0.6%

We Think You Can Look Beyond Operadora de Sites Mexicanos. de's (BMV:SITES1A-1) Lackluster Earnings

Nov 07
We Think You Can Look Beyond Operadora de Sites Mexicanos. de's (BMV:SITES1A-1) Lackluster Earnings
AMX B
Mex$21.21
América Móvil. de
7D
-1.0%
1Y
37.3%

AMX B: Profit Margins And Stable Outlook Will Sustain Upcoming Performance

Narrative Update on América Móvil: Analyst Price Target Revision Analysts have increased their price target for América Móvil from €20.65 to €20.90. This change reflects modest improvements in profit margin forecasts and continued confidence in the company's stable outlook.
LASITE *
Mex$4.56
Sitios Latinoamérica. de
7D
-2.1%
1Y
40.7%

Additional Considerations Required While Assessing Sitios Latinoamérica. de's (BMV:LASITE) Strong Earnings

Oct 31
Additional Considerations Required While Assessing Sitios Latinoamérica. de's (BMV:LASITE) Strong Earnings
MEGA CPO
Mex$53.78
Megacable Holdings S. A. B. de C. V
7D
-1.1%
1Y
36.7%
AXTEL CPO
Mex$2.85
Axtel. de
7D
-1.4%
1Y
124.4%