Operadora de Sites Mexicanos, S.A.B. de C.V.

DB:98Y Stock Report

Market Cap: €1.8b

Operadora de Sites Mexicanos. de Valuation

Is 98Y undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 98Y when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 98Y (€0.56) is trading below our estimate of fair value (€2.51)

Significantly Below Fair Value: 98Y is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 98Y?

Key metric: As 98Y is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 98Y. This is calculated by dividing 98Y's market cap by their current earnings.
What is 98Y's PE Ratio?
PE Ratio60.5x
EarningsMex$617.37m
Market CapMex$38.75b

Price to Earnings Ratio vs Peers

How does 98Y's PE Ratio compare to its peers?

The above table shows the PE ratio for 98Y vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average26.6x
O2D Telefónica Deutschland Holding
22.8x-11.4%€6.2b
E4C ecotel communication ag
51.6x64.5%€47.8m
DTE Deutsche Telekom
24x15.7%€143.8b
1U1 1&1
8.1x3.0%€2.1b
98Y Operadora de Sites Mexicanos. de
60.5x55.8%€38.8b

Price-To-Earnings vs Peers: 98Y is expensive based on its Price-To-Earnings Ratio (60.5x) compared to the peer average (26.6x).

Price to Earnings Ratio vs Industry

How does 98Y's PE Ratio compare vs other companies in the European Telecom Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
98Y 60.5xIndustry Avg. 18.3xNo. of Companies7PE01020304050+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 98Y is expensive based on its Price-To-Earnings Ratio (60.5x) compared to the European Telecom industry average (18.1x).

Price to Earnings Ratio vs Fair Ratio

What is 98Y's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

98Y PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio60.5x
Fair PE Ratio38.8x

Price-To-Earnings vs Fair Ratio: 98Y is expensive based on its Price-To-Earnings Ratio (60.5x) compared to the estimated Fair Price-To-Earnings Ratio (38.8x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 98Y forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€0.56
€0.87
+57.6%
20.8%€1.13€0.74n/a3
Dec ’25€0.60
€0.87
+44.6%
20.8%€1.13€0.74n/a3
Nov ’25€0.77
€0.92
+19.2%
20.1%€1.17€0.75n/a3
Oct ’25€0.68
€0.88
+31.1%
24.9%€1.18€0.65n/a3
Sep ’25€0.71
€0.89
+24.4%
22.4%€1.16€0.69n/a3
Aug ’25€0.76
€1.07
+40.7%
16.8%€1.27€0.83n/a3
Jul ’25€0.80
€1.07
+34.5%
16.8%€1.27€0.83n/a3
Jun ’25€0.93
€1.07
+15.0%
16.8%€1.27€0.83n/a3
May ’25€1.03
€1.06
+2.6%
14.4%€1.21€0.85n/a3
Apr ’25n/a
€1.06
0%
12.5%€1.21€0.84n/a4
Mar ’25€1.02
€1.05
+2.7%
12.5%€1.19€0.83n/a4
Feb ’25€0.95
€1.05
+9.7%
12.5%€1.19€0.83n/a4
Jan ’25€1.10
€0.98
-10.9%
15.0%€1.17€0.82€0.564
Dec ’24€1.10
€0.94
-14.5%
11.0%€1.07€0.82€0.604
Nov ’24€0.77
€0.90
+18.0%
10.0%€1.03€0.80€0.775
Oct ’24€0.77
€0.97
+26.3%
9.4%€1.10€0.87€0.685
Sep ’24€0.81
€1.04
+27.2%
21.8%€1.46€0.86€0.715
Aug ’24€0.90
€1.04
+15.9%
21.7%€1.47€0.87€0.765
Jul ’24€0.89
€1.03
+15.8%
20.5%€1.43€0.85€0.805
Jun ’24€0.81
€1.03
+27.2%
20.5%€1.43€0.85€0.935
May ’24€0.82
€0.99
+20.3%
19.5%€1.36€0.83€1.035
Apr ’24€0.89
€1.02
+14.4%
17.0%€1.32€0.83n/a5
Mar ’24€0.92
€1.02
+11.2%
17.0%€1.32€0.83€1.025
Feb ’24€0.95
€1.02
+7.1%
17.0%€1.32€0.83€0.955
Jan ’24€0.90
€0.98
+9.0%
15.7%€1.29€0.81€1.106

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/03 09:11
End of Day Share Price 2025/01/03 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Operadora de Sites Mexicanos, S.A.B. de C.V. is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Simon Alexander ColesBarclays
Alejandro ChavelasCredit Suisse
Diego AragãoGoldman Sachs