| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 87 | 14.2x | 17.8x | Top tier | |
Growth | 57 | -3.0% | 7.1% | Around median | |
Quality | 80 | 13.3% | 4.5% | Top tier | |
Safety | 54 | 1.7x | 2.6x | Around median | |
Capital Return | 97 | — | 2.12% | Top tier | |
Momentum | 53 | 21.4% | 2.9% | Around median | |
Sentiment | 74 | 5 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
América Móvil operates through mobile and fixed telecommunications services in Latin America and Europe, generating revenue from postpaid and prepaid mobile subscriptions, fixed internet, pay television, and corporate services. In Q2 FY2026, mobile postpaid and fixed broadband remained the drivers of customer-base growth; their subscriber counts increased 9.1% and 6.1%, respectively, compared with the corresponding period, while mobile service revenue grew 6.5% and fixed service revenue rose 2.7% at constant exchange rates.
Q2 FY2026 revenue reached approximately 241 billion Mexican pesos, up 3.1% year over year, while service revenue increased 3.4% and EBITDA rose 6.8%. Operating profit reached 51.8 billion Mexican pesos, representing a calculated operating margin of approximately 21.5%, and net income reached 24 billion Mexican pesos, representing a calculated net margin of approximately 10.0%. Within the service mix, postpaid revenue grew 7.2% and prepaid revenue 5.3%, while broadband revenue increased 4.2%, pay television revenue 5.4%, and corporate services revenue 4.0%.
EDGAR filings for FY2024 show revenue of $869.2 billion, gross profit of $538.0 billion, and net income of $27.6 billion. Compared with FY2023, revenue increased from $816.0 billion and the calculated gross margin improved from approximately 61.2% to 61.9%, but net income declined from $80.8 billion, reducing the calculated net margin from approximately 9.9% to 3.2%. The financial picture therefore combines revenue growth and improved gross profit on one hand with a sharp decline in annual net profitability on the other.
The analyst consensus is “Buy,” with an average price target of $29.22 and a target range of $20.80 to $35. The average target is only approximately 2.7% above the top of the 52-week range of $28.46, while the breadth of the target range reflects clear disagreement over the impact of service growth and operating improvement versus the decline in FY2024 net income and competition in Brazil.
Figures in the text are as of 2026-08-27; the live price is shown at the top of the page.
Revenue reached 241 billion Mexican pesos, up 3.1% year over year, while service revenue grew 3.4%. EBITDA increased 6.8%, and operating profit rose 9.5% to 51.8 billion Mexican pesos. The strength came from postpaid revenue growth of 7.2%, prepaid revenue growth of 5.3%, and broadband revenue growth of 4.2%. Net income reached 24 billion Mexican pesos in the same quarter.
The company added 3.5 million postpaid subscribers in Q2 FY2026, with Brazil being the largest contributor by adding 1.5 million. Total postpaid subscribers increased 9.1% compared with the corresponding period, and the company also added 531 thousand broadband connections. In contrast, prepaid lost 3.9 million subscribers as the company cleaned up its subscriber bases in Colombia and Argentina, making the growth mix clearly skewed toward postpaid.
Management said on July 22, 2026, that prepaid and postpaid offers in Brazil had become more aggressive since May 2026, particularly those from TIM and Vivo. The company confirmed that it would respond with competitive offers, including within the environment in which ClaroFlex operates, without observing a material shift toward cheaper plans. Meanwhile, fixed revenue growth in Brazil gradually improved from 1.5% a year earlier to 4.1% in Q2 FY2026. Pay television revenue growth in Brazil also increased from 4.7% to 7.5%.
Automated analysis for informational purposes only — not investment advice.
América Móvil announced the acquisition of Wow in Peru on July 21, 2026. Wow's network passes more than 3 million homes and has 500 thousand customers, with its presence concentrated outside Lima, complementing América Móvil's existing network. Management aims to sell prepaid, postpaid, and television services to the network's customers, while also using the fiber infrastructure to serve corporate customers. This comes as fixed operations in Peru grew approximately 12% in Q2 FY2026.
Net debt stood at 402 billion Mexican pesos at the end of June 2026, or 1.31 times EBITDA after leases. This is within the company's target range of 1.2 to 1.5 times. During the first half of FY2026, capital expenditure reached 48 billion pesos, share repurchases totaled 44.6 billion pesos, and the servicing of labor obligations amounted to 8.4 billion pesos, all of which were covered by cash flows. Management identified three uses of capital over the medium to long term: acquisitions, returning capital to shareholders, and debt reduction.
The ruling imposing a 1.3 billion Mexican peso fine on Telnor became final in June 2026, following a case dating back to 2017 over an alleged violation of asymmetric measures. In Mexico, the registration phases for existing prepaid subscribers began on August 15, 2026, and the authorities set the end of November or early December 2026 as the deadline for completing the process, while postpaid subscribers were already registered. Management said that the behavior of some prepaid customers had changed because of the registration requirements and that the ultimate magnitude was not yet clear. This is in addition to promotional pressure in Brazil and management's indication of a potential economic slowdown there during Q2 FY2026.
