| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 84 | 15.2x | 17.3x | Top tier | |
Growth | 28 | -2.5% | 7.1% | Bottom tier | |
Quality | 87 | 14.1% | 4.5% | Top tier | |
Safety | 54 | 1.7x | 2.6x | Around median | |
Capital Return | 93 | 2.41% | 0.06% | Top tier | |
Momentum | 57 | -2.0% | -1.6% | Around median | |
Sentiment | 74 | 5 | 3 | Top tier |
The floor: what the company is worth if growth stopped today
27% of today's price is what a buyer pays for growth that has not happened yet.
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, 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 across markets in Latin America and Europe, providing prepaid and postpaid mobile telecommunications, fixed broadband, pay television, and enterprise services. Its operating model centers on expanding its subscriber base, upgrading customers to higher-tier plans, and increasing data usage across fiber and 5G networks; it also benefits from the convergence of mobile, fixed internet, television, and small and medium-sized enterprise services.
In Q2 fiscal year 2026 (ended 2026-06-30), revenue reached 242.2 billion Mexican pesos, representing year-over-year growth of 3.6% from 233.8 billion Mexican pesos, while net income reached 24.4 billion Mexican pesos and diluted earnings per share were 8.2. Gross margin reached 45.0% compared with 43.0% a year earlier, and operating margin increased to 22.8% from 20.2%, while operating cash flow reached 73.8 billion Mexican pesos.
The strength of the operating mix came from year-over-year growth of 9.1% in the postpaid mobile subscriber base and 6.1% in fixed broadband; the company added 3.5 million postpaid subscribers and 531 thousand broadband subscriptions during the quarter. Mobile service revenue increased 6.5%, postpaid revenue increased 7.2%, and prepaid revenue increased 5.3%, while residential broadband revenue grew 4.2%, pay television revenue grew 5.4%, and enterprise services revenue grew 4.0%. In contrast, the prepaid base recorded a net loss of 3.9 million subscribers due to base cleanup in Colombia and Argentina.
Q2 FY2026
Last 12 months to 2026-06-30
When: 2026-10-13
Year-over-year revenue growth relative to the 3.6% threshold
Operating margin relative to the 22.8% threshold
Postpaid subscriber base growth relative to the 9.1% threshold
Analyst targets provide a median value of 32 dollars within a range of 21 to 35 dollars, a method that prices in expected growth but has low confidence and therefore remains indicative; the average consensus target is also 29.22 dollars. The industry multiple method provides a value of 22 dollars, within a range of 15 to 37 dollars, based on earnings over the last 12 months and a median multiple of 13.7 for 31 companies, pricing América Móvil in line with its peers. The discounted cash flow model provides a value of 22 dollars, within a range of 15 to 33 dollars and at a discount rate of 8.8%, because it prices the cash generated by the company; meanwhile, the no-growth value is 16 dollars and represents what remains if current after-tax operating profit stays constant forever. The industry multiple and discounted cash flow methods agree at 22 dollars, while analyst targets are higher because they incorporate expected growth, and the no-growth value is lower because it excludes it. Analyst targets inherently tend toward optimism, while the discounted cash flow model tends to be conservative.
Figures in the text are as of 2026-09-27; the live price is shown at the top of the page.
In Q2 fiscal year 2026 (ended 2026-06-30), revenue increased 3.6% year over year to 242.2 billion Mexican pesos. The company added 3.5 million postpaid subscribers, led by 1.5 million in Brazil, and also added 531 thousand broadband subscriptions. Postpaid revenue grew 7.2%, prepaid revenue grew 5.3%, and residential broadband revenue grew 4.2%, making mobile and broadband the primary growth drivers.
Gross margin reached 45.0% in Q2 fiscal year 2026 (ended 2026-06-30), compared with 43.0% in the corresponding quarter of fiscal year 2025. Operating margin increased from 20.2% to 22.8%, while net income reached 24.4 billion Mexican pesos and diluted earnings per share reached 8.2. Operating cash flow also reached 73.8 billion Mexican pesos during the quarter, supporting the quality of the reported earnings.
Automated analysis for informational purposes only — not investment advice.
Management said during the 2026-07-22 call that TIM and Vivo had intensified promotional offers since May 2026, particularly in prepaid and postpaid. Claro responded with more aggressive offers, which could limit pricing flexibility if the competition continues. Nevertheless, Brazil added 1.5 million postpaid subscribers during Q2 fiscal year 2026, and the fixed-line business continued to improve to 4.1% growth.
América Móvil announced in July 2026 its acquisition of Wow, which owns a fiber network passing more than 3 million homes and has approximately 500 thousand customers outside Lima. Management believes the network complements its presence in Peru and enables the sale of prepaid, postpaid, television, and enterprise services. This came as growth in Peru's fixed-line business reached approximately 12%, but realizing the benefits depends on completing the transaction and executing the integration.
The next earnings announcement is expected on 2026-10-13. The main comparison will be with year-over-year revenue growth of 3.6% and an operating margin of 22.8% in Q2 fiscal year 2026 (ended 2026-06-30). Postpaid and broadband subscriber numbers will also show whether year-over-year operating growth of 9.1% and 6.1%, respectively, is continuing.