
América Móvil, S.A.B. de C.V. (AMOV)
ValueMarkers Composite Index
DCF data not available
América Móvil, S.A.B. de C.V. (AMOV) — VMCI valuation read
Headline read on AMOV: VMCI of 58/100 versus a Communication Services sector median of 50. The 8-point above-median position is what makes América Móvil, S.A.B. de C.V. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on AMOV: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on AMOV: value (AMOV trades at 15.0x earnings, 17% below the Communication Services median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Communication Services median (10.0%)), and risk (net debt to EBITDA of -1.5x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Communication Services 12.0x baseline.
AMOV fell 0.8% over the trailing 7 days, with a -22.2% read on a 30-day basis.
América Móvil, S.A.B. de C.V. provides telecommunications services in Latin America and internationally. The company offers wireless and fixed voice services, including local, domestic, and international long-distance services; and network interconnection services. It also provides data services, such as data centers, data administration, and hosting services to residential and corporate clients; value-added services, including Internet access, messaging, and other wireless entertainment and corporate services; data transmission, email services, instant messaging, content streaming, and interactive applications; and wireless security services, mobile payment solutions, machine-to-machine services, mobile banking, virtual private network services, and video calls and personal communications services. In addition, the company offers residential broadband services; IT solutions for small businesses and large corporations; and cable and satellite pay television subscriptions. Further, it sells equipment, accessories, and computers; and offers telephone directories, wireless security, call center, advertising, media, and software development services. Additionally, the company provides video, audio, and other media content through the Internet directly from the content provider to the end user. It sells its products and services under the Telcel, Telmex Infinitum, and A1 brands through a network of retailers and service centers to retail customers; and through sales force to corporate customers. As of December 31, 2021, the company had approximately 286.5 million wireless voice and data subscribers. América Móvil, S.A.B. de C.V. was incorporated in 2000 and is based in Mexico City, Mexico.
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