América Móvil, S.A.B. de C.V. (AMXL.MX)

América Móvil, S.A.B. de C.V. (AMXL.MX) — VMCI valuation read

Headline read on AMXL.MX: VMCI of 48/100 versus a Communication Services sector median of 50. The 2-point below-median position is what makes América Móvil, S.A.B. de C.V. a relative-value laggard in the mid-cap cohort, before any pillar-level review.

Form 4 filings on AMXL.MX: 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 AMXL.MX: value (AMXL.MX trades at 17.0x earnings, 6% below the Communication Services median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Communication Services median (10.0%)), and risk (net debt to EBITDA of -1.1x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Communication Services 12.0x baseline.

AMXL.MX fell 2.4% over the trailing 7 days, with a -19.2% read on a 30-day basis.