America Movil (MV90) AI Stock Analysis

America Movil

(Frankfurt:MV90)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

Postpaid and broadband growthGrowth in postpaid and fixed broadband expands recurring service revenue and deepens customer relationships. These higher-value connectivity categories can support retention, upselling, and steadier monetization than a reliance on lower-value prepaid usage alone.

Negative Factors

Mature revenue growthModest and uneven revenue growth suggests América Móvil is operating from a mature top-line base. Even with strong margins, limited expansion in the revenue pool can constrain operating leverage and make future earnings increasingly dependent on efficiency, pricing, or mix.

America Movil (MV90) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 73.86B
Dividend Yield: 2.39%
Average Volume (3M): ―
Price to Earnings (P/E): 15.1
Beta (1Y): 0.05
Revenue Growth: 10.30%
EPS Growth: 33.84%
Country: Germany
Employees: 177,711
Sector: Communication Services
Sector Strength: 60
Industry: Telecommunications Services

America Movil Business Overview & Revenue Model

Company Description

América Móvil, S.A.B. de C.V. (AMX) stands as a prominent telecommunications conglomerate, extending its services across Latin America and into various international markets. The company's diverse portfolio includes both mobile and fixed-line voice c...

America Movil Earnings Call Summary

Earnings Call Date:Oct 19, 2026(Q3-2026)|% Change Since:6.00%|Next Earnings Date:Feb 15, 2027

Earnings Call SentimentPositive

The call was strongly positive overall. América Móvil delivered solid revenue, EBITDA, customer, cash-flow, and deleveraging results, with particularly strong performance in postpaid, broadband, Argentina, Colombia, Ecuador, and Central America. The main challenges were prepaid subscriber cleanups and registration-related pressure, intense competition, pricing uncertainty, foreign-exchange losses, and pending regulatory or M&A matters. The highlights significantly outweighed the lowlights.

Positive Updates

Revenue and EBITDA Growth

Third-quarter revenue totaled MXN 251 billion, up 7.6% year over year. EBITDA reached a 40.8% margin, an increase of 0.5 percentage points from the prior-year quarter. At constant exchange rates, service revenue increased 5.3% and EBITDA increased 6.7%, with EBITDA continuing to grow faster than service revenue.

Negative Updates

Prepaid Subscriber Disconnections

The company recorded 5 million net prepaid subscriber disconnections, primarily reflecting base cleanups in Mexico and Colombia. Management said some disconnected customers were one-time users and that the Mexican registration process remains ongoing.

Company Guidance

For 2026 to 2028, América Móvil said it intended to remain within a leverage ratio of “1.5 to 1.4x, 1.2x to 1.5x”; CapEx was guided at $7 billion, 5% plus or 5% less, with “the same, $7 billion, something like that” expected for next year and “no major changes in CapEx.” The company said the Peru acquisition was waiting for regulatory approval likely to be received “until the second half of the year,” while prepaid revenues could see “a little bit of reduction” in the short term and recover “in the mid- and long-term.”

America Movil Peers Comparison

Overall Rating

UnderperformOutperform

Sector (60)

Financial Indicators

DE:MV90 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
VIV	77Outperform	$18.15B	14.90	9.70%	7.87%	16.10%	24.13%
TEO	76Outperform	$4.90B	10.30	9.66%	2.92%	33.24%	―
TIGO	74Outperform	$13.33B	19.44	21.02%	5.49%	29.10%	-29.84%
TIMB	73Outperform	$8.43B	10.65	17.54%	7.83%	13.99%	29.93%
VOD	63Neutral	$36.98B	-71.08	-0.79%	3.43%	16.69%	87.12%
Sector *	60Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%

* Communication Services Sector Average

Performance Comparison

DE:MV90 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:MV90	America Movil S.a.b. De C.v.	21.20	2.57	13.79%
TEO	Telecom Argentina Stet - France Telecom	10.54	-1.19	-10.18%
VIV	Telefonica Brasil SA	11.23	-0.27	-2.33%
TIMB	Tim S.A.	17.73	-3.72	-17.33%
VOD	Vodafone Group Plc	15.65	4.87	45.18%
TIGO	Millicom International Cellular Sa	77.38	34.07	78.66%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

America Movil AI Stock Analysis