Added to YB: 2025-09-24
Pitch date: 2025-09-22
MEGACPO.MX [neutral]
Megacable Holdings, S. A. B. de C. V.
-16.4%
current return
Author Info
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Company Info
Megacable Holdings, S. A. B. de C. V., together with its subsidiaries, engages in the installation, operation, and maintenance of cable television, internet, and telephone signal distribution systems.
Market Cap
MXN 46.2B
Pitch Price
MXN 62.14
Price Target
N/A
Dividend
6.21%
EV/EBITDA
4.52
P/E
18.31
EV/Sales
2.02
Sector
Media
Category
value
Patches AKF | Portfolio Holdings - Valuation Analysis - Megacable Holdings, S. A. B. de C. V.
MEGACPO.MX (update): Mexican cable/broadband co w/ 5.74M subs (97% broadband) growing 10-12% YOY post-network expansion. EV implies $733/sub vs higher EM acquisition comps. Network capex cycle complete, earnings/FCF inflecting to surpass 10yr highs w/ 65% more subs. Attractive valuation on normalized earnings vs MSCI Mexico 12x fwd PE.
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