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Grupo Televisa, S.A.B. Sponsored ADRTVCompetitor analysis, valuation and peers

United States · USD·Communication Services›Major Telecommunications

Mexican media company producing Spanish-language content, operating cable/satellite TV and holding a stake in TelevisaUnivision.

≈ Mexico's answer to a combined Comcast/UnivisionMomentum weak 33
Mkt cap
$1.24B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$3.18M
20-day average traded
Fwd P/E
9.9×
forward earnings
ROIC−WACC
-4.1 pp
WACC 6.9%
Hurdle
+9 pp
Req g minus delivered
Official | Implied
BBB- / BB
agencies · bond market
Next earnings
111 days
25 Feb 2027
Close · USD$2.35
1D+0.9%
1W+12.4%
1M+4.9%
3M-18.7%
6M-17.5%
YTD-19.2%
1Y-16.7%
ATR %4.4%
Beta0.67
52w lowhigh32.7% off high

What Grupo Televisa, S.A.B. Sponsored ADR does

Mexican media company producing Spanish-language content, operating cable/satellite TV and holding a stake in TelevisaUnivision.

Now earns mostly from monthly subscriptions to its izzi cable and broadband and Sky satellite TV services in Mexico, rather than from content. Its TelevisaUnivision stake is a minority holding, the legacy of merging its Spanish-language content business with Univision in 2022, and Televisa also licenses programmes to it.

In one line: Mexico's answer to a combined Comcast/Univision.

Products and services

  • Izzi cable/broadband
  • Sky Mexico satellite TV
  • TelevisaUnivision stake (content)
  • Content licensing/production

Customers

  • Mexican pay-TV/broadband subscribers
  • TelevisaUnivision (content licensee)

Where it sits in the supply chain

  • Media & telecommunications
  • Content production & pay-TV
  • Mexican cable, satellite, content…

What could go right

  • Mexican broadband penetration growth
  • TelevisaUnivision streaming (ViX) growth

What could go wrong

  • Mexican peso/economic risk
  • Cable competition from telecom rivals

Moat: narrow (scale, brand, installed base). Largest Spanish-language content library plus Mexican cable/satellite infrastructure built over decades.

Headquarters: Mexico City, Mexico · Employees: 26,599

Named competitors

Grupo Televisa, S.A.B. Sponsored ADR at a glance

Size Grupo Televisa, S.A.B. Sponsored ADR (TV) is a United States Communication Services company (Major Telecommunications) with a market value of $1.24B, the 2119th largest of 3,117 United States companies the cockpit tracks. Shares closed at $2.35 on 6 Nov 2026.

Performance Over six months the shares fell 17.5%, against -11.8% for the median peer and -1.1% for the United States market (cap-weighted) — 10th lowest of 21 in its peer set.

Growth Revenue grew 5.6% over the last twelve months (peer median +3.7%); the operating margin is 10.6% (peer median 9.4%).

Valuation It trades at 9.9× forward earnings against a peer median of 19.1× (cheapest of 13).

Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 4.1 points below its cost of capital (6.9% WACC).

Credit Grupo Televisa, S.A.B. Sponsored ADR has 5 bonds outstanding ($3.23B), rated BBB- by the agencies and trading like BB at a weighted spread of 304 bp.

Short interest Short interest is 0.7% of the free float (15 Oct 2026).

Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 90TV 82
Six months, rebased to 100: Grupo Televisa, S.A.B. Sponsored ADR against the median of its 20 peers (local-currency closes).

Grupo Televisa, S.A.B. Sponsored ADR financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$3.23B$3.07B$3.40B$3.73B$3.75B
Revenue growth—-10%-9%-1%—
Gross profit$1.24B$1.03B$931M$1.09B$1.15B
EBITDA$1.27B$1.16B$1.21B$1.37B$1.33B
Net income-$493M-$478M-$451M-$475M-$564M
Free cash flow$298M$97.6M$918M-$357M-$645M
Capital expenditure$864M$702M$572M$934M$950M
Total debt$5.03B$5.09B$5.21B$5.66B$5.83B

Quarterly statements and history in the cockpit →

Grupo Televisa, S.A.B. Sponsored ADR competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%-25%0%+25%+50%-20%0%+20%301262UNITGAMA3007701310LILARAILTELIDTBAHN-BETLITICJLUSHEN300921OOMALBTYBATNIOVZON3774LUMNTV6-month return →1-month return →
Up and to the right = strong over both horizons. Grupo Televisa, S.A.B. Sponsored ADR is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%+80%20×40×301262GAMA3007701310RAILTELIDTBAHN-BCJLUOOMAATNIOVZON3774TVRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Grupo Televisa, S.A.B. Sponsored ADR is the large dot.

Capital: growth delivered against growth the price implies

0%+20%0%20%301262GAMA300770LILARAILTELIDTBAHN-BCJLU300921OOMAATNIOVZON3774LUMNTVGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Grupo Televisa, S.A.B. Sponsored ADR is the large dot.

Grupo Televisa, S.A.B. Sponsored ADR competitors and peer comparison

Head to head with its named competitors (TV vs AMX vs LILA)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Grupo Televisa, S.A.B. Sponsored ADR TV$1.24B-18%+6%11%9.9×1.1%
America Movil SAB de CV Sponsored ADR AMX$78.5B-5%+16%22%13.5×-7.3%
Liberty Latin America LILA$1.73B+72%+1%17%n/a0.5%

How Grupo Televisa, S.A.B. Sponsored ADR compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Grupo Televisa, S.A.B. Sponsored ADR against its 20 peers (data as of 6 Nov 2026)
MeasureTVPeer medianRank in peer set
1-month return+4.9%-0.3%5th highest of 21
6-month return-17.5%-11.8%10th lowest of 21
Distance from 52-week high-32.7%-33.3%11th highest of 21
Revenue growth (TTM)+5.6%+3.7%9th highest of 21
Operating margin10.6%9.4%8th highest of 21
Forward P/E9.9×19.1×cheapest of 13
Growth the price implies (Req g, 7 yrs)1.1%5.6%4th least demanding of 15
Growth delivered (Del g)-7.5%+7.2%2nd lowest of 15
Hurdle (Req g minus delivered)+8.6 pp+3.9 pp5th most demanding of 15
ROIC minus cost of capital-4.1 pp-2.3 pp6th lowest of 19
EV / EBITDA3.5×10.2×cheapest of 17
Net debt / EBITDA2.1×1.9×9th least indebted of 17
Bond spread304 bpn/a—

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Grupo Televisa, S.A.B. Sponsored ADR TVUnited States$1.24B-18%+6%11%9.9×1.1%-7.5%
Hicon Network Technology (Shandong) 301262.SZChina$1.21B+1%+2%38%30.8×5.4%+0.1%
Uniti UNITUnited States$1.27B-54%+200%10%n/an/an/a
Gamma Communications GAMA.LUnited Kingdom$1.32B+23%+7%15%11.9×-0.4%+10.4%
Guangdong South New Media 300770.SZChina$1.37B+7%-6%37%13.8×-1.5%+5.9%
HKBN 1310.HKHong Kong$1.02B-25%+6%3%10.1×n/an/a
Liberty Latin America LILAUnited States$1.73B+72%+1%17%n/a0.5%+3.4%
RailTel Corp. of India RAILTEL.NSIndia$817M-31%+23%10%18.8×31.3%+25.4%
IDT IDTUnited States$2.18B+54%+5%9%19.5×5.7%-2.2%
Bahnhof BAHN-B.STSweden$681M+12%+8%11%25.2×10.9%+8.5%
Eutelsat Communications ETL.PAFrance$2.40B-40%-1%-6%n/an/an/a
ITI ITI.NSIndia$2.53B-18%-41%-1%n/an/an/a
NetLink NBN Trust CJLU.SISingapore$2.87B-7%0%22%44.5×16.0%+2.3%
Shenandoah Telecommunications SHENUnited States$534M-40%+6%-3%n/an/an/a
NOVA Technology 300921.SZChina$504M-32%+2%5%n/a23.9%+2.2%
Ooma OOMAUnited States$497M-7%+17%5%13.0×22.7%+10.1%
Liberty Global LBTYBUnited States$3.09B-17%-27%-1%n/an/an/a
ATN International ATNIUnited States$432M-1%+2%8%31.5×4.5%+9.8%
Ovzon OVZON.STSweden$417M-26%+77%26%18.0×13.1%+35.6%
Internet Initiative Japan 3774.TJapan$4.05B+30%+14%9%25.3×2.3%+10.2%
Lumen Technologies LUMNUnited States$4.12B-59%-8%-3%n/a5.1%-9.7%

Grupo Televisa, S.A.B. Sponsored ADR bonds and credit

Grupo Televisa, S.A.B. Sponsored ADR has 5 bonds outstanding with $3.23B face value. The agencies rate it BBB-; its bonds trade like BB. Weighted yield 8.20%, a spread of 304 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Who are Grupo Televisa, S.A.B. Sponsored ADR's main competitors?
Named competitors: América Móvil (AMX), Megacable Holdings (private or unlisted), Liberty Latin America (LILA). The cockpit's measured peer set (industry) also includes Hicon Network Technology (Shandong) (301262.SZ), Uniti (UNIT), Gamma Communications (GAMA.L), Guangdong South New Media (300770.SZ), HKBN (1310.HK), Liberty Latin America (LILA).
Is Grupo Televisa, S.A.B. Sponsored ADR expensive compared with its peers?
On forward p/e it trades at 9.9× against a peer median of 19.1×, cheapest of 13 in its peer set. For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Grupo Televisa, S.A.B. Sponsored ADR stock performed?
Over six months to 6 Nov 2026 the shares returned -17.5% against -11.8% for the median peer; over one year -16.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.