Added to YB: 2026-02-12
Pitch date: 2025-11-26
MEGACPO.MX [bullish]
Megacable Holdings, S. A. B. de C. V.
+26.78%
current return
Author Info
No bio for this author
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 54.2B
Pitch Price
MXN 51.79
Price Target
N/A
Dividend
5.29%
EV/EBITDA
5.04
P/E
21.52
EV/Sales
2.25
Sector
Media
Category
value
Megacable Holdings - $MEGACPO.MX
MEGACPO.MX: Mexican fiber operator at 4.2x EV/EBITDA, 1.5x net debt/EBITDA. Spent 60% of market cap doubling fiber network; expansion territories at 15-20% penetration vs 40% legacy, targeting 25%+. Capex declining from 25% to <20% of revenue by 2028, driving FCF inflection. 7%+ dividend yield (20% EBITDA payout). Trades at 30% discount to 6x peer avg. 25% expansion penetration + 6x multiple = 20-30% annual returns.
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