Megacable Holdings (MEGACPO) Fair Value & Analysis
Consumer Cyclical · MX · Market cap 53.1B MXN
Fair value as of: Jul 16, 2026
From 26 valuation models · updated 25 days ago
Fair value updated Jul 16, 2026, revised from 77.05 MXN to 72.22 MXN (−6.3%) since Jun 24, 2026. Share price +5.5% over the past month.
A solid business, screening 16% undervalued on our models.
What matters now
- Our model range runs from 54.16 MXN (bear) to 90.27 MXN (bull), base 72.22 MXN. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 58/100 (solid quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range 28.07 MXN – 63.76 MXN · fair‑value band 54.16 MXN – 90.27 MXN · the 62.14 MXN price screens below the 72.22 MXN fair value. Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Megacable Holdings (MEGACPO) currently trades at 62.14 MXN, while our model-based Fair Value estimate is 72.22 MXN, implying the stock looks roughly 16.2% undervalued today. The Quality Score stands at 58/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Megacable Holdings generated revenue of 27.7B MXN at a net margin of 11.5%. Revenue grew 9.0% year over year. It earns a return on equity of 9.2%. Net debt stands at 20.7B MXN. Fundamentals as of Jul 16, 2026
Our scenario range runs from 54.16 MXN (bear case) to 90.27 MXN (bull case); at 62.14 MXN, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 4% below its 52-week high and 33% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 21% fair-value upside, at 16%, MEGACPO screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models (104.99 MXN) versus Asset-Based (27.23 MXN). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 56 · Market factors (momentum, volatility) 67
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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. It operates through Cable, Internet, Telephone services, Corporate, and Other segments.
Full company description
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. It operates through Cable, Internet, Telephone services, Corporate, and Other segments. The company operates cable television systems in various states of Mexico; and offers high-speed internet services to residential and commercial customers, as well as digital fixed telephony services to residential and commercial customers. It also produces and broadcasts TV programs, as well as offers point-of-sale, virtual private network, and other network services. The company provides video services to 3,539,822 subscribers; Internet services to 3,833,893 subscribers; and telephony services to 3,031,119 subscribers. It is also involved in the leasing of equipment and infrastructure for providing cable, internet, and telephone services; provision of technical, sales, and administrative staff services, as well as connectivity solutions; and operation of "Video rola' channel. The company was founded in 1978 and is headquartered in Guadalajara, Mexico. Megacable Holdings, S. A. B. de C. V. operates as a subsidiary of Nacional Financiera, S.N.C., Institución de Banca de Desarrollo.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Megacable Holdings reported revenue of 35.5B MXN in FY2025 versus 24.6B MXN in FY2021, a compound +9.6%/yr. Reported net income was 2.8B MXN in FY2025, compounding −5.3%/yr from FY2021.
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Peer Group
Communication Services · 1202 stocks
How this stock ranks against its sector: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median. (Industry “Media & Publishing” was too small, so the broader sector is used.)
Valuation Multiples vs Communication Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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