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Operadora de Sites Mexicanos, S.A. (SITES1A-1) Fair Value & Analysis

Industrials · MX · Market cap 51.1B MXN

OD Operadora de Sites Mexicanos, S.A. SITES1A-1 · MX
Price17.53 MXN
Fair Value6.71 MXN
Upside-61.7%
Quality62/100
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Evidence: Medium Range 3.60 MXN – 7.53 MXN 📤 Share as image

Fair value as of: Jul 18, 2026

From 23 valuation models · updated 3 days ago

Share price +1.9% over the past month.

Price vs Fair Value (12 months)

17.69 MXN 12.88 MXN Fair Value 6.71 MXN Jul 2025 Jul 2026

12‑month range 12.88 MXN – 17.69 MXN · fair‑value band 3.60 MXN – 7.53 MXN · the 17.53 MXN price screens above the 6.71 MXN fair value. As of Jul 18, 2026.

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Analysis

Operadora de Sites Mexicanos, S.A. (SITES1A-1) currently trades at 17.53 MXN, while our model-based Fair Value estimate is 6.71 MXN, implying the stock looks roughly 61.7% overvalued today. We read business quality at 62/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Operadora de Sites Mexicanos, S.A. generated revenue of 14.1B MXN at a net margin of 5.4%. Revenue grew 5.4% year over year. It earns a return on equity of 2.7%. Net debt stands at 16.6B MXN. Fundamentals as of Jul 18, 2026

Our scenario range runs from 3.60 MXN (bear case) to 7.53 MXN (bull case); at 17.53 MXN, the current price sits above that range. The share trades about 9% below its 52-week high and 36% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -53% fair-value upside, at -62%, SITES1A-1 screens richer than that median.

Key figures & financial health

Revenue (TTM) 14.1B MXN
Revenue growth (YoY) +5.4%
Net margin 5.4%
Return on equity 2.7%
Free cash flow 10.0B MXN FY2025
P/E ratio 64.9
More key figures
Operating margin 39.1%
EPS (TTM) 0.2700 MXN
EPS growth (YoY) +41.7%
Net debt 16.6B MXN FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 18, 2026. TTM = trailing twelve months.

About the company

Operadora de Sites Mexicanos, S.A.B. de C.V. engages in building, installing, maintaining, operating, leasing, and marketing of various types of towers and other support structures for the telecommunications sector in Mexico and Costa Rica. It also provides construction, installation, maintenance, operation, and direct marketing of physical spaces and other non-electronic elements. In addition, the company offers infrastructure leasing services to mobile telephony, radio and television, and IT service providers. Further, it provides site construction services for braced, self-supporting, and monopolar towers, as well as masts. Operadora de Sites Mexicanos, S.A.B. de C.V. was incorporated in 2015 and is headquartered in Mexico City, Mexico.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Operadora de Sites Mexicanos, S.A. reported revenue of 13.9B MXN in FY2025 versus 8.8B MXN in FY2021, a compound +11.9%/yr. Reported net income was 666M MXN in FY2025, compounding +699.5%/yr from FY2021.

Revenue +11.9%/yr
FY21 8.8B MXN
FY22 10.7B MXN
FY23 11.9B MXN
FY24 13.2B MXN
FY25 13.9B MXN
Net income +699.5%/yr
FY21 163K MXN
FY22 −229M MXN
FY23 426M MXN
FY24 341M MXN
FY25 666M MXN

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Cite: Fair Value Calculator (2026). "Operadora de Sites Mexicanos, S.A. Fair Value". https://www.fairvalue-calculator.com/stock/SITES1A-1

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Frequently asked questions

Is Operadora de Sites Mexicanos, S.A. (SITES1A-1) undervalued?
As of Jul 18, 2026, our model estimates a fair value of 6.71 MXN versus a price of 17.53 MXN, about −62% (overvalued). Model-based estimate, not financial advice.
What is the fair value of SITES1A-1?
Our model-based fair value for Operadora de Sites Mexicanos, S.A. is 6.71 MXN (as of Jul 18, 2026), built from audited fundamentals. The current price is 17.53 MXN.
What is the quality score of SITES1A-1?
Operadora de Sites Mexicanos, S.A. has a Quality Score of 62/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Operadora de Sites Mexicanos, S.A. (SITES1A-1)?
Operadora de Sites Mexicanos, S.A. reported trailing-twelve-month revenue of about 14.1B MXN (latest available figure, as of Jul 18, 2026).
What is the net profit margin of SITES1A-1?
The net profit margin of Operadora de Sites Mexicanos, S.A. is about 5.4%, meaning it keeps roughly 5.4% of revenue as net income. Based on the latest reported figures.

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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