EN DE

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

Industrials · MX · Market cap 51.1B MXN (≈ $3.0B)

What is Operadora de Sites Mexicanos, S.A. really worth?

OD Operadora de Sites Mexicanos, S.A. SITES1A-1 · MX
Price16.97 MXN
Fair Value6.71 MXN
Upside−60.5%
Quality61/100

A solid business, but trading 153% above our fair value of 6.71 MXN.

Watch Operadora de Sites Mexicanos, S.A. for free, get notified when fair value or trend changes. Plus fair value for all 35,000+ stocks, 14 days of Pro free, no card. Watch for free

Strengths

✓Healthy Growth (revenue 5y +11.5 %/yr)
✓Low debt · generates free cash flow

Risks

!Thin margins · 5.4% net margin
!Mixed vs. peers (7/14)
!Moderate moat 49/100
!Evidence only medium, so the estimate is less certain
!Weak on future: 27 out of 100
!Weak on past: 11 out of 100
Evidence: Medium Range 3.60 MXN – 6.71 MXN

Fair value as of: Aug 23, 2026

From 23 valuation models · updated 13 days ago

Share price −0.2% over the past month.

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (6.71 MXN). The favourable scenario is already priced in.
  • Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (3.60 MXN to 6.71 MXN) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

23.29 MXN 8.39 MXN Fair Value 6.71 MXN Mar 2022 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 23, 2026.

How to read this chart

54‑month range 8.39 MXN – 23.29 MXN · fair‑value band 3.60 MXN – 6.71 MXN · the 16.97 MXN price screens above the 6.71 MXN fair value. Dashed = 300-day average. As of Aug 23, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Operadora de Sites Mexicanos, S.A. (SITES1A-1) currently trades at 16.97 MXN, while our model-based Fair Value estimate is 6.71 MXN, implying the stock looks roughly 152.9% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of 29.38 MXN per share, and 10 of the 23 models we run sit above the 16.97 MXN price. Bear case: the Earnings-Based group reads lowest at 2.46 MXN, and 13 of the 23 models stay below the price. Evidence for this calculation is 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 Aug 23, 2026

Our scenario range runs from 3.60 MXN (bear case) to 6.71 MXN (bull case); at 16.97 MXN, the current price sits above 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 share trades about 11% below its 52-week high and 32% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −46% fair-value upside, at −60%, SITES1A-1 screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly 0.1835 MXN per share, which is 2.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Model Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF 37.66 MXN 70.12 MXN 125.07 MXN 77
Growth DCF 37.57 MXN 67.96 MXN 118.43 MXN 76
Residual Income 9.40 MXN 8.85 MXN 6.81 MXN 76
All 23 models by family
DCF Models
FCF DCF 37.66 MXN 70.12 MXN 125.07 MXN 77
Owner Earnings 22.26 MXN 43.11 MXN 78.40 MXN 73
5Y Revenue Exit 12.62 MXN 19.09 MXN 26.74 MXN 73
5Y EBITDA Exit 33.74 MXN 61.76 MXN 96.18 MXN 73
5Y P/E Exit 10.87 MXN 15.56 MXN 20.19 MXN 71
10Y Revenue Exit 20.62 MXN 29.38 MXN 40.73 MXN 67
10Y EBITDA Exit 34.71 MXN 60.29 MXN 97.74 MXN 67
10Y P/E Exit 19.67 MXN 26.83 MXN 35.35 MXN 65
Earnings-Based
Graham-Dodd 1.55 MXN 6.71 MXN 9.17 MXN 64
Lynch FV 1.72 MXN 2.46 MXN 3.20 MXN 61
PEG = 1.0 1.72 MXN 2.46 MXN 3.20 MXN 57
EPV 10.68 MXN 13.36 MXN 15.70 MXN 74
Multiples
P/E Multiple 3.60 MXN 4.80 MXN 6.00 MXN 63
P/S Multiple 2.91 MXN 3.88 MXN 4.85 MXN 58
P/B Multiple 2.91 MXN 3.88 MXN 4.85 MXN 55
EV/EBIT 18.51 MXN 26.48 MXN 34.45 MXN 65
EV/EBITDA 35.28 MXN 48.84 MXN 62.40 MXN 67
EV/Revenue 0.6100 MXN 3.18 MXN 5.75 MXN 48
Asset-Based
NCAV (Graham) 6.75 MXN 9.04 MXN 13.49 MXN 54
Growth DCF
Growth DCF 37.57 MXN 67.96 MXN 118.43 MXN 76
Economic Profit
Residual Income 9.40 MXN 8.85 MXN 6.81 MXN 76
ROIC Compounder 10.68 MXN 13.36 MXN 18.89 MXN 71
Growth Earnings
Growth-Adj P/E 2.87 MXN 4.10 MXN 5.33 MXN 67

Widest divergence: Growth DCF (67.96 MXN) versus Earnings-Based (2.46 MXN). Highest evidence: FCF DCF (77).

Notify me when SITES1A-1 reaches fair value

Put SITES1A-1 on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.

Set up alert →

Free, no payment details. Unsubscribe anytime in one click.

Key figures & financial health

P/E ratio 62.9
P/S ratio 3.01 P/E × margin
EPS (TTM) 0.2700 MXN price ÷ EPS = P/E 62.9
Net margin 4.8% FY2025
Return on equity 2.7% TTM
Return on assets (EBIT) 4.4% avg 5y
More key figures
Profitability
Operating margin 39.1% TTM
Growth
Revenue (TTM) 14.1B MXN TTM
Revenue growth (YoY) +5.4% 3y avg +9.1%
EPS growth (YoY) +41.7%
Balance sheet & cash flow
Free cash flow 10.0B MXN FY2025
Net debt 16.6B MXN FY2025 · ≈ 1.7 yrs of FCF

Figures from reported company fundamentals · as of Aug 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 58 · Market factors (momentum, volatility) 58

Profitability 19
Margins and returns on capital today
Quality Growth 57
Are margins and returns improving?
Cashflow 99
Earnings quality: real cash, not paper profit
Fin. Strength 27
Balance sheet, leverage, solvency risk
Investment 63
Disciplined investing over empire-building
Low Volatility 78
Calm price path (market factor)
Momentum 50
Price trend over the last 3–12 months (market factor)
52W Momentum 51
Distance to the 52-week high (market factor)
Net Issuance 100
Buybacks instead of dilution

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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

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.

Full company description

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.

Company description, as reported by the company or data provider.

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. FY2021 was a trough year, so the rate overstates the trend.

Growth Quality 84/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
13.9B MXN
Latest YoY
+5.4%
Avg. revenue growth/yr (3Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.1%
Avg. revenue growth/yr (5Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.5%
Avg. revenue growth/yr (6Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.3%
Value creation/yr (5Y, in MXN) ⓘEarnings growth per share (CAGR 5 years, EBIT basis) plus dividend yield: value created per share and year. Measured in MXN: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
≈ +13.8% (approximate, leans on 2025) · in MXN
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+13.8%
Dividend yield0.0%
Operating margin (EBIT) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.39.3% (2020) → 39.4% (2025) · steady
Worst earnings drop19% (2024) · in MXN
⚠ Final year 2025 sits 85% above its own trend (e.g. a one-off disposal gain), so this rate uses the operating basis instead of reported profit
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

SITES1A-1 screens 153% overvalued. Compare with Quanta Services, Inc →

Run the numbers yourself: free valuation calculators
DCF CalculatorGraham NumberPeter Lynch FormulaDDM CalculatorFama-French ModelIntrinsic Value
Share or link this analysis
𝕏 Post WhatsApp LinkedIn Reddit
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Operadora de Sites Mexicanos, S.A. · Fair Value
6.71 MXN −153%Fair Value
Calculator →

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

Peer Group

Engineering & Construction · 817 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 61 · Top 25%
Fair Value upside −61% · Bottom 25%
Return on equity (TTM) 3% · Below median
Return on assets 3% · Above median
Net margin (TTM) 5% · Above median
Operating margin (TTM) 39% · Top 25%
Revenue growth 5% · Above median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.45× · Higher than median

Valuation Multiples vs Engineering & Construction median · lower = cheaper

P/E (TTM) 62.9× · Pricier than 75% of peers
P/B 1.30× · Pricier than median
P/S (TTM) 3.62× · Pricier than 75% of peers
P/FCF 0.3× · Cheaper than 75% of peers
EV/EBITDA 6.6× · Cheaper than median

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 17
FUTURE27 · sector 12
PAST11 · sector 26
HEALTH77 · sector 94
DIVIDEND0 · sector 39

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Aug 23, 2026).

Stock Price Fair Value vs Fair Value
Quanta Services, Inc PWR $620.06 $143.92 −77%
Vinci SA DG €114.35 €185.62 +62%
Comfort Systems USA, Inc FIX $1,615 $519.97 −68%
Larsen & Toubro Limited LT ₹4,072 ₹2,196 −46%
Ferrovial N.V FER €57.28 €19.17 −67%
HOCHTIEF Aktiengesellschaft HOT €426.40 €203.87 −52%
Samsung C&T Corporation 028260 373,000 KRW 261,411 KRW −30%
EMCOR Group EME $775.04 $549.47 −29%
MasTec, Inc MTZ $241.00 $100.00 −59%
Bouygues SA EN €46.65 €65.67 +41%

Compare Operadora de Sites Mexicanos, S.A. with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Industrials stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Try a ready-made strategy

Pick a strategy and jump into the live analysis with that exact screen applied.

🥇 Backtested Best 🏆 Big Names ⭐ Top Rated 💎 Quality on Sale 🚀 Profitable Growth 🧊 Quality Compounders 💵 Dividend Stars 📈 Strong Momentum 📉 Fallen Angels ⚖️ Deeply Undervalued 🔍 Small-Cap Gems 🏰 Moat at a Fair Price 💼 Insider Buying 🎩 Buffett-Style Quality 📚 Peter Lynch GARP 🧮 Greenblatt Magic Formula 🛡️ Graham Defensive

Discover tools

Stock screener Filter by region, size and sector Compare tool Two stocks side by side Extrinsic Value Calculator (Options) Splits an option premium into intrinsic and extrinsic (time) value. Peter Lynch Fair Value Formula & Calculator Apply Peter Lynch's fair value formula in seconds: fair P/E ≈ earnings growth (+ dividend) - free, with formula and example.

Frequently asked questions

Is Operadora de Sites Mexicanos, S.A. (SITES1A-1) overvalued or undervalued?
As of Aug 23, 2026, our model estimates a fair value of 6.71 MXN versus a price of 16.97 MXN, about −60% upside (overvalued).
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 Aug 23, 2026), built from audited fundamentals. The current price: 16.97 MXN.
What is the quality score of SITES1A-1?
Operadora de Sites Mexicanos, S.A. has a Quality Score of 61/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
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 Aug 23, 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.
Free · no account needed

Watch Operadora de Sites Mexicanos, S.A. in the live analysis

One click puts Operadora de Sites Mexicanos, S.A. on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.

Watch for free →

Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.