OPERADORA DE SITES MEXICANOS SAD (SITES1A-1) fair value: what the stock is really worth
As of Oct 15, 2026: fair value (intrinsic value) of OPERADORA DE SITES MEXICANOS SAD stock MXN 16.62, price MXN 16.33, upside +1.8%, quality 57 out of 100. Rating: fairly valued. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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.
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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.
Stock analysis
OPERADORA DE SITES MEXICANOS SAD (SITES1A-1) currently trades at 16.33 MXN, while our model-based Fair Value estimate is 16.62 MXN, so the stock looks roughly fairly valued today (gap 1.7%).
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Valuation
Bull case: the Growth DCF group reads highest at a median of 37.35 MXN per share, and 9 of the 23 models we run sit above the 16.33 MXN price.
Bear case: the Earnings-Based group reads lowest at 2.46 MXN, and 14 of the 23 models stay below the price. Data coverage for this calculation is low.
Quality & growth
The Quality Score stands at 57/100 (solid quality), in the Industrials sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
OPERADORA DE SITES MEXICANOS SAD 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.
Key figures
Market cap 48.6B MXN (≈ $2.6B) Mid · P/E ratio 48.0 · P/S ratio 3.41 · EPS (TTM) 0.3400 MXN · Dividend yield 3.1% · Net margin 6.3% · Return on equity 3.2% · Return on assets (EBIT) 4.4%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 48 out of 100 (low confidence).
What moves the price
The share trades about 10% below its 52-week high and 27% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Industrials peers we cover trades at −27% fair-value upside, at 2%, SITES1A-1 screens cheaper than that median.
Fair Value models
Bear16.62 MXNFair Value 16.62 MXNBull16.62 MXN
Price 16.33 MXN · Upside +1.8%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models.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. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.84/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+5.4%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+9.1%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+11.5%
Start year 2020 (pandemic)
Revenue growth 6 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+11.3%
’19
’20
’21
’22
’23
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’25
What shareholders gained per year (last 5 years), in MXN ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: EBIT basis. 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.
≈ +16.9%
Earnings growth per share plus dividend.
Earnings per share, growth per year+13.8%
Dividend (yield on the price)3.1%
Profit margin 2020 to 2025 ⓘ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% → 39%
⚠ Rate on operating basis: 2025 sits 85% above its own trend.
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far and less than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
−9.3%
The company could shrink this much every year for the next five years and today's price would still be justified.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+3.6%
Yearly sales growth analysts expect, extended to five years.
After inflation (Mexico: IMF forecast 3.3% a year to 2030, 4.8% from 2016 to 2025) that is about −12.2% a year for the price and +0.3% for the forecasts.
Compare OPERADORA DE SITES MEXICANOS SAD with another stock
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Engineering & Construction · 788 stocks
Beats the industry median on 7/14 measures
A mixed picture versus its industry peers.
Valuation
Quality Score57 · Above median
Fair Value upside+1.8% · Above median
Profitability
Return on equity (12 months)3.2% · Below median
Return on assets1.1% · Below median
Net margin (12 months)12.0% · Top 25%
Operating margin (12 months)39.1% · Top 25%
Growth and dividend
Revenue growth (quarter YoY)3.5% · Below median
Dividend yield (12 months)3.1% · Above median
Balance sheet
Debt / equity0.45× · Above median
Valuation Multiplesvs Engineering & Construction median · lower = cheaper
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.
Cite: Fair Value Calculator (2026). "OPERADORA DE SITES MEXICANOS SAD Fair Value". https://www.fairvalue-calculator.com/stock/SITES1A-1
Frequently asked questions
Is OPERADORA DE SITES MEXICANOS SAD (SITES1A-1) overvalued or undervalued?
As of Oct 13, 2026, our model estimates a fair value of 16.62 MXN versus a price of 16.33 MXN, about +2% upside (fairly valued).
What is the fair value of SITES1A-1?
Our model-based fair value for OPERADORA DE SITES MEXICANOS SAD is 16.62 MXN (as of Oct 13, 2026), built from audited fundamentals. The current price: 16.33 MXN.
What is the quality score of SITES1A-1?
OPERADORA DE SITES MEXICANOS SAD has a Quality Score of 57/100. 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 price target for OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
Our model-based price target is the fair value of 16.62 MXN (as of Oct 13, 2026) from 23 valuation models. It is a calculation from audited fundamentals, not an analyst target.
What is the OPERADORA DE SITES MEXICANOS SAD stock forecast for 2026?
Our models put fair value at 16.62 MXN, about +2% upside versus a price of 16.33 MXN (fairly valued). The calculation is refreshed regularly with new filings.
What is the revenue of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
OPERADORA DE SITES MEXICANOS SAD reported trailing-twelve-month revenue of about 14.4B MXN (latest available figure, as of Oct 13, 2026).
Does OPERADORA DE SITES MEXICANOS SAD pay a dividend?
OPERADORA DE SITES MEXICANOS SAD currently shows a dividend yield of 3.06% relative to its recent price (as of Oct 13, 2026).
What growth is priced into OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
For today's price to be fair in a discounted-cash-flow model, OPERADORA DE SITES MEXICANOS SAD would have to grow free cash flow by -9.3 % per year for five years (discount rate 10.5 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +11.5 % per year. As of Oct 13, 2026.
What discount rate (WACC) does the fair value of SITES1A-1 use?
Our models discount OPERADORA DE SITES MEXICANOS SAD at 10.5 %: a base by market capitalisation (mid), damped by beta 0.43, country premium for Mexico. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For OPERADORA DE SITES MEXICANOS SAD that is -9.3 % per year a year over ten years, using the same discount rate (10.5 %) and the same formula as our fair value.
How much growth has OPERADORA DE SITES MEXICANOS SAD (SITES1A-1) delivered so far?
Over the past 5 years revenue at OPERADORA DE SITES MEXICANOS SAD grew +11.5 % a year. The price currently implies -9.3 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1) growing?
The median revenue growth in the sector is +7.5 % a year. That is the yardstick for the growth priced into OPERADORA DE SITES MEXICANOS SAD (-9.3 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
The free-cash-flow yield on the price is 20.59 %: that much free cash flow OPERADORA DE SITES MEXICANOS SAD produces per unit of market value. When it exceeds the discount rate of our models (10.5 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For OPERADORA DE SITES MEXICANOS SAD it is 16.62 MXN per share (as of Oct 13, 2026), against a price of 16.33 MXN. It is the blended result of 23 valuation models (cash flow, earnings, asset, dividend).
Is OPERADORA DE SITES MEXICANOS SAD stock overvalued or undervalued in 2026?
As of Oct 13, 2026, SITES1A-1 trades below its calculated fair value: price 16.33 MXN, fair value 16.62 MXN, a gap of about +2% (fairly valued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of SITES1A-1?
No. The price is what the market pays today (16.33 MXN); the fair value is what the company's own numbers justify (16.62 MXN). For OPERADORA DE SITES MEXICANOS SAD the two are 0.2900 MXN per share apart. That gap is exactly why we show both numbers side by side.
How much is OPERADORA DE SITES MEXICANOS SAD worth?
The market values OPERADORA DE SITES MEXICANOS SAD at about 48.6B MXN (market capitalisation, as of Oct 13, 2026). Per share that is 16.33 MXN; our models calculate a fair value of 16.62 MXN per share.
What is the P/E ratio of SITES1A-1?
OPERADORA DE SITES MEXICANOS SAD trades at a price-to-earnings ratio of 48.0 (as of Oct 13, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of 16.62 MXN is built from several models across several years. Other multiples: P/B 1.2, P/S 6.4, EV/EBITDA 11.7.
How solid is the balance sheet of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
Balance-sheet figures for OPERADORA DE SITES MEXICANOS SAD (as of Oct 13, 2026): return on equity 3.2%, debt of 0.45 per unit of equity. They feed the Quality Score of 57/100, which measures business quality independently of the share price.
How far is SITES1A-1 from its 52-week high?
OPERADORA DE SITES MEXICANOS SAD trades at 16.33 MXN, about 10% below its 52-week high of 18.19 MXN and 27% above the low of 12.88 MXN (as of Oct 15, 2026). Distance from the high says nothing about value: that is what the fair value of 16.62 MXN is for.
Which stocks are comparable to OPERADORA DE SITES MEXICANOS SAD?
From the same area (Industrials) we also value Quanta Services, Inc, Vinci SA, Comfort Systems USA, Inc, Larsen & Toubro Limited, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is OPERADORA DE SITES MEXICANOS SAD stock attractive at the current price?
The data as of Oct 13, 2026: price 16.33 MXN, calculated fair value 16.62 MXN (+2%), Quality Score 57/100, from 23 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of SITES1A-1 calculated?
We run OPERADORA DE SITES MEXICANOS SAD through 23 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of 16.62 MXN, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.9 % above its aggregate fair value. OPERADORA DE SITES MEXICANOS SAD currently trades 2 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
The closing price on Oct 15, 2026 was 16.33 MXN. Our model-based fair value is 16.62 MXN, about +2% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with OPERADORA DE SITES MEXICANOS SAD right now?
The price sits close to our fair value, market and models broadly agree here, little valuation tension. Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
Key figures of OPERADORA DE SITES MEXICANOS SAD
How large is the market capitalisation of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
The market capitalisation of OPERADORA DE SITES MEXICANOS SAD is 48.6B MXN (≈ $2.6B). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
The price-to-sales ratio of OPERADORA DE SITES MEXICANOS SAD is 3.41 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
Earnings per share at OPERADORA DE SITES MEXICANOS SAD are 0.3400 MXN (price ÷ EPS = P/E 48.0). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
The dividend yield of OPERADORA DE SITES MEXICANOS SAD is 3.1% (payout 147%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
The net margin of OPERADORA DE SITES MEXICANOS SAD is 6.3% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
The return on equity (ROE) of OPERADORA DE SITES MEXICANOS SAD is 3.2% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
On an EBIT basis the return on assets of OPERADORA DE SITES MEXICANOS SAD is 4.4% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
The operating margin of OPERADORA DE SITES MEXICANOS SAD is 39.1% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
Revenue at OPERADORA DE SITES MEXICANOS SAD is growing +3.5% versus a year earlier (3y avg +9.1%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at OPERADORA DE SITES MEXICANOS SAD (SITES1A-1)?
Earnings per share at OPERADORA DE SITES MEXICANOS SAD are growing +58.3% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does OPERADORA DE SITES MEXICANOS SAD (SITES1A-1) carry?
The net debt of OPERADORA DE SITES MEXICANOS SAD is 16.6B MXN (fiscal year 2025, ≈ 1.7 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Oct 13, 2026