Televisa's revenue declined 3.8% in the third quarter. Core telecom revenue was roughly flat, and Sky remains in steep decline. Profitability continued to improve, helped by Sky's highly variable cost structure and efficiency gains. The firm will invest $400 million for its 50% stake in AT&T Mexico.
Televisa’s cable business should continue to grow despite competitive pressure and remains well positioned to capitalize as broadband penetration in Mexico increases.
The Mexican broadband industry is more competitive than virtually any other market globally. Pricing is far too low to generate attractive profitability, and too many players are chasing too few customers.
Metric | TV | CMCSA | DIS |
|---|---|---|---|
Price/Earnings (Normalized) | — | 6.73 | 18.68 |
Price/Book Value | 0.42 | 0.97 | 1.87 |
Price/Sales | 0.43 | 0.74 | 2.14 |
Price/Cash Flow | 1.58 | 3.06 | 10.83 |
Metric | TV | CMCSA | DIS |
|---|---|---|---|
Quick Ratio | 1.93 | 0.69 | 0.56 |
Current Ratio | 2.08 | 0.82 | 0.71 |
Interest Coverage | 0.62 | 4.29 | 7.71 |
Metric | TV | CMCSA | DIS |
|---|---|---|---|
Return on Assets (Normalized) | −2.22% | 5.09% | 5.98% |
Return on Equity (Normalized) | −5.24% | 14.49% | 11.02% |
Return on Invested Capital (Normalized) | −0.96% | 8.95% | 8.00% |
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