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TickerAMX
SectorTelecommunications Services
Mkt cap$1.4T
EV / EBITDA5.7×
PostureUnder Pressure
Composite43/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1129137

America Movil SAB DE Cv/

AMXUNDER PRESSUREQUIET

America Movil SAB DE Cv/ reads as Under Pressure (composite 43/100); pressure / disclosure signals dominate the posture this cycle · primary market Connectivity.

Lens

Disclosed M&A capital (2023–2025)

N/A

−99%

vs N/A in 2020–2022

Disclosed transactions

N/A

flat

0/3 active fiscal years in window

Buyer archetype

Transformational Buyer

Episodic but very large disclosed transactions drive the profile.

Composite score

43

/100

Under Pressure dominates · Quiet

Financial snapshot
Revenue$944.5B
EBITDA$383.5B
Enterprise value$2.1T
EV / Revenue2.2×
EV / EBITDA5.7×
P/EN/A
Cash$1.8B
Total debtN/A
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

38/100

Companies actively deploying disclosed capital into M&A

  • $2.8B disclosed buyer spend

Buyer Cadence

0/100

Buyer-side companies with recent filing activity

  • Filed within 42d

Target Probability

20/100

Issuers showing target-side patterns from filings

  • 61 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 61 activism filings

Pressure Watch

Dominant
43/100

Issuers facing activism, governance, or control pressure

  • 61 activism filings
  • Latest activism 2.1y ago; discounted
  • Shareholder pressure language

Distress Watch

30/100

Issuers showing financial-distress filing patterns

  • Missing recent 10-Q
  • 61 activism filings

Restatement Risk

13/100

Issuers with accounting-integrity flags from filings

  • 3 NT late filings
  • Latest event 1.1y ago

Capital Velocity

30/100

Issuers with the highest filing-activity intensity

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $2.1T
  • 4 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $630M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/AN/AN/AN/A
2024N/AN/AN/AN/A
2023N/AN/AN/AN/A
2022N/AN/AN/AN/A
2021N/AN/AN/AN/A
2020N/A$100KN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Horizontal Consolidation
    33%
  • Geographic Expansion
    33%
  • Bolt On
    33%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • horizontal_consolidation
  • geographic_expansion
  • bolt_on
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

We also expect consolidation in the telecommunications industry, as companies respond to the need for cost reduction and additional spectrum.

10-KFY2013

We expect consolidation in the telecommunications industry, as companies respond to the need for cost reduction and additional spectrum.

10-KFY2015

We expect the current consolidation trend in the telecommunications industry to continue

10-KFY2012

the current consolidation trend in the wireless industry to continue

10-KFY2011

Competition in our markets has intensified in recent periods

10-KFY2012
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Connectivity

Market spend (2023–2025)
$58.6B
Market spend (2020–2022)
$121.1B
Recent vs prior
−52%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

5.7×EV / EBITDA

AMX trades at a -2.2-turn discount to the Connectivity peer median of 7.9×.

EV / Revenue
2.2×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
7.9×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
23.8×6.8×0.9×$59.1B$26.6B
20.2×6.1×-0.1×$11.9B$4.9B
7.9×2.8×0.4×$139.1B$60M
6.1×2.6×-0.1×$126.5B$3.7B
6.1×2.5×N/A$59.8B$5.1B
America Movil SAB DE Cv/AMX
5.7×2.2×N/A$944.5BN/A

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Connectivity. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)302026-04-28
  • 10-Q (quarterly)0N/A
  • 8-K (event)0N/A
  • Proxy / DEF 14A0N/A
  • Activism (13D / DFAN / PREC)612024-05-10

Signals on file

  • watch

    Late-filing notice

    2025-04-30

    3 NT 10-K/10-Q filings on file.

  • elevated

    Activism on file

    2024-05-10

    61 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Shareholder pressure

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

America Movil SAB DE Cv/: Issuer Brief | SE-Cluster