America Movil SAB de CV ADR vs Comcast Corp

America Movil SAB de CV ADR (AMX) is undervalued and Comcast Corp (CMCSA) is undervalued.

Against our estimates of intrinsic value, CMCSA trades at the wider discount: a margin of safety of +73%, against +42% for AMX.

Values as of the 22 Sept 2026 close.

America Movil SAB de CV ADR (AMX)

Discounting its cash flows at 7.2% (average of 3 methods) values the shares at $38.74; the price of $22.29 is 42% below that value, and 82% of that value comes from beyond year five.

Leak Score 86/100 on 3 of 12 signals

Comcast Corp (CMCSA)

Discounting its cash flows at 5.9% (average of 3 methods) values the shares at $82.34; the price of $22.42 is 73% below that value, and 87% of that value comes from beyond year five.

Leak Score 68/100 on 9 of 12 signals

MetricAMXCMCSA
VerdictUndervaluedUndervalued
Price$22.29$22.42
Intrinsic value$38.74$82.34
Margin of safety+42%+73%
Leak Score86/100 (3/12)68/100 (9/12)
Market cap$68.2B$79.6B
Revenue growth, 5 years4.7%3.6%
Operating margin22.0%14.8%
Net margin9.4%9.0%
Return on equity24.1%12.0%
Debt to equity1.841.01
P/E13.4x7.3x
Forward P/E10.2x6.3x
P/B3.1x0.9x
Dividend yield3.1%5.9%

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