GRUPO TELEVISA, S.A.B.

TV
About the company

Grupo Televisa, S.A.B., together with its subsidiaries, engages in the cable networks and direct-to-home system businesses with Residential, Satellite, and Enterprise categories in Mexico and internationally. It operates through Cable and Sky segments.

Price: $2.24Market Cap: $2.4B

Investment snapshot

12%positive consensus
Scored 1d ago

Positive

2

BUY / PASS

Neutral / negative

1 / 13

NEUTRAL / FAIL

Median fair value

—

No comparable estimates

Models with upside

0 / 17

Positive margin of safety

Strongest signal

7 of 10 pass — Buffett, Dreman and Ackman object

Key risk

No clean pass — all 16 investors flag at least one profitability criterion

Framework analysis

VerdictMeaning
BUYPositive purchase signal: the framework's buy requirements are met.
PASSThe company clears the framework's checklist or screen, but the framework does not produce a buy signal. For valuation frameworks this often means margin of safety is missing, insufficient, or unavailable; some screen-only frameworks have no intrinsic-value BUY state.
NEUTRALNeither a positive nor negative conclusion. It does not mean to hold an existing position.
FAILThe company does not clear the framework's requirements.
RankedRanked strategies do not use PASS: selected cohort is BUY, outside the cohort is FAIL, and unranked is NEUTRAL.

Current investor scores use trailing 12-month flows and the latest balance sheet where supported. Multi-year and EPS tests retain annual history; each framework shows its financial basis below. Intrinsic values use annual financials.

MetricGraham

Defensive Value

Buffett

Quality Compounder

Lynch

GARP

Greenblatt

Magic Formula

Piotroski

F-Score

Dreman

Contrarian Value

Munger

Quality Focus

Pabrai

Dhandho Framework

Akre

Three-Legged Stool

Marks

Risk-Aware Value

Ackman

Activist Value

Templeton

Global Bargain Hunter

Sleep

Scale Economies Shared

Asness

Systematic Factors

Neff

Low-P/E Total Return

Schloss

Asset-Value Discipline

O'Shaughnessy

Systematic Factor Composite

VerdictFAILFAILFAILFAIL · Rank #2001 (Top 64.6%)PASSFAILPASSFAILFAILFAILFAILFAILFAILFAILFAILFAILNEUTRAL
Score
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Intrinsic Value (annual)N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
Margin of SafetyN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
Financial Basis

Annual history · FY 2024

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024 · Market data at 2026-11-01

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Qualitative assessment · Annual history · FY 2024

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Qualitative assessment · Annual history · FY 2024

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024 · Qualitative assessment

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024 · Qualitative assessment

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024 · Market data at 2026-11-01

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024 · Price history 2025-01-01–2026-11-01

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024 · Qualitative assessment

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024 · Price history 2025-01-01–2026-11-01

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Annual history · FY 2024 · Price history 2025-01-01–2026-11-01

Latest source filing: 2025-04-30

Score computed: 2026-11-14

Where It Passes

  • Cash Flow70% pass✓ 8✗ 4▾

    7 of 10 pass — Buffett, Dreman and Ackman object

    Free Cash Flow Proxy$156.4M
    ✗BuffettPositive and growing
    FCF Positive and Growing$1.1B
    ✓LynchPositive and growing
    Operating Cash Flow$1.6B
    ✓PiotroskiCFO > 0
    (CFO / Total Assets) vs ROACFO/Assets=12.94%, ROA=-3.28%
    ✓PiotroskiCFO/Assets > ROA
    Price / (CFO / Shares)
    ✗Dreman< 8x
    P/E or FCF YieldFCF Yield=48.3%
    ✓PabraiP/E < 15 or FCF Yield > 10%
    FCF Positive9/10 years FCF positive
    ✓MarksPositive FCF in majority of recent years
    (OCF - CapEx) / Market Cap
    ✗Ackman>= 4%
    Price / FCF per Share
    ✗Ackman<= 25
    Positive Operating Cash Flow frequency10/10 years positive
    ✓SleepPositive OCF in >= 70% of available years
    Operating Cash Flow - Capital Expenditures$1.1B
    ✓Neff> $0 (app proxy for a strong fundamental case)
    (Operating cash flow - capex) / market capitalization+48.32%; #104/4519 (top 2.3%)
    ✓OshaughnessyTop 10% of eligible cross-section
  • Debt & Leverage67% pass✓ 11✗ 4▾

    8 of 12 pass — Graham, Buffett, Lynch +1 more object

    LT Debt vs Net Current Assets
    ✗GrahamLT Debt <= Net Current Assets
    Debt/Equity & Interest CoverageD/E: 0.05, IC: -0.4x
    ✗BuffettD/E < 0.5 AND Interest Coverage > 5x
    Total Debt / Equity0.05
    ✓Lynch< 0.33
    Cash - Long-term Debt
    ✗LynchPositive preferred
    LT Debt / Total Assets Change0.00% -> 0.00%
    ✓PiotroskiDecreased YoY
    Current Assets / Current Liabilities2.50
    ✓Dreman> 1.5✓SchlossCurrent ratio >= 1.50x (app cutoff)
    Total Debt / Shareholders' Equity0.05
    ✓Dreman< 0.8✓Templeton< 1.0 (fixed cap; proxy for below-sector-median leverage)✓SchlossD/E < 1.00x
    Debt Levels0.05
    ✓MungerDebt/Equity < 0.5✓AkreDebt/Equity < 0.3
    Interest Coverage & Debt/EBITDAIC=-0.4x, D/EBITDA=0.3x
    ✗MarksInterest Coverage > 3x; Debt/EBITDA < 4x
    Total Debt / Shareholders Equity0.05
    ✓Ackman<= 1.0
    Negative debt-to-equity (higher means less debt)-0.0526; #1024/4210 (top 24.3%)
    ✓AsnessTop 30% of eligible cross-section

Where It Falls Short

  • Profitability0% pass✓ 2✗ 33▾

    No clean pass — all 16 investors flag at least one profitability criterion

    Positive EPS (10 years)0/11 years positive
    ✗GrahamPositive EPS every year for 10 years
    EPS Growth (3-yr avg, 10-yr window)
    ✗Graham>= 33% growth
    Net Income Positive (10+ years)7/11 years positive
    ✗BuffettPositive every year for 10+ years
    ROE (up to 5-year arithmetic mean)5.1%
    ✗Buffett> 15% arithmetic mean (app rule)
    Operating Margin (10-yr trend)-4.5% (latest)
    ✗BuffettStable or rising over 10 years
    Free Cash Flow Proxy$156.4M
    ✗BuffettPositive and growing
    Earnings Variance (10-yr CoV)
    ✗BuffettCoV < 0.3
    Retained Earnings Effectiveness
    ✗Buffett$1 retained -> > $1 market value created
    Basic earnings-growth PEG (dividends excluded)
    ✗Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR
    ✗Lynch15-30% (Fast Grower); > 0% to pass
    ROE-8.1%
    ✗Lynch> 15%
    EBIT / Enterprise Value-5.6%
    ✗Greenblatt> 10%
    Earnings Yield + ROC AssessmentEY=-5.6%, ROC=-2.8%
    ✗GreenblattBoth EY > 10% and ROC > 25%
    Net Income / Total Assets-3.28%
    ✗PiotroskiROA > 0
    ROA Change YoY-3.21% -> -3.28% (delta: -0.08%)
    ✗PiotroskiCurrent ROA > Prior ROA
    (CFO / Total Assets) vs ROACFO/Assets=12.94%, ROA=-3.28%
    ✓PiotroskiCFO/Assets > ROA
    Gross Margin Change YoY34.6% -> 34.0%
    ✗PiotroskiImproved YoY
    Pre-Tax Income / Revenue-12.4%
    ✗Dreman>= 8%
    Net Income / Shareholders' Equity-8.1%
    ✗Dreman> 12%
    Margin of Safety
    ✗PabraiP/B < 1.5 or P/E < 15
    Return on Equity6.6% (3-yr avg)
    ✗AkreROE > 20% (3-year avg)
    Discount to Intrinsic Value
    ✗Marks>= 20% below intrinsic value
    Positive Net Income Frequency7/10 years positive
    ✓MarksPositive net income in >= 7 of last 10 years
    Operating Income / Revenue-4.5%
    ✗Ackman>= 15%
    Net Income / Shareholders Equity-8.1%
    ✗Ackman>= 15%
    5-Year EPS CAGR
    ✗Templeton> 0% (5-year EPS CAGR)
    Operating Margin Trend5.4% (2022) -> -4.5% (2024)
    ✗TempletonNon-negative operating-margin trend over 3 years
    Revenue growth vs. gross and operating margin trendgross margin 36.8% -> 34.0%, operating margin 5.4% -> -4.5%
    ✗SleepRevenue rising; gross margin flat or falling; operating margin holding
    Net income / market capitalization-17.03%; #4463/6340 (top 70.4%)
    ✗AsnessTop 30% of eligible cross-section✗OshaughnessyTop 10% of eligible cross-section
    Gross profit / total assets+8.40%; #2913/3702 (top 78.7%)
    ✗AsnessTop 30% of eligible cross-section
    Net income / positive book equity-8.07%; #3335/5226 (top 63.8%)
    ✗AsnessTop 30% of eligible cross-section
    Negative 5-year standard deviation of ROA-0.0676; #2966/5884 (top 50.4%)
    ✗AsnessTop 30% of eligible cross-section
    3-5 Year Diluted EPS CAGR
    ✗Neff7%-20% annualized
    Positive Diluted-EPS Years
    ✗Schloss>= 70% positive over 5-10 observed years (app rule)
  • Valuation8% pass✓ 3✗ 25▾

    12 of 13 flag TV's valuation — Graham, Lynch, Greenblatt +9 more

    Price / 3-yr avg EPS
    ✗Graham<= 15x
    Price-to-Book Ratio
    ✗Graham<= 1.5x
    P/E x P/B
    ✗Graham<= 22.5
    Basic earnings-growth PEG (dividends excluded)
    ✗Lynch< 1.0 (ideally < 0.5)
    EBIT / Enterprise Value-5.6%
    ✗Greenblatt> 10%
    Earnings Yield + ROC AssessmentEY=-5.6%, ROC=-2.8%
    ✗GreenblattBoth EY > 10% and ROC > 25%
    Price / EPS
    ✗Dreman< 12x✗Templeton< 12x (fixed ceiling; proxy for the market's cheapest 40%)
    Price / (CFO / Shares)
    ✗Dreman< 8x
    Price / Book Value per Share
    ✗Dreman< 1.2x✗Templeton< 1.5x✗SchlossP/B <= 0.80x (app cutoff)
    Valuation Reasonableness
    ✗MungerP/E < 25 or Owner Earnings Yield > 5%
    P/E or FCF YieldFCF Yield=48.3%
    ✓PabraiP/E < 15 or FCF Yield > 10%
    P/B or P/E vs. Historical Average
    ✗MarksP/E < 15 or P/B < 2.0
    Discount to Intrinsic Value
    ✗Marks>= 20% below intrinsic value
    Price / FCF per Share
    ✗Ackman<= 25
    Price vs. Trailing Low128% of trailing low ($1.75)
    ✗Templeton<= 120% of trailing low (certified split-adjusted live window)
    Net income / market capitalization-17.03%; #4463/6340 (top 70.4%)
    ✗AsnessTop 30% of eligible cross-section✗OshaughnessyTop 10% of eligible cross-section
    Positive book equity / market capitalization+2.1106; #646/6449 (top 10.0%)
    ✓AsnessTop 30% of eligible cross-section
    Price / Diluted EPS
    ✗NeffP/E <= 15x (app proxy for a P/E 40%-60% below the market)
    (EPS CAGR % + Dividend Yield %) / P/E
    ✗Neff> 0.7 (Neff's published traditional edge)
    Price / Tangible Book Value per Share
    ✗SchlossP/TBV <= 1.00x (app cutoff)
    Book Value per Share Change
    ✗SchlossLatest BVPS >= earliest BVPS over >= 3 years (app rule)
    Revenue / market capitalization+1.2826; #1511/5247 (top 28.8%)
    ✗OshaughnessyTop 10% of eligible cross-section
    (Operating cash flow - capex) / market capitalization+48.32%; #104/4519 (top 2.3%)
    ✓OshaughnessyTop 10% of eligible cross-section
    Trailing six-month price return through the evaluation date-15.79%; #3764/6202 (top 60.7%)
    ✗OshaughnessyTop 10% of eligible cross-section
  • Growth13% pass✓ 2✗ 11▾

    7 of 8 flag TV's growth — Graham, Lynch, Dreman +4 more

    EPS Growth (3-yr avg, 10-yr window)
    ✗Graham>= 33% growth
    Basic earnings-growth PEG (dividends excluded)
    ✗Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR
    ✗Lynch15-30% (Fast Grower); > 0% to pass
    Inventory Growth vs Revenue GrowthInv: -69.8% vs Rev: -22.8%
    ✓LynchInventory growth < Revenue growth
    EPS Growth Direction
    ✗DremanPositive over recent years
    EPS CAGR
    ✗Dreman> 5% annualized
    Positive Net Income Frequency7/10 years positive
    ✓MarksPositive net income in >= 7 of last 10 years
    3yr Median Revenue Growth-2.4%
    ✗Ackman>= 5%
    Positive EPS Growth Frequency
    ✗AckmanPositive EPS growth in >= 3 of last 5 years
    5-Year EPS CAGR
    ✗Templeton> 0% (5-year EPS CAGR)
    Revenue growth vs. gross and operating margin trendgross margin 36.8% -> 34.0%, operating margin 5.4% -> -4.5%
    ✗SleepRevenue rising; gross margin flat or falling; operating margin holding
    5-year Revenue CAGR-10.9%
    ✗SleepCAGR > 7%
    3-5 Year Diluted EPS CAGR
    ✗Neff7%-20% annualized
  • Verdicts13% pass✓ 2✗ 14▾

    Split decision: 13 FAIL · 2 PASS · 1 NEUTRAL

    Overall verdict
    ✗GrahamFAIL (2/9)✗BuffettFAIL (0/9)✗LynchFAIL (3/7)✗GreenblattRank #2001✓PiotroskiPASS (F-Score 4)✗DremanFAIL (3/11)✓MungerPASS (2/4)✗PabraiFAIL (1/3)✗AkreFAIL (1/6)✗MarksFAIL (2/5)✗AckmanFAIL (2/9)✗TempletonFAIL (3/8)✗SleepFAIL (1/6)✗AsnessFAIL (Rank #1565/2370 (Top 66.0%))✗NeffFAIL (1/6)✗SchlossFAIL (3/7)•OshaughnessyNEUTRAL (Not ranked)
  • Efficiency25% pass✓ 3✗ 8▾

    6 of 8 flag TV's efficiency — Buffett, Greenblatt, Piotroski +3 more

    Current Ratio2.50
    ✓Graham>= 2.0
    ROIC (3-5 yr avg)3.4%
    ✗Buffett> 10%
    ROIC - WACC-6.6%
    ✗BuffettPositive (WACC = 10%)
    EBIT / (NWC + Net Fixed Assets)-2.8%
    ✗Greenblatt> 25%
    Current Ratio Change YoY1.78 -> 2.50
    ✓PiotroskiIncreased YoY
    Revenue / Total Assets Change YoY0.25x -> 0.25x
    ✗PiotroskiImproved YoY
    Current Assets / Current Liabilities2.50
    ✓Dreman> 1.5
    Return on Invested Capital-2.1%
    ✗Munger> 15%
    ROIC (high and growing)FY2022: ROIC=2.2%; FY2023: ROIC=1.2%; FY2024: ROIC=-2.1%
    ✗AkreLatest 3 consecutive FYs: ROIC > 15% in each
    Reinvestment Rate x ROICN/A (non-positive net income)
    ✗AkreReinvestment Rate * ROIC > 10%
    ROIC (5-year)0/5 years above 12% (latest -2.1%)
    ✗SleepROIC > 12% in a majority of years

Business & financials

Financial snapshot: annual FY 2024. Current investor scores may use newer quarterly data.

Company Profile

Industry: Communication
SIC Sector: Communications
Size: Mid Cap($2.4B)
Revenue: $3.0B-22.8% YoY
Net Income: $400.6M+19.4% YoY

Financial Snapshot

Operating Margin-4.5%
Return on Equity-8.1%
Debt / Equity0.05
Current Ratio2.50

Shareholder Return

Fiscal 2024

Share retirement not available for this company.

Buybacks
—
Dividends
$49.4M

Company Financials

Latest TTM and quarters alongside annual years

TTM sums four consecutive quarters and uses the latest quarter-end balances. Quarter columns show three-month results; annual columns show full-year totals. Growth compares the same period a year earlier. EPS is not added for TTM; full-year ratios are blank for quarters.

MetricFY 2024
Sources
  • 20-F · 2025-04-30
FY 2023
Sources
  • 20-F · 2024-04-30
FY 2022
Sources
  • 20-F · 2023-04-28
FY 2021
Sources
  • 20-F · 2022-04-29
FY 2020
Sources
  • 20-F · 2021-04-30
Market Cap$2.4Bcurrent--------
Revenue$3.0B↓23%$3.9B↑11%$3.5B↓2%$3.6B↑2%$3.6B
Operating Income-$136.6M↓225%$109.6M↓43%$192.1M↓63%$522.5M↑61%$324.7M
Net Income-$400.6M↑19%-$496.9M↓122%$2.3B↑676%$296.0M↑571%-$62.9M
EPS (Diluted)----------
Gross Margin34.0%↓2%34.6%↓6%36.8%36.9%↑2%36.0%
Operating Margin-4.5%↓261%2.8%↓49%5.4%↓62%14.5%↑58%9.1%
ROE-8.1%↓14%-7.1%↓120%34.8%↑367%7.5%↑539%-1.7%
Total Debt$261.1M↓39%$430.1M$430.1M↓9%$473.2M↑1%$467.2M
Shareholders' Equity$5.0B↓29%$7.0B↑7%$6.6B↑66%$4.0B↑7%$3.7B
Current Ratio2.50↑40%1.78↓25%2.37↑84%1.29↓18%1.58
Debt / Equity0.05↓14%0.06↓6%0.07↓45%0.12↓6%0.13
Operating Cash Flow$1.6B↑76%$896.8M↑40%$640.8M↓55%$1.4B↓14%$1.7B
Free Cash Flow$1.1B↑3806%$29.1M↑112%-$249.1M↓184%$296.0M↓55%$655.0M

Score history

Historical Score Timeline

Industry peers

Industry Peers

Similar companies in Communication

TV vs Peers — Financial Grading

Revenue$3.0BBottom 25%
Net Income$400.6MBottom 25%
ROE-8.1%Bottom 25%
D/E0.05Top 25%
Op. Margin-4.5%Bottom 25%
Curr. Ratio2.50Top 25%
CompanyMarket CapPriceRevenueNet IncomeROED/EOp. MarginCurr. RatioGrahamBuffettLynchGreenblattPiotroskiDreman
VERIZON COMMUNICATIONS INCVZ$192.1B$46.36$138.2B$17.2B16.2%1.5021.2%0.914/93/92/71/3F-Score 56/11
AT&T INC.T$149.4B$22.18$125.6B$22.0B17.4%1.0819.2%0.915/92/93/70/3F-Score 66/11
NIPPON TELEGRAPH & TELEPHONE CORPNTTYY$85.0B$26.32——————2/91/92/71/3F-Score 76/11
AMERICA MOVIL SAB DE CV/AMX$76.0B$25.47$42.1B$1.1B6.2%1.5420.7%0.721/95/91/71/3F-Score 62/11
VODAFONE GROUP PUBLIC LTD COVOD$35.6B$15.37$40.5B$4.5B-7.9%1.01-1.1%—1/92/90/70/3F-Score 52/11
CHARTER COMMUNICATIONS, INC. /MO/CHTR$24.8B$138.39$54.8B$5.0B31.1%5.9023.6%0.394/93/93/70/3F-Score 65/11
BCE INCBCE$20.0B$21.43$17.9B$4.8B28.3%1.52—0.584/91/95/71/3F-Score 69/11
ROGERS COMMUNICATIONS INCRCI$18.0B$33.24$15.9B$5.0B38.8%2.2545.2%0.615/95/95/71/3F-Score 48/11