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AMX or TIMB or VIV
Which Stock Would AI Choose? América Móvil (AMX) vs. TIM S.A. (TIMB) vs. Telefônica Brasil (VIV) Stock Comparison
Key Takeaways
- AMX leads with the largest market cap at $81.8B and strong YTD gains of 30%, bolstered by 8.8% postpaid subscriber growth and 40% EBITDA margin in recent quarters.
- TIMB shows resilient revenue growth of 6.5% in Q1 2026, with EBITDA after leases up 7.8% and low leverage at 0.82x, appealing for stability.
- VIV boasts the highest YTD return at 31% and robust market share in Brazil, supported by fiber expansion and consistent profitability.
- All three exhibit low betas (AMX 0.28, TIMB ~0.54, VIV 0.31), indicating lower volatility, with dividends yielding 2-6% amid telecom sector tailwinds like 5G rollout.
- Recent market activity reflects broader Latin American telecom strength, with 1-year returns ranging from 35-64%, outperforming regional benchmarks.
- Valuations appear reasonable, with P/E ratios around 14-20, positioning them for relative performance in a stabilizing economic environment.
Introduction
This comparison examines AMX (América Móvil, S.A.B. de C.V.), TIMB (TIM S.A.), and VIV (Telefônica Brasil S.A.), three leading telecommunications providers with significant exposure to Latin America, particularly Brazil and Mexico. These ADRs (American Depositary Receipts) offer investors diversified access to mobile, fixed broadband, and emerging 5G services in a region benefiting from digital infrastructure expansion. Traders seeking momentum in low-beta telecom stocks, or long-term investors eyeing dividend yields and subscriber growth, will find value in understanding their relative performance, operational metrics, and market positioning amid recent economic stabilization and tech upgrades.
AMX Overview and Recent Performance
AMX, headquartered in Mexico City, dominates Latin American telecoms with operations spanning wireless, fixed-line, broadband, and pay TV across 25 countries. Its brands like Telcel and Claro serve over 330 million wireless subscribers. In recent market activity, the stock has delivered a 30% YTD return and 64% over one year, outpacing the S&P/BMV IPC benchmark. Q1 2026 results showed revenue up 2.1% to MXN 237 billion (6.1% at constant FX), driven by 4.6% service revenue growth and equipment sales. EBITDA rose 3.8% to MXN 95 billion with a 40% margin, fueled by operating leverage. Net income surged 25% to MXN 23.4 billion, alongside 3 million postpaid net adds (8.8% YoY growth) and 594,000 broadband connections. Sentiment benefits from net debt at 1.41x EBITDA and strategic acquisitions like Brazil's Desktop, enhancing B2B offerings amid 5G investments.
TIMB Overview and Recent Performance
TIMB, based in Rio de Janeiro, focuses on mobile and fixed services in Brazil, including landline, broadband, and multimedia under the TIM brand. Recent weeks have seen short-term pullbacks, with shares down ~13% monthly but up 23% YTD and 35% annually versus IBOVESPA. Q1 2026 net revenue climbed 6.5% to R$6.8 billion, led by 5.6% mobile service growth (postpaid ARPU at R$33.7) and 22.8% fixed gains from Ultrafibra. Normalized EBITDA after leases (EBITDA-AL) increased 7.8% to R$2.5 billion (37.1% margin), with operating cash flow up 16.8%. Net income edged 1.3% higher to R$821 million. Low leverage (0.82x Net Debt/LTM EBITDA-AL) and capex at 19.9% of revenue support sentiment, alongside 5G leadership in 1,000+ cities and recent infrastructure buys like V8.Tech.
VIV Overview and Recent Performance
VIV, operating as Vivo in Brazil, leads with ~102 million wireless customers (39% market share), offering mobile, fixed broadband, pay TV, and digital services. The stock has topped peers with 31% YTD and 61% one-year gains, exceeding IBOVESPA. While specific Q1 2026 details await full release, prior quarters reflect strength: Q4 2025 revenue up 7.1% to R$15.6 billion, EBITDA +8.1% (42.9% margin), and full-year net income +11.2%. Postpaid bases grew robustly, FTTH homes passed hit 31 million, and 5G covers 67% of population. Performance draws from fiber acceleration, B2B digital services, and shareholder payouts exceeding 100% of net income. Low beta and net cash position bolster resilience in volatile markets.
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Head-to-Head Comparison
AMX, TIMB, and VIV operate in overlapping telecom segments but differ in scale and geography: AMX's pan-Latin American diversification (Mexico, Brazil, etc.) contrasts TIMB and VIV's Brazil-centric models, exposing AMX to broader currency risks but also growth vectors. Revenue drivers include postpaid mobile and broadband for all, with VIV excelling in FTTH scale (31M homes passed) and TIMB in 5G coverage (1,000+ cities); AMX added 3M postpaid subs recently. Momentum favors VIV's 31% YTD, but AMX's 64% 1-year lead reflects regional strength. Risks: AMX's higher net debt (1.41x EBITDA) versus TIMB's 0.82x and VIV's net cash; regulatory hurdles in Brazil impact TIMB/VIV more. Valuations show AMX P/E ~16, TIMB ~14, VIV ~20; all low-beta (0.28-0.54). Sentiment tilts to Brazil duo on fiber/5G catalysts, trading off AMX's stability.
Tickeron AI Verdict
Tickeron’s AI currently favors VIV for its superior YTD momentum (31%), market leadership in Brazil's largest telecom market, accelerating fiber/postpaid growth, and high EBITDA margins (~43%). Consistent outperformance versus benchmarks, coupled with low volatility (beta 0.31) and shareholder-friendly payouts, positions VIV with higher probabilistic upside in the near term, though AMX's scale offers diversification and TIMB's cash generation provides stability.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMX’s FA Score shows that 1 FA rating(s) are green whileTIMB’s FA Score has 2 green FA rating(s), and VIV’s FA Score reflects 2 green FA rating(s).
- AMX’s FA Score: 1 green, 4 red.
- TIMB’s FA Score: 2 green, 3 red.
- VIV’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMX’s TA Score shows that 5 TA indicator(s) are bullish while TIMB’s TA Score has 6 bullish TA indicator(s), and VIV’s TA Score reflects 6 bullish TA indicator(s).
- AMX’s TA Score: 5 bullish, 5 bearish.
- TIMB’s TA Score: 6 bullish, 2 bearish.
- VIV’s TA Score: 6 bullish, 2 bearish.
Price Growth
AMX (@Major Telecommunications) experienced а -3.47% price change this week, while TIMB (@Major Telecommunications) price change was +0.70% , and VIV (@Major Telecommunications) price fluctuated +0.23% for the same time period.
The average weekly price growth across all stocks in the @Major Telecommunications industry was -0.99%. For the same industry, the average monthly price growth was -4.43%, and the average quarterly price growth was +5.47%.
Reported Earning Dates
AMX is expected to report earnings on Jul 14, 2026.
TIMB is expected to report earnings on Jul 28, 2026.
VIV is expected to report earnings on Jul 27, 2026.
Industries' Descriptions
@Major Telecommunications (-0.99% weekly)Major telecommunications include companies that make communication possible across the globe – by providing voice and data transmission via multiple channels such as phone or the Internet, through airwaves or cables, through wires or wirelessly. The ease with which we connect with anyone, anywhere in the world is thanks in large part to the infrastructure created by the telecom industry. Some major telecom players include AT&T Inc., Verizon Communications Inc. and Nippon Telegraph and Telephone Corporation.
| AMX | TIMB | VIV | |
| Capitalization | 78.4B | 10.3B | 20.8B |
| EBITDA | 405B | 14.3B | 23.4B |
| Gain YTD | 25.060 | 12.721 | 16.805 |
| P/E Ratio | 15.57 | 12.34 | 17.02 |
| Revenue | 948B | 27B | 60.7B |
| Total Cash | 90.5B | 5.87B | 9.14B |
| Total Debt | 745B | 16.7B | 19.9B |
AMX | VIV | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 3 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 39 Fair valued | 7 Undervalued | |
PROFIT vs RISK RATING 1..100 | 29 | 25 | |
SMR RATING 1..100 | 46 | 75 | |
PRICE GROWTH RATING 1..100 | 45 | 52 | |
P/E GROWTH RATING 1..100 | 94 | 54 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
VIV's Valuation (7) in the Major Telecommunications industry is in the same range as AMX (39) in the Wireless Telecommunications industry. This means that VIV’s stock grew similarly to AMX’s over the last 12 months.
VIV's Profit vs Risk Rating (25) in the Major Telecommunications industry is in the same range as AMX (29) in the Wireless Telecommunications industry. This means that VIV’s stock grew similarly to AMX’s over the last 12 months.
AMX's SMR Rating (46) in the Wireless Telecommunications industry is in the same range as VIV (75) in the Major Telecommunications industry. This means that AMX’s stock grew similarly to VIV’s over the last 12 months.
AMX's Price Growth Rating (45) in the Wireless Telecommunications industry is in the same range as VIV (52) in the Major Telecommunications industry. This means that AMX’s stock grew similarly to VIV’s over the last 12 months.
VIV's P/E Growth Rating (54) in the Major Telecommunications industry is somewhat better than the same rating for AMX (94) in the Wireless Telecommunications industry. This means that VIV’s stock grew somewhat faster than AMX’s over the last 12 months.
| AMX | TIMB | VIV | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 55% | 2 days ago 65% | 2 days ago 60% |
| Stochastic ODDS (%) | 2 days ago 57% | 2 days ago 73% | 2 days ago 71% |
| Momentum ODDS (%) | 2 days ago 66% | 2 days ago 68% | 2 days ago 78% |
| MACD ODDS (%) | 2 days ago 69% | 2 days ago 68% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 58% | 2 days ago 71% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 59% | 2 days ago 55% |
| Advances ODDS (%) | 13 days ago 63% | 2 days ago 69% | 2 days ago 70% |
| Declines ODDS (%) | 2 days ago 56% | 7 days ago 57% | 7 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 43% | 2 days ago 72% | 2 days ago 63% |
| Aroon ODDS (%) | 2 days ago 61% | 2 days ago 66% | 2 days ago 58% |
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AMX and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMX has been loosely correlated with TIMB. These tickers have moved in lockstep 48% of the time. This A.I.-generated data suggests there is some statistical probability that if AMX jumps, then TIMB could also see price increases.
| Ticker / NAME | Correlation To AMX | 1D Price Change % | ||
|---|---|---|---|---|
| AMX | 100% | -0.88% | ||
| TIMB - AMX | 48% Loosely correlated | +1.12% | ||
| KT - AMX | 38% Loosely correlated | -0.39% | ||
| SKM - AMX | 36% Loosely correlated | -2.76% | ||
| VOD - AMX | 30% Poorly correlated | -0.53% | ||
| TIGO - AMX | 30% Poorly correlated | +2.94% | ||
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TIMB and
Correlation & Price change
A.I.dvisor indicates that over the last year, TIMB has been closely correlated with VIV. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if TIMB jumps, then VIV could also see price increases.
| Ticker / NAME | Correlation To TIMB | 1D Price Change % | ||
|---|---|---|---|---|
| TIMB | 100% | +1.12% | ||
| VIV - TIMB | 78% Closely correlated | +1.69% | ||
| AMX - TIMB | 48% Loosely correlated | -0.88% | ||
| KT - TIMB | 36% Loosely correlated | -0.39% | ||
| VOD - TIMB | 30% Poorly correlated | -0.53% | ||
| ASTS - TIMB | 29% Poorly correlated | -0.44% | ||
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VIV and
Correlation & Price change
A.I.dvisor indicates that over the last year, VIV has been closely correlated with TIMB. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if VIV jumps, then TIMB could also see price increases.
| Ticker / NAME | Correlation To VIV | 1D Price Change % | ||
|---|---|---|---|---|
| VIV | 100% | +1.69% | ||
| TIMB - VIV | 78% Closely correlated | +1.12% | ||
| KT - VIV | 34% Loosely correlated | -0.39% | ||
| VOD - VIV | 31% Poorly correlated | -0.53% | ||
| TIGO - VIV | 31% Poorly correlated | +2.94% | ||
| SKM - VIV | 30% Poorly correlated | -2.76% | ||
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