Grupo Televisa, S.A.B (TV) AI Stock Analysis

NYSE: TVAI research summary: business, growth, valuation, analysts, bull and bear case.

TV AI stock analysis summary

AI Research

Grupo Televisa, S.A.B. (NYSE: TV) is a major media and telecommunications company operating across Mexico and internationally. The company generated $57.98B in trailing twelve-month revenue, but faces top-line pressures with a 5-year revenue CAGR of -3.6%. While posting net losses in recent years, including -$9.17B in FY2025, it maintains positive free cash flow of $9.72B and holds $41.83B in cash and short-term investments.

Market cap
$1.30B
Revenue (TTM)
$57.98B
P/E
—
fwd 833.3x
1Y return
1.2%
S&P 500 16.8%
Avg. target
$3.91
58.5% vs last close

Bull case

  • Grupo Televisa produced strong annual cash flow in FY2025, including $23.20B in operating cash flow and $9.72B in free cash flow.
  • The stock trades at an EV/EBITDA multiple of 2.9x, which is significantly below the US-listed Communication Services median of 10.0x.
  • Analysts maintain a mean price target of $3.91, indicating a 58.5% premium to the last close of $2.47.

Bear case

  • Annual revenue has contracted consistently from $73.92B in FY2021 to $58.88B in FY2025, marked by a 5-year revenue CAGR of -3.6%.
  • Net losses have persisted over the last three fiscal years, totaling -$9.17B in FY2025 with a trailing twelve-month profit margin of -16.3%.
  • Total debt stands at $87.81B as of June 30, 2026, resulting in net debt of $45.99B.

What Grupo Televisa, S.A.B does

Grupo Televisa, S.A.B. is a media company founded in 1969 and based in Mexico City, Mexico. It operates across four segments: Cable, Sky, Content, and Other Businesses. The Cable segment offers television subscriptions, internet, phone, mobile services, and data solutions via a fiber-optic network. Sky delivers direct-to-home satellite pay television across Mexico, Central America, and the Dominican Republic. The Content segment produces and broadcasts television programming across channels 2, 4, 5, and 9, alongside licensing, syndication, and advertising sales. The Other Businesses segment covers sports, soccer operations, entertainment promotion, film production, gaming, and publishing.

Growth and profitability

Between FY2021 and FY2025, annual revenue fell from $73.92B to $58.88B, reflecting a 5-year CAGR of -3.6%. Net income transitioned from $6.06B in FY2021 to net losses of -$8.42B in FY2023, -$8.27B in FY2024, and -$9.17B in FY2025. In FY2025, gross margin stood at 38.2% and operating margin recovered to 8.6%, up from 0.5% in FY2024. For the latest quarter ended June 30, 2026, quarterly revenue fell 3.0% year-over-year, while quarterly earnings grew 227.3%. Trailing twelve-month revenue was $57.98B, with an operating margin of 11.0% and EPS of -$91.88.

TV income statement →

Balance sheet and cash flow

As of June 30, 2026, Grupo Televisa held $41.83B in cash and short-term investments against total debt of $87.81B, resulting in net debt of $45.99B. Total assets were $235.86B and shareholders' equity was $101.82B, yielding a debt-to-equity ratio of 0.86 and a current ratio of 2.40. Operating cash flow in FY2025 reached $23.20B, supporting capital expenditures of $13.47B and free cash flow of $9.72B. During FY2025, capital allocation included $594.2M spent on share buybacks and $1.02B paid in dividends.

TV balance sheet →

Valuation and performance

With a market cap of $1.30B and an enterprise value of $3.94B, Grupo Televisa trades at an EV/EBITDA of 2.9x, compared to the median of 10.0x for its US-listed Communication Services peers. Its price-to-book ratio is 0.2x, while forward P/E stands at 833.3x versus the peer median of 14.1x. Over the past year, the stock returned 1.2%, lagging the 16.8% return of the S&P 500 benchmark. Over five years, the stock is down 73.7%, while the S&P 500 rose 83.0%.

TV key metrics →

What analysts expect

Wall Street coverage consists of 2 Strong Buy, 1 Buy, 6 Hold, and no Sell ratings. The mean price target is $3.91, representing an upside of 58.5% from the last close of $2.47 on October 16, 2026. For the fiscal year ending December 31, 2026, analysts estimate EPS of $2.49 and revenue of $56.78B. The company beat EPS estimates in 1 of the last 4 quarters, with its next earnings release scheduled for October 23, 2026.

TV forecast and price target →

Key risks and what to watch

  • Ongoing revenue shrinkage presents a risk, with quarterly revenue falling 3.0% year-over-year in the period ended June 30, 2026.
  • The company missed EPS estimates in 3 of the last 4 quarters heading into its next earnings report on October 23, 2026.
  • Forward revenue is estimated to decline further to $56.78B for FY2026 and $55.26B for FY2027.
  • Total debt of $87.81B requires continued cash generation amid negative trailing twelve-month EPS of -$91.88.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this TV AI stock analysis

This page is an AI-written research summary of Grupo Televisa, S.A.B (TV). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: TV income statement, TV balance sheet, TV key metrics, TV analyst forecast, TV chart. See the TV stock overview for the latest quote and news.

TV AI stock analysis FAQ

When is Grupo Televisa's next earnings report date?

Grupo Televisa is scheduled to report its next earnings on October 23, 2026.

What is Grupo Televisa's net debt position?

As of June 30, 2026, the company held $41.83B in cash and short-term investments against $87.81B of total debt, resulting in net debt of $45.99B.

What is the consensus analyst price target for TV stock?

The mean analyst price target is $3.91, which sits 58.5% above the last closing price of $2.47.

How did Grupo Televisa perform financially in FY2025?

In FY2025, revenue was $58.88B with a net loss of -$9.17B, while generating $23.20B in operating cash flow and $9.72B in free cash flow.

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