TIM, 67%-owned by Telecom Italia, is the smallest of the three major wireless carriers in Brazil. The removal of Oi from the market in 2022 has greatly improved the competitive environment. While we expect TIM will generate steady results in the coming years, we believe the firm’s modest fixed-line footprint leaves it at a disadvantage to both its larger competitors.
TIM claims roughly 24% of the Brazilian wireless market, which should give it plenty of scale to generate strong cash flows.
TIM’s minimal fixed-line presence prevents it from offering bundled wireless and fixed-line services. Limited fixed-line infrastructure will also hurt the firm as it rolls out 5G wireless technology.
|
Metric
|
TIMB
|
TIGO SDB
|
AMX
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.85 | 30.45 | 30.39 |
Price/Book Value | 1.73 | 1.20 | 2.19 |
Price/Sales | 1.62 | 0.76 | 1.07 |
Price/Cash Flow | 3.43 | 2.81 | 3.74 |
|
Metric
|
TIMB
|
TIGO SDB
|
AMX
|
|---|---|---|---|
Quick Ratio | 0.75 | 0.56 | 0.62 |
Current Ratio | 0.88 | 0.97 | 0.71 |
Interest Coverage | 2.06 | 1.60 | 1.82 |
|
Metric
|
TIMB
|
TIGO SDB
|
AMX
|
|---|---|---|---|
Return on Assets (Normalized) | 5.55% | −0.02% | 2.46% |
Return on Equity (Normalized) | 11.94% | −0.07% | 10.34% |
Return on Invested Capital (Normalized) | 10.68% | 3.64% | 7.76% |
|
1-Day Chart
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Morningstar Rating for Stocks
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|
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United States