TelevisaGentherm

Televisa vs Gentherm

This page compares Televisa and Gentherm, detailing their business models, financial performance, and market context in a neutral, accessible way. It offers context, terminology, and factors investors...

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Mexico Tariffs: What's Next for Local Industry?

Mexico Tariffs: What's Next for Local Industry?

Mexico is raising tariffs on Chinese imports to protect its local industries from foreign competition. This shift creates an advantage for Mexican domestic manufacturers, who are now better positioned to capture a larger share of their home market.

Published: September 12, 2025

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Broadcast Media Consolidation Stocks 2025 | M&A Trends

Broadcast Media Consolidation Stocks 2025 | M&A Trends

Nexstar's $6.2 billion acquisition of Tegna marks a significant consolidation in the local TV broadcast industry. This deal could spark further mergers and acquisitions, creating opportunities for other major players in the media landscape.

Published: August 21, 2025

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Media Consolidation: The Paramount-Skydance Ripple Effect

Media Consolidation: The Paramount-Skydance Ripple Effect

The FCC's approval of the $8 billion merger between Paramount and Skydance reshapes the media landscape, creating a new entertainment powerhouse. This major consolidation presents an opportunity for rival media companies and content producers to gain a competitive edge as the new entity navigates its integration.

Published: July 26, 2025

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Capturing The Airwaves: Private Media's Opportunity

Capturing The Airwaves: Private Media's Opportunity

This carefully selected group of media stocks is positioned to benefit from a major shift in the broadcasting landscape. With public media losing federal funding, private companies have a unique opportunity to expand their audience and boost advertising revenue.

Published: July 21, 2025

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Mexico's Economic Turnaround

Mexico's Economic Turnaround

A carefully curated selection of companies poised to benefit from Mexico's improving economic stability. Professional investors have identified these stocks based on their potential to capitalize on a stronger peso, increased foreign investment, and rising domestic demand.

Published: June 30, 2025

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Mexico's Stable Rise

Mexico's Stable Rise

Mexico's economy is showing impressive signs of stability with a narrowing current account deficit. This collection features companies set to thrive from a potentially stronger peso, increased consumer spending, and renewed investor confidence in Mexico's economic future.

Published: June 30, 2025

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Investment Analysis

Pros

  • Grupo Televisa is executing a $400 million cost efficiency program showing positive operational improvements and capital structure strengthening.
  • The company has a strong current ratio of 2.35, indicating good short-term liquidity.
  • Growth drivers include broadband segment ARPU increase and expanded monetization of its ViX streaming service with advertising and premium tiers.

Considerations

  • Grupo Televisa reported a net loss recently, with negative net income impacting profitability.
  • The forward price-to-earnings ratio is very high, suggesting limited near-term earnings growth.
  • Despite operational efforts, the company faces high leverage, with TelevisaUnivision targeting leverage below 5x, which remains elevated.

Pros

  • Gentherm leads in thermal management technology with diversified applications in automotive and medical industries.
  • Strong partnerships with global OEMs provide visibility to long-term growth.
  • Innovations in energy-efficient climate control solutions position Gentherm well amid rising environmental standards.

Considerations

  • The company remains exposed to cyclicality in automotive production which can impact revenue volatility.
  • Supply chain constraints and raw material cost inflation pose execution and margin pressure risks.
  • Gentherm's dependence on a limited number of large customers concentrates business risk.

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