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Telefônica Brasil
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
FTTH Consolidation And 5G Rollout Will Empower Future Connectivity
Key Takeaways Leadership in fiber broadband and digital service expansion positions the company for stronger recurring revenues and long-term margin improvement. 5G rollout and growth in B2B digital solutions create opportunities for revenue diversification and future earnings growth.
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R$36.02
FV
6.4% undervalued
intrinsic discount
5.65%
Revenue growth p.a.
Set Fair Value
0
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9
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Updated
narrative
TIM
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
5G Expansion And IoT Integration Will Unlock Telecom Potential
Key Takeaways Strong 5G leadership and growth in digital, IoT, and financial services are strengthening TIM's revenue diversity and supporting sustained earnings improvement. Efficiency gains from network modernization, cost control, and increased postpaid customer mix are driving higher margins, cash flow, and shareholder returns.
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R$24.35
FV
5.6% undervalued
intrinsic discount
4.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
narrative