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PSE:GLO Community
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Globe Telecom
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Globe Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Mynt's Public Listing And GCash Expansion Will Strengthen Future Prospects
Key Takeaways Globe's ventures in fintech and data centers indicate strong future earnings and revenue growth potential through strategic expansion and optimized capital management. Focus on broadband and corporate data services promises revenue expansion by targeting underserved markets and enhancing digital solutions offerings.
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₱2.40k
FV
30.9% undervalued
intrinsic discount
2.90%
Revenue growth p.a.
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2 days ago
author updated this narrative
Globe Telecom
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Accelerating Digital Transformation Will Power 5G And Fintech Expansion
Key Takeaways Expansion of Mynt (GCash), data centers, and broadband strengthens Globe's position in digital, payments, and enterprise services, unlocking new, recurring revenue streams. Digital transformation, operational efficiency, and industry support drive margin improvement and support long-term profitability and dividend growth.
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₱2.75k
FV
39.8% undervalued
intrinsic discount
4.48%
Revenue growth p.a.
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Globe Telecom
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Digital Disruption And High CapEx Will Erode Legacy Margins
Key Takeaways Digital disruption, rising competition, and regulatory demands threaten revenue growth, margin stability, and force higher compliance and operating costs. Heavy infrastructure investments and new technologies risk straining cash flow, limiting dividends, and eroding Globe's traditional market advantages.
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₱1.73k
FV
4.2% undervalued
intrinsic discount
1.05%
Revenue growth p.a.
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Your Valuation for
GLO
GLO
Globe Telecom
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Current Price
₱1.66k
52.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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210b
2015
2018
2021
2024
2025
2027
2030
Revenue ₱210.2b
Earnings ₱26.7b
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