Globe Telecom (GLO) Resumen de Acciones
Globe Telecom, Inc. se dedica a la prestación de servicios de telecomunicaciones a consumidores particulares, empresas y pequeñas y medianas empresas en Filipinas. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 2/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
GLO Community Fair Values
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Analyst Price Targets
Competidores de Globe Telecom, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | ₱1,692.00 |
| Máximo en las últimas 52 semanas | ₱2,004.00 |
| Mínimo de 52 semanas | ₱1,401.00 |
| Beta | 0.28 |
| Cambio en 1 mes | 2.48% |
| Variación en 3 meses | -1.51% |
| Cambio de 1 año | -14.55% |
| Variación en 3 años | -1.05% |
| Variación en 5 años | -6.57% |
| Variación desde la OPV | 336.20% |
Noticias y actualizaciones recientes
Actualización del análisis • Apr 25
GLO: Future Returns Will Rely On Connectivity Expansion And Stable Long Run Profitability
Analysts are holding their Globe Telecom fair value estimate at ₱1,650, citing broadly steady assumptions around revenue growth, profit margins and future P/E as the basis for keeping the price target unchanged. What's in the News Board meeting scheduled for Apr 21, 2026, with the agenda to elect Mr. Cezar P.Actualización del análisis • Apr 09
GLO: Future Returns Will Rely On Dividends And Broader Connectivity Initiatives
Analysts have kept their fair value estimate for Globe Telecom steady at ₱1,650, citing only minor adjustments to revenue growth, profit margin, and future P/E assumptions as the reasons for maintaining their price target. What's in the News Globe Business is partnering with Aeris to launch the Aeris IoT Accelerator platform in the Philippines, targeting commercial availability by the third quarter of 2026 and focusing on integrated IoT connectivity management for enterprises.Actualización del análisis • Mar 26
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Platforms
Analysts have kept Globe Telecom’s fair value estimate steady at ₱1,650.00, with the updated target reflecting slightly refined assumptions around the discount rate, revenue growth, profit margin, and a lower future P/E multiple. What's in the News Globe Business is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, aiming to provide enterprises with an integrated command center for IoT connectivity management, with commercial availability targeted by the third quarter of 2026.Actualización del análisis • Mar 12
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Initiatives
Analysts have kept their ₱1,650 price target for Globe Telecom unchanged, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginally reduced future P/E multiple. What's in the News Globe Telecom is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, giving enterprise customers a single platform to manage IoT programs and connectivity for use cases such as automotive OEMs and software defined vehicles, with commercial availability targeted by the third quarter of 2026 (Key Developments).Actualización del análisis • Feb 24
GLO: Future Returns Will Rely On Dividends And Satellite Connectivity
Analysts have maintained their ₱1,650 price target for Globe Telecom, citing updated assumptions that combine a higher revenue growth outlook with a lower profit margin and a higher future P/E multiple, while keeping the discount rate essentially unchanged. What's in the News Globe Telecom filed a follow on equity offering for two series of preferred shares, Series A and Series B, both described as callable, cumulative, non participating, perpetual, subordinated and unsecured (Key Developments).Recent updates
Actualización del análisis • Apr 25
GLO: Future Returns Will Rely On Connectivity Expansion And Stable Long Run Profitability
Analysts are holding their Globe Telecom fair value estimate at ₱1,650, citing broadly steady assumptions around revenue growth, profit margins and future P/E as the basis for keeping the price target unchanged. What's in the News Board meeting scheduled for Apr 21, 2026, with the agenda to elect Mr. Cezar P.Actualización del análisis • Apr 09
GLO: Future Returns Will Rely On Dividends And Broader Connectivity Initiatives
Analysts have kept their fair value estimate for Globe Telecom steady at ₱1,650, citing only minor adjustments to revenue growth, profit margin, and future P/E assumptions as the reasons for maintaining their price target. What's in the News Globe Business is partnering with Aeris to launch the Aeris IoT Accelerator platform in the Philippines, targeting commercial availability by the third quarter of 2026 and focusing on integrated IoT connectivity management for enterprises.Actualización del análisis • Mar 26
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Platforms
Analysts have kept Globe Telecom’s fair value estimate steady at ₱1,650.00, with the updated target reflecting slightly refined assumptions around the discount rate, revenue growth, profit margin, and a lower future P/E multiple. What's in the News Globe Business is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, aiming to provide enterprises with an integrated command center for IoT connectivity management, with commercial availability targeted by the third quarter of 2026.Actualización del análisis • Mar 12
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Initiatives
Analysts have kept their ₱1,650 price target for Globe Telecom unchanged, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginally reduced future P/E multiple. What's in the News Globe Telecom is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, giving enterprise customers a single platform to manage IoT programs and connectivity for use cases such as automotive OEMs and software defined vehicles, with commercial availability targeted by the third quarter of 2026 (Key Developments).Actualización del análisis • Feb 24
GLO: Future Returns Will Rely On Dividends And Satellite Connectivity
Analysts have maintained their ₱1,650 price target for Globe Telecom, citing updated assumptions that combine a higher revenue growth outlook with a lower profit margin and a higher future P/E multiple, while keeping the discount rate essentially unchanged. What's in the News Globe Telecom filed a follow on equity offering for two series of preferred shares, Series A and Series B, both described as callable, cumulative, non participating, perpetual, subordinated and unsecured (Key Developments).Actualización del análisis • Feb 10
GLO: Dividends And Satellite Connectivity Will Shape Returns At Fair Valuation
Analysts have lifted their fair value estimate for Globe Telecom to ₱1,650 from ₱1,550, citing updated assumptions that include a shift from a 0.30% revenue contraction to 3.74% revenue growth expectations, a slightly lower discount rate of 11.25% versus 11.39%, a modest trim to forecast profit margin to 14.48% from 14.95%, and a small adjustment in future P/E expectations to 11.23x from 11.56x. What's in the News Globe became the first operator in Southeast Asia and the second in Asia to offer Starlink's Direct to Cell satellite service, enabling data, voice, and messaging for standard LTE phones, with only a clear view of the sky required (Key Developments).Actualización del análisis • Jan 25
GLO: Dividends And New ICT Venture Will Shape Returns At Fair Valuation
Analysts have kept their price target for Globe Telecom at ₱1,550, citing small adjustments to revenue growth, profit margin, and future P/E assumptions that largely offset each other in their valuation work. What's in the News Globe closed a joint venture with Singapore based NCS Pte.Actualización del análisis • Jan 10
GLO: Dividends And New ICT Venture Will Shape Future Return Profile
Analysts have kept their price target for Globe Telecom unchanged at ₱1,550.00. They cite small adjustments to revenue expectations and margin outlook that do not materially alter their valuation or assumed forward P/E multiple.Actualización del análisis • Dec 13
GLO: Future Dividend And Margin Outlook Will Shape Balanced Return Profile
Analysts have trimmed their 12 month price target for Globe Telecom to ₱1,550 from ₱1,650, reflecting slightly softer revenue growth expectations, improved profitability, and a lower assumed future price to earnings multiple. What's in the News Board meeting scheduled for December 9, 2025, to set the date of the 2026 Annual Stockholders' Meeting and address other corporate matters (company filing) Board meeting on November 6, 2025, to approve a fourth quarter cash dividend of ₱25.00 per common share, payable on December 5, 2025, to shareholders of record as of November 20, 2025 (company filing) Valuation Changes Fair Value Estimate: Reduced from ₱1,650 to ₱1,550, indicating a modest downgrade in the 12 month price target.
Actualización del análisis • Aug 28
Digital Transformation And Network Expansion Will Create Future Opportunity
The slight downward revision in Globe Telecom’s analyst price target primarily reflects modestly softer revenue growth expectations, with consensus estimates declining from 2.1% to 2.0% per annum, resulting in a lowered fair value from ₱2256 to ₱2197. What's in the News Globe Fintech Innovations, Inc.
Nuevo análisis • Dec 09
STT Data Center Expansion, GCash Scaling, And 5G Boom To Supercharge Revenue And Boost Net Margins
Data center expansions and strategic leadership changes are set to boost revenue and improve margins through sustainable IT capacity and customer-centric approaches.Rentabilidad de los accionistas
| GLO | PH Wireless Telecom | Mercado PH | |
|---|---|---|---|
| 7D | 2.7% | 3.0% | 1.6% |
| 1Y | -14.5% | 23.1% | -11.1% |
Rentabilidad vs. Industria: Los resultados de GLO fueron inferiores a los de la industria PH Wireless Telecom, que obtuvo un rendimiento del 23.1% el año pasado.
Rentabilidad vs. Mercado: GLO obtuvo unos resultados inferiores a los del mercado PH, que fueron del -11.1% el año pasado.
Volatilidad de los precios
| GLO volatility | |
|---|---|
| GLO Average Weekly Movement | 3.0% |
| Wireless Telecom Industry Average Movement | 4.0% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in PH Market | 10.2% |
| 10% least volatile stocks in PH Market | 3.0% |
Precio estable de las acciones: GLO no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado PH.
Volatilidad a lo largo del tiempo: La volatilidad semanal de GLO (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1935 | 6,662 | Carl Raymond Cruz | www.globe.com.ph |
Globe Telecom, Inc. se dedica a la prestación de servicios de telecomunicaciones a consumidores particulares, empresas y pequeñas y medianas empresas en Filipinas. Opera a través de los segmentos de Servicios de Comunicaciones Móviles y Servicios de Comunicaciones por Cable. La empresa ofrece servicios de comunicaciones inalámbricas digitales bajo las marcas Globe Postpaid y Prepaid, y Touch Mobile; servicios de comunicación móvil digital e Internet-on-the-go; servicios de voz, SMS, datos y de valor añadido; servicios de comunicación de larga distancia internacional o servicios de operador; y servicios de datos corporativos, incluidas soluciones de datos de extremo a extremo.
Resumen de fundamentos de Globe Telecom, Inc.
| Estadísticas fundamentales de GLO | |
|---|---|
| Capitalización bursátil | ₱244.44b |
| Beneficios(TTM) | ₱21.84b |
| Ingresos (TTM) | ₱178.41b |
11.2x
Ratio precio-beneficio (PE)1.4x
Ratio precio-ventas (PS)¿Está GLO sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de GLO | |
|---|---|
| Ingresos | ₱178.41b |
| Coste de los ingresos | ₱30.05b |
| Beneficio bruto | ₱148.36b |
| Otros gastos | ₱126.51b |
| Beneficios | ₱21.84b |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
May 13, 2026
| Beneficios por acción (BPA) | 151.18 |
| Margen bruto | 83.16% |
| Margen de beneficio neto | 12.24% |
| Ratio deuda/patrimonio | 146.9% |
¿Cómo se ha desempeñado GLO a largo plazo?
Ver rendimiento histórico y comparativaDividendos
5.9%
Rentabilidad actual por dividendo66%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/08 05:39 |
| Precio de las acciones al final del día | 2026/05/08 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Globe Telecom, Inc. está cubierta por 25 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Sukriti Bansal | BofA Global Research |
| Daphne Sze | CGS International |
| Ralph Christian Bodollo | CGS International |