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TPG Telecom LimitedASX:TPG Rapporto sulle azioni

Cap. di mercato AU$7.5b
Prezzo delle azioni
n/a
1Y-21.1%
7D0%
1D0.3%
Valore del portafoglio
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TPG Telecom Limited

Report azionario ASX:TPG

Capitalizzazione di mercato: AU$7.5b

TPG Telecom (TPG) Panoramica del titolo

TPG Telecom Limited fornisce servizi di telecomunicazione a clienti consumer, business, enterprise, government e wholesale in Australia. Maggiori dettagli

TPG analisi fondamentale
Punteggio fiocco di neve
Valutazione2/6
Crescita futura3/6
Prestazioni passate1/6
Salute finanziaria3/6
Dividendi2/6

Premi

Negoziato a 29.3% al di sotto della nostra stima del suo valore equo

Si prevede che gli utili cresceranno del 36.92% all'anno

È diventato redditizio quest'anno

Analisi del rischio

Il dividendo di 5.21% non è ben coperto dagli utili

Grandi elementi una tantum che incidono sui risultati finanziari


TPG Community Fair Values

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Analyst Price Targets

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Concorrenti di TPG Telecom Limited

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per TPG Telecom
Prezzi storici delle azioni
Prezzo attuale dell'azioneAU$3.84
Massimo di 52 settimaneAU$5.85
Minimo di 52 settimaneAU$3.47
Beta0.054
Variazione di 1 mese8.17%
Variazione a 3 mesi5.49%
Variazione di 1 anno-21.15%
Variazione a 3 anni-32.04%
Variazione a 5 anni-42.52%
Variazione dall'IPO-56.85%

Notizie e aggiornamenti recenti

Aggiornamento narrativa • Aug 24

TPG: Dividend And Analyst Day Will Support Steady Margins And P/E

Analysts have revised their price target on TPG Telecom from A$3.40 to A$3.60, citing updated assumptions around revenue growth, profit margins and a lower forward P/E multiple in their valuation work. What's in the News for TPG Telecom TPG Telecom declared a dividend of A$0.10 per share for the six months ended 30 June 2026, according to company disclosures.

Recent updates

Aggiornamento narrativa • Aug 24

TPG: Dividend And Analyst Day Will Support Steady Margins And P/E

Analysts have revised their price target on TPG Telecom from A$3.40 to A$3.60, citing updated assumptions around revenue growth, profit margins and a lower forward P/E multiple in their valuation work. What's in the News for TPG Telecom TPG Telecom declared a dividend of A$0.10 per share for the six months ended 30 June 2026, according to company disclosures.
Aggiornamento narrativa • Jul 16

TPG: Analyst Day Signals Steady Outlook With Adjusted Margins And P/E

Analysts have adjusted their price target for TPG Telecom slightly higher to A$3.40 from A$3.30, reflecting updated assumptions around revenue growth, profit margins, the discount rate and the stock's future P/E multiple. What's in the News TPG Telecom held an Analyst/Investor Day, giving the market an opportunity to hear management discuss the business and outlook in more detail.
Aggiornamento narrativa • Jul 02

TPG: Asset Sales And Wholesale Deals Will Support Rebound Case

Analysts have lowered their TPG Telecom price target from A$5.90 to A$4.70, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple in their valuation work. What's in the News TPG Telecom is in focus for potential Greencross related asset sale activity, with investors watching how any proceeds might affect portfolio simplification and balance sheet strength.
Articolo di analisi • Jun 21

TPG Telecom (ASX:TPG) Shares Could Be 7.7% Undervalued After Outage Recovery And Swoop Deal

TPG Telecom (ASX:TPG) is back in focus after a nationwide Vodafone mobile outage, followed by network restoration and review, and a new infrastructure partnership to support Swoop’s expansion into mobile services. See our latest analysis for TPG Telecom. The recent outage and subsequent recovery come against a mixed share price backdrop for TPG Telecom. The 1-day share price return of 3.26% and 7-day return of 2.43% sit alongside a 30-day share price return that declined 8.87%, while the...
Aggiornamento narrativa • Jun 18

TPG: Mobile Led Model And AI Tools Will Support Upside

Analysts have maintained their A$4.12 fair value estimate for TPG Telecom, citing unchanged assumptions for discount rate, revenue growth, profit margin and future P/E. Together, these factors support a consistent view of the stock’s valuation outlook.
Aggiornamento narrativa • Jun 04

TPG: Mobile First Model And AI Focus Will Support Future Upside

Analysts have lowered their price target for TPG Telecom to A$4.12 from A$4.16, citing updated assumptions that include slightly lower revenue growth, modestly softer profit margins and a small uplift in the projected future P/E multiple. What's in the News TPG Telecom highlighted first half FY26 mobile service revenue, supported by a digital first focus, AI use and disciplined cost management.
Aggiornamento narrativa • May 19

TPG: Fair Outlook Will Rely On Modest Discount Rate And P E Expectations

Analysts have kept their fair value estimate for TPG Telecom steady at A$4.16, with a slightly higher discount rate and a largely unchanged future P/E assumption. This has led to no change in the overall price target while reflecting a modestly more cautious risk outlook.
Aggiornamento narrativa • Apr 30

TPG: Fair Outlook Will Depend On Lower Discount Rate And P/E Assumptions

Analysts have modestly lifted their price target on TPG Telecom to A$4.16 from A$4.13, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E as the key drivers of the change. Valuation Changes Fair Value: A$4.13 to A$4.16, a slight uplift in the assessed valuation range.
Aggiornamento narrativa • Apr 15

TPG: Fair Outlook Will Rely On Refined Discount Rate And P/E Assumptions

Analysts have nudged their price target for TPG Telecom higher to A$4.13. This is a small refinement that reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E, rather than a major shift in outlook.
Aggiornamento narrativa • Mar 31

TPG: Stable Outlook Will Rely On Slightly Softer Discount Rate Assumptions

Analysts have nudged their price target for TPG Telecom slightly higher to A$4.13 from A$4.11, reflecting small adjustments to fair value, discount rate, revenue growth assumptions, profit margin outlook and future P/E expectations. Valuation Changes Fair Value: A$4.11 to A$4.13, a small upward adjustment to the estimated share valuation.
Aggiornamento narrativa • Mar 17

TPG: Stable Fair Value And Refined Assumptions Will Guide Future Returns

Analysts have maintained the TPG Telecom price target at A$4.11, making only minor adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions. This reflects a largely unchanged view of the stock's key valuation drivers.
Aggiornamento narrativa • Mar 03

TPG: Equity Raising And Higher P/E Assumptions Will Shape Future Returns

Analysts have reduced their price target for TPG Telecom from A$4.28 to A$4.11. This reflects updated views on revenue growth, profit margins and a higher future P/E assumption, supported by a slightly lower discount rate.
Aggiornamento narrativa • Feb 16

TPG: Recent Equity Raisings Will Support Higher Future Share Returns

Analysts have nudged their price target for TPG Telecom slightly higher to A$4.28 from A$4.26. This reflects updated assumptions around discount rates, modest revenue contraction, profit margins and a higher future P/E multiple.
Aggiornamento narrativa • Feb 02

TPG: Equity Raisings And Special Dividend Will Support Balanced Future Returns

Analysts have trimmed their price target for TPG Telecom to A$4.26 from A$4.51, citing slightly lower fair value estimates along with modestly softer assumptions for long term revenue growth, profit margins and future P/E multiples. What's in the News TPG Telecom completed a follow on equity offering totaling A$73.42 million through a rights issue of 20,585,238 ordinary shares at A$3.566623 per share (company filing).
Aggiornamento narrativa • Jan 19

TPG: Upcoming Capital Raises And Special Dividend Will Support Future Upside

Analysts have reduced their price target on TPG Telecom from A$4.75 to A$4.51, citing slightly softer assumptions on profit margins, revenue trends and future P/E multiples as the main reasons for the change. What's in the News TPG Telecom completed a follow on equity offering of A$73.4 million through a rights issue of 20,585,238 ordinary shares at A$3.57 per share, described as a Rights Offering (company event filing).
Aggiornamento narrativa • Jan 05

TPG: Upcoming Equity Offers And Special Dividend Will Support Future Upside

Analysts have raised their fair value estimate for TPG Telecom from A$4.64 to A$4.75 per share. The change reflects updated discount rate assumptions, expectations for slightly softer revenue contraction, and minor adjustments to profit margin and forward P/E inputs.
Aggiornamento narrativa • Dec 19

TPG: Upcoming Capital Returns Will Drive Attractive Upside For Shareholders

Analysts have trimmed their price target for TPG Telecom to approximately $4.64 from about $5.00. This reflects a slightly higher perceived risk, offset by modestly improved long term profit margin expectations and a lower projected future P/E multiple.
Aggiornamento narrativa • Dec 05

TPG: Upcoming Capital Return Will Support Future Shareholder Upside Potential

Analysts have trimmed their price target on TPG Telecom slightly to approximately $5.00 per share, citing marginally higher discount rate assumptions, along with largely unchanged expectations for revenue growth, profit margins, and future valuation multiples. What's in the News TPG Telecom has completed a follow-on equity offering of approximately AUD 300 million via a subsequent direct listing of 83.1 million ordinary shares at AUD 3.61 per share (company filing).
Aggiornamento narrativa • Nov 21

TPG: Equity Offerings And Special Dividend Will Drive Future Shareholder Returns

Analysts have revised TPG Telecom’s fair value estimate downward by $0.50 per share to $5.00, citing a modest contraction in profit margin expectations and a higher discount rate that is impacting future projections. What's in the News TPG Telecom has completed a follow-on equity offering worth AUD 300 million, issuing 83,102,493 ordinary shares at AUD 3.61 (Key Developments).
Articolo di analisi • Oct 08

Some Shareholders Feeling Restless Over TPG Telecom Limited's (ASX:TPG) P/S Ratio

When you see that almost half of the companies in the Telecom industry in Australia have price-to-sales ratios (or...
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Nuova narrativa • Feb 09

5G Investments And Optus Agreement Will Expand Market Coverage And Reduce Costs

TPG Telecom's focus on cost efficiency and business simplification is expected to slow OpEx growth and improve net margins.

Rendimenti per gli azionisti

TPGAU TelecomAU Mercato
7D0%0.2%-2.9%
1Y-21.1%-10.0%-2.7%

Ritorno vs Industria: TPG ha avuto una performance inferiore rispetto al Australian Telecom che ha registrato un rendimento -10 % nell'ultimo anno.

Rendimento vs Mercato: TPG ha avuto una performance inferiore al mercato Australian che ha registrato un rendimento -2.7 % nell'ultimo anno.

Volatilità dei prezzi

Is TPG's price volatile compared to industry and market?
TPG volatility
TPG Average Weekly Movement3.3%
Telecom Industry Average Movement4.7%
Market Average Movement9.6%
10% most volatile stocks in AU Market16.7%
10% least volatile stocks in AU Market3.9%

Prezzo delle azioni stabile: TPG non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Australian.

Volatilità nel tempo: La volatilità settimanale ( 3% ) di TPG è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19862,784Inaki Berroetawww.tpgtelecom.com.au

TPG Telecom Limited fornisce servizi di telecomunicazione a consumatori, aziende, imprese e governi e a clienti all'ingrosso in Australia. Vende anche telefoni cellulari, accessori mobili e dispositivi modem fissi. Inoltre, l'azienda possiede e gestisce i prodotti della rete mobile Vodafone.

TPG Telecom Limited Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di TPG Telecom con la sua capitalizzazione di mercato?
TPG statistiche fondamentali
Capitalizzazione di mercatoAU$7.50b
Utili (TTM)AU$55.00m
Ricavi(TTM)AU$5.04b
136.3x
Rapporto P/E
1.5x
Rapporto P/S

TPG è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
TPG Conto economico (TTM)
RicaviAU$5.04b
Costo del fatturatoAU$2.68b
Profitto lordoAU$2.36b
Altre speseAU$2.30b
UtiliAU$55.00m

Ultimi utili riportati

Jun 30, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)0.028
Margine lordo46.81%
Margine di profitto netto1.09%
Rapporto debito/patrimonio netto16.8%

Come si è comportato TPG nel lungo periodo?

Vedi performance storica e confronto

Dividendi

5.2%
Rendimento attuale del dividendo
662%
Rapporto di remunerazione
Quando è necessario acquistare TPG per ricevere un dividendo imminente?
TPG Telecom date dei dividendi
Data di stacco del dividendoAug 27 2026
Data di pagamento dei dividendiSep 29 2026
Giorni fino al dividendo Ex18 days
Giorni prima della data di pagamento dei dividendi15 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/13 05:03
Prezzo dell'azione a fine giornata2026/09/11 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

TPG Telecom Limited è coperta da 17 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Eric ChoiBarrenjoey Markets Pty Limited
Ware KuoBofA Global Research
Nicholas BasileCLSA