Vodafone Group Gestione
Criteri Gestione verificati 3/4
Vodafone Group Il CEO è Margherita Della Valle, nominato in Dec2022, e ha un mandato di 3.58 anni. la retribuzione annua totale è € 8.77M, composta da 12.7% di stipendio e 87.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.024% delle azioni della società, per un valore di £ 6.41M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.8 anni e 4 anni.
Informazioni chiave
Margherita Della Valle
Amministratore delegato
€8.8m
Compenso totale
| Percentuale dello stipendio del CEO | 12.66% |
| Mandato del CEO | 3.6yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 5.8yrs |
| Durata media del Consiglio di amministrazione | 4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jul 30
VOD: German Competition And Inorganic Investment Needs Will Constrain Future Upside
Analysts have lifted the fair value estimate for Vodafone Group to £0.84 from £0.67, reflecting a range of recent price target revisions along with updated assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Recent research on Vodafone Group shows a split view, with some firms lifting price targets and others dialing back expectations.
Aggiornamento narrativa • Jul 16
VOD: Safaricom Stake And Execution Reset May Support Future Re Rating
The updated analyst price target for Vodafone Group has increased to £1.48 from £1.43, with analysts citing revised fair value assumptions around revenue growth, profit margins and future P/E as they reassess the balance of recent rating changes and price targets across the Street. Analyst Commentary Street research on Vodafone Group has been mixed, with several firms revising ratings and price targets as they reassess the company’s execution across core markets such as Germany and the UK.Aggiornamento narrativa • Jul 02
VOD: German Competition And Inorganic Investment Needs Will Pressure Future Returns
Vodafone Group's analyst price targets have generally shifted lower, with cuts such as £1.55 to £1.50 and £1.20 to £1.10. These changes reflect analyst concerns about German competitive pressures and the balance between UK growth, elevated spending, and German EBITDA trends.Aggiornamento narrativa • Jun 18
VOD: Future Re Rating May Follow Improved Margins Despite German Pressure
The latest narrative update on Vodafone Group reflects a lower analyst price target of £1.50, down £0.05, as analysts weigh ongoing pressure in Germany and elevated UK spending against adjusted assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Vodafone Group has become more mixed, with several firms revising price targets and ratings as they reassess the balance between pressure in Germany, higher UK spending, and the company’s broader execution.Aggiornamento narrativa • Jun 04
VOD: German EBITDA Strains And Elevated Spending Will Pressure Future Returns
Vodafone Group's analyst price target has been revised modestly, with a small fair value uplift to £0.65 as analysts weigh mixed views that include concerns about higher spending and German EBITDA pressure, alongside recent target increases from several banks. Analyst Commentary Recent Street research shows a split in sentiment, with some bearish analysts turning more cautious on Vodafone's ability to convert its current footprint into consistent value for shareholders.Aggiornamento narrativa • May 19
VOD: Rising Telecom Confidence May Drive Re Rating On Branded Calling
Analysts have nudged their average price target for Vodafone higher to £1.48 from £1.25, reflecting updated assumptions around a lower discount rate, slightly adjusted revenue growth and profit margin expectations, as well as a higher future P/E multiple, alongside a mix of recent target increases and one downgrade to Hold. Analyst Commentary Recent research updates show a mix of views, with at least one downgrade to Hold alongside several upward price target revisions.Aggiornamento narrativa • May 03
VOD: Cash Flow Hopes Will Confront Persistent P/E And Execution Risks
Vodafone Group's analyst price targets have increased by between £0.05 and £0.15 across several recent reports, as analysts highlight updated assumptions around revenue growth, profit margins and a lower future P/E multiple in their refreshed models. Analyst Commentary Recent research updates show that while several firms have adjusted price targets higher in absolute terms, some of the commentary around Vodafone Group remains cautious.
Aggiornamento narrativa • Apr 16
VOD: Higher Price Hopes Will Continue To Face Execution Risks
Narrative Update: Vodafone Group The analyst price target for Vodafone Group has moved higher to £1.04 from £1.02, with analysts pointing to updated assumptions around revenue growth, profitability and a lower future P/E. This is reflected in a series of recent target lifts from major banks.Aggiornamento narrativa • Apr 02
VOD: Higher Price Hopes Will Face Ongoing Execution Risk Concerns
The analyst fair value estimate for Vodafone has been adjusted higher to reflect a slightly lower discount rate, modest tweaks to revenue growth and profit margin assumptions, and a higher future P/E. Recent price target increases from multiple firms, including moves such as Berenberg's lift to £1.19 and Goldman Sachs's to £11.58, have reset expectations around the shares.Aggiornamento narrativa • Mar 19
VOD: Cash Flow Hopes Will Face Persistent Execution And Capital Allocation Risks
Narrative Update The updated analyst price target for Vodafone Group moves to £11.58 from £10.48. This reflects analysts' focus on slightly higher assumed revenue growth, improved profit margins and free cash flow expectations, alongside a lower future P/E, following recent research that highlights potential for sustainable cash generation and a stronger balance sheet.Aggiornamento narrativa • Mar 05
VOD: Fair Value View Balances Free Cash Flow Resilience And Execution Risks
Analysts have nudged their fair value targets on Vodafone Group higher, with our updated view moving from £0.99 to £1.02. This reflects slightly stronger assumptions on revenue growth, profit margins and future P/E after recent price target increases and rating changes from the Street.Aggiornamento narrativa • Feb 18
VOD: Lofty Cash Flow Hopes Will Struggle Against Execution And Legal Risks
Narrative Update Vodafone's updated fair value estimate edges higher to reflect a modest uplift in analyst price targets, with recent moves such as Berenberg's increase to £1.19 and broader Street commentary pointing to expectations for steadier free cash flow, a more supportive profit margin profile, and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on Vodafone highlights a mix of optimism and restraint, with some firms lifting price targets while still flagging execution and valuation risks.Aggiornamento narrativa • Feb 04
VOD: Elevated Cash Flow And Dividend Hopes Will Likely Disappoint
Analysts have raised their price target on Vodafone Group, with the updated fair value implying a modest uplift. This view is supported by expectations for sustainable free cash flow, dividend growth, and what they see as greater capacity for value creation following recent research upgrades that cited an increasingly robust balance sheet.Aggiornamento narrativa • Jan 21
VOD: Free Cash Flow Resilience And Fibre Competition Will Shape Future Returns
Analysts have lifted their fair value estimate for Vodafone, pointing to a higher blended price target. This is supported by expectations for more resilient free cash flow and dividends highlighted in recent research, even as views remain split between a £1.19 Buy case and an £0.80 Sell case on competition and tower revenue risks.Aggiornamento narrativa • Jan 07
VOD: Rising German Fiber Competition Will Pressure Future Free Cash Flows
Analysts have lifted their price target for Vodafone Group, citing refreshed views on revenue growth, improved profit margins and a lower assumed future P/E multiple. Together, these factors support a higher fair value for the shares in light of recent bullish and cautious Street research.Aggiornamento narrativa • Dec 16
VOD: Rising German Fiber Competition Will Pressure Cash Flows And Share Price
Analysts have nudged their consolidated price target for Vodafone Group modestly higher by roughly 7 percent to about 140 GBp, citing a lower perceived risk profile from a reduced discount rate and slightly better margin and earnings multiple assumptions, even as they factor in tougher revenue trends and competitive pressures in key European markets. Analyst Commentary Bearish analysts continue to flag structural and execution risks that, in their view, are not fully reflected in Vodafone Group's current valuation.Aggiornamento narrativa • Dec 02
VOD: Rising Fiber Competition And Efficiency Drives Will Balance Future Prospects
Vodafone Group's analyst consensus price target has increased from £0.89 to £0.90 per share, as analysts point to improved revenue growth projections and a higher future earnings multiple. This comes despite heightened risks in key markets.Aggiornamento narrativa • Nov 18
VOD: Competitive Pressures And Efficiency Moves Will Shape Outlook Amid Modest Fairness
Analysts have modestly increased their fair value estimate for Vodafone Group to £0.89 per share from £0.88. They cite a slightly improved profit margin outlook, continuing premium valuation concerns, and shifting competitive dynamics in key markets.Articolo di analisi • Nov 14
The Vodafone Group Public Limited Company (LON:VOD) Second-Quarter Results Are Out And Analysts Have Published New Forecasts
Investors in Vodafone Group Public Limited Company ( LON:VOD ) had a good week, as its shares rose 9.4% to close at...Aggiornamento narrativa • Nov 03
VOD: Upcoming Partnerships And Competitive Pressures Will Shape Near-Term Performance
Vodafone Group's analyst price target has been increased by analysts, rising from £0.87 to £0.88 per share. This change reflects updated expectations for stronger revenue growth, an improved discount rate, and market positioning amidst competitive pressures.Articolo di analisi • Nov 02
Insufficient Growth At Vodafone Group Public Limited Company (LON:VOD) Hampers Share Price
When you see that almost half of the companies in the Wireless Telecom industry in the United Kingdom have...Aggiornamento narrativa • Oct 14
Digital Partnerships With Google And Microsoft Will Strengthen Future Operations
Narrative Update on Vodafone Group Analysts have raised Vodafone Group's price target by 5 GBp to 140 GBp, citing improved valuation metrics and a supportive market outlook. Analyst Commentary Analyst sentiment around Vodafone Group's outlook reflects a mix of optimism regarding recent improvements and ongoing caution in several key areas.
Nuova narrativa • Nov 24
Critical Partnerships And Digital Expansion Pave The Way For Telecom Growth And Innovation
Investments in Germany and strategic partnerships aim to drive revenue growth and improve margins through market share and digital services expansion.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | €9m | €1m | -€289m |
| Sep 30 2025 | n/a | n/a | -€4b |
| Jun 30 2025 | n/a | n/a | -€4b |
| Mar 31 2025 | €6m | €1m | -€4b |
| Dec 31 2024 | n/a | n/a | -€893m |
| Sep 30 2024 | n/a | n/a | €2b |
| Jun 30 2024 | n/a | n/a | €2b |
| Mar 31 2024 | €5m | €1m | €1b |
| Sep 30 2023 | n/a | n/a | €11b |
| Jun 30 2023 | n/a | n/a | €12b |
| Mar 31 2023 | €4m | €917k | €12b |
| Dec 31 2022 | n/a | n/a | €7b |
| Sep 30 2022 | n/a | n/a | €2b |
| Jun 30 2022 | n/a | n/a | €2b |
| Mar 31 2022 | €3m | €831k | €2b |
| Dec 31 2021 | n/a | n/a | €985m |
| Sep 30 2021 | n/a | n/a | -€161m |
| Jun 30 2021 | n/a | n/a | -€24m |
| Mar 31 2021 | €3m | €823k | €59m |
| Dec 31 2020 | n/a | n/a | €1b |
| Sep 30 2020 | n/a | n/a | €2b |
| Jun 30 2020 | n/a | n/a | €779m |
| Mar 31 2020 | €2m | €790k | -€920m |
Compensazione vs Mercato: La retribuzione totale di Margherita ($USD 10.11M ) è circa la media per le aziende di dimensioni simili nel mercato UK ($USD 7.82M ).
Compensazione vs guadagni: La retribuzione di Margherita è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Margherita Della Valle (61 yo)
3.6yrs
Mandato
€8,766,206
Compensazione
Ms. Margherita Della Valle was Independent Non-Executive Director of Reckitt Benckiser Group plc from July 01, 2020 to April 1, 2026. Ms. Valle has been Executive Director of Vodafone Group Public Limited...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group Chief Executive & Executive Director | 3.6yrs | €8.77m | 0.024% £ 6.4m | |
| Group CFO & Executive Director | less than a year | €3.97m | Nessun dato | |
| Chief Digital & Information Officer and Group CTO | 9.5yrs | Nessun dato | Nessun dato | |
| Investor Relations Director | no data | Nessun dato | Nessun dato | |
| Director of Legal & Compliance | 6.3yrs | Nessun dato | Nessun dato | |
| Group General Counsel & Company Secretary | 3.3yrs | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Executive Officer of Vodafone Portugal Operations | no data | Nessun dato | Nessun dato | |
| Head of North West regional business | 14.3yrs | Nessun dato | Nessun dato | |
| Chief External & Corporate Affairs Officer | 5.4yrs | Nessun dato | Nessun dato | |
| Chief Financial Officer of Vodafone Spain | 6.3yrs | Nessun dato | Nessun dato | |
| Chief Executive Officer of Vodacom Group | 14.5yrs | Nessun dato | Nessun dato |
5.8yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di VOD è esperto e expertise (durata media dell'incarico 5.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group Chief Executive & Executive Director | 8yrs | €8.77m | 0.024% £ 6.4m | |
| Group CFO & Executive Director | less than a year | €3.97m | Nessun dato | |
| CEO of European Markets & Executive Chairman of Vodafone Germany | 2.3yrs | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 4yrs | €158.03k | 0.00076% £ 206.2k | |
| Independent Non-Executive Director | 1.5yrs | €178.64k | 0.00023% £ 62.4k | |
| Senior Independent Non-Executive Director | 4yrs | €238.19k | 0.00039% £ 105.8k | |
| Independent Chairman of the Board | 6yrs | €821.07k | 0.0059% £ 1.6m | |
| Non-Executive Chairman of Vodafone Spain | 5.7yrs | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 8.4yrs | €170.63k | 0.00043% £ 116.7k | |
| Independent Non-Executive Director | 4.3yrs | €175.21k | 0.00052% £ 141.1k | |
| Independent Non-Executive Director & Workforce Engagement Lead | 4yrs | €161.46k | 0.00038% £ 103.1k |
4.0yrs
Durata media
60.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di VOD sono considerati esperti (durata media dell'incarico 4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/31 02:34 |
| Prezzo dell'azione a fine giornata | 2026/07/31 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 team di livello mondiale 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
Vodafone Group Public Limited Company è coperta da 34 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.
| Analista | Istituzione |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| John Eade | Argus Research Company |
| William Power | Baird |