Vodafone Group Public Limited Company

Report azionario LSE:VOD

Capitalizzazione di mercato: UK£25.6b

Vodafone Group Gestione

Criteri Gestione verificati 3/4

Vodafone Group Il CEO è Margherita Della Valle, nominato in Dec2022, e ha un mandato di 3.42 anni. la retribuzione annua totale è € 5.45M, composta da 27.4% di stipendio e 72.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.024% delle azioni della società, per un valore di £ 6.06M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.7 anni e 4 anni.

Informazioni chiave

Margherita Della Valle

Amministratore delegato

€5.4m

Compenso totale

Percentuale dello stipendio del CEO27.39%
Mandato del CEO3.4yrs
Proprietà del CEO0.02%
Durata media del management5.7yrs
Durata media del Consiglio di amministrazione4yrs

Aggiornamenti recenti sulla gestione

Articolo di analisi • Jul 22

We Think Vodafone Group Public Limited Company's (LON:VOD) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Vodafone Group to hold its Annual General Meeting on 29th of July Total pay for CEO Margherita Della Valle...

Recent updates

Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.
Articolo di analisi • Jul 22

We Think Vodafone Group Public Limited Company's (LON:VOD) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Vodafone Group to hold its Annual General Meeting on 29th of July Total pay for CEO Margherita Della Valle...
Articolo di analisi • Jun 29

Here's Why Vodafone Group (LON:VOD) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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Nuova narrazione • 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

Come è cambiata la remunerazione di Margherita Della Valle rispetto agli utili di Vodafone Group?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-€289m

Sep 30 2025n/an/a

-€4b

Jun 30 2025n/an/a

-€4b

Mar 31 2025€5m€1m

-€4b

Dec 31 2024n/an/a

-€893m

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€2b

Mar 31 2024€5m€1m

€1b

Sep 30 2023n/an/a

€11b

Jun 30 2023n/an/a

€12b

Mar 31 2023€4m€917k

€12b

Dec 31 2022n/an/a

€7b

Sep 30 2022n/an/a

€2b

Jun 30 2022n/an/a

€2b

Mar 31 2022€3m€831k

€2b

Dec 31 2021n/an/a

€985m

Sep 30 2021n/an/a

-€161m

Jun 30 2021n/an/a

-€24m

Mar 31 2021€3m€823k

€59m

Dec 31 2020n/an/a

€1b

Sep 30 2020n/an/a

€2b

Jun 30 2020n/an/a

€779m

Mar 31 2020€2m€790k

-€920m

Compensazione vs Mercato: La retribuzione totale di Margherita ($USD 6.33M ) è circa la media per le aziende di dimensioni simili nel mercato UK ($USD 6.97M ).

Compensazione vs guadagni: La retribuzione di Margherita è aumentata nonostante l'azienda non sia redditizia.

AMMINISTRATORE DELEGATO

Margherita Della Valle (60 yo)

3.4yrs
Mandato
€5,449,772
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

NomePosizioneMandatoCompensazioneProprietà
Margherita Della Valle
Group Chief Executive & Executive Director3.4yrs€5.45m0.024%
£ 6.1m
Maria López Álvarez
CFO & Executive Directorless than a yearNessun datoNessun dato
Scott Petty
Chief Digital & Information Officer and CTO9.3yrsNessun datoNessun dato
Matthew Johnson
Investor Relations Directorno dataNessun datoNessun dato
Stefanie Reichel
Director of Legal & Compliance6.1yrsNessun datoNessun dato
Maaike De Bie
Group General Counsel & Company Secretary3.2yrsNessun datoNessun dato
Ruth McGill
Chief HR Officerless than a yearNessun datoNessun dato
António Rui Lacerda Carrapatoso
Chief Executive Officer of Vodafone Portugal Operationsno dataNessun datoNessun dato
Rob Mukherjee
Head of North West regional business14.2yrsNessun datoNessun dato
Joakim Reiter
Chief External & Corporate Affairs Officer5.3yrsNessun datoNessun dato
Eloy Rodrigo
Chief Financial Officer of Vodafone Spain6.2yrsNessun datoNessun dato
Shameel Joosub
Chief Executive Officer of Vodacom Group14.3yrsNessun datoNessun dato
5.7yrs
Durata media
55yo
Età media

Gestione esperta: Il team dirigenziale di VOD è esperto e expertise (durata media dell'incarico 5.7 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Margherita Della Valle
Group Chief Executive & Executive Director7.8yrs€5.45m0.024%
£ 6.1m
Maria López Álvarez
CFO & Executive Directorless than a yearNessun datoNessun dato
Ahmed Essameldin Aboushelbaya
CEO of European Markets & Executive Chairman of Vodafone Germany2.1yrsNessun datoNessun dato
Stephen Carter
Independent Non-Executive Director3.8yrs€142.10k0.00076%
£ 194.8k
Simon Dingemans
Independent Non-Executive Director1.3yrs€34.63k0.00023%
£ 59.0k
Simon Segars
Senior Independent Non-Executive Director3.8yrs€304.49k0.00017%
£ 43.6k
Jean-Francois M. van Boxmeer
Independent Chairman of the Board5.8yrs€813.17k0.0059%
£ 1.5m
Antonio da Costa Coimbra
Non-Executive Chairman of Vodafone Spain5.5yrsNessun datoNessun dato
Michel Demare
Independent Non-Executive Director8.3yrs€143.29k0.00043%
£ 110.2k
Maria Moraleda Martinez
Independent Non-Executive Director8.9yrs€234.04k0.00013%
£ 33.3k
Deborah Kerr
Independent Non-Executive Director4.2yrs€149.26k0.00052%
£ 133.3k
Delphine Cunci
Independent Non-Executive Director & Workforce Engagement Lead3.8yrs€143.29k0.00038%
£ 97.4k
4.0yrs
Durata media
60yo
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

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 15:18
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2026/03/31

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.

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 guide su come utilizzare i nostri report e 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 37 analisti. 8 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
Andrew Charles BealeArete Research Services LLP
John EadeArgus Research Company
William PowerBaird