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MTN Group LimitedJSE:MTN Rapporto sulle azioni

Cap. di mercato R386.1b
Prezzo delle azioni
R210.20
R216.25
2.8% sottovalutato sconto intrinseco
1Y77.7%
7D0.6%
Valore del portafoglio
​
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MTN Group Limited

Report azionario JSE:MTN

Capitalizzazione di mercato: R386.1b

MTN Group (MTN) Panoramica del titolo

MTN Group Limited, insieme alle sue consociate, fornisce servizi di telecomunicazione mobile in Sudafrica, Nigeria, Africa meridionale e orientale, Africa occidentale e centrale, Medio Oriente e Nord Africa. Maggiori dettagli

MTN analisi fondamentale
Punteggio fiocco di neve
Valutazione1/6
Crescita futura5/6
Prestazioni passate2/6
Salute finanziaria5/6
Dividendi2/6

Premi

Negoziato a 8.1% al di sotto della nostra stima del suo valore equo

Si prevede che gli utili cresceranno del 35.11% all'anno

È diventato redditizio quest'anno

Analisi del rischio

MTN ha superato i nostri controlli di rischio.

MTN Community Fair Values

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Analyst Price Targets

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Concorrenti di MTN Group Limited

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per MTN Group
Prezzi storici delle azioni
Prezzo attuale dell'azioneR210.20
Massimo di 52 settimaneR219.40
Minimo di 52 settimaneR117.96
Beta0.90
Variazione di 1 mese5.59%
Variazione a 3 mesi14.14%
Variazione di 1 anno77.73%
Variazione a 3 anni79.80%
Variazione a 5 anni118.84%
Variazione dall'IPO11,911.43%

Notizie e aggiornamenti recenti

Aggiornamento dell'analisi • Apr 29

MTN: Lower Discount Rate And Higher Margins Will Support Repriced Earnings Multiple

Narrative Update on MTN Group The analyst price target for MTN Group has been raised from ZAR230 to ZAR280, with analysts pointing to a lower discount rate, a higher projected profit margin of 20.64%, and a reduced future P/E assumption of 10.53 as key drivers of the revision. Analyst Commentary Bullish analysts initiating coverage on MTN Group with a positive stance are broadly aligned with the recent increase in the price target to ZAR280.
Aggiornamento dell'analisi • Apr 15

MTN: Dividend Policy IHS Outcome And Margin Profile Will Shape Future Balance

The analyst fair value estimate for MTN Group has shifted from ZAR207.67 to ZAR216.25 as analysts factor in updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple following recent bullish research coverage. Analyst Commentary Recent research on MTN Group has shifted toward a more constructive tone, with bullish analysts updating their models and supporting a higher fair value estimate.
Aggiornamento dell'analisi • Apr 01

MTN: Dividend Policy IHS Decision And Margin Resilience Will Shape Future Balance

Analysts have nudged their fair value estimate for MTN Group to ZAR207.67 from ZAR200.00, citing updated assumptions that combine slightly softer revenue growth with higher profit margin expectations and a lower future P/E multiple. Analyst Commentary Recent commentary on MTN Group reflects a mix of optimism and caution around how the updated fair value estimate ties back to execution, profitability and the multiples investors might be willing to pay for the shares.

Recent updates

Aggiornamento dell'analisi • Apr 29

MTN: Lower Discount Rate And Higher Margins Will Support Repriced Earnings Multiple

Narrative Update on MTN Group The analyst price target for MTN Group has been raised from ZAR230 to ZAR280, with analysts pointing to a lower discount rate, a higher projected profit margin of 20.64%, and a reduced future P/E assumption of 10.53 as key drivers of the revision. Analyst Commentary Bullish analysts initiating coverage on MTN Group with a positive stance are broadly aligned with the recent increase in the price target to ZAR280.
Aggiornamento dell'analisi • Apr 15

MTN: Dividend Policy IHS Outcome And Margin Profile Will Shape Future Balance

The analyst fair value estimate for MTN Group has shifted from ZAR207.67 to ZAR216.25 as analysts factor in updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple following recent bullish research coverage. Analyst Commentary Recent research on MTN Group has shifted toward a more constructive tone, with bullish analysts updating their models and supporting a higher fair value estimate.
Aggiornamento dell'analisi • Apr 01

MTN: Dividend Policy IHS Decision And Margin Resilience Will Shape Future Balance

Analysts have nudged their fair value estimate for MTN Group to ZAR207.67 from ZAR200.00, citing updated assumptions that combine slightly softer revenue growth with higher profit margin expectations and a lower future P/E multiple. Analyst Commentary Recent commentary on MTN Group reflects a mix of optimism and caution around how the updated fair value estimate ties back to execution, profitability and the multiples investors might be willing to pay for the shares.
Aggiornamento dell'analisi • Mar 18

MTN: Dividend Policy IHS Outcome And Margins Will Shape Future Balance

Analysts have adjusted the MTN Group fair value estimate slightly higher, from ZAR 198.75 to ZAR 200.00, reflecting updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research updates on consumer and leisure names highlight how quickly sentiment can swing when earnings, forward guidance, or external operating conditions shift.
Aggiornamento dell'analisi • Mar 03

MTN: Margin Assumptions And Possible IHS Deal Will Shape Balanced Outlook

Analysts have nudged their fair value estimate for MTN Group up from ZAR193.63 to ZAR198.75, citing slightly stronger assumed profit margins and a modestly higher future P/E multiple as key supports for the higher price target. Analyst Commentary Recent valuation work on MTN Group points to a fairly balanced split between what bullish and bearish analysts are focusing on.
Aggiornamento dell'analisi • Feb 17

MTN: Leadership Reset And IHS Discussions Will Shape Balanced Execution Outlook

Narrative Update: MTN Group Price Target Revision Analysts have nudged their fair value estimate for MTN Group higher from ZAR190.11 to ZAR193.63. This reflects updated assumptions around a slightly lower discount rate, modestly adjusted revenue growth expectations, a stable profit margin outlook, and a small recalibration of the future P/E multiple.
Aggiornamento dell'analisi • Feb 03

MTN: Leadership Reset And Execution Risk Will Shape Balanced Brand Outlook

Narrative Update on MTN Group The analyst fair value estimate for MTN Group has been adjusted from $186.22 to $190.11. Analysts attribute this change to slightly higher assumed revenue growth, a modestly higher future P/E multiple, and recent external research that highlights the impact of leadership changes and execution expectations at Vail Resorts.
Aggiornamento dell'analisi • Jan 19

MTN: Leadership Reset And Brand Strength Will Shape Balanced Execution Outlook

Narrative Update Analysts have lifted their fair value estimate for MTN Group from R176.89 to R186.22, citing slightly higher projected revenue growth, a modestly lower profit margin profile, and an updated future P/E assumption of 11.49x that reflects recent sector research and valuation resets seen in wider leisure and consumer names. Analyst Commentary Recent Street research around MTN Group has focused less on near term trading updates and more on leadership changes, brand strength, and execution risk.
Aggiornamento dell'analisi • Jan 05

MTN: Lower Future P/E And Leadership Changes Will Constrain Upside Potential

Analysts have slightly reduced their fair value estimate for MTN Group to $82.69 from $83.94, citing updated assumptions for faster revenue growth, higher profit margins, and a lower future P/E multiple following recent sector and leadership changes highlighted in Street research. Analyst Commentary Bearish analysts frame the reduced fair value estimate of $82.69 as a signal that MTN Group faces a thinner margin for execution, even with updated assumptions that factor in faster revenue growth and higher profit margins.
Aggiornamento dell'analisi • Dec 19

MTN: Leadership Reset Will Drive Future Turnaround Despite Near Term Execution Risks

Analysts have modestly lowered their price target on Vail Resorts to a range of about $145 to $237 per share. This reflects concerns over softer Epic pass sales, a more guarded fiscal 2026 EBITDA outlook, and uncertainty around the pace of the company’s operational turnaround.
Articolo di analisi • Dec 12

Is It Too Late To Consider Buying MTN Group Limited (JSE:MTN)?

Today we're going to take a look at the well-established MTN Group Limited ( JSE:MTN ). The company's stock saw a...
Aggiornamento dell'analisi • Dec 05

MTN: Future Multiple Expansion Will Offset Margin And Leadership Execution Risks

Analysts have nudged their fair value estimate for MTN Group higher to approximately $176.89 from $172.50, citing a higher future P/E multiple despite slightly softer revenue growth assumptions and a notably lower projected profit margin. Analyst Commentary Recent Street research around Vail Resorts, which shares the MTN ticker in the U.S., offers a mixed backdrop that indirectly informs sentiment toward MTN Group.
Articolo di analisi • Nov 24

MTN Group Limited's (JSE:MTN) Price Is Right But Growth Is Lacking

When close to half the companies operating in the Wireless Telecom industry in South Africa have price-to-sales ratios...
Aggiornamento dell'analisi • Nov 21

MTN: Future Leadership Changes And Operational Challenges Will Shape Performance

Analysts have raised their fair value estimate for MTN Group from $169.33 to $172.50, citing improved profit margin projections and stronger anticipated revenue growth. This comes despite recent concerns around leadership transitions and near-term operational challenges.
Aggiornamento dell'analisi • Sep 25

African Connectivity And Fintech Will Unlock Future Opportunities

Consensus revenue growth forecasts for MTN Group have risen significantly, but this has been offset by a lower net profit margin, resulting in only a marginal increase in the analyst price target from ZAR167.11 to ZAR169.33. What's in the News MTN CEO Ralph Mupita has publicly denied any ongoing talks or adviser engagement regarding an acquisition of Telkom SA, though industry speculation continues due to market dynamics.
Articolo di analisi • Sep 12

Should You Think About Buying MTN Group Limited (JSE:MTN) Now?

MTN Group Limited ( JSE:MTN ) saw significant share price movement during recent months on the JSE, rising to highs of...
Aggiornamento dell'analisi • Aug 30

African Connectivity And Fintech Will Unlock Future Opportunities

The consensus price target for MTN Group has edged up to ZAR167.11, primarily reflecting a slight improvement in revenue growth forecasts. What's in the News MTN Group expects a first-half 2025 EPS of 495–577 cents, reflecting an increase of more than 200% from the prior year's loss.
Articolo di analisi • Aug 25

MTN Group's (JSE:MTN) Strong Earnings Are Of Good Quality

Even though MTN Group Limited ( JSE:MTN ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...
Articolo di analisi • Aug 14

MTN Group Limited's (JSE:MTN) Subdued P/S Might Signal An Opportunity

With a median price-to-sales (or "P/S") ratio of close to 2x in the Wireless Telecom industry in South Africa, you...
Articolo di analisi • May 22

Should Shareholders Reconsider MTN Group Limited's (JSE:MTN) CEO Compensation Package?

Key Insights MTN Group's Annual General Meeting to take place on 29th of May Total pay for CEO Ralph Mupita includes...
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Nuova analisi • Feb 09

Localization Progress In Uganda And Ghana Will Unlock Future Earnings

Strong growth in data and fintech services could positively impact MTN's revenue and boost net margins through high-margin products.

Rendimenti per gli azionisti

MTNZA Wireless TelecomZA Mercato
7D0.6%-0.2%1.6%
1Y77.7%170.8%24.0%

Ritorno vs Industria: MTN ha avuto una performance inferiore rispetto al ZA Wireless Telecom che ha registrato un rendimento 170.8 % nell'ultimo anno.

Rendimento vs Mercato: MTN ha superato il mercato ZA che ha restituito 24 % nell'ultimo anno.

Volatilità dei prezzi

Is MTN's price volatile compared to industry and market?
MTN volatility
MTN Average Weekly Movement4.6%
Wireless Telecom Industry Average Movement4.3%
Market Average Movement4.9%
10% most volatile stocks in ZA Market11.3%
10% least volatile stocks in ZA Market3.3%

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

Volatilità nel tempo: La volatilità settimanale ( 5% ) di MTN è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
1994n/aRalph Mupitawww.mtn.com

MTN Group Limited, insieme alle sue consociate, fornisce servizi di telecomunicazione mobile in Sudafrica, Nigeria, Africa meridionale e orientale, Africa occidentale e centrale, Medio Oriente e Nord Africa. L'azienda offre servizi di dati, voce ed SMS, interconnessione e roaming e vende dispositivi mobili. Fornisce anche servizi digitali e fintech, come servizi a valore aggiunto, servizi rich media, MTN Mobile Money, assicurazioni, prestiti di tempo aereo e servizi di e-commerce.

MTN Group Limited Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di MTN Group con la sua capitalizzazione di mercato?
MTN statistiche fondamentali
Capitalizzazione di mercatoR386.12b
Utili (TTM)R20.26b
Ricavi(TTM)R226.76b
19.0x
Rapporto P/E
1.7x
Rapporto P/S

MTN è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
MTN Conto economico (TTM)
RicaviR226.76b
Costo del fatturatoR71.46b
Profitto lordoR155.29b
Altre speseR135.03b
UtiliR20.26b

Ultimi utili riportati

Dec 31, 2025

Prossima data di guadagno

n/a

Utile per azione (EPS)11.05
Margine lordo68.48%
Margine di profitto netto8.94%
Rapporto debito/patrimonio netto43.4%

Come si è comportato MTN nel lungo periodo?

Vedi performance storica e confronto

Dividendi

2.4%
Rendimento attuale del dividendo
45%
Rapporto di remunerazione

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/08 07:56
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2025/12/31
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 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

MTN Group Limited è coperta da 19 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
Niel VenterAbsa Bank Limited
Jonathan BradleyAbsa Bank Limited
Tibor BokorArqaam Capital Research Offshore S.A.L.