Telstra Group（TLS）株式概要
テルストラ・グループ・リミテッドは、オーストラリア国内および海外で電気通信および情報サービスを提供している。 詳細
TLS Community Fair Values
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Analyst Price Targets
Telstra Group Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | AU$5.31 |
| 52週高値 | AU$5.46 |
| 52週安値 | AU$4.44 |
| ベータ | 0.13 |
| 1ヶ月の変化 | -1.85% |
| 3ヶ月変化 | 8.81% |
| 1年変化 | 15.18% |
| 3年間の変化 | 22.92% |
| 5年間の変化 | 53.91% |
| IPOからの変化 | 43.13% |
最新ニュース
ナラティブ更新 • May 05
TLS: Future Returns Will Rely On Buybacks Dividends And Risk Repricing
Analysts have trimmed their Telstra Group price targets, citing slightly higher discount rate assumptions and cautious readthrough from recent software sector weakness. Fair value, long term revenue growth, margin and P/E inputs remain broadly unchanged.ナラティブ更新 • Apr 20
TLS: Future Returns Will Rely On Buybacks Dividends And Sentiment Resilience
Analysts have made a small adjustment to Telstra Group's price target, reflecting largely unchanged fair value estimates with only minor tweaks to assumptions such as discount rate, long term revenue growth, profit margin and future P/E, following recent sector wide software volatility rather than company specific drivers. Analyst Commentary Recent Street research on a peer name in the software and security space shows that price target changes can sit alongside relatively steady views on business quality and long term prospects.ナラティブ更新 • Apr 03
TLS: Future Returns Will Rely On Buybacks Dividends And Execution Resilience
Analysts have slightly lifted their fair value estimate for Telstra Group, taking the implied price target from about A$5.21 to around A$5.27. This reflects modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in light of recent research commentary on peers facing software sector pressure but still reporting solid results and in-line guidance.ナラティブ更新 • Mar 18
TLS: Future Returns Will Rely On Buybacks Dividends And Margin Resilience
Analysts have made only a modest adjustment to Telstra Group's valuation, with the updated A$ fair value per share held at A$5.21. They cite steady profit margin assumptions and a slightly higher discount rate as key drivers behind the refreshed price target outlook.ナラティブ更新 • Mar 03
TLS: Future Returns Will Depend On Buybacks Dividends And P/E Support
Analysts have raised their price target on Telstra Group to A$5.21 from A$4.97, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News Telstra Group announced an increase in its equity buyback authority by A$250 million on February 19, 2026, bringing the total authorization to A$1.25 billion (Key Developments).Recent updates
ナラティブ更新 • May 05
TLS: Future Returns Will Rely On Buybacks Dividends And Risk Repricing
Analysts have trimmed their Telstra Group price targets, citing slightly higher discount rate assumptions and cautious readthrough from recent software sector weakness. Fair value, long term revenue growth, margin and P/E inputs remain broadly unchanged.ナラティブ更新 • Apr 20
TLS: Future Returns Will Rely On Buybacks Dividends And Sentiment Resilience
Analysts have made a small adjustment to Telstra Group's price target, reflecting largely unchanged fair value estimates with only minor tweaks to assumptions such as discount rate, long term revenue growth, profit margin and future P/E, following recent sector wide software volatility rather than company specific drivers. Analyst Commentary Recent Street research on a peer name in the software and security space shows that price target changes can sit alongside relatively steady views on business quality and long term prospects.ナラティブ更新 • Apr 03
TLS: Future Returns Will Rely On Buybacks Dividends And Execution Resilience
Analysts have slightly lifted their fair value estimate for Telstra Group, taking the implied price target from about A$5.21 to around A$5.27. This reflects modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in light of recent research commentary on peers facing software sector pressure but still reporting solid results and in-line guidance.ナラティブ更新 • Mar 18
TLS: Future Returns Will Rely On Buybacks Dividends And Margin Resilience
Analysts have made only a modest adjustment to Telstra Group's valuation, with the updated A$ fair value per share held at A$5.21. They cite steady profit margin assumptions and a slightly higher discount rate as key drivers behind the refreshed price target outlook.ナラティブ更新 • Mar 03
TLS: Future Returns Will Depend On Buybacks Dividends And P/E Support
Analysts have raised their price target on Telstra Group to A$5.21 from A$4.97, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News Telstra Group announced an increase in its equity buyback authority by A$250 million on February 19, 2026, bringing the total authorization to A$1.25 billion (Key Developments).ナラティブ更新 • Feb 17
TLS: Stable Fair Value Will Rely On Modest Margin And Multiple Support
Analysts have kept their A$4.97 price target for Telstra Group broadly unchanged, noting only slight adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that offset one another in their updated model. Valuation Changes Fair Value: A$4.97 remains unchanged, with no movement in the modelled fair value estimate.ナラティブ更新 • Feb 03
TLS: Modest Model Tweaks Will Shape Future Margins And Measured Upside
Analysts have nudged their price target for Telstra Group slightly higher to about A$4.97 from A$4.93, citing modest model updates that reflect small adjustments to discount rates, revenue growth assumptions, profit margins, and future P/E expectations. Analyst Commentary Recent Street research on a different company in the broader telecom and technology space highlights what bullish and cautious analysts tend to focus on when they revisit models and targets.ナラティブ更新 • Jan 19
TLS: Future Margins And Discount Rate Assumptions Will Shape Measured Upside Potential
Analysts have nudged their fair value estimate for Telstra Group slightly lower to A$4.93, reflecting updated assumptions around the discount rate, modest revenue growth and profit margin trends, while keeping future P/E expectations broadly steady. Analyst Commentary Recent Street research on a peer company, Telos, has centered on earnings quality and guidance revisions, which can be useful context when you think about how analysts frame valuation and execution risk for Telstra Group.分析記事 • Dec 28
Telstra Group Limited (ASX:TLS) Investors Are Less Pessimistic Than Expected
When you see that almost half of the companies in the Telecom industry in Australia have price-to-sales ratios (or...ナラティブ更新 • Dec 20
TLS: Future Margins And Cash Flow Will Support Measured Upside Potential
Analysts have raised their price target on Telstra Group to $9.00 from $7.00, citing stronger than expected revenue and EBITDA performance, as well as improving margin expansion and free cash flow visibility that supports a higher valuation multiple. Analyst Commentary Street research has turned increasingly constructive on Telstra Group, with multiple firms lifting price targets as they recalibrate models to reflect stronger operating trends and improved visibility into medium term cash generation.ナラティブ更新 • Dec 06
TLS Margins And Cash Flow Will Shape Measured Upside Outlook
Analysts have nudged their price target on Telstra Group modestly higher to reflect a slightly increased fair value estimate of about $4.94, citing ongoing revenue growth, resilient margins, and expectations for stronger future earnings multiples despite a marginally higher discount rate. Analyst Commentary Bullish analysts view Telstra Group's recent performance and guidance as evidence that the company is entering a more durable growth phase, with improving earnings quality and greater visibility on cash generation.分析記事 • Dec 01
Do Telstra Group's (ASX:TLS) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Sep 22
Investor Optimism Abounds Telstra Group Limited (ASX:TLS) But Growth Is Lacking
Telstra Group Limited's ( ASX:TLS ) price-to-sales (or "P/S") ratio of 2.4x may not look like an appealing investment...分析記事 • Aug 16
Telstra Group (ASX:TLS) Is Due To Pay A Dividend Of A$0.095
The board of Telstra Group Limited ( ASX:TLS ) has announced that it will pay a dividend on the 25th of September, with...分析記事 • Jun 25
Telstra Group (ASX:TLS) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • May 12
Telstra Group Limited's (ASX:TLS) Price Is Out Of Tune With Earnings
Telstra Group Limited's ( ASX:TLS ) price-to-earnings (or "P/E") ratio of 31.2x might make it look like a strong sell...
新しいナラティブ • Feb 23
Joint Venture With Accenture Will Expand AI Capabilities And Reinforce Future Market Leadership
Telstra's strategic partnerships and network investments aim to boost its technology leadership and revenue through improvements in customer experience and connectivity.株主還元
| TLS | AU Telecom | AU 市場 | |
|---|---|---|---|
| 7D | -1.1% | -1.2% | 0.2% |
| 1Y | 15.2% | 9.7% | 5.8% |
業界別リターン: TLS過去 1 年間で9.7 % の収益を上げたAustralian Telecom業界を上回りました。
リターン対市場: TLS過去 1 年間で5.8 % の収益を上げたAustralian市場を上回りました。
価格変動
| TLS volatility | |
|---|---|
| TLS Average Weekly Movement | 2.1% |
| Telecom Industry Average Movement | 6.1% |
| Market Average Movement | 10.5% |
| 10% most volatile stocks in AU Market | 17.2% |
| 10% least volatile stocks in AU Market | 4.5% |
安定した株価: TLS 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TLSの 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1901 | 29,520 | Vicki Brady | www.telstra.com.au |
Telstra Group Limited は、オーストラリア国内および海外で電気通信および情報サービスを提供している。同社は6つのセグメントを通じて事業を展開している：Telstra Consumer、Telstra Business、Telstra Enterprise Australia、Telstra International、Networks, IT and Products、Telstra InfraCo。同社は、モバイルおよび固定ネットワーク技術を使用して、消費者および中小企業顧客に電気通信および技術製品・サービスを提供するほか、コールセンター、小売店、流通ネットワーク、デジタルチャネル、流通システム、顧客ロイヤルティプログラム「Telstra Plus」を運営している。また、政府機関や大企業・法人顧客向けにネットワーク容量と管理、ユニファイド・コミュニケーション、クラウド、セキュリティ、業界ソリューション、統合・監視サービス、音声とデータを含む卸売りサービス、他の通信事業者、キャリッジ・サービス・プロバイダー、インターネット・サービス・プロバイダー向けに通信製品とサービスを提供し、デジタル・プラットフォームの構築と管理も行っている。さらに、データセンター、交換機、電柱、ダクト、ピット、パイプ、ファイバーネットワークなどの固定パッシブネットワークインフラの運営、卸売顧客へのネットワークインフラへのアクセスの提供、インフラサービス契約に基づくインフラのコンポーネントへの長期アクセスの提供、パッシブおよび物理的なモバイルタワーの運営も行っている。同社は以前はテルストラ・コーポレーション・リミテッドとして知られ、2022年11月にテルストラ・グループ・リミテッドに社名を変更した。テルストラ・グループ・リミテッドは1901年に設立され、オーストラリアのメルボルンに本社を置いている。
Telstra Group Limited 基礎のまとめ
| TLS 基礎統計学 | |
|---|---|
| 時価総額 | AU$59.33b |
| 収益（TTM） | AU$2.27b |
| 売上高(TTM) | AU$23.16b |
26.1x
PER（株価収益率2.6x
P/SレシオTLS は割高か？
公正価値と評価分析を参照収益と収入
| TLS 損益計算書（TTM） | |
|---|---|
| 収益 | AU$23.16b |
| 売上原価 | AU$11.83b |
| 売上総利益 | AU$11.34b |
| その他の費用 | AU$9.07b |
| 収益 | AU$2.27b |
直近の収益報告
Dec 31, 2025
次回決算日
Aug 20, 2026
| 一株当たり利益（EPS） | 0.20 |
| グロス・マージン | 48.94% |
| 純利益率 | 9.80% |
| 有利子負債／自己資本比率 | 97.3% |
TLS の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
4.0%
現在の配当利回り101%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/09 08:19 |
| 終値 | 2026/05/08 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Telstra Group Limited 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Chris Savage | Bell Potter |