Vodafone Group Public Limited Company

LSE:VOD 株式レポート

時価総額：UK£25.8b

Vodafone Group 将来の成長

Future 基準チェック /36

Vodafone Group利益と収益がそれぞれ年間51.6%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.3% 52.9%なると予測されています。

主要情報

51.6%

収益成長率

52.89%

EPS成長率

Wireless Telecom 収益成長27.2%
収益成長率3.6%
将来の株主資本利益率10.27%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

分析記事 • 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...
分析記事 • May 22

Vodafone Group Public Limited Company Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

Shareholders of Vodafone Group Public Limited Company ( LON:VOD ) will be pleased this week, given that the stock price...

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • May 22

Vodafone Group Public Limited Company Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

Shareholders of Vodafone Group Public Limited Company ( LON:VOD ) will be pleased this week, given that the stock price...
User avatar
新しいナラティブ • 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.

業績と収益の成長予測

LSE:VOD - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/202946,3022,5184,08612,5594
3/31/202844,2142,2093,03410,9748
3/31/202742,9621,8111,71910,6408
3/31/202640,461-2896,97314,291N/A
9/30/202538,781-4,3667,90614,821N/A
6/30/202538,115-4,2568,29015,097N/A
3/31/202537,448-4,1478,67415,373N/A
12/31/202437,229-8939,44816,015N/A
9/30/202437,0102,36010,22216,657N/A
6/30/202436,8641,7839,96016,607N/A
3/31/202436,7171,2059,69716,557N/A
9/30/202332,72511,03310,82117,318N/A
6/30/202335,19911,55910,56017,686N/A
3/31/202337,67212,08510,29818,054N/A
12/31/202245,8646,9928,75517,980N/A
9/30/202246,0212,1868,66817,906N/A
6/30/202245,8012,2128,84517,994N/A
3/31/202237,0102,05211,15918,081N/A
12/31/202145,2269858,59717,871N/A
9/30/202144,871-1618,17317,661N/A
6/30/202144,340-248,37417,438N/A
3/31/202143,809598,57517,215N/A
12/31/202044,1361,2959,06417,232N/A
9/30/202044,4622,4779,55217,249N/A
6/30/202044,7187799,66317,314N/A
3/31/202044,974-9209,77417,379N/A
12/31/201944,366-1,567N/A15,836N/A
9/30/201943,757-2,214N/A14,293N/A
6/30/201943,712-3,349N/A13,637N/A
3/31/201943,666-4,485N/A12,980N/A
12/31/201844,505-2,976N/A12,793N/A
9/30/201845,344-1,467N/A12,605N/A
6/30/201845,9581,471N/A13,103N/A
3/31/201846,5714,408N/A13,600N/A
12/31/201746,6131,771N/A13,912N/A
9/30/201746,655-866N/A14,224N/A
6/30/201747,143-1,528N/A14,224N/A
3/31/201747,631-2,190N/A14,223N/A
9/30/201645,710-2,755N/A14,421N/A
6/30/201647,760-4,082N/A14,379N/A
3/31/201649,810-5,410N/A14,336N/A
9/30/201557,269-2,121N/A13,903N/A
6/30/201559,0422,974N/A13,977N/A

アナリストによる今後の成長予測

収入対貯蓄率: VODは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.4% ) よりも高い成長率であると考えられます。

収益対市場: VOD今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: VOD今後 3 年以内に収益を上げることが予想されます。

収益対市場: VODの収益 ( 3.6% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。

高い収益成長: VODの収益 ( 3.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VODの 自己資本利益率 は、3年後には低くなると予測されています ( 10.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/21 02:07
終値2026/05/21 00:00
収益2026/03/31
年間収益2026/03/31

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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

Vodafone Group Public Limited Company 8 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。37

アナリスト機関
Andrew Charles BealeArete Research Services LLP
John EadeArgus Research Company
William PowerBaird