Safaricom（SCOM）株式概要サファリコムPLCはケニアで電気通信サービスを提供している。 詳細SCOM ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績5/6財務の健全性3/6配当金3/6報酬株価収益率（ 12.8 x）は、 Wireless Telecom業界平均（ 12.9 x）を下回っています。収益は年間14.89%増加すると予測されています 過去5年間の収益は年間3.8%増加しました。 アナリストらは、株価が23.8%上昇するだろうとほぼ一致している。 リスク分析7.52%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るSCOM Community Fair Values Create NarrativeSee what 153 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN28.8% undervaluedAnalystHighTarget•4mo agoFintech And AI Expansion Will Transform Long Term Earnings Power206011AN23.4% overvaluedAnalystLowTarget•5mo agoRising Competition And Regulation Will Pressure Mobile Money Margins Over The Coming Years7816AN8.1% undervaluedAnalystConsensusTarget•4mo agoFintech Expansion And Rising Data Usage Are Expected To Drive Long-Term Upside286015Top Community NarrativesTI80.6% overvaluedTitotnk•3mo agoSafaricom: Why I'm Holding Long603013PA0.5% undervaluedPapaDanico001•11mo agoSafaricom Set for Impressive 40% Revenue Growth in the Coming Years3002Top Community NarrativesTop Analyst NarrativesTI80.6% overvaluedTitotnk•3mo agoSafaricom: Why I'm Holding Long603013AN28.8% undervaluedAnalystHighTarget•4mo agoFintech And AI Expansion Will Transform Long Term Earnings Power206011PA0.5% undervaluedPapaDanico001•11mo agoSafaricom Set for Impressive 40% Revenue Growth in the Coming Years3002AN23.4% overvaluedAnalystLowTarget•5mo agoRising Competition And Regulation Will Pressure Mobile Money Margins Over The Coming Years7816AN8.1% undervaluedAnalystConsensusTarget•4mo agoFintech Expansion And Rising Data Usage Are Expected To Drive Long-Term Upside286015View all narrativesSafaricom PLC 競合他社Celcomdigi BerhadSymbol: KLSE:CDBMarket cap: RM 35.9bMobile Telecommunications Company K.S.C.PSymbol: KWSE:ZAINMarket cap: د.ك2.5bBharti HexacomSymbol: NSEI:BHARTIHEXAMarket cap: ₹784.5bTIMSymbol: BOVESPA:TIMS3Market cap: R$54.1b価格と性能株価の高値、安値、推移の概要Safaricom過去の株価現在の株価KSh30.6052週高値KSh34.2052週安値KSh19.75ベータ0.631ヶ月の変化2.17%3ヶ月変化-4.38%1年変化54.16%3年間の変化103.32%5年間の変化-24.16%IPOからの変化316.33%最新ニュースPrice Target Changed • May 16Price target increased by 7.1% to KSh37.74Up from KSh35.24, the current price target is an average from 7 analysts. New target price is 26% above last closing price of KSh30.05. Stock is up 51% over the past year. The company is forecast to post earnings per share of KSh2.76 for next year compared to KSh2.40 last year.Declared Dividend • May 09Final dividend of KSh1.15 announcedShareholders will receive a dividend of KSh1.15. Ex-date: 5th August 2026 Payment date: 4th September 2026 Dividend yield will be 6.2%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07Safaricom PLC, Annual General Meeting, Jul 31, 2026Safaricom PLC, Annual General Meeting, Jul 31, 2026.Upcoming Dividend • Feb 20Upcoming dividend of KSh0.85 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Kenyan dividend payers (6.2%). Higher than average of industry peers (1.0%).新しいナラティブ • Feb 14Safaricom: Why I'm Holding LongIf you're investing in the Nairobi Securities Exchange and don't own Safaricom, you need to seriously rethink your portfolio. This isn't hype — it's the closest thing we have to a blue-chip monopoly on the NSE, and the numbers back it up.Declared Dividend • Feb 06First half dividend of KSh0.85 announcedShareholders will receive a dividend of KSh0.85. Ex-date: 26th February 2026 Payment date: 31st March 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not covered by cash flows (150% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesPrice Target Changed • May 16Price target increased by 7.1% to KSh37.74Up from KSh35.24, the current price target is an average from 7 analysts. New target price is 26% above last closing price of KSh30.05. Stock is up 51% over the past year. The company is forecast to post earnings per share of KSh2.76 for next year compared to KSh2.40 last year.Declared Dividend • May 09Final dividend of KSh1.15 announcedShareholders will receive a dividend of KSh1.15. Ex-date: 5th August 2026 Payment date: 4th September 2026 Dividend yield will be 6.2%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07Safaricom PLC, Annual General Meeting, Jul 31, 2026Safaricom PLC, Annual General Meeting, Jul 31, 2026.Upcoming Dividend • Feb 20Upcoming dividend of KSh0.85 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Kenyan dividend payers (6.2%). Higher than average of industry peers (1.0%).新しいナラティブ • Feb 14Safaricom: Why I'm Holding LongIf you're investing in the Nairobi Securities Exchange and don't own Safaricom, you need to seriously rethink your portfolio. This isn't hype — it's the closest thing we have to a blue-chip monopoly on the NSE, and the numbers back it up.Declared Dividend • Feb 06First half dividend of KSh0.85 announcedShareholders will receive a dividend of KSh0.85. Ex-date: 26th February 2026 Payment date: 31st March 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not covered by cash flows (150% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 19Safaricom Appoints Sylvia Anampiu as Director of Fixed Business, Effective January 5, 2026Safaricom appointed Sylvia Anampiu as Director of Fixed Business, reinforcing its strategy to accelerate the evolution of Kenyas fixed broadband sector through more affordable and flexible fibre internet offerings for households and enterprises. Anampiu officially assumed the role on January 5 and will be responsible for shaping the overall direction, expansion, and financial performance of Safaricoms fixed broadband business. Her focus includes residential and corporate connectivity, alongside the rollout of innovative pricing models designed to make fibre internet accessible to a broader segment of the population, particularly in lower-income areas. Anampiu joins Safaricom from Bayobab Kenya, an MTN Group company, where she served as Managing Director and played a key role in fibre network growth and operational restructuring. Her professional background also includes senior roles at Airtel Africa, Orange Kenya, and Bayer East Africa, giving her broad experience across telecommunications and commercial leadership. Beyond consumer connectivity, her appointment supports Safaricoms wider ambition to deliver integrated digital solutions for small and medium-sized businesses, combining fixed internet with ICT, cloud, and IoT services. Through this approach, Safaricom aims to move beyond selling standalone products and instead provide flexible, future-ready connectivity solutions that meet the evolving needs of Kenyan customers. Through this approach, Safaricom aims to move beyond selling standalone products and instead provide flexible, future-ready connectivity.お知らせ • Jan 15+ 1 more updateSafaricom PLC to Report Q2, 2027 Results on Nov 05, 2026Safaricom PLC announced that they will report Q2, 2027 results on Nov 05, 2026New Risk • Jan 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Dividend is not well covered by cash flows (150% cash payout ratio).お知らせ • Nov 20Vodacom Reportedly in Talks to Add Stake in ZAR 157 Billion SafaricomVodacom Group (Vodacom Group Limited) (JSE:VOD) is in talks with Kenya about potentially acquiring part of the government’s stake in Safaricom Ltd. (NASE:SCOM), according to people familiar with the matter. The Johannesburg-based company already owns 39.93% of East Africa’s largest listed company, and is considering increasing its stake in the business, although no final decisions have been made, according to one of the people, who asked to remain anonymous as the information is still private. A second person confirmed shareholding talks between the two. Vodacom and Safaricom declined to comment. Kenyan National Treasury officials were not immediately available to comment. Safaricom Kenya’s biggest wireless carrier with close to two-thirds of the country’s subscribers is valued at ZAR 157 billion. For the Kenyan government, selling some of its stake in the profitable business will assist with its efforts to raise revenue as it pushes to address growing debt costs and budget deficits. Vodacom previously increased its stake in Safaricom through an all-share deal with its UK parent Vodafone in 2017. Vodacom and Safaricom want to further expand M-Pesa, already Africa’s largest and fastest-growing mobile money business.Price Target Changed • Oct 15Price target increased by 10% to KSh32.36Up from KSh29.38, the current price target is an average from 7 analysts. New target price is 24% above last closing price of KSh26.00. Stock is up 69% over the past year. The company is forecast to post earnings per share of KSh2.29 for next year compared to KSh1.74 last year.Price Target Changed • Aug 21Price target increased by 11% to KSh28.32Up from KSh25.44, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of KSh27.25. Stock is up 82% over the past year. The company is forecast to post earnings per share of KSh2.26 for next year compared to KSh1.74 last year.Upcoming Dividend • Jul 25Upcoming dividend of KSh0.65 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 31 August 2025. Payout ratio is a comfortable 69% and the cash payout ratio is 76%. Trailing yield: 4.5%. Lower than top quartile of Kenyan dividend payers (9.0%). In line with average of industry peers (4.5%).Reported Earnings • Jul 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh385.2b (up 11% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh24.90, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Wireless Telecom industry globally. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh15.03 per share.Declared Dividend • May 12Final dividend of KSh0.65 announcedShareholders will receive a dividend of KSh0.65. Ex-date: 1st August 2025 Payment date: 31st August 2025 Dividend yield will be 6.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh388.7b (up 12% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • May 09Safaricom PLC, Annual General Meeting, Jul 25, 2025Safaricom PLC, Annual General Meeting, Jul 25, 2025.Upcoming Dividend • Feb 25Upcoming dividend of KSh0.55 per shareEligible shareholders must have bought the stock before 04 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 46% and the cash payout ratio is 86%. Trailing yield: 6.5%. Lower than top quartile of Kenyan dividend payers (9.4%). Higher than average of industry peers (4.9%).お知らせ • Jan 11+ 1 more updateSafaricom PLC to Report Q2, 2026 Results on Nov 07, 2025Safaricom PLC announced that they will report Q2, 2026 results at 7:00 AM, E. Africa Standard Time on Nov 07, 2025Buy Or Sell Opportunity • Jan 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to KSh17.60. The fair value is estimated to be KSh14.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has declined by 6.4%.New Risk • Jan 03New major risk - Revenue and earnings growthEarnings have declined by 3.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to KSh17.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Wireless Telecom industry globally. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh9.20 per share.Major Estimate Revision • Nov 29Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from KSh1.85 to KSh1.64 per share. Revenue forecast steady at KSh384.4b. Net income forecast to grow 25% next year vs 13% growth forecast for Wireless Telecom industry in Africa. Consensus price target broadly unchanged at KSh22.80. Share price was steady at KSh15.00 over the past week.Price Target Changed • Nov 16Price target decreased by 7.6% to KSh22.43Down from KSh24.26, the current price target is an average from 8 analysts. New target price is 48% above last closing price of KSh15.15. Stock is up 13% over the past year. The company is forecast to post earnings per share of KSh1.85 for next year compared to KSh1.57 last year.Reported Earnings • Nov 12First half 2025 earnings released: EPS: KSh0.70 (vs KSh0.85 in 1H 2024)First half 2025 results: EPS: KSh0.70 (down from KSh0.85 in 1H 2024). Revenue: KSh187.7b (up 15% from 1H 2024). Net income: KSh28.1b (down 18% from 1H 2024). Profit margin: 15% (down from 21% in 1H 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Oct 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to KSh17.40. The fair value is estimated to be KSh14.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 4.2%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.8% to KSh15.35. The fair value is estimated to be KSh19.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 4.2%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.Upcoming Dividend • Jul 25Upcoming dividend of KSh0.65 per shareEligible shareholders must have bought the stock before 01 August 2024. Payment date: 31 August 2024. Payout ratio is on the higher end at 76%, and the cash payout ratio is above 100%. Trailing yield: 7.7%. Lower than top quartile of Kenyan dividend payers (12%). Higher than average of industry peers (6.2%).Reported Earnings • Jul 07Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: KSh1.57 (up from KSh1.55 in FY 2023). Revenue: KSh346.0b (up 12% from FY 2023). Net income: KSh63.0b (up 1.2% from FY 2023). Profit margin: 18% (down from 20% in FY 2023). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 01Safaricom PLC to Report First Half, 2025 Results on Nov 07, 2024Safaricom PLC announced that they will report first half, 2025 results on Nov 07, 2024Price Target Changed • May 22Price target increased by 7.7% to KSh23.09Up from KSh21.43, the current price target is an average from 10 analysts. New target price is 26% above last closing price of KSh18.30. Stock is up 20% over the past year. The company is forecast to post earnings per share of KSh2.03 for next year compared to KSh1.57 last year.New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (455% cash payout ratio). Large one-off items impacting financial results.Declared Dividend • May 11Final dividend of KSh0.65 announcedShareholders will receive a dividend of KSh0.65. Ex-date: 1st August 2024 Payment date: 31st August 2024 Dividend yield will be 7.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but not covered by cash flows (455% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 11Safaricom PLC, Annual General Meeting, Jul 25, 2024Safaricom PLC, Annual General Meeting, Jul 25, 2024.Buy Or Sell Opportunity • May 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to KSh16.50. The fair value is estimated to be KSh13.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 4.2%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to decline by 24% in the next 2 years.お知らせ • Apr 26Safaricom PLC to Report Fiscal Year 2024 Results on May 09, 2024Safaricom PLC announced that they will report fiscal year 2024 results at 7:30 AM, E. Africa Standard Time on May 09, 2024New Risk • Apr 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.4% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (349% cash payout ratio). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 21%After last week's 21% share price gain to KSh17.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Wireless Telecom industry in Africa. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh18.15 per share.Declared Dividend • Mar 15First half dividend reduced to KSh0.55Dividend of KSh0.55 is 5.2% lower than last year. Ex-date: 18th March 2024 Payment date: 31st March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (349% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Mar 15First half dividend reduced to KSh0.55Dividend of KSh0.55 is 5.2% lower than last year. Ex-date: 18th March 2024 Payment date: 31st March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (349% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to KSh13.15. The fair value is estimated to be KSh16.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 4.2%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to decline by 3.2% in the next 2 years.New Risk • Jan 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (358% cash payout ratio). Large one-off items impacting financial results.Price Target Changed • Dec 21Price target decreased by 8.6% to KSh21.87Down from KSh23.92, the current price target is an average from 10 analysts. New target price is 61% above last closing price of KSh13.55. Stock is down 45% over the past year. The company is forecast to post earnings per share of KSh1.52 for next year compared to KSh1.55 last year.Reported Earnings • Nov 13First half 2024 earnings released: EPS: KSh0.90 (vs KSh0.84 in 1H 2023)First half 2024 results: EPS: KSh0.90 (up from KSh0.84 in 1H 2023). Revenue: KSh164.6b (up 7.3% from 1H 2023). Net income: KSh34.2b (up 2.1% from 1H 2023). Profit margin: 21% (down from 22% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to KSh13.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Wireless Telecom industry in Africa. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh7.22 per share.お知らせ • Oct 19Safaricom PLC to Report First Half, 2024 Results on Nov 09, 2023Safaricom PLC announced that they will report first half, 2024 results on Nov 09, 2023Upcoming Dividend • Jul 24Upcoming dividend of KSh0.62 per share at 6.7% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 31 August 2023. Payout ratio is on the higher end at 77%, and the cash payout ratio is above 100%. Trailing yield: 6.7%. Lower than top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (5.1%).Reported Earnings • Jul 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: KSh1.55 (down from KSh1.74 in FY 2022). Revenue: KSh308.3b (up 4.2% from FY 2022). Net income: KSh62.3b (down 11% from FY 2022). Profit margin: 20% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 1.7%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh17.45, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Wireless Telecom industry globally. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh14.95 per share.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to KSh15.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Wireless Telecom industry in Africa. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh18.09 per share.お知らせ • May 18Safaricom PLC (NASE:SCOM) entered into an agreement to acquire M-Pesa Holding Company Limited from Vodafone Group Public Limited Company (LSE:VOD) for $1.Safaricom PLC (NASE:SCOM) entered into an agreement to acquire M-Pesa Holding Company Limited from Vodafone Group Public Limited Company (LSE:VOD) for $1 on April 17, 2023. Completion of this transaction is subject to various approvals and regulatory approvals which are expected to be obtained before or during July 2023.Price Target Changed • May 17Price target decreased by 10% to KSh24.30Down from KSh27.06, the current price target is provided by 1 analyst. New target price is 57% above last closing price of KSh15.50. Stock is down 47% over the past year. The company posted earnings per share of KSh1.55 last year.Buying Opportunity • May 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be KSh16.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has declined by 4.3%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to decline by 7.2% in the next 2 years.Reported Earnings • May 12Full year 2023 earnings released: EPS: KSh1.55 (vs KSh1.74 in FY 2022)Full year 2023 results: EPS: KSh1.55 (down from KSh1.74 in FY 2022). Revenue: KSh310.9b (up 4.3% from FY 2022). Net income: KSh62.3b (down 11% from FY 2022). Profit margin: 20% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Price Target Changed • Mar 17Price target decreased by 13% to KSh28.36Down from KSh32.56, the current price target is an average from 6 analysts. New target price is 73% above last closing price of KSh16.35. Stock is down 53% over the past year. The company is forecast to post earnings per share of KSh1.59 for next year compared to KSh1.74 last year.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to KSh19.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Wireless Telecom industry in Africa. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh8.42 per share.Upcoming Dividend • Mar 09Upcoming dividend of KSh0.58 per share at 6.3% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 31 March 2023. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Lower than top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (5.3%).Reported Earnings • Nov 16First half 2023 earnings released: EPS: KSh0.84 (vs KSh0.92 in 1H 2022)First half 2023 results: EPS: KSh0.84 (down from KSh0.92 in 1H 2022). Revenue: KSh153.4b (up 4.8% from 1H 2022). Net income: KSh33.5b (down 10.0% from 1H 2022). Profit margin: 22% (down from 25% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Non-Executive Director Winnie Ouko was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 13First half 2023 earnings released: EPS: KSh0.84 (vs KSh0.92 in 1H 2022)First half 2023 results: EPS: KSh0.84 (down from KSh0.92 in 1H 2022). Revenue: KSh153.4b (up 4.8% from 1H 2022). Net income: KSh33.5b (down 9.7% from 1H 2022). Profit margin: 22% (down from 25% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Oct 26Safaricom PLC to Report First Half, 2023 Results on Nov 11, 2022Safaricom PLC announced that they will report first half, 2023 results on Nov 11, 2022Upcoming Dividend • Jul 25Upcoming dividend of KSh0.75 per shareEligible shareholders must have bought the stock before 01 August 2022. Payment date: 31 August 2022. Payout ratio is on the higher end at 80% but the company is not cash flow positive. Trailing yield: 4.7%. Lower than top quartile of Kenyan dividend payers (10%). In line with average of industry peers (4.8%).Reported Earnings • Jul 10Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: KSh1.74 (up from KSh1.71 in FY 2021). Revenue: KSh298.0b (up 13% from FY 2021). Net income: KSh69.6b (up 1.4% from FY 2021). Profit margin: 23% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 9.2%, compared to a 16% growth forecast for the industry in Kenya. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to KSh27.60, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Wireless Telecom industry in Africa. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh23.55 per share.Reported Earnings • May 14Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: KSh1.74 (up from KSh1.71 in FY 2021). Revenue: KSh298.1b (up 13% from FY 2021). Net income: KSh69.6b (up 1.4% from FY 2021). Profit margin: 23% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 9.3%, compared to a 14% growth forecast for the industry in Kenya. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Non-Executive Director Winnie Ouko was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 21Safaricom PLC to Report Fiscal Year 2022 Results on May 12, 2022Safaricom PLC announced that they will report fiscal year 2022 results at 7:45 AM, E. Africa Standard Time on May 12, 2022Upcoming Dividend • Mar 11Upcoming dividend of KSh0.64 per shareEligible shareholders must have bought the stock before 18 March 2022. Payment date: 31 March 2022. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 5.2%. Lower than top quartile of Kenyan dividend payers (8.0%). In line with average of industry peers (5.7%).Reported Earnings • Nov 14First half 2022 earnings released: EPS KSh0.92 (vs KSh0.83 in 1H 2021)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2022 results: Revenue: KSh146.4b (up 18% from 1H 2021). Net income: KSh37.2b (up 12% from 1H 2021). Profit margin: 25% (down from 27% in 1H 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 26Upcoming dividend of KSh0.92 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 31 August 2021. Trailing yield: 4.3%. Lower than top quartile of Kenyan dividend payers (7.7%). Lower than average of industry peers (5.4%).Reported Earnings • Jul 08Full year 2021 earnings released: EPS KSh1.71 (vs KSh1.84 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: KSh264.0b (flat on FY 2020). Net income: KSh68.7b (down 6.8% from FY 2020). Profit margin: 26% (down from 28% in FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.Reported Earnings • May 16Full year 2021 earnings released: EPS KSh1.71 (vs KSh1.84 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: KSh264.0b (flat on FY 2020). Net income: KSh68.7b (down 6.8% from FY 2020). Profit margin: 26% (down from 28% in FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.Upcoming Dividend • Mar 01Upcoming Dividend of KSh0.45 Per ShareWill be paid on the 31st of March to those who are registered shareholders by the 8th of March. The trailing yield of 3.6% is below the top quartile of Kenyan dividend payers (7.7%), and is lower than industry peers (5.2%).Is New 90 Day High Low • Feb 06New 90-day high: KSh36.85The company is up 18% from its price of KSh31.30 on 06 November 2020. The Kenyan market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.48 per share.Is New 90 Day High Low • Jan 06New 90-day high: KSh34.40The company is up 14% from its price of KSh30.05 on 08 October 2020. The Kenyan market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.52 per share.Is New 90 Day High Low • Dec 18New 90-day high: KSh33.55The company is up 12% from its price of KSh30.00 on 18 September 2020. The Kenyan market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.45 per share.Is New 90 Day High Low • Dec 01New 90-day high: KSh32.70The company is up 9.0% from its price of KSh30.00 on 02 September 2020. The Kenyan market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.74 per share.お知らせ • Nov 17Safaricom PLC (NASE:SCOM) acquired 18.96% stake in Circle Gas Limited for KES 385 million.Safaricom PLC (NASE:SCOM) acquired 18.96% stake in Circle Gas Limited for KES 385 million in December, 2019. Safaricom PLC (NASE:SCOM) completed the acquisition of 18.96% stake in Circle Gas Limited in December, 2019.Reported Earnings • Nov 12First half 2021 earnings released: EPS KSh0.83The company reported a poor first half result with weaker earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: KSh124.5b (down 4.1% from 1H 2020). Net income: KSh33.1b (down 6.0% from 1H 2020). Profit margin: 27% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.お知らせ • Nov 08Safaricom PLC to Report First Half, 2021 Results on Nov 09, 2020Safaricom PLC announced that they will report first half, 2021 results on Nov 09, 2020お知らせ • Nov 05Safaricom PLC Announces Appointment of Dilip Pal as Chief Finance OfficerSafaricom PLC announced the appointment of Dilip Pal to the role of Chief Finance Officer effective 1st November 2020. Dilip has more than 29 years of experience in Finance. He joins from DTAC Thailand.Is New 90 Day High Low • Nov 03New 90-day high: KSh31.25The company is up 20% from its price of KSh26.15 on 05 August 2020. The Kenyan market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.70 per share.Is New 90 Day High Low • Oct 08New 90-day high: KSh30.50The company is up 11% from its price of KSh27.50 on 10 July 2020. The Kenyan market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.50 per share.株主還元SCOMKE Wireless TelecomKE 市場7D0.3%-0.08%-0.4%1Y54.2%163.4%56.5%株主還元を見る業界別リターン: SCOM過去 1 年間で163.4 % の収益を上げたKE Wireless Telecom業界を下回りました。リターン対市場: SCOMは、過去 1 年間で56.5 % のリターンを上げたKE市場を下回りました。価格変動Is SCOM's price volatile compared to industry and market?SCOM volatilitySCOM Average Weekly Movement3.6%Wireless Telecom Industry Average Movement4.0%Market Average Movement4.3%10% most volatile stocks in KE Market6.7%10% least volatile stocks in KE Market2.8%安定した株価: SCOM 、 KE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: SCOMの 週次ボラティリティ ( 4% ) 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19976,462Peter Ndegwawww.safaricom.co.keサファリコムPLCはケニアで電気通信サービスを提供している。同社は、音声、モバイル、固定データ、メッセージング（SMS）、M-PESA決済、ホームファイバーサービス、モノのインターネット、クラウドサービスを提供している。また、DigiFarm、加盟店が顧客から支払いを回収できるLipa Na M-PESA、貯蓄・融資サービスのKCB M-PESAを提供し、EコマースポータルのMasokoも運営している。さらに、健康決済アプリケーションのm-tiba、M Salamaプラットフォーム、顧客が無担保枠を利用できる当座貸越ファシリティのFULIZA、マイクロ融資/貯蓄商品のM-Shwari、エクイティ銀行口座のM-Kesho、ソーラーホームシステムのM-KOPA、インターネット接続なしで学習できる教育プラットフォームのSoma Na Shupavu 291、M-PESAビジネスアプリを提供している。さらに、モバイル・インターネット、ホーム・インターネット、ポストペイ、テレマティクス、温度タグ、IoT SIM管理、スマート・ウォーター、監視、料金支払い、固定ワイヤレス・ソリューション、Baze、Skiza Tunes、Safaricom Beatz、Shiriki Prepay Airtimeアプリケーションを提供している。サファリコムPLCは1997年に設立され、ケニアのナイロビに本社を置いている。もっと見るSafaricom PLC 基礎のまとめSafaricom の収益と売上を時価総額と比較するとどうか。SCOM 基礎統計学時価総額KSh1.23t収益（TTM）KSh95.61b売上高(TTM)KSh420.99b12.8xPER（株価収益率2.9xP/SレシオSCOM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SCOM 損益計算書（TTM）収益KSh420.99b売上原価KSh109.31b売上総利益KSh311.68bその他の費用KSh216.07b収益KSh95.61b直近の収益報告Mar 31, 2026次回決算日Nov 05, 2026一株当たり利益（EPS）2.39グロス・マージン74.03%純利益率22.71%有利子負債／自己資本比率47.3%SCOM 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7.5%現在の配当利回り83%配当性向SCOM 配当は確実ですか？SCOM 配当履歴とベンチマークを見るSCOM 、いつまでに購入すれば配当金を受け取れますか？Safaricom 配当日配当落ち日Aug 05 2026配当支払日Sep 04 2026配当落ちまでの日数75 days配当支払日までの日数105 daysSCOM 配当は確実ですか？SCOM 配当履歴とベンチマークを見るView Valuation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 04:50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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Safaricom PLC 5 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。15 アナリスト機関Linet MuriungiAbsa Bank LimitedSarah WangaAIB-AXYS Africa Limitednull nullAIB-AXYS Africa Limited12 その他のアナリストを表示
Price Target Changed • May 16Price target increased by 7.1% to KSh37.74Up from KSh35.24, the current price target is an average from 7 analysts. New target price is 26% above last closing price of KSh30.05. Stock is up 51% over the past year. The company is forecast to post earnings per share of KSh2.76 for next year compared to KSh2.40 last year.
Declared Dividend • May 09Final dividend of KSh1.15 announcedShareholders will receive a dividend of KSh1.15. Ex-date: 5th August 2026 Payment date: 4th September 2026 Dividend yield will be 6.2%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Safaricom PLC, Annual General Meeting, Jul 31, 2026Safaricom PLC, Annual General Meeting, Jul 31, 2026.
Upcoming Dividend • Feb 20Upcoming dividend of KSh0.85 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Kenyan dividend payers (6.2%). Higher than average of industry peers (1.0%).
新しいナラティブ • Feb 14Safaricom: Why I'm Holding LongIf you're investing in the Nairobi Securities Exchange and don't own Safaricom, you need to seriously rethink your portfolio. This isn't hype — it's the closest thing we have to a blue-chip monopoly on the NSE, and the numbers back it up.
Declared Dividend • Feb 06First half dividend of KSh0.85 announcedShareholders will receive a dividend of KSh0.85. Ex-date: 26th February 2026 Payment date: 31st March 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not covered by cash flows (150% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • May 16Price target increased by 7.1% to KSh37.74Up from KSh35.24, the current price target is an average from 7 analysts. New target price is 26% above last closing price of KSh30.05. Stock is up 51% over the past year. The company is forecast to post earnings per share of KSh2.76 for next year compared to KSh2.40 last year.
Declared Dividend • May 09Final dividend of KSh1.15 announcedShareholders will receive a dividend of KSh1.15. Ex-date: 5th August 2026 Payment date: 4th September 2026 Dividend yield will be 6.2%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Safaricom PLC, Annual General Meeting, Jul 31, 2026Safaricom PLC, Annual General Meeting, Jul 31, 2026.
Upcoming Dividend • Feb 20Upcoming dividend of KSh0.85 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Kenyan dividend payers (6.2%). Higher than average of industry peers (1.0%).
新しいナラティブ • Feb 14Safaricom: Why I'm Holding LongIf you're investing in the Nairobi Securities Exchange and don't own Safaricom, you need to seriously rethink your portfolio. This isn't hype — it's the closest thing we have to a blue-chip monopoly on the NSE, and the numbers back it up.
Declared Dividend • Feb 06First half dividend of KSh0.85 announcedShareholders will receive a dividend of KSh0.85. Ex-date: 26th February 2026 Payment date: 31st March 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not covered by cash flows (150% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 19Safaricom Appoints Sylvia Anampiu as Director of Fixed Business, Effective January 5, 2026Safaricom appointed Sylvia Anampiu as Director of Fixed Business, reinforcing its strategy to accelerate the evolution of Kenyas fixed broadband sector through more affordable and flexible fibre internet offerings for households and enterprises. Anampiu officially assumed the role on January 5 and will be responsible for shaping the overall direction, expansion, and financial performance of Safaricoms fixed broadband business. Her focus includes residential and corporate connectivity, alongside the rollout of innovative pricing models designed to make fibre internet accessible to a broader segment of the population, particularly in lower-income areas. Anampiu joins Safaricom from Bayobab Kenya, an MTN Group company, where she served as Managing Director and played a key role in fibre network growth and operational restructuring. Her professional background also includes senior roles at Airtel Africa, Orange Kenya, and Bayer East Africa, giving her broad experience across telecommunications and commercial leadership. Beyond consumer connectivity, her appointment supports Safaricoms wider ambition to deliver integrated digital solutions for small and medium-sized businesses, combining fixed internet with ICT, cloud, and IoT services. Through this approach, Safaricom aims to move beyond selling standalone products and instead provide flexible, future-ready connectivity solutions that meet the evolving needs of Kenyan customers. Through this approach, Safaricom aims to move beyond selling standalone products and instead provide flexible, future-ready connectivity.
お知らせ • Jan 15+ 1 more updateSafaricom PLC to Report Q2, 2027 Results on Nov 05, 2026Safaricom PLC announced that they will report Q2, 2027 results on Nov 05, 2026
New Risk • Jan 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Dividend is not well covered by cash flows (150% cash payout ratio).
お知らせ • Nov 20Vodacom Reportedly in Talks to Add Stake in ZAR 157 Billion SafaricomVodacom Group (Vodacom Group Limited) (JSE:VOD) is in talks with Kenya about potentially acquiring part of the government’s stake in Safaricom Ltd. (NASE:SCOM), according to people familiar with the matter. The Johannesburg-based company already owns 39.93% of East Africa’s largest listed company, and is considering increasing its stake in the business, although no final decisions have been made, according to one of the people, who asked to remain anonymous as the information is still private. A second person confirmed shareholding talks between the two. Vodacom and Safaricom declined to comment. Kenyan National Treasury officials were not immediately available to comment. Safaricom Kenya’s biggest wireless carrier with close to two-thirds of the country’s subscribers is valued at ZAR 157 billion. For the Kenyan government, selling some of its stake in the profitable business will assist with its efforts to raise revenue as it pushes to address growing debt costs and budget deficits. Vodacom previously increased its stake in Safaricom through an all-share deal with its UK parent Vodafone in 2017. Vodacom and Safaricom want to further expand M-Pesa, already Africa’s largest and fastest-growing mobile money business.
Price Target Changed • Oct 15Price target increased by 10% to KSh32.36Up from KSh29.38, the current price target is an average from 7 analysts. New target price is 24% above last closing price of KSh26.00. Stock is up 69% over the past year. The company is forecast to post earnings per share of KSh2.29 for next year compared to KSh1.74 last year.
Price Target Changed • Aug 21Price target increased by 11% to KSh28.32Up from KSh25.44, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of KSh27.25. Stock is up 82% over the past year. The company is forecast to post earnings per share of KSh2.26 for next year compared to KSh1.74 last year.
Upcoming Dividend • Jul 25Upcoming dividend of KSh0.65 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 31 August 2025. Payout ratio is a comfortable 69% and the cash payout ratio is 76%. Trailing yield: 4.5%. Lower than top quartile of Kenyan dividend payers (9.0%). In line with average of industry peers (4.5%).
Reported Earnings • Jul 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh385.2b (up 11% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh24.90, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Wireless Telecom industry globally. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh15.03 per share.
Declared Dividend • May 12Final dividend of KSh0.65 announcedShareholders will receive a dividend of KSh0.65. Ex-date: 1st August 2025 Payment date: 31st August 2025 Dividend yield will be 6.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh388.7b (up 12% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • May 09Safaricom PLC, Annual General Meeting, Jul 25, 2025Safaricom PLC, Annual General Meeting, Jul 25, 2025.
Upcoming Dividend • Feb 25Upcoming dividend of KSh0.55 per shareEligible shareholders must have bought the stock before 04 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 46% and the cash payout ratio is 86%. Trailing yield: 6.5%. Lower than top quartile of Kenyan dividend payers (9.4%). Higher than average of industry peers (4.9%).
お知らせ • Jan 11+ 1 more updateSafaricom PLC to Report Q2, 2026 Results on Nov 07, 2025Safaricom PLC announced that they will report Q2, 2026 results at 7:00 AM, E. Africa Standard Time on Nov 07, 2025
Buy Or Sell Opportunity • Jan 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to KSh17.60. The fair value is estimated to be KSh14.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has declined by 6.4%.
New Risk • Jan 03New major risk - Revenue and earnings growthEarnings have declined by 3.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to KSh17.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Wireless Telecom industry globally. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh9.20 per share.
Major Estimate Revision • Nov 29Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from KSh1.85 to KSh1.64 per share. Revenue forecast steady at KSh384.4b. Net income forecast to grow 25% next year vs 13% growth forecast for Wireless Telecom industry in Africa. Consensus price target broadly unchanged at KSh22.80. Share price was steady at KSh15.00 over the past week.
Price Target Changed • Nov 16Price target decreased by 7.6% to KSh22.43Down from KSh24.26, the current price target is an average from 8 analysts. New target price is 48% above last closing price of KSh15.15. Stock is up 13% over the past year. The company is forecast to post earnings per share of KSh1.85 for next year compared to KSh1.57 last year.
Reported Earnings • Nov 12First half 2025 earnings released: EPS: KSh0.70 (vs KSh0.85 in 1H 2024)First half 2025 results: EPS: KSh0.70 (down from KSh0.85 in 1H 2024). Revenue: KSh187.7b (up 15% from 1H 2024). Net income: KSh28.1b (down 18% from 1H 2024). Profit margin: 15% (down from 21% in 1H 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Oct 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to KSh17.40. The fair value is estimated to be KSh14.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 4.2%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.
Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.8% to KSh15.35. The fair value is estimated to be KSh19.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 4.2%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.
Upcoming Dividend • Jul 25Upcoming dividend of KSh0.65 per shareEligible shareholders must have bought the stock before 01 August 2024. Payment date: 31 August 2024. Payout ratio is on the higher end at 76%, and the cash payout ratio is above 100%. Trailing yield: 7.7%. Lower than top quartile of Kenyan dividend payers (12%). Higher than average of industry peers (6.2%).
Reported Earnings • Jul 07Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: KSh1.57 (up from KSh1.55 in FY 2023). Revenue: KSh346.0b (up 12% from FY 2023). Net income: KSh63.0b (up 1.2% from FY 2023). Profit margin: 18% (down from 20% in FY 2023). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 01Safaricom PLC to Report First Half, 2025 Results on Nov 07, 2024Safaricom PLC announced that they will report first half, 2025 results on Nov 07, 2024
Price Target Changed • May 22Price target increased by 7.7% to KSh23.09Up from KSh21.43, the current price target is an average from 10 analysts. New target price is 26% above last closing price of KSh18.30. Stock is up 20% over the past year. The company is forecast to post earnings per share of KSh2.03 for next year compared to KSh1.57 last year.
New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (455% cash payout ratio). Large one-off items impacting financial results.
Declared Dividend • May 11Final dividend of KSh0.65 announcedShareholders will receive a dividend of KSh0.65. Ex-date: 1st August 2024 Payment date: 31st August 2024 Dividend yield will be 7.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but not covered by cash flows (455% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 11Safaricom PLC, Annual General Meeting, Jul 25, 2024Safaricom PLC, Annual General Meeting, Jul 25, 2024.
Buy Or Sell Opportunity • May 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to KSh16.50. The fair value is estimated to be KSh13.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 4.2%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to decline by 24% in the next 2 years.
お知らせ • Apr 26Safaricom PLC to Report Fiscal Year 2024 Results on May 09, 2024Safaricom PLC announced that they will report fiscal year 2024 results at 7:30 AM, E. Africa Standard Time on May 09, 2024
New Risk • Apr 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.4% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (349% cash payout ratio). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 21%After last week's 21% share price gain to KSh17.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Wireless Telecom industry in Africa. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh18.15 per share.
Declared Dividend • Mar 15First half dividend reduced to KSh0.55Dividend of KSh0.55 is 5.2% lower than last year. Ex-date: 18th March 2024 Payment date: 31st March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (349% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Mar 15First half dividend reduced to KSh0.55Dividend of KSh0.55 is 5.2% lower than last year. Ex-date: 18th March 2024 Payment date: 31st March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (349% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to KSh13.15. The fair value is estimated to be KSh16.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 4.2%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to decline by 3.2% in the next 2 years.
New Risk • Jan 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (358% cash payout ratio). Large one-off items impacting financial results.
Price Target Changed • Dec 21Price target decreased by 8.6% to KSh21.87Down from KSh23.92, the current price target is an average from 10 analysts. New target price is 61% above last closing price of KSh13.55. Stock is down 45% over the past year. The company is forecast to post earnings per share of KSh1.52 for next year compared to KSh1.55 last year.
Reported Earnings • Nov 13First half 2024 earnings released: EPS: KSh0.90 (vs KSh0.84 in 1H 2023)First half 2024 results: EPS: KSh0.90 (up from KSh0.84 in 1H 2023). Revenue: KSh164.6b (up 7.3% from 1H 2023). Net income: KSh34.2b (up 2.1% from 1H 2023). Profit margin: 21% (down from 22% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to KSh13.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Wireless Telecom industry in Africa. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh7.22 per share.
お知らせ • Oct 19Safaricom PLC to Report First Half, 2024 Results on Nov 09, 2023Safaricom PLC announced that they will report first half, 2024 results on Nov 09, 2023
Upcoming Dividend • Jul 24Upcoming dividend of KSh0.62 per share at 6.7% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 31 August 2023. Payout ratio is on the higher end at 77%, and the cash payout ratio is above 100%. Trailing yield: 6.7%. Lower than top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (5.1%).
Reported Earnings • Jul 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: KSh1.55 (down from KSh1.74 in FY 2022). Revenue: KSh308.3b (up 4.2% from FY 2022). Net income: KSh62.3b (down 11% from FY 2022). Profit margin: 20% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 1.7%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh17.45, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Wireless Telecom industry globally. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh14.95 per share.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to KSh15.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Wireless Telecom industry in Africa. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh18.09 per share.
お知らせ • May 18Safaricom PLC (NASE:SCOM) entered into an agreement to acquire M-Pesa Holding Company Limited from Vodafone Group Public Limited Company (LSE:VOD) for $1.Safaricom PLC (NASE:SCOM) entered into an agreement to acquire M-Pesa Holding Company Limited from Vodafone Group Public Limited Company (LSE:VOD) for $1 on April 17, 2023. Completion of this transaction is subject to various approvals and regulatory approvals which are expected to be obtained before or during July 2023.
Price Target Changed • May 17Price target decreased by 10% to KSh24.30Down from KSh27.06, the current price target is provided by 1 analyst. New target price is 57% above last closing price of KSh15.50. Stock is down 47% over the past year. The company posted earnings per share of KSh1.55 last year.
Buying Opportunity • May 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be KSh16.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has declined by 4.3%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to decline by 7.2% in the next 2 years.
Reported Earnings • May 12Full year 2023 earnings released: EPS: KSh1.55 (vs KSh1.74 in FY 2022)Full year 2023 results: EPS: KSh1.55 (down from KSh1.74 in FY 2022). Revenue: KSh310.9b (up 4.3% from FY 2022). Net income: KSh62.3b (down 11% from FY 2022). Profit margin: 20% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Mar 17Price target decreased by 13% to KSh28.36Down from KSh32.56, the current price target is an average from 6 analysts. New target price is 73% above last closing price of KSh16.35. Stock is down 53% over the past year. The company is forecast to post earnings per share of KSh1.59 for next year compared to KSh1.74 last year.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to KSh19.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Wireless Telecom industry in Africa. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh8.42 per share.
Upcoming Dividend • Mar 09Upcoming dividend of KSh0.58 per share at 6.3% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 31 March 2023. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Lower than top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (5.3%).
Reported Earnings • Nov 16First half 2023 earnings released: EPS: KSh0.84 (vs KSh0.92 in 1H 2022)First half 2023 results: EPS: KSh0.84 (down from KSh0.92 in 1H 2022). Revenue: KSh153.4b (up 4.8% from 1H 2022). Net income: KSh33.5b (down 10.0% from 1H 2022). Profit margin: 22% (down from 25% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Non-Executive Director Winnie Ouko was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 13First half 2023 earnings released: EPS: KSh0.84 (vs KSh0.92 in 1H 2022)First half 2023 results: EPS: KSh0.84 (down from KSh0.92 in 1H 2022). Revenue: KSh153.4b (up 4.8% from 1H 2022). Net income: KSh33.5b (down 9.7% from 1H 2022). Profit margin: 22% (down from 25% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Oct 26Safaricom PLC to Report First Half, 2023 Results on Nov 11, 2022Safaricom PLC announced that they will report first half, 2023 results on Nov 11, 2022
Upcoming Dividend • Jul 25Upcoming dividend of KSh0.75 per shareEligible shareholders must have bought the stock before 01 August 2022. Payment date: 31 August 2022. Payout ratio is on the higher end at 80% but the company is not cash flow positive. Trailing yield: 4.7%. Lower than top quartile of Kenyan dividend payers (10%). In line with average of industry peers (4.8%).
Reported Earnings • Jul 10Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: KSh1.74 (up from KSh1.71 in FY 2021). Revenue: KSh298.0b (up 13% from FY 2021). Net income: KSh69.6b (up 1.4% from FY 2021). Profit margin: 23% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 9.2%, compared to a 16% growth forecast for the industry in Kenya. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to KSh27.60, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Wireless Telecom industry in Africa. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh23.55 per share.
Reported Earnings • May 14Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: KSh1.74 (up from KSh1.71 in FY 2021). Revenue: KSh298.1b (up 13% from FY 2021). Net income: KSh69.6b (up 1.4% from FY 2021). Profit margin: 23% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 9.3%, compared to a 14% growth forecast for the industry in Kenya. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Non-Executive Director Winnie Ouko was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 21Safaricom PLC to Report Fiscal Year 2022 Results on May 12, 2022Safaricom PLC announced that they will report fiscal year 2022 results at 7:45 AM, E. Africa Standard Time on May 12, 2022
Upcoming Dividend • Mar 11Upcoming dividend of KSh0.64 per shareEligible shareholders must have bought the stock before 18 March 2022. Payment date: 31 March 2022. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 5.2%. Lower than top quartile of Kenyan dividend payers (8.0%). In line with average of industry peers (5.7%).
Reported Earnings • Nov 14First half 2022 earnings released: EPS KSh0.92 (vs KSh0.83 in 1H 2021)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2022 results: Revenue: KSh146.4b (up 18% from 1H 2021). Net income: KSh37.2b (up 12% from 1H 2021). Profit margin: 25% (down from 27% in 1H 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 26Upcoming dividend of KSh0.92 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 31 August 2021. Trailing yield: 4.3%. Lower than top quartile of Kenyan dividend payers (7.7%). Lower than average of industry peers (5.4%).
Reported Earnings • Jul 08Full year 2021 earnings released: EPS KSh1.71 (vs KSh1.84 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: KSh264.0b (flat on FY 2020). Net income: KSh68.7b (down 6.8% from FY 2020). Profit margin: 26% (down from 28% in FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
Reported Earnings • May 16Full year 2021 earnings released: EPS KSh1.71 (vs KSh1.84 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: KSh264.0b (flat on FY 2020). Net income: KSh68.7b (down 6.8% from FY 2020). Profit margin: 26% (down from 28% in FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.
Upcoming Dividend • Mar 01Upcoming Dividend of KSh0.45 Per ShareWill be paid on the 31st of March to those who are registered shareholders by the 8th of March. The trailing yield of 3.6% is below the top quartile of Kenyan dividend payers (7.7%), and is lower than industry peers (5.2%).
Is New 90 Day High Low • Feb 06New 90-day high: KSh36.85The company is up 18% from its price of KSh31.30 on 06 November 2020. The Kenyan market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.48 per share.
Is New 90 Day High Low • Jan 06New 90-day high: KSh34.40The company is up 14% from its price of KSh30.05 on 08 October 2020. The Kenyan market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.52 per share.
Is New 90 Day High Low • Dec 18New 90-day high: KSh33.55The company is up 12% from its price of KSh30.00 on 18 September 2020. The Kenyan market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.45 per share.
Is New 90 Day High Low • Dec 01New 90-day high: KSh32.70The company is up 9.0% from its price of KSh30.00 on 02 September 2020. The Kenyan market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.74 per share.
お知らせ • Nov 17Safaricom PLC (NASE:SCOM) acquired 18.96% stake in Circle Gas Limited for KES 385 million.Safaricom PLC (NASE:SCOM) acquired 18.96% stake in Circle Gas Limited for KES 385 million in December, 2019. Safaricom PLC (NASE:SCOM) completed the acquisition of 18.96% stake in Circle Gas Limited in December, 2019.
Reported Earnings • Nov 12First half 2021 earnings released: EPS KSh0.83The company reported a poor first half result with weaker earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: KSh124.5b (down 4.1% from 1H 2020). Net income: KSh33.1b (down 6.0% from 1H 2020). Profit margin: 27% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Nov 08Safaricom PLC to Report First Half, 2021 Results on Nov 09, 2020Safaricom PLC announced that they will report first half, 2021 results on Nov 09, 2020
お知らせ • Nov 05Safaricom PLC Announces Appointment of Dilip Pal as Chief Finance OfficerSafaricom PLC announced the appointment of Dilip Pal to the role of Chief Finance Officer effective 1st November 2020. Dilip has more than 29 years of experience in Finance. He joins from DTAC Thailand.
Is New 90 Day High Low • Nov 03New 90-day high: KSh31.25The company is up 20% from its price of KSh26.15 on 05 August 2020. The Kenyan market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.70 per share.
Is New 90 Day High Low • Oct 08New 90-day high: KSh30.50The company is up 11% from its price of KSh27.50 on 10 July 2020. The Kenyan market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.50 per share.
