Tele2 AB (publ)

OM:TEL2 B 株式レポート

時価総額:SEK 129.6b

Tele2 過去の業績

過去 基準チェック /46

Tele2の収益は年間平均-5.3%の割合で減少していますが、 Wireless Telecom業界の収益は年間 減少しています。収益は年間12.3% 2.7%割合で 増加しています。 Tele2の自己資本利益率は35.1%であり、純利益率は33.7%です。

主要情報

-5.30%

収益成長率

-5.46%

EPS成長率

Wireless Telecom 業界の成長13.03%
収益成長率2.71%
株主資本利益率35.06%
ネット・マージン33.65%
次回の業績アップデート16 Jul 2026

最近の業績更新

Recent updates

ナラティブの更新 Jun 02

TEL2 B: Elevated Dividend And Leadership Change Will Likely Cap Future Upside

Analysts have raised the Tele2 fair value estimate from SEK 127.77 to SEK 140.00, reflecting updated revenue, margin and P/E assumptions after a mix of recent price target increases, trims and rating downgrades across the Street. Analyst Commentary Recent Street research on Tele2 shows a split view, with some larger investment banks adjusting price targets and several bearish analysts shifting to a more cautious stance on the stock.
ナラティブの更新 Apr 30

TEL2 B: Higher Payout Policy And Retail Expansion Will Support Future Returns

Analysts have lifted the average price target for Tele2 by SEK 10 to SEK 225, with recent SEK 7 to SEK 34 target hikes balanced by several downgrades and slightly lower revenue growth and profit margin assumptions, alongside a marginally higher future P/E multiple in updated models. Analyst Commentary Recent Street research on Tele2 shows a split view, with several bullish analysts lifting price targets while others turn more cautious or downgrade their ratings.
ナラティブの更新 Apr 16

TEL2 B: Elevated Payout Policy Will Drive Future Return Profile

The analyst price target for Tele2 has been raised from SEK 210.00 to SEK 225.00. This change reflects updated views from analysts who are weighing mixed recent research, including several downgrades alongside selective target increases around the sector.
ナラティブの更新 Apr 02

TEL2 B: Limited Upside Will Constrain Returns Despite Supportive Capital Actions

The analyst price target for Tele2 has increased by about SEK 6 to SEK 170, reflecting recent mixed research updates in which some analysts raised their targets while others became more cautious on the stock’s upside potential. Analyst Commentary Recent research on Tele2 presents a split picture, with some bullish analysts lifting price targets and others turning more cautious or stepping back from high conviction ratings.
ナラティブの更新 Mar 19

TEL2 B: Mixed Ratings And Rich Dividend Policy Will Shape Returns

Analysts now place Tele2's fair value at about SEK 210, up from SEK 200, as they weigh slightly higher long term revenue growth, profit margins and future P/E expectations against a mixed set of recent price target revisions and rating changes across the Street. Analyst Commentary Recent Street research provides a mixed but generally constructive view on Tele2, with some firms trimming price targets or shifting ratings, while others see enough support to justify higher valuation levels.
ナラティブの更新 Mar 05

TEL2 B: Mixed Street Views And High Dividend Will Shape Returns

The analyst fair value estimate for Tele2 has moved from SEK 190 to SEK 200. This reflects mixed recent price target changes from several banks and adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E multiples by analysts.
分析記事 Feb 13

Tele2 AB (publ)'s (STO:TEL2 B) 25% Price Boost Is Out Of Tune With Earnings

The Tele2 AB (publ) ( STO:TEL2 B ) share price has done very well over the last month, posting an excellent gain of...
ナラティブの更新 Feb 04

TEL2 B: Rich P/E And Dividend Payout Will Likely Limit Future Upside

The analyst price target for Tele2 has increased from SEK 122.0 to approximately SEK 128.4, reflecting updated views from analysts who have recently adjusted their targets in both directions based on revised expectations for revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research updates around Tele2 show a mix of views, with some analysts raising their targets and others trimming them by small amounts.
分析記事 Feb 01

Tele2's (STO:TEL2 B) Dividend Will Be Increased To SEK5.25

Tele2 AB (publ) ( STO:TEL2 B ) will increase its dividend from last year's comparable payment on the 25th of May to...
分析記事 Jan 31

Tele2 AB (publ) (STO:TEL2 B) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

As you might know, Tele2 AB (publ) ( STO:TEL2 B ) recently reported its yearly numbers. Tele2 reported in line with...
ナラティブの更新 Jan 21

TEL2 B: Sector Mergers Will Drive Near-Term Outperformance With Stable Fairly Priced Outlook

Analysts have nudged their fair value estimate for Tele2 to SEK164.33 from SEK161.63 as small tweaks to assumptions on long term revenue growth, profit margin and future P/E filter through their models. Valuation Changes The fair value estimate has increased modestly from SEK161.63 to SEK164.33 per share.
ナラティブの更新 Jan 07

TEL2 B: Lower Revenue Assumptions Will Likely Cap Upside At Current Levels

Analysts have revised their price target on Tele2 to SEK 122.0. This reflects updated assumptions for slightly lower revenue growth, a modestly higher profit margin, and a small adjustment to the future P/E multiple. Valuation Changes Fair Value: Unchanged at SEK 122.0 per share.
分析記事 Dec 30

Here's Why Tele2 (STO:TEL2 B) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 Dec 17

Earnings Not Telling The Story For Tele2 AB (publ) (STO:TEL2 B)

When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 21x, you may consider Tele2...
ナラティブの更新 Dec 15

TEL2 B: Merger Driven Upside Will Likely Disappoint At Current Levels

Analysts have raised their price target on Tele2 to SEK 190, reflecting stronger expected revenue growth, higher profit margins, and a richer merger-driven outlook for telecom operators compared to previous forecasts. Analyst Commentary The latest upgrade to Outperform with a SEK 190 price target underscores a more constructive stance on Tele2's ability to benefit from sector consolidation and merger related synergies.
分析記事 Dec 03

Returns At Tele2 (STO:TEL2 B) Are On The Way Up

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
ナラティブの更新 Dec 01

TEL2 B: Sector Mergers Will Drive Near-Term Outperformance Amid Fair Valuation

Analysts have raised their price target for Tele2 from SEK 161.02 to SEK 161.63, citing expectations of favorable industry conditions and improved margins, which they believe could support near-term share performance. Analyst Commentary Recent analyst activity reflects evolving sentiment on Tele2, with upward revisions and renewed attention to potential sector tailwinds.
ナラティブの更新 Nov 17

TEL2 B: Sector Mergers Will Shape Near-Term Outperformance Amid Stable Outlook

Narrative Update on Tele2 Analysts have revised Tele2's fair value price target to SEK 161.02, maintaining their outlook as positive in light of recent sector upgrades and expectations that upcoming telecom mergers will drive outperformance. Analyst Commentary Bullish Takeaways Bullish analysts have upgraded Tele2's rating, reflecting increased confidence in the company's growth prospects.
ナラティブの更新 Nov 03

TEL2 B: Sector Mergers And Baltic Tower Deal Will Shape Outlook

Tele2's analyst price target has been raised from SEK 160 to SEK 161.02, as analysts cite expectations of revenue growth and improved profit margins due to anticipated sector consolidation. Analyst Commentary Following recent sector reviews, analysts have updated their views on Tele2, highlighting both encouraging prospects and areas of caution regarding the company's path forward.
ナラティブの更新 Oct 20

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have raised their fair value estimate for Tele2 from SEK 159.26 to SEK 160.00. They cite anticipated benefits from industry mergers expected to boost performance in the near term.
ナラティブの更新 Oct 05

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have raised their price target for Tele2 from SEK 154 to SEK 159, citing expectations of higher profit margins and improved shareholder returns as key drivers for the upgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades reflect confidence in Tele2's ability to capture near-term outperformance, especially in the wake of potential telecom sector mergers.
ナラティブの更新 Sep 20

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have raised Tele2’s price target to SEK153.98, driven by improved shareholder return catalysts and operational stability, though some reservations persist among bearish analysts. Analyst Commentary Bullish analysts cite improved shareholder return catalysts as a key reason for increased optimism.
ナラティブの更新 Sep 05

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have turned more optimistic on Tele2 due to enhanced shareholder return catalysts and improved confidence in capital allocation, leading to upward price target revisions, with the consensus Analyst Price Target remaining effectively unchanged at SEK152.14. Analyst Commentary Bullish analysts highlight enhanced shareholder return catalysts as a key reason for an upgraded outlook.
分析記事 Aug 31

Are Investors Undervaluing Tele2 AB (publ) (STO:TEL2 B) By 26%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tele2 fair value estimate is kr226 Tele2's kr167 share price...
分析記事 Jul 30

Earnings Not Telling The Story For Tele2 AB (publ) (STO:TEL2 B) After Shares Rise 35%

Tele2 AB (publ) ( STO:TEL2 B ) shareholders have had their patience rewarded with a 35% share price jump in the last...
分析記事 Jul 12

We Like These Underlying Return On Capital Trends At Tele2 (STO:TEL2 B)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
分析記事 Jun 26

Tele2's (STO:TEL2 B) Dividend Will Be Reduced To SEK3.15

Tele2 AB (publ) ( STO:TEL2 B ) is reducing its dividend from last year's comparable payment to SEK3.15 on the 15th of...
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新しいナラティブ Nov 30

Unified IT Stack And 5G Expansion Set To Elevate Revenue And Drive Competitive Edge

Unified IT stack and 5G expansion enhance customer experience, competitive position, and revenue through improved offerings and service expansion.

収支内訳

Tele2 の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

OM:TEL2 B 収益、費用、利益 ( )SEK Millions
日付収益収益G+A経費研究開発費
31 Mar 2629,98410,0905,8930
31 Dec 2529,8904,5806,0530
30 Sep 2529,6344,3326,2780
30 Jun 2529,5814,1506,5030
31 Mar 2529,5833,9006,7550
31 Dec 2429,5833,8346,8140
30 Sep 2429,4843,7956,7290
30 Jun 2429,3473,7486,6370
31 Mar 2429,2423,6906,5440
31 Dec 2329,0993,7316,4810
30 Sep 2328,8683,6946,4850
30 Jun 2328,6993,6336,4150
31 Mar 2328,3673,5926,3560
31 Dec 2228,1025,2136,2350
30 Sep 2227,6775,2286,1680
30 Jun 2227,2325,2666,1610
31 Mar 2226,9835,5646,1200
31 Dec 2126,7893,9606,1790
30 Sep 2126,6457,5266,1390
30 Jun 2126,5507,6246,1240
31 Mar 2126,5237,3066,1970
31 Dec 2026,5547,2336,3450
30 Sep 2026,4843,3776,3250
30 Jun 2026,7923,2216,4570
31 Mar 2027,0412,4286,5330
31 Dec 1927,2032,3016,4420
30 Sep 1926,9959266,6000
30 Jun 1925,2055556,2360
31 Mar 1923,5241,0485,8490
31 Dec 1821,7759705,5560
30 Sep 1818,4202,3165,1850
30 Jun 1819,4562,3965,4800
31 Mar 1820,4952,4185,7660
31 Dec 1721,4662,4035,9630
30 Sep 1719,8855,2814,5090
30 Jun 1720,7602,6354,8380
31 Mar 1720,7092,1065,1620
31 Dec 1618,1312,0935,1910
30 Sep 1626,164-1,7427,6170
30 Jun 1626,2818337,7790
31 Mar 1626,7911,1227,7740
31 Dec 1519,3381,5125,5700
30 Sep 1526,7891,7177,9390
30 Jun 1526,5822,0467,7570

質の高い収益: TEL2 BにはSEK4.7B } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: TEL2 Bの現在の純利益率 (33.7%)は、昨年(13.2%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: TEL2 Bの収益は過去 5 年間で年間5.3%減少しました。

成長の加速: TEL2 Bの過去 1 年間の収益成長率 ( 158.7% ) は、5 年間の平均 ( 年間-5.3%を上回っています。

収益対業界: TEL2 Bの過去 1 年間の収益成長率 ( 158.7% ) はWireless Telecom業界86.5%を上回りました。


株主資本利益率

高いROE: TEL2 Bの 自己資本利益率 ( 35.1% ) は 高い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/06/12 19:49
終値2026/06/12 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

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

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイド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

Tele2 AB (publ) 14 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。34

アナリスト機関
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