Vodafone Group 향후 성장
Future 기준 점검 3/6
Vodafone Group (는) 각각 연간 51.6% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 52.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.3% 로 예상됩니다.
핵심 정보
51.6%
이익 성장률
52.89%
EPS 성장률
| Wireless Telecom 이익 성장 | 27.2% |
| 매출 성장률 | 3.6% |
| 향후 자기자본이익률 | 10.27% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 19 May 2026 |
최근 향후 성장 업데이트
분석 기사 • Nov 14
The Vodafone Group Public Limited Company (LON:VOD) Second-Quarter Results Are Out And Analysts Have Published New Forecasts
Investors in Vodafone Group Public Limited Company ( LON:VOD ) had a good week, as its shares rose 9.4% to close at...분석 기사 • May 22
Vodafone Group Public Limited Company Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
Shareholders of Vodafone Group Public Limited Company ( LON:VOD ) will be pleased this week, given that the stock price...Recent updates
내러티브 업데이트 • May 19
VOD: Rising Telecom Confidence May Drive Re Rating On Branded Calling
Analysts have nudged their average price target for Vodafone higher to £1.48 from £1.25, reflecting updated assumptions around a lower discount rate, slightly adjusted revenue growth and profit margin expectations, as well as a higher future P/E multiple, alongside a mix of recent target increases and one downgrade to Hold. Analyst Commentary Recent research updates show a mix of views, with at least one downgrade to Hold alongside several upward price target revisions.
내러티브 업데이트 • May 03
VOD: Cash Flow Hopes Will Confront Persistent P/E And Execution Risks
Vodafone Group's analyst price targets have increased by between £0.05 and £0.15 across several recent reports, as analysts highlight updated assumptions around revenue growth, profit margins and a lower future P/E multiple in their refreshed models. Analyst Commentary Recent research updates show that while several firms have adjusted price targets higher in absolute terms, some of the commentary around Vodafone Group remains cautious.
내러티브 업데이트 • Apr 16
VOD: Higher Price Hopes Will Continue To Face Execution Risks
Narrative Update: Vodafone Group The analyst price target for Vodafone Group has moved higher to £1.04 from £1.02, with analysts pointing to updated assumptions around revenue growth, profitability and a lower future P/E. This is reflected in a series of recent target lifts from major banks.내러티브 업데이트 • Apr 02
VOD: Higher Price Hopes Will Face Ongoing Execution Risk Concerns
The analyst fair value estimate for Vodafone has been adjusted higher to reflect a slightly lower discount rate, modest tweaks to revenue growth and profit margin assumptions, and a higher future P/E. Recent price target increases from multiple firms, including moves such as Berenberg's lift to £1.19 and Goldman Sachs's to £11.58, have reset expectations around the shares.내러티브 업데이트 • Mar 19
VOD: Cash Flow Hopes Will Face Persistent Execution And Capital Allocation Risks
Narrative Update The updated analyst price target for Vodafone Group moves to £11.58 from £10.48. This reflects analysts' focus on slightly higher assumed revenue growth, improved profit margins and free cash flow expectations, alongside a lower future P/E, following recent research that highlights potential for sustainable cash generation and a stronger balance sheet.내러티브 업데이트 • Mar 05
VOD: Fair Value View Balances Free Cash Flow Resilience And Execution Risks
Analysts have nudged their fair value targets on Vodafone Group higher, with our updated view moving from £0.99 to £1.02. This reflects slightly stronger assumptions on revenue growth, profit margins and future P/E after recent price target increases and rating changes from the Street.내러티브 업데이트 • Feb 18
VOD: Lofty Cash Flow Hopes Will Struggle Against Execution And Legal Risks
Narrative Update Vodafone's updated fair value estimate edges higher to reflect a modest uplift in analyst price targets, with recent moves such as Berenberg's increase to £1.19 and broader Street commentary pointing to expectations for steadier free cash flow, a more supportive profit margin profile, and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on Vodafone highlights a mix of optimism and restraint, with some firms lifting price targets while still flagging execution and valuation risks.내러티브 업데이트 • Feb 04
VOD: Elevated Cash Flow And Dividend Hopes Will Likely Disappoint
Analysts have raised their price target on Vodafone Group, with the updated fair value implying a modest uplift. This view is supported by expectations for sustainable free cash flow, dividend growth, and what they see as greater capacity for value creation following recent research upgrades that cited an increasingly robust balance sheet.내러티브 업데이트 • Jan 21
VOD: Free Cash Flow Resilience And Fibre Competition Will Shape Future Returns
Analysts have lifted their fair value estimate for Vodafone, pointing to a higher blended price target. This is supported by expectations for more resilient free cash flow and dividends highlighted in recent research, even as views remain split between a £1.19 Buy case and an £0.80 Sell case on competition and tower revenue risks.내러티브 업데이트 • Jan 07
VOD: Rising German Fiber Competition Will Pressure Future Free Cash Flows
Analysts have lifted their price target for Vodafone Group, citing refreshed views on revenue growth, improved profit margins and a lower assumed future P/E multiple. Together, these factors support a higher fair value for the shares in light of recent bullish and cautious Street research.내러티브 업데이트 • Dec 16
VOD: Rising German Fiber Competition Will Pressure Cash Flows And Share Price
Analysts have nudged their consolidated price target for Vodafone Group modestly higher by roughly 7 percent to about 140 GBp, citing a lower perceived risk profile from a reduced discount rate and slightly better margin and earnings multiple assumptions, even as they factor in tougher revenue trends and competitive pressures in key European markets. Analyst Commentary Bearish analysts continue to flag structural and execution risks that, in their view, are not fully reflected in Vodafone Group's current valuation.내러티브 업데이트 • Dec 02
VOD: Rising Fiber Competition And Efficiency Drives Will Balance Future Prospects
Vodafone Group's analyst consensus price target has increased from £0.89 to £0.90 per share, as analysts point to improved revenue growth projections and a higher future earnings multiple. This comes despite heightened risks in key markets.내러티브 업데이트 • Nov 18
VOD: Competitive Pressures And Efficiency Moves Will Shape Outlook Amid Modest Fairness
Analysts have modestly increased their fair value estimate for Vodafone Group to £0.89 per share from £0.88. They cite a slightly improved profit margin outlook, continuing premium valuation concerns, and shifting competitive dynamics in key markets.분석 기사 • Nov 14
The Vodafone Group Public Limited Company (LON:VOD) Second-Quarter Results Are Out And Analysts Have Published New Forecasts
Investors in Vodafone Group Public Limited Company ( LON:VOD ) had a good week, as its shares rose 9.4% to close at...내러티브 업데이트 • Nov 03
VOD: Upcoming Partnerships And Competitive Pressures Will Shape Near-Term Performance
Vodafone Group's analyst price target has been increased by analysts, rising from £0.87 to £0.88 per share. This change reflects updated expectations for stronger revenue growth, an improved discount rate, and market positioning amidst competitive pressures.분석 기사 • Nov 02
Insufficient Growth At Vodafone Group Public Limited Company (LON:VOD) Hampers Share Price
When you see that almost half of the companies in the Wireless Telecom industry in the United Kingdom have...내러티브 업데이트 • Oct 14
Digital Partnerships With Google And Microsoft Will Strengthen Future Operations
Narrative Update on Vodafone Group Analysts have raised Vodafone Group's price target by 5 GBp to 140 GBp, citing improved valuation metrics and a supportive market outlook. Analyst Commentary Analyst sentiment around Vodafone Group's outlook reflects a mix of optimism regarding recent improvements and ongoing caution in several key areas.분석 기사 • Jul 22
We Think Vodafone Group Public Limited Company's (LON:VOD) CEO Compensation Package Needs To Be Put Under A Microscope
Key Insights Vodafone Group to hold its Annual General Meeting on 29th of July Total pay for CEO Margherita Della Valle...분석 기사 • Jun 29
Here's Why Vodafone Group (LON:VOD) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • May 22
Vodafone Group Public Limited Company Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
Shareholders of Vodafone Group Public Limited Company ( LON:VOD ) will be pleased this week, given that the stock price...
새로운 내러티브 • Nov 24
Critical Partnerships And Digital Expansion Pave The Way For Telecom Growth And Innovation
Investments in Germany and strategic partnerships aim to drive revenue growth and improve margins through market share and digital services expansion.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 46,302 | 2,518 | 4,086 | 12,559 | 4 |
| 3/31/2028 | 44,214 | 2,209 | 3,034 | 10,974 | 8 |
| 3/31/2027 | 42,962 | 1,811 | 1,719 | 10,640 | 8 |
| 3/31/2026 | 40,461 | -289 | 6,973 | 14,291 | N/A |
| 9/30/2025 | 38,781 | -4,366 | 7,906 | 14,821 | N/A |
| 6/30/2025 | 38,115 | -4,256 | 8,290 | 15,097 | N/A |
| 3/31/2025 | 37,448 | -4,147 | 8,674 | 15,373 | N/A |
| 12/31/2024 | 37,229 | -893 | 9,448 | 16,015 | N/A |
| 9/30/2024 | 37,010 | 2,360 | 10,222 | 16,657 | N/A |
| 6/30/2024 | 36,864 | 1,783 | 9,960 | 16,607 | N/A |
| 3/31/2024 | 36,717 | 1,205 | 9,697 | 16,557 | N/A |
| 9/30/2023 | 32,725 | 11,033 | 10,821 | 17,318 | N/A |
| 6/30/2023 | 35,199 | 11,559 | 10,560 | 17,686 | N/A |
| 3/31/2023 | 37,672 | 12,085 | 10,298 | 18,054 | N/A |
| 12/31/2022 | 45,864 | 6,992 | 8,755 | 17,980 | N/A |
| 9/30/2022 | 46,021 | 2,186 | 8,668 | 17,906 | N/A |
| 6/30/2022 | 45,801 | 2,212 | 8,845 | 17,994 | N/A |
| 3/31/2022 | 37,010 | 2,052 | 11,159 | 18,081 | N/A |
| 12/31/2021 | 45,226 | 985 | 8,597 | 17,871 | N/A |
| 9/30/2021 | 44,871 | -161 | 8,173 | 17,661 | N/A |
| 6/30/2021 | 44,340 | -24 | 8,374 | 17,438 | N/A |
| 3/31/2021 | 43,809 | 59 | 8,575 | 17,215 | N/A |
| 12/31/2020 | 44,136 | 1,295 | 9,064 | 17,232 | N/A |
| 9/30/2020 | 44,462 | 2,477 | 9,552 | 17,249 | N/A |
| 6/30/2020 | 44,718 | 779 | 9,663 | 17,314 | N/A |
| 3/31/2020 | 44,974 | -920 | 9,774 | 17,379 | N/A |
| 12/31/2019 | 44,366 | -1,567 | N/A | 15,836 | N/A |
| 9/30/2019 | 43,757 | -2,214 | N/A | 14,293 | N/A |
| 6/30/2019 | 43,712 | -3,349 | N/A | 13,637 | N/A |
| 3/31/2019 | 43,666 | -4,485 | N/A | 12,980 | N/A |
| 12/31/2018 | 44,505 | -2,976 | N/A | 12,793 | N/A |
| 9/30/2018 | 45,344 | -1,467 | N/A | 12,605 | N/A |
| 6/30/2018 | 45,958 | 1,471 | N/A | 13,103 | N/A |
| 3/31/2018 | 46,571 | 4,408 | N/A | 13,600 | N/A |
| 12/31/2017 | 46,613 | 1,771 | N/A | 13,912 | N/A |
| 9/30/2017 | 46,655 | -866 | N/A | 14,224 | N/A |
| 6/30/2017 | 47,143 | -1,528 | N/A | 14,224 | N/A |
| 3/31/2017 | 47,631 | -2,190 | N/A | 14,223 | N/A |
| 9/30/2016 | 45,710 | -2,755 | N/A | 14,421 | N/A |
| 6/30/2016 | 47,760 | -4,082 | N/A | 14,379 | N/A |
| 3/31/2016 | 49,810 | -5,410 | N/A | 14,336 | N/A |
| 9/30/2015 | 57,269 | -2,121 | N/A | 13,903 | N/A |
| 6/30/2015 | 59,042 | 2,974 | N/A | 13,977 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VOD 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.4%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: VOD (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: VOD 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: VOD 의 수익(연간 3.6%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: VOD 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VOD의 자본 수익률은 3년 후 10.3%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 03:46 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Vodafone Group Public Limited Company는 37명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| John Eade | Argus Research Company |
| William Power | Baird |