TPG Telecom (CHIA:TPG) - Stock Price, News & Analysis

TPG Stock Overview

TPG Telecom Limited provides telecommunications services to consumer, business, enterprise, and government and wholesale customers in Australia.

About the company

TPG fundamental analysis
Snowflake Score
Valuation	4/6
Future Growth	3/6
Past Performance	1/6
Financial Health	4/6
Dividends	1/6

Rewards

Trading at 60.6% below our estimate of its fair value

Earnings are forecast to grow 31.46% per year

Analysts in good agreement that stock price will rise by 24.6%

Risk Analysis

Dividend of 4.27% is not well covered by earnings or cash flows

Large one-off items impacting financial results

Profit margins (0.9%) are lower than last year (9.5%)

TPG Telecom Limited Competitors

Tuas

ASX:TUA

AU$1.8b

Telstra Group

ASX:TLS

AU$42.4b

Quebecor

TSX:QBR.A

CA$6.7b

Telekom Malaysia Berhad

KLSE:TM

RM23.5b

Price History & Performance

Summary of all time highs, changes and price drops for TPG Telecom
Historical stock prices
Current Share Price	AU$4.21
52 Week High	AU$7.40
52 Week Low	AU$4.16
Beta	-0.015
1 Month Change	-6.24%
3 Month Change	-18.96%
1 Year Change	-20.19%
3 Year Change	-25.49%
5 Year Change	n/a
Change since IPO	-52.88%

Recent updates

Shareholder Returns

	TPG	AU Telecom	AU Market
7D	-1.6%	-0.2%	0.9%
1Y	-20.2%	-13.0%	5.7%

Return vs Industry: TPG underperformed the Australian Telecom industry which returned -12.2% over the past year.

Return vs Market: TPG underperformed the Australian Market which returned 5.6% over the past year.

Price Volatility

Is TPG's price volatile compared to industry and market?
TPG volatility
TPG Average Weekly Movement	3.6%
Telecom Industry Average Movement	9.9%
Market Average Movement	8.9%
10% most volatile stocks in AU Market	17.5%
10% least volatile stocks in AU Market	3.5%

Stable Share Price: TPG's share price has been volatile over the past 3 months.

Volatility Over Time: TPG's weekly volatility (4%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1986	6,000	Inaki Berroeta	www.tpgtelecom.com.au

TPG Telecom Limited provides telecommunications services to consumer, business, enterprise, and government and wholesale customers in Australia. The company owns and operates fixed and mobile telecommunication services. It also offers mobile, voice, fibre internet, enterprise ethernet, SD-WAN, data, business answering, messaging, enterprise fixed wireless, IoT devices, cloud, mobile private network, business satellite, and call centre services.

TPG Telecom Limited Fundamentals Summary

How do TPG Telecom's earnings and revenue compare to its market cap?
TPG fundamental statistics
Market cap	AU$7.83b
Earnings (TTM)	AU$49.00m
Revenue (TTM)	AU$5.53b

159.8x

P/E Ratio

1.4x

P/S Ratio

Is TPG overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TPG income statement (TTM)
Revenue	AU$5.53b
Cost of Revenue	AU$2.89b
Gross Profit	AU$2.64b
Other Expenses	AU$2.59b
Earnings	AU$49.00m

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

Aug 30, 2024

Earnings per share (EPS)	0.026
Gross Margin	47.73%
Net Profit Margin	0.89%
Debt/Equity Ratio	35.1%

How did TPG perform over the long term?

See historical performance and comparison

Dividends

4.3%

Current Dividend Yield

682%

Payout Ratio

TPG Stock Overview

Rewards

Risk Analysis

TPG Telecom Limited Competitors

ASX:TUA

AU$1.8b

ASX:TLS

AU$42.4b

TSX:QBR.A

CA$6.7b

KLSE:TM

RM23.5b

Price History & Performance

Recent News & Updates

Upcoming dividend of AU$0.09 per share

Final dividend of AU$0.09 announced

Full year 2023 earnings released

TPG Telecom Reportedly Prepares Fresh Push for Mobile Asset Sales

TPG Telecom Limited to Report Q2, 2024 Results on Aug 23, 2024

Upcoming dividend of AU$0.09 per share at 3.2% yield

Recent updates

Upcoming dividend of AU$0.09 per share

Final dividend of AU$0.09 announced

Full year 2023 earnings released

TPG Telecom Reportedly Prepares Fresh Push for Mobile Asset Sales

TPG Telecom Limited to Report Q2, 2024 Results on Aug 23, 2024

Upcoming dividend of AU$0.09 per share at 3.2% yield

First half 2023 earnings released: EPS: AU$0.026 (vs AU$0.09 in 1H 2022)

TPG Telecom Limited Announces Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on October 11, 2023

TPG Telecom Limited Announces Chief Financial Officer Changes

Vocus Group Limited agreed to acqiuire Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG) for AUD6.3 billion.

Upcoming dividend of AU$0.09 per share at 3.6% yield

Full year 2022 earnings released: EPS: AU$0.28 (vs AU$0.059 in FY 2021)

TPG Telecom Limited to Report Fiscal Year 2022 Results on Feb 27, 2023

Suitors Reportedly Running an Eye over Vision Networks

Less than half of directors are independent

Senior Independent Director recently bought AU$80k worth of stock

Upcoming dividend of AU$0.09 per share

Non-Executive Director recently bought AU$561k worth of stock

Investor sentiment deteriorated over the past week

First half 2022 earnings released: EPS: AU$0.09 (vs AU$0.042 in 1H 2021)

TPG Telecom Limited Declares Fully Franked Interim Dividend for the Fiscal Year 2022, Payable on October 12, 2022

OMERS Infrastructure Management Inc. acquired Portfolio of Mobile Tower and Rooftop Infrastructure of TPG Telecom Limited (ASX:TPG).

TPG Telecom American Depositary Receipts - Unsponsored (Australia) to Be Deleted from Other OTC

OMERS Infrastructure Management Inc. agreed to acquire Portfolio of Mobile Tower and Rooftop Infrastructure of TPG Telecom Limited (ASX:TPG) for an enterprise value of AUD 950 million.

OMERS Infrastructure Management Inc. agreed to acquire 100% of Mobile Tower and Rooftop Infrastructure from OMERS Infrastructure Management Inc for AUD 950 million.

Less than half of directors are independent

Upcoming dividend of AU$0.085 per share

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

TPG Telecom Limited Declares a Fully Franked Dividend for the Six Months Ended December 31, 2021, Payable on 13 April 2022

Insider recently sold AU$343m worth of stock

Upcoming dividend of AU$0.08 per share

First half 2021 earnings released: EPS AU$0.041 (vs AU$0.19 in 1H 2020)

TPG Telecom Limited Estimates the Financial Impact of COVID During 2020

TPG Telecom Limited to Report Fiscal Year 2020 Results on Feb 25, 2021

New 90-day low: AU$6.97

TPG Telecom Limited Appoints Elizabeth Aris as Group Executive Enterprise and Government

TPG Telecom Appoints Aris as Group Executive Enterprise and Government'

New 90-day low: AU$7.02

Insider recently bought AU$81k worth of stock

First half earnings released

TPG Telecom Limited to Report First Half, 2020 Results on Aug 21, 2020

TPG Telecom Limited to Be Deleted From Other OTC

Shareholder Returns

Price Volatility

About the Company

TPG Telecom Limited Fundamentals Summary

159.8x

1.4x

Earnings & Revenue

Dividends

4.3%

682%