DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION
Loading...
  • Stocks
  • /
  • Telecom
Updated 1d ago
GLO logo

Globe Telecom, Inc.PSE:GLO Stock Report

Market Cap ₱231.3b
Updated 1d ago
Share Price
n/a
1Y2.8%
7D-0.06%
1D-0.4%
Portfolio Value
​
View

Globe Telecom, Inc.

PSE:GLO Stock Report

Market Cap: ₱231.3b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Globe Telecom (GLO) Stock Overview

Provides telecommunication services in the Philippines. More details

GLO fundamental analysis
Snowflake Score
Valuation4/6
Future Growth2/6
Past Performance1/6
Financial Health2/6
Dividends4/6

Rewards

Trading at 66.1% below our estimate of its fair value

Earnings are forecast to grow 14.22% per year

Analysts in good agreement that stock price will rise by 40.2%

Risk Analysis

Interest payments are not well covered by earnings

Unstable dividend track record


GLO Community Fair Values

Create Narrative

See what 139 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
27.2% undervalued intrinsic discount
AnalystConsensusTarget
•1y ago

Digital Transformation And Network Expansion Will Create Future Opportunity

471
0
162
AN
AnalystLowTarget
20.1% undervalued intrinsic discount
AnalystLowTarget
•2mo ago

Legacy Revenue Declines And Rising Capex Will Undermine Value

559
0
24
AN
AnalystHighTarget
38.5% undervalued intrinsic discount
AnalystHighTarget
•2mo ago

Philippine Digitalization And Fintech Expansion Will Unlock New Opportunities

141
0
11

Top Analyst Narratives

AN
AnalystConsensusTarget
27.2% undervalued intrinsic discount
AnalystConsensusTarget
•1y ago

Digital Transformation And Network Expansion Will Create Future Opportunity

471
0
162
AN
AnalystLowTarget
20.1% undervalued intrinsic discount
AnalystLowTarget
•2mo ago

Legacy Revenue Declines And Rising Capex Will Undermine Value

559
0
24
AN
AnalystHighTarget
38.5% undervalued intrinsic discount
AnalystHighTarget
•2mo ago

Philippine Digitalization And Fintech Expansion Will Unlock New Opportunities

141
0
11
View all narratives

Globe Telecom, Inc. Competitors

PLDT

Symbol: PSE:TEL
Market cap: ₱247.4b

Converge Information and Communications Technology Solutions

Symbol: PSE:CNVRG
Market cap: ₱64.4b

freenet

Symbol: XTRA:FNTN
Market cap: €2.8b

Vodafone Qatar P.Q.S.C

Symbol: DSM:VFQS
Market cap: ر.ق10.9b

Price History & Performance

Summary of share price highs, lows and changes for Globe Telecom
Historical stock prices
Current Share Price₱1,599.00
52 Week High₱1,964.00
52 Week Low₱1,401.00
Beta0.22
1 Month Change-7.84%
3 Month Change-11.17%
1 Year Change2.83%
3 Year Change-10.07%
5 Year Change-46.70%
Change since IPO312.22%

Recent News & Updates

User avatar
Narrative Update • Jul 14

GLO: Future Returns Will Reflect New Trust Office And Higher Earnings Multiple

Analysts have raised their fair value estimate for Globe Telecom from ₱1,650 to ₱2,000, citing updated assumptions on discount rate, revenue growth, profit margins, and future P/E that influence their latest price target framework. What's in the News Globe Telecom formed an Intelligence and Trust Office to bring together its Artificial Intelligence Group, The Data Group, Information Security and Data Privacy, and Digital Policy Office under one structure, focusing on an AI enabled, data driven, and security focused organization.
User avatar
Narrative Update • Jun 23

GLO: Intelligence And Trust Office Will Support Bullish Long Term Outlook

Analysts have trimmed their fair value estimate for Globe Telecom slightly from ₱2,630.00 to ₱2,600.00, reflecting updated views on revenue growth, profit margins and the stock's future P/E profile. What’s in the News for Globe Telecom Globe Telecom established an Intelligence and Trust Office to bring together its Artificial Intelligence Group, The Data Group, Information Security and Data Privacy, and Digital Policy Office under a single structure focused on security, AI and data driven operations.

Recent updates

User avatar
Narrative Update • Jul 14

GLO: Future Returns Will Reflect New Trust Office And Higher Earnings Multiple

Analysts have raised their fair value estimate for Globe Telecom from ₱1,650 to ₱2,000, citing updated assumptions on discount rate, revenue growth, profit margins, and future P/E that influence their latest price target framework. What's in the News Globe Telecom formed an Intelligence and Trust Office to bring together its Artificial Intelligence Group, The Data Group, Information Security and Data Privacy, and Digital Policy Office under one structure, focusing on an AI enabled, data driven, and security focused organization.
User avatar
Narrative Update • Jun 23

GLO: Intelligence And Trust Office Will Support Bullish Long Term Outlook

Analysts have trimmed their fair value estimate for Globe Telecom slightly from ₱2,630.00 to ₱2,600.00, reflecting updated views on revenue growth, profit margins and the stock's future P/E profile. What’s in the News for Globe Telecom Globe Telecom established an Intelligence and Trust Office to bring together its Artificial Intelligence Group, The Data Group, Information Security and Data Privacy, and Digital Policy Office under a single structure focused on security, AI and data driven operations.
User avatar
Narrative Update • Jun 06

GLO: Future Returns Will Reflect Leadership Transition And Steadier Long Run Profitability

Analysts have maintained their fair value estimate for Globe Telecom at ₱1,650.00 per share. They have updated their assumptions to incorporate a higher discount rate, more conservative expectations for revenue growth and profit margins, and a higher future P/E multiple.
User avatar
Narrative Update • May 11

GLO: Future IoT Partnership Will Support Bullish Long Term Outlook

Analysts have adjusted their price target for Globe Telecom from ₱2,720 to ₱2,630, reflecting updated views on revenue growth, profit margins, the discount rate, and future P/E assumptions. What's in the News A board meeting is scheduled for April 21, 2026, with the agenda to elect Mr. Cezar P.
User avatar
Narrative Update • Apr 25

GLO: Future Returns Will Rely On Connectivity Expansion And Stable Long Run Profitability

Analysts are holding their Globe Telecom fair value estimate at ₱1,650, citing broadly steady assumptions around revenue growth, profit margins and future P/E as the basis for keeping the price target unchanged. What's in the News Board meeting scheduled for Apr 21, 2026, with the agenda to elect Mr. Cezar P.
User avatar
Narrative Update • Apr 09

GLO: Future Returns Will Rely On Dividends And Broader Connectivity Initiatives

Analysts have kept their fair value estimate for Globe Telecom steady at ₱1,650, citing only minor adjustments to revenue growth, profit margin, and future P/E assumptions as the reasons for maintaining their price target. What's in the News Globe Business is partnering with Aeris to launch the Aeris IoT Accelerator platform in the Philippines, targeting commercial availability by the third quarter of 2026 and focusing on integrated IoT connectivity management for enterprises.
User avatar
Narrative Update • Mar 26

GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Platforms

Analysts have kept Globe Telecom’s fair value estimate steady at ₱1,650.00, with the updated target reflecting slightly refined assumptions around the discount rate, revenue growth, profit margin, and a lower future P/E multiple. What's in the News Globe Business is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, aiming to provide enterprises with an integrated command center for IoT connectivity management, with commercial availability targeted by the third quarter of 2026.
User avatar
Narrative Update • Mar 12

GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Initiatives

Analysts have kept their ₱1,650 price target for Globe Telecom unchanged, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginally reduced future P/E multiple. What's in the News Globe Telecom is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, giving enterprise customers a single platform to manage IoT programs and connectivity for use cases such as automotive OEMs and software defined vehicles, with commercial availability targeted by the third quarter of 2026 (Key Developments).
User avatar
Narrative Update • Feb 24

GLO: Future Returns Will Rely On Dividends And Satellite Connectivity

Analysts have maintained their ₱1,650 price target for Globe Telecom, citing updated assumptions that combine a higher revenue growth outlook with a lower profit margin and a higher future P/E multiple, while keeping the discount rate essentially unchanged. What's in the News Globe Telecom filed a follow on equity offering for two series of preferred shares, Series A and Series B, both described as callable, cumulative, non participating, perpetual, subordinated and unsecured (Key Developments).
User avatar
Narrative Update • Feb 10

GLO: Dividends And Satellite Connectivity Will Shape Returns At Fair Valuation

Analysts have lifted their fair value estimate for Globe Telecom to ₱1,650 from ₱1,550, citing updated assumptions that include a shift from a 0.30% revenue contraction to 3.74% revenue growth expectations, a slightly lower discount rate of 11.25% versus 11.39%, a modest trim to forecast profit margin to 14.48% from 14.95%, and a small adjustment in future P/E expectations to 11.23x from 11.56x. What's in the News Globe became the first operator in Southeast Asia and the second in Asia to offer Starlink's Direct to Cell satellite service, enabling data, voice, and messaging for standard LTE phones, with only a clear view of the sky required (Key Developments).
User avatar
Narrative Update • Jan 25

GLO: Dividends And New ICT Venture Will Shape Returns At Fair Valuation

Analysts have kept their price target for Globe Telecom at ₱1,550, citing small adjustments to revenue growth, profit margin, and future P/E assumptions that largely offset each other in their valuation work. What's in the News Globe closed a joint venture with Singapore based NCS Pte.
User avatar
Narrative Update • Jan 10

GLO: Dividends And New ICT Venture Will Shape Future Return Profile

Analysts have kept their price target for Globe Telecom unchanged at ₱1,550.00. They cite small adjustments to revenue expectations and margin outlook that do not materially alter their valuation or assumed forward P/E multiple.
User avatar
Narrative Update • Dec 13

GLO: Future Dividend And Margin Outlook Will Shape Balanced Return Profile

Analysts have trimmed their 12 month price target for Globe Telecom to ₱1,550 from ₱1,650, reflecting slightly softer revenue growth expectations, improved profitability, and a lower assumed future price to earnings multiple. What's in the News Board meeting scheduled for December 9, 2025, to set the date of the 2026 Annual Stockholders' Meeting and address other corporate matters (company filing) Board meeting on November 6, 2025, to approve a fourth quarter cash dividend of ₱25.00 per common share, payable on December 5, 2025, to shareholders of record as of November 20, 2025 (company filing) Valuation Changes Fair Value Estimate: Reduced from ₱1,650 to ₱1,550, indicating a modest downgrade in the 12 month price target.
User avatar
Narrative Update • Aug 28

Digital Transformation And Network Expansion Will Create Future Opportunity

The slight downward revision in Globe Telecom’s analyst price target primarily reflects modestly softer revenue growth expectations, with consensus estimates declining from 2.1% to 2.0% per annum, resulting in a lowered fair value from ₱2256 to ₱2197. What's in the News Globe Fintech Innovations, Inc.
User avatar
New Narrative • Dec 09

STT Data Center Expansion, GCash Scaling, And 5G Boom To Supercharge Revenue And Boost Net Margins

Data center expansions and strategic leadership changes are set to boost revenue and improve margins through sustainable IT capacity and customer-centric approaches.

Shareholder Returns

GLOPH Wireless TelecomPH Market
7D-0.06%-0.6%-2.5%
1Y2.8%7.6%-4.8%

Return vs Industry: GLO underperformed the PH Wireless Telecom industry which returned 7.6% over the past year.

Return vs Market: GLO exceeded the PH Market which returned -3.5% over the past year.

Price Volatility

Is GLO's price volatile compared to industry and market?
GLO volatility
GLO Average Weekly Movement3.6%
Wireless Telecom Industry Average Movement3.6%
Market Average Movement5.0%
10% most volatile stocks in PH Market11.2%
10% least volatile stocks in PH Market2.5%

Stable Share Price: GLO has not had significant price volatility in the past 3 months compared to the PH market.

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

About the Company

FoundedEmployeesCEOWebsite
19356,843Carl Raymond Cruzwww.globe.com.ph

Globe Telecom, Inc. provides telecommunication services in the Philippines. It operates through Mobile Communications Services and Wireline Communication Services segments. The company offers digital wireless communications services under the Globe Postpaid and Prepaid, GOMO, and Touch Mobile name.

Globe Telecom, Inc. Fundamentals Summary

How do Globe Telecom's earnings and revenue compare to its market cap?
GLO fundamental statistics
Market cap₱231.27b
Earnings (TTM)₱19.87b
Revenue (TTM)₱183.82b
11.6x
P/E Ratio
1.3x
P/S Ratio

Is GLO overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
GLO income statement (TTM)
Revenue₱183.82b
Cost of Revenue₱30.77b
Gross Profit₱153.05b
Other Expenses₱133.18b
Earnings₱19.87b

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)137.40
Gross Margin83.26%
Net Profit Margin10.81%
Debt/Equity Ratio147.2%

How did GLO perform over the long term?

See historical performance and comparison

Dividends

6.3%
Current Dividend Yield
73%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/18 16:57
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Globe Telecom, Inc. is covered by 25 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sukriti BansalBofA Global Research
Daphne SzeCGS International
Ralph Christian BodolloCGS International

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide