Blue Label Telecoms Limited provides prepaid products and distributes virtual electronic merchandise in South Africa and internationally.
Price History & Performance
|Historical stock prices|
|Current Share Price||R5.51|
|52 Week High||R3.51|
|52 Week Low||R6.10|
|1 Month Change||9.76%|
|3 Month Change||14.79%|
|1 Year Change||41.28%|
|3 Year Change||12.45%|
|5 Year Change||-73.76%|
|Change since IPO||-35.93%|
Recent News & Updates
|BLU||ZA Commercial Services||ZA Market|
Return vs Industry: BLU underperformed the ZA Commercial Services industry which returned 63.9% over the past year.
Return vs Market: BLU exceeded the ZA Market which returned 21.3% over the past year.
Stable Share Price: BLU is not significantly more volatile than the rest of ZA stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: BLU's weekly volatility (6%) has been stable over the past year.
About the Company
Blue Label Telecoms Limited provides prepaid products and distributes virtual electronic merchandise in South Africa and internationally. The company’s proprietary platforms allow mobile networks, utilities, banks, retailers, petroleum companies, and POS devices to access the advantages of a digital economy. It offers voucher or PIN-based airtime, and PIN-less or direct top-up airtime; and UniPIN, a PIN-based voucher for prepaid electricity, as well as distributes starter packs.
Blue Label Telecoms Fundamentals Summary
|BLU fundamental statistics|
Is BLU overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|BLU income statement (TTM)|
|Cost of Revenue||R17.02b|
Last Reported Earnings
May 31, 2021
Next Earnings Date
Feb 24, 2022
|Earnings per share (EPS)||0.92|
|Net Profit Margin||4.37%|
How did BLU perform over the long term?See historical performance and comparison
Is Blue Label Telecoms undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: BLU (ZAR5.55) is trading below our estimate of fair value (ZAR25.9)
Significantly Below Fair Value: BLU is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: BLU is good value based on its PE Ratio (6x) compared to the African Commercial Services industry average (11.5x).
PE vs Market: BLU is good value based on its PE Ratio (6x) compared to the ZA market (11.2x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate BLU's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: BLU is overvalued based on its PB Ratio (1.5x) compared to the XF Commercial Services industry average (1.2x).
How is Blue Label Telecoms forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Commercial Services industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Blue Label Telecoms has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
How has Blue Label Telecoms performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BLU has high quality earnings.
Growing Profit Margin: BLU's current net profit margins (4.4%) are higher than last year (1.1%).
Past Earnings Growth Analysis
Earnings Trend: BLU has become profitable over the past 5 years, growing earnings by -31% per year.
Accelerating Growth: BLU's earnings growth over the past year (255.1%) exceeds its 5-year average (-31% per year).
Earnings vs Industry: BLU earnings growth over the past year (255.1%) exceeded the Commercial Services industry 14.4%.
Return on Equity
High ROE: BLU's Return on Equity (26.4%) is considered high.
How is Blue Label Telecoms's financial position?
Financial Position Analysis
Short Term Liabilities: BLU's short term assets (ZAR8.6B) exceed its short term liabilities (ZAR8.0B).
Long Term Liabilities: BLU's short term assets (ZAR8.6B) exceed its long term liabilities (ZAR237.6M).
Debt to Equity History and Analysis
Debt Level: BLU's debt to equity ratio (52.8%) is considered high.
Reducing Debt: BLU's debt to equity ratio has increased from 0.4% to 52.8% over the past 5 years.
Debt Coverage: BLU's debt is well covered by operating cash flow (86%).
Interest Coverage: BLU earns more interest than it pays, so coverage of interest payments is not a concern.
What is Blue Label Telecoms's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate BLU's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate BLU's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if BLU's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if BLU's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: BLU is not paying a notable dividend for the ZA market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of BLU's dividend in 3 years as they are not forecast to pay a notable one for the ZA market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mark Levy (50 yo)
Mr. Mark Steven Levy, BCompt (UNISA) is a Co-founder of Blue Label Telecoms Limited and serves as its Joint Chief Executive Officer. Mr. Levy served as a Non-Executive Director at Cell C (Pty) Limited unti...
CEO Compensation Analysis
Compensation vs Market: Mark's total compensation ($USD2.77M) is above average for companies of similar size in the ZA market ($USD731.45K).
Compensation vs Earnings: Mark's compensation has increased by more than 20% in the past year.
Experienced Management: BLU's management team is seasoned and experienced (8.8 years average tenure).
Experienced Board: BLU's board of directors are seasoned and experienced ( 11.8 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Blue Label Telecoms Limited's employee growth, exchange listings and data sources
- Name: Blue Label Telecoms Limited
- Ticker: BLU
- Exchange: JSE
- Founded: 2001
- Industry: Diversified Support Services
- Sector: Commercial Services
- Market Cap: R4.855b
- Shares outstanding: 874.84m
- Website: https://www.bluelabeltelecoms.co.za
Number of Employees
- Blue Label Telecoms Limited
- 75 Grayston Drive
- Corner Benmore Road
- South Africa
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/10/19 17:02|
|End of Day Share Price||2021/10/19 00:00|
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 here.