Vodacom Group Limited provides a range of communications products and services in South Africa and internationally.
Vodacom Group Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||R136.91|
|52 Week High||R120.24|
|52 Week Low||R151.44|
|1 Month Change||-7.45%|
|3 Month Change||5.27%|
|1 Year Change||8.18%|
|3 Year Change||14.17%|
|5 Year Change||-5.87%|
|Change since IPO||132.84%|
Recent News & Updates
Calculating The Fair Value Of Vodacom Group Limited (JSE:VOD)
Today we will run through one way of estimating the intrinsic value of Vodacom Group Limited ( JSE:VOD ) by projecting...
Is Vodacom Group (JSE:VOD) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Returns On Capital At Vodacom Group (JSE:VOD) Paint A Concerning Picture
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Shareholders Will Probably Hold Off On Increasing Vodacom Group Limited's (JSE:VOD) CEO Compensation For The Time Being
CEO Mohamed Shameel Joosub has done a decent job of delivering relatively good performance at Vodacom Group Limited...
|VOD||ZA Wireless Telecom||ZA Market|
Return vs Industry: VOD underperformed the ZA Wireless Telecom industry which returned 42.3% over the past year.
Return vs Market: VOD underperformed the ZA Market which returned 19% over the past year.
Stable Share Price: VOD is less volatile than 75% of ZA stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: VOD's weekly volatility (4%) has been stable over the past year.
About the Company
|1993||7,636||Mohamed Shameel Joosub||https://www.vodacom.com|
Vodacom Group Limited provides a range of communications products and services in South Africa and internationally. It offers voice, messaging, converged, broadband, data connectivity, and mobile financial services, as well as contract or prepaid voice and other value-added services to consumer and enterprise customers and telecommunication and other companies. The company also provides mobile and fixed line connectivity solutions, as well as internet and virtual private network services to its customers over various wireless, fixed-line, satellite, mobile, and converged technologies; and cloud hosting and security services comprising infrastructure, professional, software, and platform and managed services.
Vodacom Group Fundamentals Summary
|VOD fundamental statistics|
Is VOD overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|VOD income statement (TTM)|
|Cost of Revenue||R43.26b|
Last Reported Earnings
Mar 31, 2021
Next Earnings Date
Nov 15, 2021
|Earnings per share (EPS)||9.79|
|Net Profit Margin||16.87%|
How did VOD perform over the long term?See historical performance and comparison
6.0%Current Dividend Yield
Is Vodacom Group undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: VOD (ZAR136.91) is trading above our estimate of fair value (ZAR136.89)
Significantly Below Fair Value: VOD is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: VOD is good value based on its PE Ratio (14x) compared to the African Wireless Telecom industry average (19x).
PE vs Market: VOD is poor value based on its PE Ratio (14x) compared to the ZA market (11.3x).
Price to Earnings Growth Ratio
PEG Ratio: VOD is poor value based on its PEG Ratio (1.7x)
Price to Book Ratio
PB vs Industry: VOD is good value based on its PB Ratio (2.9x) compared to the XF Wireless Telecom industry average (4.5x).
How is Vodacom Group forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: VOD's forecast earnings growth (8.3% per year) is below the savings rate (8.8%).
Earnings vs Market: VOD's earnings (8.3% per year) are forecast to grow slower than the ZA market (12.1% per year).
High Growth Earnings: VOD's earnings are forecast to grow, but not significantly.
Revenue vs Market: VOD's revenue (4.3% per year) is forecast to grow slower than the ZA market (6.4% per year).
High Growth Revenue: VOD's revenue (4.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: VOD's Return on Equity is forecast to be high in 3 years time (23.2%)
How has Vodacom Group performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: VOD has high quality earnings.
Growing Profit Margin: VOD's current net profit margins (16.9%) are lower than last year (17.6%).
Past Earnings Growth Analysis
Earnings Trend: VOD's earnings have grown by 5.8% per year over the past 5 years.
Accelerating Growth: VOD's earnings growth over the past year (4%) is below its 5-year average (5.8% per year).
Earnings vs Industry: VOD earnings growth over the past year (4%) exceeded the Wireless Telecom industry -6.8%.
Return on Equity
High ROE: VOD's Return on Equity (19.9%) is considered low.
How is Vodacom Group's financial position?
Financial Position Analysis
Short Term Liabilities: VOD's short term assets (ZAR46.3B) exceed its short term liabilities (ZAR42.1B).
Long Term Liabilities: VOD's short term assets (ZAR46.3B) exceed its long term liabilities (ZAR44.2B).
Debt to Equity History and Analysis
Debt Level: VOD's debt to equity ratio (44.1%) is considered high.
Reducing Debt: VOD's debt to equity ratio has reduced from 120.1% to 44.1% over the past 5 years.
Debt Coverage: VOD's debt is well covered by operating cash flow (88.3%).
Interest Coverage: VOD's interest payments on its debt are well covered by EBIT (7.4x coverage).
What is Vodacom Group current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: VOD's dividend (6.03%) is higher than the bottom 25% of dividend payers in the ZA market (3.14%).
High Dividend: VOD's dividend (6.03%) is low compared to the top 25% of dividend payers in the ZA market (7.52%).
Stability and Growth of Payments
Stable Dividend: VOD's dividends per share have been stable in the past 10 years.
Growing Dividend: VOD's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: At its current payout ratio (84.3%), VOD's payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: VOD's dividends in 3 years are forecast to be covered by earnings (82.7% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mohamed Shameel Joosub (50 yo)
Mr. Mohamed Shameel Aziz Joosub has been the Chief Executive Officer of Vodacom Group Limited since September 1, 2012. Mr. Joosub served as Managing Director of Vodacom (Pty) Limited from April 01, 2005 to...
CEO Compensation Analysis
Compensation vs Market: Mohamed Shameel's total compensation ($USD3.74M) is above average for companies of similar size in the ZA market ($USD2.81M).
Compensation vs Earnings: Mohamed Shameel's compensation has increased by more than 20% in the past year.
Experienced Management: VOD's management team is considered experienced (2.1 years average tenure).
Experienced Board: VOD's board of directors are not considered experienced ( 1.5 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: VOD insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Vodacom Group Limited's employee growth, exchange listings and data sources
- Name: Vodacom Group Limited
- Ticker: VOD
- Exchange: JSE
- Founded: 1993
- Industry: Wireless Telecommunication Services
- Sector: Telecom
- Market Cap: R231.988b
- Shares outstanding: 1.69b
- Website: https://www.vodacom.com
Number of Employees
- Vodacom Group Limited
- Vodacom Corporate Park
- 082 Vodacom Boulevard
- South Africa
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/10/25 21:37|
|End of Day Share Price||2021/10/25 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.