TIM S.A.

NYSE:TIMB Aktierapport

Börsvärde: US$10.8b

TIM Tidigare resultatutveckling

Tidigare kriterier kontrolleras 5/6

TIM har ökat intäkterna med en genomsnittlig årlig takt på 12.7%, medan Wireless Telecom -branschen såg intäkterna växer på 19.6% årligen. Intäkterna har varit växande med en genomsnittlig takt på 9.3% per år. TIM s avkastning på eget kapital är 17.7% och den har en nettomarginal på 16%.

Viktig information

12.71%

Tillväxttakt i vinsten

12.80%

Tillväxttakt för EPS

Wireless Telecom Tillväxt i branschen23.12%
Intäkternas tillväxttakt9.31%
Avkastning på eget kapital17.74%
Nettomarginal16.02%
Nästa resultatuppdatering28 Jul 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Seeking Alpha • Feb 11

TIM S.A. Q4: Good Results, But I Don't Recommend Buying

Summary TIM S.A. delivered strong Q4 results, exceeding expectations with robust revenue and net income growth, driven by postpaid mobile plans. Despite operational efficiency and the highest ARPU in the sector, TIMB’s stagnant customer base and heavy reliance on mobile plans present long-term growth risks. I maintain a 'Hold' rating on TIMB due to limited valuation upside, rising competition from Nu/Claro, and a less diversified business model compared to Telefônica Brasil. Investors should monitor the upcoming business plan update on Feb. 24 for revised projections and strategic direction. Read the full article on Seeking Alpha
Seeking Alpha • Feb 18

TIM S.A. Q4: Solid Guidance Opens Doors For Further Upside

Summary TIM S.A. remains a strong investment with defensive appeal, solid dividends, and low volatility, despite economic challenges in Brazil and currency devaluation. Q4 2024 results showed strong net profit growth and promising guidance for 2025-2027, projecting sustainable revenue growth and disciplined CapEx spending. Updated valuation model suggests a 10% upside potential, with a new price target of $16.83 for TIMB's ADR, reflecting robust dividend distributions. Key risks include high inflation, competitive dynamics, and currency fluctuations, but the company's guidance outpaces inflation, supporting a bullish outlook. Read the full article on Seeking Alpha
Seeking Alpha • Nov 21

TIM S.A.: When Compelling Dividends Finally Meet Attractive Valuations

Summary TIM S.A. is Brazil's third-largest telecom operator, benefiting from market reconfiguration and growth in postpaid services, driving revenue and ARPU increases. The company offers appealing returns through dividends, with a 2024 yield of about 8% for its ADR, nearly double the four-year average. Despite past concerns over valuation, TIM S.A.'s EV/EBITDA has decreased by 30% year-over-year, making it a more attractive investment now. FX fluctuations pose a significant risk, but with a dividend yield over 8%, TIM S.A. is a buy below $15 levels. Read the full article on Seeking Alpha
Seeking Alpha • Aug 01

TIM S.A. Q2: Stretched Valuation Does Not Allow Buy Recommendation

Summary TIM's revenue increased, driven by mobile services, but costs are growing above inflation. Despite recording the largest profit ever in a 2nd quarter, the reduction in depreciation and capex in the 2nd quarter may not be sustainable. The valuation of TIM is not cheap, trading at 4.1x EBITDA compared to the historical average of 4x, suggesting little margin of safety. Read the full article on Seeking Alpha
Seeking Alpha • Jan 27

TIM S.A. Q4 Earnings Preview: Inflation Surprise

Summary TIMB is projected to announce Q4 revenue of $1.27 billion, with earnings per share of $0.41, which aligns with full-year guidance and the 2023-2025 strategic plan. Inflation in Brazil, which has been a concern for telecom companies, improved more than expected, providing a favorable backdrop for TIMB. TIMB's acquisition of Oi Group's Mobile business in 2022 has exceeded expectations, with strong service revenue and EBITDA growth. I continue to maintain a buy rating on TIMB stock, with a price target of $18.90. Read the full article on Seeking Alpha
Seeking Alpha • Nov 14

TIM S.A. Q3 Earnings: Attractive Developments In Dividend Payouts

Summary TIM reported strong Q3 results, including robust revenue and EBITDA growth. Concerns linger about TIM's current unattractive valuation despite positive earnings. The strategic move to increase future payouts reflects confidence in sustained dividends. The sale of TIM Group's Italian infrastructure aligns with restructuring efforts. TIM's overall performance is promising, but cautious investment is advised due to valuation concerns. Read the full article on Seeking Alpha
Seeking Alpha • Oct 04

TIM S.A.: Dividend-Friendly Cash Cow, But Overvalued

Summary TIM S.A. is a leading telecommunications company in Brazil, known for its advancements in 4G and 5G technology. While TIM is the third-largest telecom company in Brazil, it focuses on maximizing the value from its existing customer base rather than aggressive customer expansion. The acquisition of Oi's assets has significantly impacted TIM's financial results, with expectations of improved operational efficiency and growth. TIM is viewed as a cash cow due to its robust cash generation capacity and commitment to rewarding shareholders with dividends. However, valuation analysis suggests that TIM may be overvalued, prompting a neutral recommendation for potential investors. Read the full article on Seeking Alpha
Seeking Alpha • Aug 29

TIM S.A. Had A Better Q2 Than Expected

Summary Q2 earnings for TIM S.A. showed impressive performance, with net revenue increasing by 9% and EBITDA increasing by 17%. TIM outperformed its largest competitor, Telefonica, in Q2, with faster revenue growth and a higher OIBDA margin. Valuation signals for TIM are improving, with revenue multiples closing in on the mean and profitability multiples below sector averages. Read the full article on Seeking Alpha
Seeking Alpha • Jun 24

TIM S.A. Momentum Is Slowing

Summary TIM S.A. has experienced impressive growth due to the completion of their Oi integration and positive Q1 2023 results, with a 33%+ increase in stock price over the last year. Despite strong year-over-year growth and promising synergy value, concerns over quarter-over-quarter performance and lack of context from management remain. TIM is considered a hold with a stable dividend and balanced upside/downside potential. Investors should exercise caution when considering new investments in the company. Read the full article on Seeking Alpha
Seeking Alpha • Dec 16

TIM S.A. declares $0.1794 dividend

TIM S.A. (NYSE:TIMB) declares $0.1794/share  dividend, Forward yield 3.7% Payable Dec. 31; for shareholders of record Dec. 23; ex-div Dec. 22. See TIMB Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha • Sep 21

TIM S.A. goes ex-dividend tomorrow

TIM S.A. (NYSE:TIMB) had declared $0.075/share dividend. Payable for shareholders of record Sept. 23; ex-div Sept. 22. See TIMB Dividend Scorecard, Yield Chart, & Dividend Growth.

Fördelning av intäkter och kostnader

Hur TIM tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.

Resultat- och intäktshistorik

NYSE:TIMB Intäkter, kostnader och resultat (BRL Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 2627,0374,3317,7580
31 Dec 2526,6254,3127,6940
30 Sep 2526,3354,0297,6890
30 Jun 2526,0433,6267,7020
31 Mar 2525,7463,4327,9520
31 Dec 2425,4483,1547,7070
30 Sep 2425,0923,1887,6970
30 Jun 2424,7293,0997,6320
31 Mar 2424,2892,9447,2520
31 Dec 2323,8342,8377,5020
30 Sep 2323,3832,2937,5680
30 Jun 2322,9392,0257,6310
31 Mar 2322,4441,6787,6810
31 Dec 2221,5311,6717,4050
30 Sep 2220,5062,1487,0480
30 Jun 2219,4072,6936,7160
31 Mar 2218,4453,0866,4150
31 Dec 2118,0582,9576,3450
30 Sep 2117,9372,9556,2440
30 Jun 2117,8122,3536,1820
31 Mar 2117,3921,9596,0360
31 Dec 2017,2681,8446,0990
30 Sep 2017,1761,3346,2690
30 Jun 2017,1261,6896,3770
31 Mar 2017,4023,6646,6690
31 Dec 1917,3773,6226,7040
30 Sep 1917,2483,7517,3910
30 Jun 1917,1524,3396,7530
31 Mar 1917,0522,4206,6680
31 Dec 1816,9812,5456,5790
30 Sep 1816,7812,5175,7200
30 Jun 1816,6231,4636,2000
31 Mar 1816,4021,3486,1000
31 Dec 1716,2341,2356,0000
30 Sep 1716,0219946,0130
30 Jun 1715,8378996,0170
31 Mar 1715,7147555,9400
31 Dec 1615,6177505,9780
30 Sep 1615,6898526,0130
30 Jun 1615,9051,0275,9490
31 Mar 1616,4451,8966,0290
31 Dec 1517,1422,0856,0180
30 Sep 1518,1962,0805,9670
30 Jun 1518,9332,0706,1020

Kvalitetsintäkter: TIMB har inkomster av hög kvalitet.

Växande vinstmarginal: TIMB s nuvarande netto vinstmarginaler (16%) är högre än förra året (13.3%).

Fritt kassaflöde vs resultatanalys

Analys av tidigare vinsttillväxt

Resultatutveckling: TIMB s intäkter har ökat med 12.7% per år under de senaste 5 åren.

Accelererande tillväxt: TIMB s intäktstillväxt under det senaste året ( 26.2% ) överstiger sitt 5-åriga genomsnitt ( 12.7% per år).

Resultat vs industri: TIMB vinsttillväxt under det senaste året ( 26.2% ) översteg Wireless Telecom branschen -11.5%.

Avkastning på eget kapital

Hög ROE: TIMB s avkastning på eget kapital ( 17.7% ) anses vara låg.

Avkastning på tillgångar

Avkastning på sysselsatt kapital

Upptäck starka bolag som tidigare presterat bra

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/12 21:47
Aktiekurs vid dagens slut2026/06/12 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

TIM S.A. bevakas av 32 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Michel MorinBarclays
Mathieu RobilliardBarclays
Maurice PatrickBarclays