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MTN Group LimitedJSE:MTN Aktierapport

Marknadsvärde R379.8b
Aktiekurs
R207.23
R216.25
4.2% undervärderad intrinsisk rabatt
1Y72.7%
7D-1.5%
Portföljens värde
Utsikt

MTN Group Limited

JSE:MTN Aktierapport

Börsvärde: R379.8b

MTN Group (MTN) Aktievy

MTN Group Limited, tillsammans med sina dotterbolag, tillhandahåller mobila telekommunikationstjänster i Sydafrika, Nigeria, Syd- och Östafrika, Väst- och Centralafrika samt Mellanöstern och Nordafrika. Mer information

MTN fundamental analys
Snöflinga Score
Värdering1/6
Framtida tillväxt5/6
Tidigare resultat2/6
Finansiell hälsa5/6
Utdelningar2/6

MTN Community Fair Values

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See what 111 others think this stock is worth. Follow their fair value or set your own to get alerts.

MTN Group Limited Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för MTN Group
Historiska aktiekurser
Aktuell aktiekursR207.23
52 veckors högstaR219.40
52 veckors lägstaR118.30
Beta0.90
1 månads förändring4.71%
3 månaders förändring4.95%
1 års förändring72.69%
3 års förändring81.00%
5 års förändring111.52%
Förändring sedan börsintroduktionen11,741.71%

Senaste nyheter och uppdateringar

Uppdatering av berättelse May 13

MTN: Weaker Margin Outlook And Execution Risks Will Limit Future Upside

Narrative Update: MTN Group Analyst Price Target Shift Analysts have lifted their price target on MTN Group to ZAR95.48 from ZAR82.69, reflecting an updated view that incorporates a slightly lower discount rate, modest adjustments to revenue growth and profit margin assumptions, and a higher future P/E multiple. Analyst Commentary Recent Street research on MTN Group points to a split in sentiment, with some institutions introducing the stock with a constructive outlook while other, more cautious voices highlight execution and valuation risks that investors should factor into expectations.
Uppdatering av berättelse Apr 29

MTN: Lower Discount Rate And Higher Margins Will Support Repriced Earnings Multiple

Narrative Update on MTN Group The analyst price target for MTN Group has been raised from ZAR230 to ZAR280, with analysts pointing to a lower discount rate, a higher projected profit margin of 20.64%, and a reduced future P/E assumption of 10.53 as key drivers of the revision. Analyst Commentary Bullish analysts initiating coverage on MTN Group with a positive stance are broadly aligned with the recent increase in the price target to ZAR280.
Uppdatering av berättelse Apr 15

MTN: Dividend Policy IHS Outcome And Margin Profile Will Shape Future Balance

The analyst fair value estimate for MTN Group has shifted from ZAR207.67 to ZAR216.25 as analysts factor in updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple following recent bullish research coverage. Analyst Commentary Recent research on MTN Group has shifted toward a more constructive tone, with bullish analysts updating their models and supporting a higher fair value estimate.

Recent updates

Uppdatering av berättelse May 13

MTN: Weaker Margin Outlook And Execution Risks Will Limit Future Upside

Narrative Update: MTN Group Analyst Price Target Shift Analysts have lifted their price target on MTN Group to ZAR95.48 from ZAR82.69, reflecting an updated view that incorporates a slightly lower discount rate, modest adjustments to revenue growth and profit margin assumptions, and a higher future P/E multiple. Analyst Commentary Recent Street research on MTN Group points to a split in sentiment, with some institutions introducing the stock with a constructive outlook while other, more cautious voices highlight execution and valuation risks that investors should factor into expectations.
Uppdatering av berättelse Apr 29

MTN: Lower Discount Rate And Higher Margins Will Support Repriced Earnings Multiple

Narrative Update on MTN Group The analyst price target for MTN Group has been raised from ZAR230 to ZAR280, with analysts pointing to a lower discount rate, a higher projected profit margin of 20.64%, and a reduced future P/E assumption of 10.53 as key drivers of the revision. Analyst Commentary Bullish analysts initiating coverage on MTN Group with a positive stance are broadly aligned with the recent increase in the price target to ZAR280.
Uppdatering av berättelse Apr 15

MTN: Dividend Policy IHS Outcome And Margin Profile Will Shape Future Balance

The analyst fair value estimate for MTN Group has shifted from ZAR207.67 to ZAR216.25 as analysts factor in updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple following recent bullish research coverage. Analyst Commentary Recent research on MTN Group has shifted toward a more constructive tone, with bullish analysts updating their models and supporting a higher fair value estimate.
Uppdatering av berättelse Apr 01

MTN: Dividend Policy IHS Decision And Margin Resilience Will Shape Future Balance

Analysts have nudged their fair value estimate for MTN Group to ZAR207.67 from ZAR200.00, citing updated assumptions that combine slightly softer revenue growth with higher profit margin expectations and a lower future P/E multiple. Analyst Commentary Recent commentary on MTN Group reflects a mix of optimism and caution around how the updated fair value estimate ties back to execution, profitability and the multiples investors might be willing to pay for the shares.
Uppdatering av berättelse Mar 18

MTN: Dividend Policy IHS Outcome And Margins Will Shape Future Balance

Analysts have adjusted the MTN Group fair value estimate slightly higher, from ZAR 198.75 to ZAR 200.00, reflecting updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research updates on consumer and leisure names highlight how quickly sentiment can swing when earnings, forward guidance, or external operating conditions shift.
Uppdatering av berättelse Mar 03

MTN: Margin Assumptions And Possible IHS Deal Will Shape Balanced Outlook

Analysts have nudged their fair value estimate for MTN Group up from ZAR193.63 to ZAR198.75, citing slightly stronger assumed profit margins and a modestly higher future P/E multiple as key supports for the higher price target. Analyst Commentary Recent valuation work on MTN Group points to a fairly balanced split between what bullish and bearish analysts are focusing on.
Uppdatering av berättelse Feb 17

MTN: Leadership Reset And IHS Discussions Will Shape Balanced Execution Outlook

Narrative Update: MTN Group Price Target Revision Analysts have nudged their fair value estimate for MTN Group higher from ZAR190.11 to ZAR193.63. This reflects updated assumptions around a slightly lower discount rate, modestly adjusted revenue growth expectations, a stable profit margin outlook, and a small recalibration of the future P/E multiple.
Uppdatering av berättelse Feb 03

MTN: Leadership Reset And Execution Risk Will Shape Balanced Brand Outlook

Narrative Update on MTN Group The analyst fair value estimate for MTN Group has been adjusted from $186.22 to $190.11. Analysts attribute this change to slightly higher assumed revenue growth, a modestly higher future P/E multiple, and recent external research that highlights the impact of leadership changes and execution expectations at Vail Resorts.
Uppdatering av berättelse Jan 19

MTN: Leadership Reset And Brand Strength Will Shape Balanced Execution Outlook

Narrative Update Analysts have lifted their fair value estimate for MTN Group from R176.89 to R186.22, citing slightly higher projected revenue growth, a modestly lower profit margin profile, and an updated future P/E assumption of 11.49x that reflects recent sector research and valuation resets seen in wider leisure and consumer names. Analyst Commentary Recent Street research around MTN Group has focused less on near term trading updates and more on leadership changes, brand strength, and execution risk.
Uppdatering av berättelse Jan 05

MTN: Lower Future P/E And Leadership Changes Will Constrain Upside Potential

Analysts have slightly reduced their fair value estimate for MTN Group to $82.69 from $83.94, citing updated assumptions for faster revenue growth, higher profit margins, and a lower future P/E multiple following recent sector and leadership changes highlighted in Street research. Analyst Commentary Bearish analysts frame the reduced fair value estimate of $82.69 as a signal that MTN Group faces a thinner margin for execution, even with updated assumptions that factor in faster revenue growth and higher profit margins.
Uppdatering av berättelse Dec 19

MTN: Leadership Reset Will Drive Future Turnaround Despite Near Term Execution Risks

Analysts have modestly lowered their price target on Vail Resorts to a range of about $145 to $237 per share. This reflects concerns over softer Epic pass sales, a more guarded fiscal 2026 EBITDA outlook, and uncertainty around the pace of the company’s operational turnaround.
Analysartikel Dec 12

Is It Too Late To Consider Buying MTN Group Limited (JSE:MTN)?

Today we're going to take a look at the well-established MTN Group Limited ( JSE:MTN ). The company's stock saw a...
Uppdatering av berättelse Dec 05

MTN: Future Multiple Expansion Will Offset Margin And Leadership Execution Risks

Analysts have nudged their fair value estimate for MTN Group higher to approximately $176.89 from $172.50, citing a higher future P/E multiple despite slightly softer revenue growth assumptions and a notably lower projected profit margin. Analyst Commentary Recent Street research around Vail Resorts, which shares the MTN ticker in the U.S., offers a mixed backdrop that indirectly informs sentiment toward MTN Group.
Analysartikel Nov 24

MTN Group Limited's (JSE:MTN) Price Is Right But Growth Is Lacking

When close to half the companies operating in the Wireless Telecom industry in South Africa have price-to-sales ratios...
Uppdatering av berättelse Nov 21

MTN: Future Leadership Changes And Operational Challenges Will Shape Performance

Analysts have raised their fair value estimate for MTN Group from $169.33 to $172.50, citing improved profit margin projections and stronger anticipated revenue growth. This comes despite recent concerns around leadership transitions and near-term operational challenges.
Uppdatering av berättelse Sep 25

African Connectivity And Fintech Will Unlock Future Opportunities

Consensus revenue growth forecasts for MTN Group have risen significantly, but this has been offset by a lower net profit margin, resulting in only a marginal increase in the analyst price target from ZAR167.11 to ZAR169.33. What's in the News MTN CEO Ralph Mupita has publicly denied any ongoing talks or adviser engagement regarding an acquisition of Telkom SA, though industry speculation continues due to market dynamics.
Analysartikel Sep 12

Should You Think About Buying MTN Group Limited (JSE:MTN) Now?

MTN Group Limited ( JSE:MTN ) saw significant share price movement during recent months on the JSE, rising to highs of...
Uppdatering av berättelse Aug 30

African Connectivity And Fintech Will Unlock Future Opportunities

The consensus price target for MTN Group has edged up to ZAR167.11, primarily reflecting a slight improvement in revenue growth forecasts. What's in the News MTN Group expects a first-half 2025 EPS of 495–577 cents, reflecting an increase of more than 200% from the prior year's loss.
Analysartikel Aug 25

MTN Group's (JSE:MTN) Strong Earnings Are Of Good Quality

Even though MTN Group Limited ( JSE:MTN ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...
Analysartikel Aug 14

MTN Group Limited's (JSE:MTN) Subdued P/S Might Signal An Opportunity

With a median price-to-sales (or "P/S") ratio of close to 2x in the Wireless Telecom industry in South Africa, you...
Analysartikel May 22

Should Shareholders Reconsider MTN Group Limited's (JSE:MTN) CEO Compensation Package?

Key Insights MTN Group's Annual General Meeting to take place on 29th of May Total pay for CEO Ralph Mupita includes...
User avatar
Ny berättelse Feb 09

Localization Progress In Uganda And Ghana Will Unlock Future Earnings

Strong growth in data and fintech services could positively impact MTN's revenue and boost net margins through high-margin products.

Aktieägarnas avkastning

MTNZA Wireless TelecomZA Marknad
7D-1.5%-0.2%-1.7%
1Y72.7%167.3%19.7%

Avkastning vs industri: MTN presterade sämre än ZA Wireless Telecom branschen som gav 167.3 % under det senaste året.

Avkastning vs Marknaden: MTN översteg ZA marknaden som gav 19.7 % under det senaste året.

Prisvolatilitet

Is MTN's price volatile compared to industry and market?
MTN volatility
MTN Average Weekly Movement4.5%
Wireless Telecom Industry Average Movement4.0%
Market Average Movement5.0%
10% most volatile stocks in ZA Market10.7%
10% least volatile stocks in ZA Market3.3%

Stabil aktiekurs: MTN har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för ZA.

Volatilitet över tid: MTN s veckovolatilitet ( 4% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
1994n/aRalph Mupitawww.mtn.com

MTN Group Limited, tillsammans med sina dotterbolag, tillhandahåller mobila telekommunikationstjänster i Sydafrika, Nigeria, Syd- och Östafrika, Väst- och Centralafrika samt Mellanöstern och Nordafrika. Företaget erbjuder data-, röst- och SMS-tjänster, samtrafik- och roamingtjänster samt säljer mobila enheter. Bolaget tillhandahåller även digitala tjänster och fintech-tjänster, såsom mervärdestjänster, rich media-tjänster, MTN Mobile Money, försäkringar, utlåning av flygtid och e-handelstjänster.

MTN Group Limited Sammanfattning av grunderna

Hur förhåller sig MTN Group:s resultat och omsättning till dess börsvärde?
MTN grundläggande statistik
BörsvärdeR379.85b
Vinst(TTM)R20.26b
Intäkter(TTM)R226.76b
18.7x
P/E-förhållande
1.7x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
MTN resultaträkning (TTM)
IntäkterR226.76b
Kostnad för intäkterR71.46b
BruttovinstR155.29b
Övriga kostnaderR135.03b
IntäkterR20.26b

Senast redovisade vinst

Dec 31, 2025

Nästa vinstdatum

n/a

Vinst per aktie (EPS)11.05
Bruttomarginal68.48%
Nettovinstmarginal8.94%
Skuld/egenkapitalförhållande43.4%

Hur har MTN utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

2.4%
Aktuell utdelningsavkastning
45%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/21 15:16
Aktiekurs vid dagens slut2026/05/20 00:00
Intäkter2025/12/31
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

MTN Group Limited bevakas av 19 analytiker. 8 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
Niel VenterAbsa Bank Limited
Jonathan BradleyAbsa Bank Limited
Tibor BokorArqaam Capital Research Offshore S.A.L.