Vodafone Group Public Limited Company

LSE:VOD Stok Raporu

Piyasa değeri: UK£25.6b

Vodafone Group Yönetim

Yönetim kriter kontrolleri 2/4

Vodafone Group CEO'su Margherita Della Valle, Dec2022 tarihinde atandı, in görev süresi 3.42 yıldır. in toplam yıllık tazminatı € 8.77M olup, şirket hissesi ve opsiyonları dahil olmak üzere 12.7% maaş ve 87.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.024% ine doğrudan sahiptir ve bu hisseler £ 6.06M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.7 yıl ve 4 yıldır.

Anahtar bilgiler

Margherita Della Valle

İcra Kurulu Başkanı

€8.8m

Toplam tazminat

CEO maaş yüzdesi12.66%
CEO görev süresi3.4yrs
CEO sahipliği0.02%
Yönetim ortalama görev süresi5.7yrs
Yönetim Kurulu ortalama görev süresi4yrs

Son yönetim güncellemeleri

Analiz Makalesi Jul 22

We Think Vodafone Group Public Limited Company's (LON:VOD) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Vodafone Group to hold its Annual General Meeting on 29th of July Total pay for CEO Margherita Della Valle...

Recent updates

Anlatı Güncellemesi May 19

VOD: Rising Telecom Confidence May Drive Re Rating On Branded Calling

Analysts have nudged their average price target for Vodafone higher to £1.48 from £1.25, reflecting updated assumptions around a lower discount rate, slightly adjusted revenue growth and profit margin expectations, as well as a higher future P/E multiple, alongside a mix of recent target increases and one downgrade to Hold. Analyst Commentary Recent research updates show a mix of views, with at least one downgrade to Hold alongside several upward price target revisions.
Anlatı Güncellemesi May 03

VOD: Cash Flow Hopes Will Confront Persistent P/E And Execution Risks

Vodafone Group's analyst price targets have increased by between £0.05 and £0.15 across several recent reports, as analysts highlight updated assumptions around revenue growth, profit margins and a lower future P/E multiple in their refreshed models. Analyst Commentary Recent research updates show that while several firms have adjusted price targets higher in absolute terms, some of the commentary around Vodafone Group remains cautious.
Anlatı Güncellemesi Apr 16

VOD: Higher Price Hopes Will Continue To Face Execution Risks

Narrative Update: Vodafone Group The analyst price target for Vodafone Group has moved higher to £1.04 from £1.02, with analysts pointing to updated assumptions around revenue growth, profitability and a lower future P/E. This is reflected in a series of recent target lifts from major banks.
Anlatı Güncellemesi Apr 02

VOD: Higher Price Hopes Will Face Ongoing Execution Risk Concerns

The analyst fair value estimate for Vodafone has been adjusted higher to reflect a slightly lower discount rate, modest tweaks to revenue growth and profit margin assumptions, and a higher future P/E. Recent price target increases from multiple firms, including moves such as Berenberg's lift to £1.19 and Goldman Sachs's to £11.58, have reset expectations around the shares.
Anlatı Güncellemesi Mar 19

VOD: Cash Flow Hopes Will Face Persistent Execution And Capital Allocation Risks

Narrative Update The updated analyst price target for Vodafone Group moves to £11.58 from £10.48. This reflects analysts' focus on slightly higher assumed revenue growth, improved profit margins and free cash flow expectations, alongside a lower future P/E, following recent research that highlights potential for sustainable cash generation and a stronger balance sheet.
Anlatı Güncellemesi Mar 05

VOD: Fair Value View Balances Free Cash Flow Resilience And Execution Risks

Analysts have nudged their fair value targets on Vodafone Group higher, with our updated view moving from £0.99 to £1.02. This reflects slightly stronger assumptions on revenue growth, profit margins and future P/E after recent price target increases and rating changes from the Street.
Anlatı Güncellemesi Feb 18

VOD: Lofty Cash Flow Hopes Will Struggle Against Execution And Legal Risks

Narrative Update Vodafone's updated fair value estimate edges higher to reflect a modest uplift in analyst price targets, with recent moves such as Berenberg's increase to £1.19 and broader Street commentary pointing to expectations for steadier free cash flow, a more supportive profit margin profile, and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on Vodafone highlights a mix of optimism and restraint, with some firms lifting price targets while still flagging execution and valuation risks.
Anlatı Güncellemesi Feb 04

VOD: Elevated Cash Flow And Dividend Hopes Will Likely Disappoint

Analysts have raised their price target on Vodafone Group, with the updated fair value implying a modest uplift. This view is supported by expectations for sustainable free cash flow, dividend growth, and what they see as greater capacity for value creation following recent research upgrades that cited an increasingly robust balance sheet.
Anlatı Güncellemesi Jan 21

VOD: Free Cash Flow Resilience And Fibre Competition Will Shape Future Returns

Analysts have lifted their fair value estimate for Vodafone, pointing to a higher blended price target. This is supported by expectations for more resilient free cash flow and dividends highlighted in recent research, even as views remain split between a £1.19 Buy case and an £0.80 Sell case on competition and tower revenue risks.
Anlatı Güncellemesi Jan 07

VOD: Rising German Fiber Competition Will Pressure Future Free Cash Flows

Analysts have lifted their price target for Vodafone Group, citing refreshed views on revenue growth, improved profit margins and a lower assumed future P/E multiple. Together, these factors support a higher fair value for the shares in light of recent bullish and cautious Street research.
Anlatı Güncellemesi Dec 16

VOD: Rising German Fiber Competition Will Pressure Cash Flows And Share Price

Analysts have nudged their consolidated price target for Vodafone Group modestly higher by roughly 7 percent to about 140 GBp, citing a lower perceived risk profile from a reduced discount rate and slightly better margin and earnings multiple assumptions, even as they factor in tougher revenue trends and competitive pressures in key European markets. Analyst Commentary Bearish analysts continue to flag structural and execution risks that, in their view, are not fully reflected in Vodafone Group's current valuation.
Anlatı Güncellemesi Dec 02

VOD: Rising Fiber Competition And Efficiency Drives Will Balance Future Prospects

Vodafone Group's analyst consensus price target has increased from £0.89 to £0.90 per share, as analysts point to improved revenue growth projections and a higher future earnings multiple. This comes despite heightened risks in key markets.
Anlatı Güncellemesi Nov 18

VOD: Competitive Pressures And Efficiency Moves Will Shape Outlook Amid Modest Fairness

Analysts have modestly increased their fair value estimate for Vodafone Group to £0.89 per share from £0.88. They cite a slightly improved profit margin outlook, continuing premium valuation concerns, and shifting competitive dynamics in key markets.
Analiz Makalesi Nov 14

The Vodafone Group Public Limited Company (LON:VOD) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

Investors in Vodafone Group Public Limited Company ( LON:VOD ) had a good week, as its shares rose 9.4% to close at...
Anlatı Güncellemesi Nov 03

VOD: Upcoming Partnerships And Competitive Pressures Will Shape Near-Term Performance

Vodafone Group's analyst price target has been increased by analysts, rising from £0.87 to £0.88 per share. This change reflects updated expectations for stronger revenue growth, an improved discount rate, and market positioning amidst competitive pressures.
Analiz Makalesi Nov 02

Insufficient Growth At Vodafone Group Public Limited Company (LON:VOD) Hampers Share Price

When you see that almost half of the companies in the Wireless Telecom industry in the United Kingdom have...
Anlatı Güncellemesi Oct 14

Digital Partnerships With Google And Microsoft Will Strengthen Future Operations

Narrative Update on Vodafone Group Analysts have raised Vodafone Group's price target by 5 GBp to 140 GBp, citing improved valuation metrics and a supportive market outlook. Analyst Commentary Analyst sentiment around Vodafone Group's outlook reflects a mix of optimism regarding recent improvements and ongoing caution in several key areas.
Analiz Makalesi Jul 22

We Think Vodafone Group Public Limited Company's (LON:VOD) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Vodafone Group to hold its Annual General Meeting on 29th of July Total pay for CEO Margherita Della Valle...
Analiz Makalesi Jun 29

Here's Why Vodafone Group (LON:VOD) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
User avatar
Yeni Anlatı Nov 24

Critical Partnerships And Digital Expansion Pave The Way For Telecom Growth And Innovation

Investments in Germany and strategic partnerships aim to drive revenue growth and improve margins through market share and digital services expansion.

CEO Tazminat Analizi

Margherita Della Valle'un ücretlendirmesi Vodafone Group'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026€9m€1m

-€289m

Sep 30 2025n/an/a

-€4b

Jun 30 2025n/an/a

-€4b

Mar 31 2025€6m€1m

-€4b

Dec 31 2024n/an/a

-€893m

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€2b

Mar 31 2024€5m€1m

€1b

Sep 30 2023n/an/a

€11b

Jun 30 2023n/an/a

€12b

Mar 31 2023€4m€917k

€12b

Dec 31 2022n/an/a

€7b

Sep 30 2022n/an/a

€2b

Jun 30 2022n/an/a

€2b

Mar 31 2022€3m€831k

€2b

Dec 31 2021n/an/a

€985m

Sep 30 2021n/an/a

-€161m

Jun 30 2021n/an/a

-€24m

Mar 31 2021€3m€823k

€59m

Dec 31 2020n/an/a

€1b

Sep 30 2020n/an/a

€2b

Jun 30 2020n/an/a

€779m

Mar 31 2020€2m€790k

-€920m

Tazminat ve Piyasa: Margherita 'nin toplam tazminatı ($USD 10.17M ), UK pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 7.22M ).

Tazminat ve Kazançlar: Margherita şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Margherita Della Valle (60 yo)

3.4yrs
Görev süresi
€8,766,206
Tazminat

Ms. Margherita Della Valle was Independent Non-Executive Director of Reckitt Benckiser Group plc from July 01, 2020 to April 1, 2026. Ms. Valle has been Executive Director of Vodafone Group Public Limited...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Margherita Della Valle
Group Chief Executive & Executive Director3.4yrs€8.77m0.024%
£ 6.1m
Maria López Álvarez
Group CFO & Executive Directorless than a year€3.97mVeri yok
Scott Petty
Chief Digital & Information Officer and Group CTO9.3yrsVeri yokVeri yok
Matthew Johnson
Investor Relations Directorno dataVeri yokVeri yok
Stefanie Reichel
Director of Legal & Compliance6.1yrsVeri yokVeri yok
Maaike De Bie
Group General Counsel & Company Secretary3.2yrsVeri yokVeri yok
Ruth McGill
Chief Human Resources Officerless than a yearVeri yokVeri yok
António Rui Lacerda Carrapatoso
Chief Executive Officer of Vodafone Portugal Operationsno dataVeri yokVeri yok
Rob Mukherjee
Head of North West regional business14.2yrsVeri yokVeri yok
Joakim Reiter
Chief External & Corporate Affairs Officer5.3yrsVeri yokVeri yok
Eloy Rodrigo
Chief Financial Officer of Vodafone Spain6.2yrsVeri yokVeri yok
Shameel Joosub
Chief Executive Officer of Vodacom Group14.3yrsVeri yokVeri yok
5.7yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: VOD 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.7 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Margherita Della Valle
Group Chief Executive & Executive Director7.8yrs€8.77m0.024%
£ 6.1m
Maria López Álvarez
Group CFO & Executive Directorless than a year€3.97mVeri yok
Ahmed Essameldin Aboushelbaya
CEO of European Markets & Executive Chairman of Vodafone Germany2.1yrsVeri yokVeri yok
Stephen Carter
Independent Non-Executive Director3.8yrs€158.03k0.00076%
£ 194.8k
Simon Dingemans
Independent Non-Executive Director1.3yrs€178.64k0.00023%
£ 59.0k
Simon Segars
Senior Independent Non-Executive Director3.8yrs€238.19k0.00039%
£ 100.0k
Jean-Francois M. van Boxmeer
Independent Chairman of the Board5.8yrs€821.07k0.0059%
£ 1.5m
Antonio da Costa Coimbra
Non-Executive Chairman of Vodafone Spain5.5yrsVeri yokVeri yok
Michel Demare
Independent Non-Executive Director8.3yrs€170.63k0.00043%
£ 110.2k
Maria Moraleda Martinez
Independent Non-Executive Director8.9yrs€224.45k0.00013%
£ 33.3k
Deborah Kerr
Independent Non-Executive Director4.2yrs€175.21k0.00052%
£ 133.3k
Delphine Cunci
Independent Non-Executive Director & Workforce Engagement Lead3.8yrs€161.46k0.00038%
£ 97.4k
4.0yrs
Ortalama Görev Süresi
60yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: VOD 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/25 10:40
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Vodafone Group Public Limited Company 37 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Andrew Charles BealeArete Research Services LLP
John EadeArgus Research Company
William PowerBaird