Vodacom Group (VOD) Hisse Özeti
Vodacom Group Limited, Güney Afrika, Mısır ve uluslararası alanda bir bağlantı, dijital ve finansal hizmetler şirketi olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 3/6 |
VOD Community Fair Values
Create NarrativeSee what 54 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Vodacom Group Limited Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | R153.00 |
| 52 Haftanın En Yüksek Seviyesi | R164.97 |
| 52 Haftanın En Düşük Seviyesi | R124.89 |
| Beta | 0.35 |
| 1 Aylık Değişim | 4.44% |
| 3 Aylık Değişim | -3.83% |
| 1 Yıllık Değişim | 11.84% |
| 3 Yıllık Değişim | 40.68% |
| 5 Yıllık Değişim | 16.51% |
| Halka arzdan bu yana değişim | 160.20% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • May 16
VOD: Neutral UBS View Will Support Margin Strength And Future Upside
Analysts have slightly reduced their Vodacom Group price target to about ZAR201, as they recalibrate assumptions for slower revenue growth, slightly stronger profit margins and a marginally lower future P/E multiple, in line with recently initiated neutral coverage from the Street. Analyst Commentary Recent commentary around the neutral initiation highlights a balanced view on Vodacom Group, with some analysts pointing to a mix of steady fundamentals and valuation support even as overall ratings remain cautious.
Anlatı Güncellemesi • Apr 29
VOD: Neutral UBS Initiation And Margin Risks Will Likely Cap Upside
Analysts keep their ZAR fair value estimate steady at ZAR130.00 for Vodacom Group, pointing to slightly lower revenue growth expectations, a modestly higher profit margin outlook, and a marginally lower future P/E assumption, supported by recent neutral initiation commentary from UBS and peers. Analyst Commentary Recent neutral commentary highlights a mixed setup for Vodacom Group, with the ZAR130.00 fair value estimate held steady but framed by a cautious tone on revenue growth, margins, and the future P/E assumption.Anlatı Güncellemesi • Apr 15
VOD: Neutral Stance And Margin Pressure Will Likely Cap Future Upside
Analysts have maintained their Vodacom Group fair value estimate at ZAR130.00 per share. Updated assumptions reflect higher modelled revenue growth, a lower profit margin and a slightly lower future P/E multiple, in line with recent neutral Street research on the stock.Recent updates
Anlatı Güncellemesi • May 16
VOD: Neutral UBS View Will Support Margin Strength And Future Upside
Analysts have slightly reduced their Vodacom Group price target to about ZAR201, as they recalibrate assumptions for slower revenue growth, slightly stronger profit margins and a marginally lower future P/E multiple, in line with recently initiated neutral coverage from the Street. Analyst Commentary Recent commentary around the neutral initiation highlights a balanced view on Vodacom Group, with some analysts pointing to a mix of steady fundamentals and valuation support even as overall ratings remain cautious.Anlatı Güncellemesi • Apr 29
VOD: Neutral UBS Initiation And Margin Risks Will Likely Cap Upside
Analysts keep their ZAR fair value estimate steady at ZAR130.00 for Vodacom Group, pointing to slightly lower revenue growth expectations, a modestly higher profit margin outlook, and a marginally lower future P/E assumption, supported by recent neutral initiation commentary from UBS and peers. Analyst Commentary Recent neutral commentary highlights a mixed setup for Vodacom Group, with the ZAR130.00 fair value estimate held steady but framed by a cautious tone on revenue growth, margins, and the future P/E assumption.Anlatı Güncellemesi • Apr 15
VOD: Neutral Stance And Margin Pressure Will Likely Cap Future Upside
Analysts have maintained their Vodacom Group fair value estimate at ZAR130.00 per share. Updated assumptions reflect higher modelled revenue growth, a lower profit margin and a slightly lower future P/E multiple, in line with recent neutral Street research on the stock.Anlatı Güncellemesi • Apr 01
VOD: Neutral UBS Stance Will Support Higher Future Earnings Multiple
Analysts have nudged their Vodacom Group price target slightly higher to ZAR201.69 from ZAR200.72, reflecting updated assumptions around revenue growth, profit margins and future P/E following recent research that includes a new neutral stance from UBS on the shares. Analyst Commentary Bullish analysts see the latest ZAR201.69 price target as consistent with a view that Vodacom Group can support its current P/E assumptions if it executes reliably on revenue and margin expectations.
Anlatı Güncellemesi • Mar 18
VOD: Lower Growth And Higher Margins Will Shape Balanced Medium Term Outlook
Analysts have adjusted their Vodacom Group price target slightly higher from ZAR150.00 to ZAR151.88. This reflects updated assumptions that balance a lower revenue growth outlook with a higher profit margin and a modestly lower future P/E and discount rate.Anlatı Güncellemesi • Mar 04
VOD: Modest Margin Pressure Will Likely Restrain Future Upside Potential
Analysts have increased their Vodacom Group price target from ZAR125 to ZAR130, citing updated assumptions that reflect slightly higher modelled revenue growth, a modest adjustment to profit margins and a lower discount rate, while keeping the expected future P/E essentially unchanged. Valuation Changes Fair Value: raised from ZAR125 to ZAR130, representing a modest upward adjustment.Anlatı Güncellemesi • Feb 16
VOD: Potential Safaricom Stake Increase Will Support Higher Future Earnings Multiple
Analysts have raised their Vodacom Group price target from ZAR180.39 to ZAR200.72, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that collectively support a higher valuation anchor. What's in the News Vodacom Group is in talks with the Kenyan government about potentially acquiring part of the state’s stake in Safaricom Ltd., according to people familiar with the matter, with discussions described as ongoing and not final (Key Developments).Anlatı Güncellemesi • Feb 02
VOD: Safaricom Stake Talks And Dividend Will Shape Balanced Medium-Term Outlook
Analysts have nudged their price target for Vodacom Group slightly higher, from R148.33 to R150.00. The change reflects updated assumptions around revenue growth, profit margins and future P/E expectations.Anlatı Güncellemesi • Jan 19
VOD: Safaricom Stake Talks And Dividend Will Support Balanced Medium-Term Outlook
Analysts have raised their fair value estimate for Vodacom Group from R146.44 to R148.33 per share. This reflects updated assumptions that combine higher revenue growth expectations with slightly lower profit margin forecasts and an unchanged forward P/E multiple.Analiz Makalesi • Jan 07
Vodacom Group Limited's (JSE:VOD) Popularity With Investors Is Under Threat From Overpricing
Vodacom Group Limited's ( JSE:VOD ) price-to-earnings (or "P/E") ratio of 15x might make it look like a strong sell...Anlatı Güncellemesi • Jan 05
VOD: Safaricom Stake Talks And Dividend Strength Will Support Steady Outlook
Analysts have nudged their price target for Vodacom Group higher, lifting fair value from R145.22 to R146.44, as small adjustments to projected revenue growth, profit margins and future P/E assumptions filter through their models. What's in the News Vodacom is in discussions with the Kenyan government about potentially acquiring part of its stake in Safaricom, where Vodacom already holds a 39.93% interest, according to people familiar with the talks (M&A Rumors and Discussions).Anlatı Güncellemesi • Dec 19
VOD: Dividend, Margins And Safaricom Stake Moves Will Shape Steady Outlook
Analysts have raised their price target on Vodacom Group slightly, from ZAR 122.00 to ZAR 125.00. They cited a modestly improved profit margin outlook and a marginally lower discount rate, which more than offset slightly reduced revenue growth expectations and a marginally lower future P/E assumption.Anlatı Güncellemesi • Dec 05
VOD: East African Expansion And Dividend Payout Will Support Steady Outlook
Analysts have modestly raised their price target on Vodacom Group from approximately R140.80 to about R145.22 per share. This reflects slightly lower discount rate assumptions and a marginally higher future price to earnings multiple, which together more than offset small trims to long term revenue growth and profit margin expectations.Analiz Makalesi • Dec 01
Vodacom Group (JSE:VOD) Has A Pretty Healthy Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analiz Makalesi • Nov 13
Vodacom Group (JSE:VOD) Will Pay A Dividend Of ZAR3.30
The board of Vodacom Group Limited ( JSE:VOD ) has announced that it will pay a dividend on the 1st of December, with...Anlatı Güncellemesi • Oct 06
5G Expansion And Climate Initiatives Will Open New Opportunities In Africa
Vodacom Group's analyst price target has been slightly reduced from R142.67 to R140.80, as analysts factor in upward revisions to forecasted revenue growth and profit margins. This is partially offset by a lower future P/E ratio.Anlatı Güncellemesi • Sep 04
5G Expansion And Climate Initiatives Will Open New Opportunities In Africa
With consensus forecasts for revenue growth and net profit margin both remaining stable, analysts have maintained Vodacom Group’s fair value estimate unchanged at ZAR142.67. What's in the News Vodacom Group approved an amendment to the company's memorandum of incorporation at its annual general meeting.Analiz Makalesi • Aug 27
Vodacom Group Limited's (JSE:VOD) Shareholders Might Be Looking For Exit
With a price-to-earnings (or "P/E") ratio of 16.6x Vodacom Group Limited ( JSE:VOD ) may be sending very bearish...Analiz Makalesi • Aug 06
Return Trends At Vodacom Group (JSE:VOD) Aren't Appealing
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Analiz Makalesi • Jul 16
We Think Some Shareholders May Hesitate To Increase Vodacom Group Limited's (JSE:VOD) CEO Compensation
Key Insights Vodacom Group's Annual General Meeting to take place on 22nd of July CEO Mohamed Shameel Joosub's total...Analiz Makalesi • Jun 15
Vodacom Group's (JSE:VOD) Shareholders Will Receive A Bigger Dividend Than Last Year
Vodacom Group Limited ( JSE:VOD ) will increase its dividend from last year's comparable payment on the 23rd of June to...Analiz Makalesi • May 22
Vodacom Group (JSE:VOD) Will Pay A Larger Dividend Than Last Year At ZAR3.35
The board of Vodacom Group Limited ( JSE:VOD ) has announced that it will be paying its dividend of ZAR3.35 on the 23rd...
Yeni Anlatı • Nov 13
Expanding Digital Horizons And Smashing Barriers To Drive Growth In African Telecom Markets
Expansion of 4G and financial services in Africa is key to increasing Vodacom's revenue and diversifying its revenue streams.Hissedar Getirileri
| VOD | ZA Wireless Telecom | ZA Pazar | |
|---|---|---|---|
| 7D | -2.1% | -0.2% | -1.7% |
| 1Y | 11.8% | 167.3% | 19.7% |
Getiri vs. Endüstri: VOD geçen yıl % 167.3 oranında getiri sağlayan ZA Wireless Telecom sektörünün gerisinde kaldı.
Getiri vs Piyasa: VOD geçen yıl % 19.7 oranında getiri sağlayan ZA Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| VOD volatility | |
|---|---|
| VOD Average Weekly Movement | 4.0% |
| Wireless Telecom Industry Average Movement | 4.0% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in ZA Market | 10.7% |
| 10% least volatile stocks in ZA Market | 3.3% |
İstikrarlı Hisse Senedi Fiyatı: VOD son 3 ayda ZA piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: VOD 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1993 | n/a | Mohamed Shameel Joosub | www.vodacom.com |
Vodacom Group Limited, Güney Afrika, Mısır ve uluslararası alanda bir bağlantı, dijital ve finansal hizmetler şirketi olarak faaliyet göstermektedir. Ses, mesajlaşma ve veri hizmetleri de dahil olmak üzere bir dizi iletişim hizmeti sunmaktadır. Şirket ayrıca müşterilerine çeşitli kablosuz, sabit hat, uydu, mobil ve birleşik teknolojiler üzerinden mobil ve sabit hat bağlantı çözümlerinin yanı sıra internet ve sanal özel ağ hizmetleri; Nesnelerin İnterneti; ve hizmet olarak altyapı, hizmet olarak platform, hizmet olarak yazılım, güvenlik hizmetleri, barındırılan uygulamalar ve tüm hiper ölçekleyicilere birincil ve doğrudan bağlantı içeren bulut barındırma ve güvenlik hizmetleri sunmaktadır.
Vodacom Group Limited Temel Bilgiler Özeti
| VOD temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | R295.61b |
| Kazançlar(TTM) | R20.65b |
| Gelir(TTM) | R167.65b |
14.3x
F/K Oranı1.8x
P/S OranıVOD aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| VOD gelir tablosu (TTM) | |
|---|---|
| Gelir | R167.65b |
| Gelir Maliyeti | R75.34b |
| Brüt Kâr | R92.31b |
| Diğer Giderler | R71.66b |
| Kazançlar | R20.65b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 10.69 |
| Brüt Marj | 55.06% |
| Net Kâr Marjı | 12.32% |
| Borç/Özkaynak Oranı | 87.9% |
VOD uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
4.8%
Mevcut Temettü Verimi69%
Ödeme OranıVOD güvenilir bir temettü ödüyor mu?
VOD temettü geçmişine ve kıyaslamalara bakın| Vodacom Group temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Jun 17 2026 |
| Temettü Ödeme Tarihi | Jun 22 2026 |
| Eski temettüye kadar geçen günler | 27 days |
| Temettü ödeme tarihine kadar geçen günler | 32 days |
VOD güvenilir bir temettü ödüyor mu?
VOD temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/21 04:18 |
| Gün Sonu Hisse Fiyatı | 2026/05/20 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2026/03/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* 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
Vodacom Group Limited 23 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| Niel Venter | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |