Vodafone raised fiscal 2027 guidance, lifting adjusted EBITDAaL to EUR 13.2 billion-EUR 13.4 billion from EUR 13.0 billion-EUR 13.3 billion and adjusted free cash flow to EUR 2.8 billion-EUR 3.0 billion from EUR 2.6 billion-EUR 2.9 billion. First-half adjusted EBITDAaL rose 6.4% organically.
An ambitious cost plan is, in our view, the key catalyst for shares to rerate higher, but so far, progress on the cost front is rather disappointing.
Regulation remains very tough for European telecoms, preventing effective consolidation and constantly encouraging the entrance of new players that drop prices.
Metric | VOD | DTEGY | TELFY |
|---|---|---|---|
Price/Earnings (Normalized) | 74.76 | 12.54 | 10.11 |
Price/Book Value | 0.61 | 2.04 | 1.27 |
Price/Sales | 0.80 | 1.01 | 0.57 |
Price/Cash Flow | 2.64 | 2.86 | 2.07 |
Metric | VOD | DTEGY | TELFY |
|---|---|---|---|
Quick Ratio | 0.86 | 0.79 | 0.69 |
Current Ratio | 1.14 | 1.03 | 0.92 |
Interest Coverage | 1.67 | 3.55 | −0.04 |
Metric | VOD | DTEGY | TELFY |
|---|---|---|---|
Return on Assets (Normalized) | 2.00% | 3.53% | −0.92% |
Return on Equity (Normalized) | 4.95% | 16.67% | −5.31% |
Return on Invested Capital (Normalized) | 3.95% | 6.11% | 0.87% |
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