Added to YB: 2025-06-11
Pitch date: 2025-06-09
VIV [neutral]
Telefônica Brasil S.A.
+24.99%
current return
Author Info
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Company Info
Telefônica Brasil S.A., together with its subsidiaries, operates as a mobile telecommunications company in Brazil.
Market Cap
BRL 122.6B
Pitch Price
BRL 28.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.94
P/E
19.45
EV/Sales
2.20
Sector
Diversified Telecommunication Services
Category
value
Show full summary:
Telefonica Brasil: Moving On
VIV sold position: 4yr position sold despite 20%+ gain + dividends. Initially valued at 4x EV/EBITDA, 9x P/FCF in 2021, but P/E stubbornly high (15x → 16x). 6% shareholder yield insufficient vs opportunities elsewhere. Strong company (no debt, good mgmt) but growth limited by high dividend payout ratio.
Read full article (2 min)