Added to YB: 2025-11-21
Pitch date: 2025-07-06
VOD [bullish]
Vodafone Group Public Limited Company
+18.14%
current return
Author Info
No bio for this author
Company Info
Vodafone Group Public Limited Company provides telecommunication services in Germany, the United Kingdom, rest of Europe, Turkey, and South Africa.
Market Cap
GBP 25.0B
Pitch Price
GBP 0.80
Price Target
40.00 (+4127%)
Dividend
4.28%
EV/EBITDA
5.71
P/E
-6.02
EV/Sales
1.78
Sector
Wireless Telecommunication Services
Category
value
Vodafone Thesis
VOD: Sleeper pick behind ASTS monopoly. Eastern hemisphere satellite partnership via Satco JV provides competitive moat, cuts capex/opex, opens gov/defense revenues. Trades 4.25x EV/EBITDA, 0.6x P/S, <8x P/E. FCF growth + $2B buybacks. 2030 target $40+ vs $10.78 current. 32% 5yr CAGR, 5% dividend yield.
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