Added to YB: 2026-01-02
Pitch date: 2025-12-28
VOD [bullish]
Vodafone Group Public Limited Company
+1.71%
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 26.3B
Pitch Price
GBP 0.97
Price Target
23.00 (+2234%)
Dividend
4.04%
EV/EBITDA
5.81
P/E
-6.39
EV/Sales
1.82
Sector
Wireless Telecommunication Services
Category
turnaround
Vodafone Investment Thesis
VOD: Transformed from distressed conglomerate to disciplined connectivity platform. FY28 PT $23 vs $13 current. Germany MDU drag washing out, UK merger synergies ahead of £700M target. SatCo JV w/ AST SpaceMobile valued at zero by consensus worth ~$2/share alone on 90% EBITDA margins. 15% share buyback provides floor while 2027 EU 2GHz spectrum award could triple SatCo value to $20/share.
Read full article (8 min)