Professional
Added to YB: 2024-06-26
Pitch date: 2024-06-17
VIV [bullish]
Telefônica Brasil S.A.
+94.07%
current return
Author Info
No bio for this author
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 7.26
Price Target
14.00 (-1%)
Dividend
N/A
EV/EBITDA
5.94
P/E
19.45
EV/Sales
2.20
Sector
Diversified Telecommunication Services
Category
growth
Telefônica Brasil S.A.: Continued Pricing Discipline Drives Solid Wireless Growth
VIV: Brazil's largest telecom w/ 40% wireless share. Q1: +588K net wireless adds, 9% rev growth. Broadband growing, 1.5M converged customers. 39% EBITDA margin. FCF down on capex. FV $14. Bulls: scale, fiber network. Bears: price wars, economy. Risks: competition, regulation. Standard capital allocation. 75% owned by Telefonica.
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