Obermatt

Vodacom

JNB:VOD · ZAE000132577
Wireless Telecommunication ServicesX-Large

360

100
EV / EBIT97
Price / Owner Earnings54
Owner Earnings Yield77
Dividend Yield69
Price/Sales54
EV / Gross Profit82
Price/Book29
Return on Capital91
Cash Return on Capital88
Return on Equity77
EBIT Margin67
Gross Profitability90
Cash Conversion53
Accruals26
Owner Earnings Margin49
Sales growth94
Profit Growth90
Long-Term EPS Growth83
Owner Earnings Growth94
Reinvestment84
Price momentum56
Debt load52
Refinancing20
Debt Payback77
Liquidity49
Analyst ratings22
Opinion Changes88
Price Target Upside49
Market mood30
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Vodacom generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUK
IndustryWireless Telecommunication Services
SizeX-Large
TypePublic Company
ExchangeJSE
Founded1993
Employees8,726
ISINZAE000132577
Last UpdateApr 2, 2026
Themes
Network BackboneNetwork SecurityCloud InfrastructureData Centers and FacilitiesEnterprise Voip and TelephonyVoIPIaaS (Infrastructure as a Service)CRMMessagingMobileVideo

Description

Vodacom Group Limited is a communications company that provides a range of services, including mobile voice, messaging, data, and financial services. Business Segments The company operates through several key business segments. The primary segments…

Analysis

Bargain bin

Vodacom Group Limited is priced cheaply, and that invites the natural question of why, since the underlying business scores below average. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is attractive. The owner-earnings multiple stands at 14.1×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 2% a year, against analyst forecasts of 20%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is sturdy. The company scores 20/20 on our value-creation score: strong value creator.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
79
2023202420252026

All-time high

94

Oct 2025

All-time low

39

Feb 2026

Average rank

79

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
54
62
64
50
Price/Earnings
56
65
78
70
Price/Book
29
37
50
43
Dividend Yield
69
88
88
84
Value (overall)
58
74
82
79

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Vodacom with its peers
Telenor
OSL:TEL
66
CountryNorway
IndustryDiversified Telecommunication Services
SizeX-Large
Full Stock Analysis →
KPN
AEX:KPN
39
CountryNetherlands
IndustryDiversified Telecommunication Services
SizeSmall
Full Stock Analysis →
TIM
SAO:TIMS3
97
CountryItaly
IndustryWireless Telecommunication Services
SizeLarge
Full Stock Analysis →
Vodafone
LSE:VOD
11
CountryUK
IndustryWireless Telecommunication Services
SizeXX-Large
Full Stock Analysis →
Orange
PAR:ORA
42
CountryFrance
IndustryDiversified Telecommunication Services
SizeXX-Large
Full Stock Analysis →
Eutelsat
PAR:ETL
11
CountryFrance
IndustryMedia
SizeLarge
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →