Vodacom Group Limited (VODAF)
ValueMarkers Composite Index
46% below intrinsic value ($1)
Vodacom Group Limited (VODAF) — VMCI valuation read
VODAF screens at VMCI 64/100, a 14-point gap above the Communication Services sector median (50). For a mid-cap Vodacom Group Limited share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.
VODAF has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.
**Investor frame.** Value: VODAF trades at 16.0x earnings, 11% below the Communication Services median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Communication Services group. Quality: ROIC of 16.0% sits 6.0pp above the Communication Services median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 0.2x leaves covenant headroom, which sets the rate-cycle exposure for Vodacom Group Limited.
VODAF rose 1.2% over the trailing 7 days, with a +4.1% read on a 30-day basis.
Vodacom Group Limited operates as a connectivity, digital, and financial services company in South Africa and internationally. It offers range of communication services, including data, mobile and fixed voice, messaging, financial services, enterprise IT, and converged services. The company also provides mobile and fixed line connectivity solutions, as well as internet and virtual private network services to its customers over various wireless, fixed-line, satellite, mobile, and converged technologies; and cloud hosting and security services comprising infrastructure as a service, platform as a service, software as a service, security services, hosted applications, and primary and direct connectivity to all hyperscalers. In addition, it offers carrier service products, including wholesale APN data, microwave, managed satellite, WiFi, international private leased circuit, IP transit, fiber, and IP-VPN; ethernet over MPLS, carrier ethernet, cloud connect, dedicated internet access, broadband internet access, software-defined WAN, and VSAT services; sensors and other electronic devices that are attached to a remote machine enabling the capturing of critical information, such as temperature, speed, location, etc.; and digital financial services for personal finance and business solutions. Further, the company offers and SmartCitizen mobile app to provide transparency and accountability with services, such as water and sanitation, roads, education, and health. The company was founded in 1993 and is headquartered in Midrand, South Africa. Vodacom Group Limited is a subsidiary of Vodafone Investments SA (Pty) Limited.
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