Telefonica Brasil S.A., - ADR (Representing Ord)
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+ FollowMarket Cap$18.17B
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Earnings Call Q4 2025
February 23, 2026 - AI Summary
Strong Financial Performance: Vivo reported a remarkable performance in 2025, with total revenues rising by 7.1% in Q4 2025, primarily driven by mobile service revenue growth of 7% and fixed services growth of 5.4%. Net income for the full year reached BRL 7.2 billion, reflecting an 11.2% growth, while free cash flow increased by 11.4% to BRL 9.2 billion.
Convergence Strategy and Market Position: Vivo is focusing on its convergence strategy, with 62.7% of its 7.8 million FTTH customers being on the Vivo Total plan. This strategy aims to enhance customer loyalty and reduce churn, which for fiber services is at a record low of 1.4%. The company increased market share in fiber from 18.8% to 19.3% during the year, signaling strong competitive positioning.
CapEx Optimization and Cash Flow: The company achieved a CapEx to revenue ratio decline to 15.6%, indicating improved capital efficiency. Operating cash flow before leases rose by 13.4% to BRL 15.6 billion, demonstrating the company's capability to convert EBITDA into cash effectively. Vivo plans to maintain this trend of capital efficiency while still supporting necessary infrastructure investments, particularly in 5G.
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$27.80
145.6% upside
Current Fair Value
145.6% upsideUndervalued by 145.6% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $18.17 Billion |
|---|---|
| Enterprise Value | $32.52 Billion |
| Annual dividend | $1.18 |
| Dividend yield | 8.02% |
| Earnings per Share | $3.78 |
| Beta | 0.22 |
| Outstanding Shares | 1,605,102,000 |
Return
| Return on Equity | 10.09% |
|---|---|
| Return on Assets | 5.12% |
| Return on Invested Capital | 9.84% |
Valuation & Multiples
| P/E Ratio | 14.9 |
|---|---|
| PEG | 87.47 |
| Price to Sales | 0.3 |
| Price to Book Ratio | 0.28 |
| Enterprise Value to Revenue | 0.53 |
| Enterprise Value to EBIT | 3.32 |
| Enterprise Value to Net Income | 4 |
| Total Debt to Enterprise | 0.7 |
| Debt to Equity | 0.35 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 29, 2026
EPS Estimate
$0.24
Consensus analyst estimateRevenue Estimate
$3.08 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.79%▼ 3.12% |
|---|---|
| Total Invested | $144.39M▼ 82.44% |
| Investors Holding | 60▼ 167.00% |
About Telefonica Brasil S.A.,
35,010 employees
CEO: Christian Gebara
Telefônica Brasil S.A., operating through its subsidiaries, provides a comprehensive suite of mobile and fixed communication solutions to both residential and corporate customers across Brazil. Its offerings include traditional landline ...