Orange. - ADR
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+ FollowMarket Cap$29.64B
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Earnings Call Q3 2024
October 26, 2024 - AI Summary
**Strong Q3 Performance**: Orange reported Q3 revenues of €10 billion, up 1.6% year-on-year, driven by 2.5% growth in retail services, offsetting a decline of 3.3% in wholesale. The Middle East and Africa segment showed impressive growth at 10.5%, continuing a trend of double-digit growth for six consecutive quarters.
**Convergence Strategy**: The company reaffirmed convergence as a core pillar of its strategy, with convergent revenues increasing by almost 5%. The average revenue per user (ARPU) for convergent customers reached nearly €78, demonstrating a successful focus on customer retention. Despite launching new concurrent offers from competitors, churn remains stable, indicating resilience in customer loyalty.
**Challenges in France**: The competitive landscape in France is intensifying, particularly at the low-end mobile market, putting pressure on pricing strategies. Orange's ability to maintain its retail services' growth in this environment is critical, with expectations of stabilizing the convergent customer base and a forecasted retail services growth of over 2.5% in H2.
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$14.76
32.4% upside
Current Fair Value
32.4% upsideUndervalued by 32.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $29.64 Billion |
|---|---|
| Enterprise Value | $85.97 Billion |
| Annual dividend | $0.78 |
| Dividend yield | 4.80% |
| Earnings per Share | $0.82 |
| Beta | 0.17 |
| Outstanding Shares | 2,658,599,751 |
Return
| Return on Equity | 24.84% |
|---|---|
| Return on Assets | 6.25% |
| Return on Invested Capital | 10.45% |
Valuation & Multiples
| P/E Ratio | 5.62 |
|---|---|
| PEG | -0.49 |
| Price to Sales | 0.41 |
| Price to Book Ratio | 0.86 |
| Enterprise Value to Revenue | 1.17 |
| Enterprise Value to EBIT | 8.73 |
| Enterprise Value to Net Income | 10 |
| Total Debt to Enterprise | 0.76 |
| Debt to Equity | 2.06 |
Revenue Sources
No data
Institutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
About Orange.
123,503 employees
CEO: Stephane Richard
Orange SA engages as a telecommunication services company, which operates mobile and internet services. It provides telecommunication services to multinational companies, under the brand Orange Business Services. The company was founded on January 1, 1991, and is headquartered in Paris, France.