Telefnica Brasil SA, provides mobile and fixed telecommunications services to residential and corporate clients in Brazil. The company is headquartered in So Paulo, Brazil.
| Revenue (TTM) | $61.77B |
| Gross Profit (TTM) | $29.81B |
| EBITDA | $20.14B |
| Operating Margin | 17.60% |
| Return on Equity | 9.87% |
| Return on Assets | 5.51% |
| Revenue/Share (TTM) | $38.60 |
| Book Value | $8.17 |
| Price-to-Book | 1.51 |
| Price-to-Sales (TTM) | 0.30 |
| EV/Revenue | 1.79 |
| EV/EBITDA | 4.59 |
| Quarterly Earnings Growth (YoY) | 18.50% |
| Quarterly Revenue Growth (YoY) | 7.60% |
| Shares Outstanding | $1.60B |
| Float | $351.96M |
| % Insiders | 0.00% |
| % Institutions | 3.75% |
Volatility is currently expanding
The average of price targets set by Wall Street analysts indicates a potential upside of 28.7% in Telefonica Brasil (VIV). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
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Investors interested in stocks from the Diversified Communication Services sector have probably already heard of Telefonica Brasil (VIV) and Swisscom AG (SCMWY). But which of these two stocks is more attractive to value investors?
Telefonica Brasil NYSE: VIV, which operates under the Vivo brand, reported second-quarter 2026 revenue growth above inflation, expanding profitability and cash generation as postpaid mobile, fiber and digital businesses contributed to results.
Vivo (VIV) demonstrates robust business health, with high single-digit top-line growth, strong cash flow, and operational efficiency in a favorable oligopolistic Brazilian market. VIV's recurring revenues now comprise 85% of service revenue, with postpaid and fiber segments driving healthy ARPU growth and lower churn versus U.S. peers. Despite a 10% free cash flow yield and low leverage, VIV's valuation is only moderately attractive relative to high Brazilian risk-free rates.
Sao Paulo, Brazil--(Newsfile Corp. - July 28, 2026) - Telefônica Brasil (B3: VIVT3) (NYSE: VIV) announces its results for 2Q26. Consistent Revenue and EBITDA performance drives +17.0% YoY growth in Net Income.
I reiterate my buy rating on Telefônica Brasil, seeing 16% upside to a $15.33 fair value. VIV faces minimal threat from Starlink, as customer overlap is limited to remote regions, not VIV's urban strongholds. Sector consolidation, mature infrastructure, and a focus on high-density, high-HDI regions underpin VIV's competitive advantage and margin strength.
Telefonica Brasil NYSE: VIV, operating under the Vivo brand, reported a stronger first quarter of 2026, with management pointing to growth in postpaid mobile, fiber broadband, digital services and disciplined cost control as drivers of higher profitability and cash generation.
1Q26 reinforced the core thesis of VIV, with revenue growing above inflation, EBITDA outpacing revenue, and OpCF margin improving to 26.2%. CapEx intensity continues to decline, supporting better cash conversion even though absolute CapEx remains broadly stable. Telefônica Brasil has already confirmed at least R$7 billion in shareholder distributions for 2026, supporting a well-covered 5%–6% dividend yield.
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