--- canonical_url: https://www.stockexpertai.com/ko/stock/vod last_updated: 2026-07-20T00:00:00Z doc_version: "1.0" language: ko title: Vodafone Group Public Limited Company (VOD) — AI 주식 분석 description: "Vodafone Group Public Limited Company(VOD) 주식 분석: AI 기반 투자 인사이트, 재무 지표, 성장 전망 및 리스크 요인을 확인하세요." author: "Sedat ANAK, 창립자 겸 편집장" publisher: Stock Expert AI ticker: VOD exchange: NASDAQ --- # Vodafone Group Public Limited Company (VOD) — AI 주식 분석 > **출처:** Stock Expert AI ([https://www.stockexpertai.com/ko/stock/vod](https://www.stockexpertai.com/ko/stock/vod)) > **마크다운 피드:** https://www.stockexpertai.com/ko/stock/vod.md > **최종 업데이트:** 2026-07-20T00:00:00Z > **면책 조항:** 이것은 재무 조언이 아닙니다. 교육 목적으로만 사용됩니다. Vodafone Group Public Limited Company(VOD) 주식 분석: AI 기반 투자 인사이트, 재무 지표, 성장 전망 및 리스크 요인을 확인하세요. ## 빠른 답변 VOD는 Vodafone Group Public Limited Company를 나타내며, 주가 $15.40($35.46B 시가총액)의 커뮤니케이션 서비스 기업입니다. 이 주식은 Stock Expert AI의 정량 평가 모델에서 51/100, 중간 등급입니다. Vodafone Group, a global telecommunications giant, delivers mobile, fixed, and convergence services across Europe and internationally. With a strong presence in mobile and fixed broadband, Vodafone distinguishes itself through value-added services like IoT and M-Pesa, catering to diverse customer needs in a competitive telecom landscape. ## 스냅샷 - **Price:** $15.40 (-0.34 / -2.16%) - **Market Cap:** $35.46B - **Sector:** 커뮤니케이션 서비스 - **Industry:** Telecommunications Services - **MoonshotScore:** 51/100 (Grade B) - **P/E Ratio:** 19.88 - **Analyst Target Price:** $11.58 - **Volume:** 3.76M - **ADR Home Country:** Newbury, GB ## 정보 Vodafone Group Public Limited Company Vodafone Group Public Limited Company, incorporated in 1984 and based in Newbury, UK, is a leading telecommunications company operating in Europe and internationally. The company provides a 포괄적인 suite of services, including mobile, fixed line, and convergence offerings. Its mobile services enable 고객 to make calls, send texts, and access data. Fixed line services encompass broadband, television (TV) offerings, and voice. Vodafone also offers convergence services under the GigaKombi and Vodafone One brands. Beyond traditional telecom services, Vodafone provides value-added services such as Internet of Things (IoT) solutions, including logistics and fleet 경영진, smart metering, 보험, cloud, and security services, as well as automotive and health solutions. The company's M-Pesa 플랫폼, an African payment system, facilitates money transfer, financial, and business and merchant payment services. As of March 31, 2022, Vodafone served approximately 323 million mobile 고객, 28 million fixed broadband 고객, and 22 million TV 고객. Vodafone has a 전략적 파트너십 with Open Fiber. ## 주요 사실 - **CEO:** António Rui de Lacerda Carrapatoso - **Headquarters:** Newbury, GB - **Employees:** 93000 - **IPO:** 1988 ## 사업 내용 - Provides mobile services for calls, texts, and data access. - Offers fixed line services including broadband, TV, and voice. - Delivers convergence services under the GigaKombi and Vodafone One brands. - Provides Internet of Things (IoT) solutions for logistics, fleet 경영진, and smart metering. - Offers cloud and security services. - Provides automotive and health solutions. - Operates M-Pesa, an African payment 플랫폼 for money transfer and 금융 서비스. - Offers services to operators through partner market agreements. ## 비즈니스 모델 - Generates 매출 from mobile services through 구독s and usage-based charges. - Earns 매출 from fixed line services through 구독s and broadband packages. - Derives 매출 from value-added services such as IoT solutions and 클라우드 서비스. - Collects fees from transactions on the M-Pesa 플랫폼. ## 투자 논거 Vodafone presents a mixed investment case. Its established 시장 존재감 and diverse 서비스 라인업, including mobile, fixed line, and IoT solutions, provide a stable 매출 base. The company's 배당수익률 of 3.32% may attract 배당 중심 투자자. However, a negative 주가수익비율(P/E) of -7.02 and a 순이익률 of -11.5% raise concerns about 수익성. Growth catalysts include expansion of IoT services and further development of the M-Pesa 플랫폼. 투자자 should monitor the company's ability to improve 수익성 and manage its 부채 effectively. ## 성장 기회 - Expansion of IoT Services: Vodafone can capitalize on the growing demand for IoT solutions across various industries, including logistics, manufacturing, and healthcare. The global IoT market is projected to reach trillions of dollars by 2030. By leveraging its existing infrastructure and expertise, Vodafone can develop and deploy 혁신적인 IoT solutions to capture a 상당한 share of this market. Timeline: 진행 중인. - Development of the M-Pesa 플랫폼: Vodafone's M-Pesa 플랫폼 has the potential to expand its reach beyond Africa and become a global payment solution. The increasing adoption of mobile payments and the growing demand for financial inclusion create a favorable environment for M-Pesa's growth. By investing in technology and expanding its network of partners, Vodafone can unlock the full potential of M-Pesa. Timeline: 진행 중인. - 5G Network Expansion: The rollout of 5G networks presents a 상당한 growth opportunity for Vodafone. 5G technology enables faster data speeds, lower latency, and increased network capacity, which can support new applications and services such as augmented reality, virtual reality, and autonomous vehicles. By investing in 5G infrastructure and developing 5G-enabled services, Vodafone can attract new 고객 and increase 매출. Timeline: 진행 중인. - Convergence of Mobile and Fixed-Line Services: Vodafone can 레버리지 its existing mobile and fixed-line infrastructure to offer converged services that combine the benefits of both technologies. By offering bundled packages that include mobile, broadband, and TV services, Vodafone can attract and retain 고객. The increasing demand for seamless connectivity and integrated communication solutions creates a favorable environment for converged services. Timeline: 진행 중인. - 전략적 파트너십: Vodafone can pursue 전략적 파트너십 with other companies to expand its reach and offer new services. For example, the company's 파트너십 with Open Fiber allows it to access a wider network of fiber optic infrastructure. By forming alliances with companies in complementary industries, Vodafone can create new 수익원 and enhance its 경쟁적 입지. Timeline: 진행 중인. ## 주요 하이라이트 - Vodafone has approximately 323 million mobile 고객 as of March 31, 2022, indicating a large user base. - The company serves 28 million fixed broadband 고객, showcasing its presence in the fixed-line market. - Vodafone's 배당수익률 is 3.32%, potentially attractive to income-seeking 투자자. - The company's 매출총이익률 is 32.9%, reflecting its ability to generate 매출 after accounting for the cost of goods sold. - Vodafone's 베타 of 0.34 suggests lower 변동성 compared to the overall market. ## 경쟁 우위 - Established 브랜드 인지도 and reputation. - Extensive network infrastructure and coverage. - Large 고객 기반 across multiple markets. - Diverse portfolio of services including mobile, fixed line, and IoT. - 전략적 파트너십 with other companies. ## 경쟁사 - **[BCE Inc.](https://www.stockexpertai.com/ko/stock/bce):** A Canadian telecommunications company offering similar services. - **[Chunghwa Telecom Co., Ltd.](https://www.stockexpertai.com/ko/stock/cht):** A Taiwanese telecommunications company providing fixed-line and mobile services. - **[Charter Communications, Inc.](https://www.stockexpertai.com/ko/stock/chtr):** A US-based telecommunications and media company. - **[Fox Corporation](https://www.stockexpertai.com/ko/stock/foxa):** A US-based mass media company. - **[Nabors Industries Ltd.](https://www.stockexpertai.com/ko/stock/nbis):** A provider of drilling and drilling-related services for land-based and offshore 석유 및 가스 wells. ## SWOT 분석 ### 강점 - Global presence and 브랜드 인지도. - Diverse portfolio of services. - Large 고객 기반. - Strong network infrastructure. ### 약점 - Negative 순이익률. - High 부채 levels. - Exposure to currency fluctuations. - Intense competition in the telecom industry. ### 기회 - Expansion of IoT services. - Growth of the M-Pesa 플랫폼. - Rollout of 5G networks. - 전략적 파트너십. ### 위협 - Technological obsolescence. - Changing customer preferences. - 규제 변화. - 경기침체s. ## 촉매제(강세 시나리오) - 진행 중인: Expansion of 5G network infrastructure to support new services and applications. - 진행 중인: Development and deployment of 혁신적인 IoT solutions across various industries. - 진행 중인: Growth of the M-Pesa 플랫폼 in Africa and potential expansion to new markets. ## 리스크(약세 시나리오) - Potential: Technological obsolescence and the need to constantly innovate to remain competitive. - Potential: Changing customer preferences and the need to adapt to evolving market trends. - Potential: 규제 변화 and the impact on the company's operations and 수익성. - 진행 중인: Intense competition in the telecommunications industry. - 진행 중인: Exposure to currency fluctuations and the impact on 재무 성과. ## 경영진 **António Rui de Lacerda Carrapatoso** — Managing Director António Rui de Lacerda Carrapatoso serves as a managing director, overseeing a substantial workforce of 93,000 employees at Vodafone Group Public Limited Company. His career trajectory has positioned him at the helm of a major international telecommunications enterprise, requiring extensive experience in managing large-scale operations, navigating complex regulatory environments, and driving technological innovation across diverse markets. His leadership is critical in guiding the company's strategic direction and operational execution within the highly competitive global communication services sector. **실적:** Under António Rui de Lacerda Carrapatoso's leadership, Vodafone has continued to manage its vast global telecommunications operations, focusing on service delivery to hundreds of millions of customers. His strategic oversight has been instrumental in maintaining the company's market presence in Europe and internationally, while also navigating the complexities of evolving technological landscapes and competitive pressures. His tenure involves steering the company through significant operational challenges and opportunities in a rapidly changing industry. ## ADR 분석 - **ADR이란:** An American Depositary Receipt (ADR) is a certificate issued by a U.S. bank representing shares in a foreign stock. Vodafone Group Public Limited Company's ADR allows U.S. investors to trade shares of the company on U.S. exchanges, specifically the NASDAQ, without directly buying shares on its home exchange. This simplifies the investment process for U.S. investors by handling currency conversion and foreign settlement, making it easier to access international companies like Vodafone. - **본국 시장:** The primary listing for Vodafone Group Public Limited Company would typically be on the London Stock Exchange (LSE) in the United Kingdom, given its headquarters in Newbury, GB. This is the company's main market for capital raising and trading. - **환율 리스크:** Investing in Vodafone's ADR exposes U.S. investors to currency risk. The value of the ADR is tied to the performance of Vodafone's ordinary shares, which are denominated in British Pounds (GBP). Fluctuations in the GBP/USD exchange rate can impact the U.S. dollar value of the ADR, even if the underlying share price in GBP remains stable. Dividend payments, initially declared in GBP, are converted to USD before distribution, further exposing investors to currency conversion rates at the time of payment. - **ADR 레벨:** Vodafone's ADR is a Level 2 program. Level 2 ADRs are listed on a U.S. stock exchange (like NASDAQ or NYSE) and require the company to register with the SEC and comply with full SEC reporting requirements. This offers greater transparency and liquidity compared to Level 1 ADRs, but involves more stringent regulatory oversight for the foreign company. - **세금 영향:** Dividends paid by Vodafone to ADR holders are generally subject to a foreign withholding tax by the United Kingdom. The standard withholding tax rate can vary, but U.S. investors may be able to claim a credit for these taxes against their U.S. tax liability, or benefit from reduced rates under the U.S.-U.K. tax treaty, depending on individual circumstances and tax residency. - **거래 시간 차이:** Vodafone's primary shares trade during London Stock Exchange hours (typically 8:00 AM to 4:30 PM GMT). The ADRs, however, trade during U.S. market hours (typically 9:30 AM to 4:00 PM ET). This difference means that news or events occurring outside of U.S. trading hours can impact the opening price of the ADR when the U.S. market opens, potentially leading to price gaps. ## 자주 묻는 질문 ### What does Vodafone Group Public Limited Company do? Vodafone Group is a global telecommunications company providing a wide array of services, including mobile, fixed-line, and convergence solutions. They offer mobile services for calls, texts, and data, as well as fixed broadband, TV, and voice services. Vodafone also provides value-added services like IoT solutions and the M-Pesa payment 플랫폼, catering to individual 소비자, businesses, and other telecom operators internationally. ### What do analysts say about VOD stock? Analyst 컨센서스 on Vodafone (VOD) is mixed, reflecting the company's challenges and 기회. Key 밸류에이션 metrics include its 시가총액 and 배당수익률. Growth considerations center on the expansion of its IoT services and the M-Pesa 플랫폼, while 수익성 concerns stem from its negative 주가수익비율(P/E) and 순이익률. 투자자 should monitor these factors to assess Vodafone's potential. ### What are the main risks for VOD? Vodafone faces several key risks. Intense competition in the telecom industry can pressure pricing and 시장점유율. Technological obsolescence requires continuous 혁신. 규제 변화 can impact operations and 수익성. Exposure to currency fluctuations, particularly between the British pound and other currencies, can affect 재무 성과. 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