- Cellnex has revised its 2025 adjusted EBITDA forecast, lowering it to EUR 3.28 billion to EUR 3.38 billion from the previous estimate of EUR 3.4 billion to EUR 3.5 billion.
- The company expects recurring free cash flow to be between EUR 1.90 billion and EUR 1.95 billion, down from the earlier projection of EUR 2 billion to EUR 2.05 billion.
- Free cash flow is now anticipated to range from EUR 280 million to EUR 380 million, a decrease from the prior forecast of EUR 350 million to EUR 450 million.
- For the year 2024, Cellnex reported an increase in adjusted EBITDA of 8% year-over-year, reaching EUR 3.25 billion, slightly above estimates of EUR 3.21 billion.
- The company’s operating profit for 2024 was EUR 197 million, falling short of the estimated EUR 294.5 million.
- Recurring free cash flow in 2024 was EUR 1.80 billion, surpassing the estimate of EUR 1.69 billion.
- Cellnex reported a net loss of EUR 28 million for 2024, marking a significant reduction of 91% compared to the previous year.
- The dividend per share for 2024 was EUR 0.0168, well below the estimated EUR 0.06.
- The company’s revenue excluding pass-through items in 2024 was EUR 3.94 billion, exceeding the estimate of EUR 3.91 billion.
- Analyst recommendations for Cellnex include 27 buys, 6 holds, and no sells.
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Cellnex Telecom Sau on Smartkarma
Analyst coverage on Cellnex Telecom Sau on Smartkarma highlights positive insights from Jesus Rodriguez Aguilar. In a report titled “Cellnex Share Repurchase Programme: Valuation and Potential Impact on Stock Price,” Aguilar discusses how the company’s initiation of an EUR 800 million buyback aims to boost EPS and shareholder value. The undervalued stock presents significant upside potential, with the current market price lagging behind the consensus target and DCF valuation.
In another report by Aguilar, “Cellnex’s Strategic Divestment of Swiss Subsidiary,” the focus is on Cellnex’s plan to sell its Swiss subsidiary stake for €1.1 billion. This divestment forms part of the company’s strategy to shed non-core assets, reduce debt, and concentrate efforts on key markets to enhance shareholder returns. By optimizing its portfolio and targeting a debt-to-EBITDA ratio of 5-6x by 2025/2026, Cellnex aims to attract income funds through buybacks, increased dividends, and leveraging its strong market position in core European markets.
A look at Cellnex Telecom Sau Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 2 | |
| Momentum | 2 | |
| OVERALL SMART SCORE | 2.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts reviewing the Smartkarma Smart Scores for Cellnex Telecom Sau have indicated a mixed long-term outlook. With a moderate value score of 3, the company seems to be fairly priced according to its financial metrics. However, the lower dividend score of 2 suggests that investors might not expect significant returns in this aspect. Growth is rated at 3, indicating some potential for expansion, while resilience and momentum scores are both at 2, signaling a degree of uncertainty and volatility in the market for Cellnex Telecom Sau.
Cellnex Telecom Sau, an independent wireless and broadcast infrastructure operator in Spain and Italy, shows a somewhat neutral outlook based on the Smartkarma Smart Scores. While the company scores decently in terms of value and growth potential, the lower ratings for dividend, resilience, and momentum point towards a somewhat uncertain future. Investors looking into Cellnex Telecom Sau may want to consider these factors before making long-term investment decisions.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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