-1.70%
6.16%
-3.89%
0.65%
-9.47%
-19.63%
-16.61%
AI Spotlight on CLNX
Company Description
Cellnex Telecom, S.A. operates infrastructure for wireless telecommunication in Austria, Denmark, Spain, France, Ireland, Italy, the Netherlands, Poland, Portugal, the United Kingdom, Sweden, and Switzerland.It operates through three segments: Telecom Infrastructure Services, Broadcasting Networks, and Network Services and Others.The company offers co-location services in its infrastructure for mobile operators to install telecommunications and wireless broadcasting equipment; distributed antenna system and small cells, a network of spatially separated antenna nodes connected to a common source through transport medium that provides wireless services.
It also provides broadcasting network services, including digital terrestrial television (DTT), hybrid DTT, satellite DTT services, and premium DTT services; FM and digital radio services; and internet media services, such as online multiscreen video solutions, online business support solutions, and content distribution services.In addition, it offers data transportation services comprising satellite transportation, digital terrestrial circuits, Amazon direct connect, and internet throughput services; security and control services, which include security and emergency networks, terminals, forest fire early warning systems, and control centers; and smart communication networks, including wireless broadband, irrigation management services in rural settings, and Internet of Things services.Further, it offers smart services for city management; engineering/consulting, and operation and maintenance services; and constructs and operates optic fiber telecommunications.
The company serves mobile network operators, broadcasters, and administrations.The company was formerly known as Abertis Telecom Terrestre, S.A.U. and changed its name to Cellnex Telecom, S.A. in April 2015.Cellnex Telecom, S.A. was incorporated in 2008 and is headquartered in Madrid, Spain.
Market Data
| Last Price | 32.39 |
| Change Percentage | -1.70% |
| Open | 32.9 |
| Previous Close | 32.95 |
| Market Cap ( Millions) | 22853 |
| Volume | 1509791 |
| Year High | 37.31 |
| Year Low | 28.39 |
| M A 50 | 31.66 |
| M A 200 | 33.26 |
Financial Ratios
| FCF Yield | 5.14% |
| Dividend Yield | 0.19% |
| ROE | -1.73% |
| Debt / Equity | 153.68% |
| Net Debt / EBIDTA | 795.54% |
| Price To Book | 1.63 |
| Price Earnings Ratio | -95.1 |
| Price To FCF | 19.47 |
| Price To sales | 5.7 |
| EV / EBITDA | 16.6 |
News
- Nov -25 - 3 Stocks Estimated To Be 14.0% To 49.6% Below Their Intrinsic Value
- Nov -13 - Cellnex Telecom Reports Strong Financial Growth in 2024
- Nov -11 - Cellnex Considers Bringing Forward Shareholder Returns
- Nov -11 - Cellnex Considers Bringing Forward Shareholder Returns
- Oct -18 - Discover October 2024's Stocks Estimated To Be Trading Below Fair Value
- Sep -20 - Cellnex explores sale of French data centre unit, sources say
- Sep -11 - Cellnex Telecom And 2 Other Stocks That May Be Priced Below Their Estimated Value
- Aug -27 - 3 Stocks Estimated To Be Up To 49.2% Below Intrinsic Value
- Jul -05 - Exploring Three Leading Stocks Estimated To Be Up To 47.7% Below Intrinsic Value Calculations
- Mar -29 - 15 Biggest Spanish Companies
- Mar -05 - Cellnex expects core earnings of up to 4 billion euros in 2027
- Mar -01 - Tech, Media & Telecom Roundup: Market Talk
- Feb -13 - Asterion, SBA and Phoenix circle Cellnex's Irish unit, sources say
- Nov -22 - Cellnex speeds asset sales in drive for investment grade - CEO
- Jul -27 - Cellnex's first-half loss widens, revenues grow 18.4%
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Telecom Infrastructure Services
Expected Growth : 5.5 %
What the company do ?
Cellnex Telecom, S.A. provides Telecom Infrastructure Services, offering wireless telecommunications site management, operation, and maintenance, enabling operators to focus on their core business.
Why we expect these perspectives ?
Cellnex Telecom's 5.5% growth in Telecom Infrastructure Services is driven by increasing demand for 5G network deployment, rising mobile data traffic, and growing need for network densification. Additionally, the company's strategic acquisitions and partnerships, as well as its focus on energy efficiency and sustainability, contribute to its growth momentum.
Segment n°2 -> Broadcasting Infrastructure
Expected Growth : 4.8 %
What the company do ?
Cellnex Telecom's Broadcasting Infrastructure provides a network of towers and sites for broadcasting signals, enabling TV and radio stations to reach a wide audience.
Why we expect these perspectives ?
Cellnex Telecom's 4.8% growth in Broadcasting Infrastructure is driven by increasing demand for wireless connectivity, 5G network deployments, and rising need for tower infrastructure sharing. Additionally, the company's strategic acquisitions and expansion into new markets have contributed to its growth.
Segment n°3 -> Network Services and Others
Expected Growth : 6.2 %
What the company do ?
Network Services and Others from Cellnex Telecom, S.A. refers to the provision of telecommunications infrastructure services, including site leasing, transmission services, and other value-added services.
Why we expect these perspectives ?
Cellnex Telecom's 6.2% growth in Network Services and Others is driven by increasing demand for wireless infrastructure, expansion into new markets, and strategic acquisitions. Additionally, the growing need for 5G and IoT infrastructure, as well as the company's focus on innovation and operational efficiency, contribute to its growth momentum.
Cellnex Telecom, S.A. Products
| Product Range | What is it ? |
|---|---|
| Telecommunications Infrastructure | Cellnex Telecom, S.A. provides telecommunications infrastructure services, including the deployment, operation, and maintenance of cell towers, antennas, and other network infrastructure. |
| DAS and Small Cells | Cellnex Telecom, S.A. offers Distributed Antenna Systems (DAS) and small cells solutions to enhance indoor and outdoor wireless coverage and capacity. |
| Fiber Optic Networks | Cellnex Telecom, S.A. provides fiber optic network infrastructure services, including the deployment and maintenance of fiber optic cables and related equipment. |
| Edge Computing | Cellnex Telecom, S.A. offers edge computing solutions to reduce latency and improve performance for applications that require real-time processing and low latency. |
| Private Networks | Cellnex Telecom, S.A. provides private network solutions for industries such as manufacturing, logistics, and healthcare, enabling secure and reliable communication between devices and systems. |
| IoT Services | Cellnex Telecom, S.A. offers IoT services, including device management, data analytics, and security solutions, to support the growing number of connected devices. |
Cellnex Telecom, S.A.'s Porter Forces
Threat Of Substitutes
Cellnex Telecom, S.A. operates in a niche market with high barriers to entry, reducing the threat of substitutes. However, the increasing adoption of 5G and IoT technologies may lead to new substitutes in the future.
Bargaining Power Of Customers
Cellnex Telecom, S.A. has a diverse customer base, including major telecom operators, which reduces the bargaining power of individual customers. Additionally, the company's long-term contracts with customers provide stability and reduce the risk of customer switching.
Bargaining Power Of Suppliers
Cellnex Telecom, S.A. relies on a few large suppliers for its infrastructure and equipment needs. While the company has some bargaining power due to its scale, suppliers may still exert some pressure on prices and delivery terms.
Threat Of New Entrants
The telecom infrastructure industry has high barriers to entry, including significant capital expenditures and regulatory hurdles. This reduces the threat of new entrants and allows Cellnex Telecom, S.A. to maintain its market position.
Intensity Of Rivalry
The telecom infrastructure industry is highly competitive, with several established players competing for market share. Cellnex Telecom, S.A. faces intense rivalry from companies such as American Tower, SBA Communications, and others, which may lead to pricing pressure and increased marketing expenses.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 58.18% |
| Debt Cost | 5.55% |
| Equity Weight | 41.82% |
| Equity Cost | 7.25% |
| WACC | 6.26% |
| Leverage | 139.14% |
Cellnex Telecom, S.A. : Quality Control
Cellnex Telecom, S.A. passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| CORE-B.ST | Corem Property Group AB (publ), a real estate company, owns, manages, and develops industrial, warehouse, logistics, and retail properties in the Nordic region. As of December 31, 2021, it had … |
| ORIA.PA | Fiducial Real Estate SA operates and manages real estate properties in France. As of September 30, 2021, it operated a portfolio of office buildings, business buildings, and residential buildings covering … |
| VGP.BR | VGP NV, together with its subsidiaries, develops, owns, and manages logistics and semi-industrial real estate, and ancillary offices. It leases its properties to tenants in the logistic sector, including storing, … |
| PLAN.SW | Plazza AG plans, develops, manages, and markets real estate properties and projects in Switzerland. It has a portfolio of residential, commercial, and office buildings. The company was founded in 2015 … |
| VNA.DE | Vonovia SE operates as an integrated residential real estate company in Europe. It operates through five segments: Rental, Value-Add, Recurring Sales, Development, and Deutsche Wohnen. The company offers property management … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Plazza
A-Score
1-Year Total Return ->
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Vonovia
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Fiducial Real Estate
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4
Corem Property
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5
VGP
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1-Year Total Return ->
6
