-0.24%
6.96%
3.13%
0.63%
-5.16%
0.92%
-18.95%
AI Spotlight on ORA
Company Description
Orange S.A. provides various fixed telephony and mobile telecommunications, data transmission, and other value-added services to customers, businesses, and other telecommunications operators in France and internationally.It operates through France; Spain and Other European Countries; The Africa and Middle East; Enterprise; International Carriers & Shared Services; and Mobile Financial Services segments. The company offers mobile services, such as voice, SMS, and data; fixed broadband and narrowband services, as well as fixed network business solutions, including voice and data; and convergence packages.
It also sells mobile handsets, mobile terminals, broadband equipment, connected devices, and accessories.In addition, the company provides IT and integration services comprising unified communication and collaboration services, such as LAN and telephony, consultancy, integration, and project management; hosting and infrastructure services, including cloud computing; customer relations management and other applications services; security services; and video conferencing, as well as sells related equipment.Further, it offers national and international roaming services; online advertising services; and mobile virtual network operators, network sharing, and mobile financial services, as well as sells equipment to external distributors and brokers.
Orange S.A. markets its products and services under the Orange brand.The company was formerly known as France Telecom and changed its name to Orange S.A. in July 2013.Orange S.A. was founded in 1990 and is headquartered in Issy-les-Moulineaux, France.
Market Data
| Last Price | 10.38 |
| Change Percentage | -0.24% |
| Open | 10.4 |
| Previous Close | 10.4 |
| Market Cap ( Millions) | 27578 |
| Volume | 7221222 |
| Year High | 11.12 |
| Year Low | 9.19 |
| M A 50 | 9.85 |
| M A 200 | 10.12 |
Financial Ratios
| FCF Yield | 13.36% |
| Dividend Yield | 6.94% |
| ROE | 4.76% |
| Debt / Equity | 23.58% |
| Net Debt / EBIDTA | -10.24% |
| Price To Book | 0.88 |
| Price Earnings Ratio | 19.88 |
| Price To FCF | 7.49 |
| Price To sales | 0.85 |
| EV / EBITDA | 3.69 |
News
- Jan -31 - Orange S.A. (ORANY) Sees Revenue and Earnings Growth in Q3 2024, Boosted by AI Integration in Contact Centers and Business Solutions
- Jan -09 - Total number of shares and voting rights at 31 december, 2024
- Jan -08 - Press release - Orange: Transactions carried out as part of a share buyback program and outside of a liquidity contract
- Jan -08 - Regulated information : Half-yearly report on the Orange liquidity contract
- Dec -20 - Press release: Transactions carried out as part of a share buyback program and outside of a liquidity contract
- Dec -09 - Total number of shares and voting rights at November 30, 2024
- Dec -09 - Orange and La Poste partner to give a second life to network equipment used during the Paris 2024 Olympic and Paralympic Games
- Nov -26 - Orange Business Launches "Live Intelligence": a Range of Plug-and-Play GenAI Solutions for Businesses
- Nov -15 - Press release: Orange contests the measures taken by the PNF concerning a VAT allocation dispute for 2017-2019
- Nov -12 - Total number of shares and voting rights at October 31, 2024
- Oct -30 - watchTowr Partners with Orange to Redefine External Attack Surface Management for Strategic Enterprise Customers
- Oct -25 - Orange Polska SA (FRA:TPA1) Q3 2024 Earnings Call Highlights: Strong Growth Amid Competitive ...
- Oct -25 - Orange SA (ORANY) Q3 2024 Earnings Call Highlights: Strong Growth in Retail Services and Middle ...
- Oct -24 - Press release - Orange: Strong third-quarter results, 2024 financial targets confirmed
- Oct -18 - Press release: Orange completed its voluntary delisting from the NYSE and filed a certification of deregistration with the SEC. Orange maintains a level 1 ADR program
- Oct -15 - TMF Group Trusts Orange Business for Centralised Hybrid Cloud Deployment to Enhance Operational Efficiencies and Accelerate Innovation
- Oct -10 - Press release: Orange - Results of the consent solicitation in relation to certain outstanding notes
- Oct -04 - Total number of shares and voting rights at September 30, 2024
- Oct -03 - Press release: Orange - Transactions carried out as part of a share buyback program and outside of a liquidity contract
- Sep -27 - Orange press release: Transactions carried out as part of a share buyback program and outside of a liquidity contract
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Mobile-only Services
Expected Growth : 4.65 %
What the company do ?
Orange S.A.'s mobile-only services provide wireless communication solutions, including voice, data, and multimedia services, exclusively accessible through mobile devices.
Why we expect these perspectives ?
Orange S.A.'s mobile-only services growth of 4.65% is driven by increasing demand for mobile data and digital services, particularly among younger demographics. Expansion into new markets, strategic partnerships, and investments in 5G network infrastructure also contribute to this growth. Additionally, the company's focus on customer experience and competitive pricing strategies have helped to attract and retain customers.
Segment n°2 -> Fixed-only Services
Expected Growth : 3.83 %
What the company do ?
Fixed-only Services from Orange S.A. refers to the telecommunications company's offerings of fixed-line telephone, broadband, and TV services to customers.
Why we expect these perspectives ?
The 3.83% growth in Fixed-only Services from Orange S.A. is driven by increasing demand for high-speed internet and bundled offers, expansion into new markets, and strategic partnerships. Additionally, investments in fiber-optic infrastructure and 5G network upgrades have improved service quality, attracting more customers and driving revenue growth.
Segment n°3 -> Convergence Services
Expected Growth : 7.4 %
What the company do ?
Convergence Services from Orange S.A. offers integrated fixed and mobile telecommunications services, enabling seamless connectivity and converged experiences for customers.
Why we expect these perspectives ?
Orange S.A.'s Convergence Services segment growth of 7.4% is driven by increasing demand for bundled services, expansion into new markets, and strategic partnerships. Additionally, investments in fiber-optic infrastructure and 5G network upgrades have enhanced service quality, attracting more customers. Furthermore, the rise of IoT and smart home devices has boosted demand for converged services, contributing to the segment's growth.
Segment n°4 -> Wholesale
Expected Growth : 4.83 %
What the company do ?
Wholesale from Orange S.A. refers to the business-to-business services and solutions offered by Orange to other telecom operators, ISPs, and content providers.
Why we expect these perspectives ?
Orange S.A.'s wholesale segment growth of 4.83% is driven by increasing demand for high-speed internet and mobile services, expansion into new markets, and strategic partnerships with content providers. Additionally, investments in network infrastructure and technology upgrades have improved service quality, attracting more customers and driving revenue growth.
Segment n°5 -> Information Technology & Integration Services
Expected Growth : 9.27 %
What the company do ?
Orange S.A.'s Information Technology & Integration Services provide tailored IT solutions, integrating innovative technologies to drive business growth and digital transformation.
Why we expect these perspectives ?
Orange S.A.'s 9.27% growth in Information Technology & Integration Services is driven by increasing demand for digital transformation, cloud adoption, and cybersecurity services. Additionally, the company's strategic partnerships, investments in innovation, and expansion into new markets have contributed to this growth.
Segment n°6 -> Equipment
Expected Growth : 4.83 %
What the company do ?
Equipment from Orange S.A. refers to the hardware and software solutions provided by the French telecommunications company, enabling customers to access and utilize their services.
Why we expect these perspectives ?
Orange S.A.'s equipment segment growth of 4.83% is driven by increasing demand for 5G network infrastructure, growing adoption of IoT devices, and rising need for network upgrades and modernization. Additionally, the company's strategic focus on digital transformation and innovation is contributing to the growth.
Segment n°7 -> Other
Expected Growth : 4.78 %
What the company do ?
The 'Other' segment from Orange S.A. includes Orange Bank, Orange Cyberdefense, and Orange Business Services, offering financial, cybersecurity, and IT services.
Why we expect these perspectives ?
Orange S.A.'s 4.78% growth in 'Other' segment is driven by increasing demand for digital services, expansion into new markets, and strategic partnerships. Additionally, the company's focus on innovation, particularly in areas like IoT, AI, and cybersecurity, has contributed to this growth. Furthermore, the acquisition of new customers and retention of existing ones have also played a significant role in driving this growth.
Orange S.A. Products
| Product Range | What is it ? |
|---|---|
| Mobile Telephony | Orange S.A. offers mobile telephony services, providing customers with voice and data plans, as well as a range of mobile devices. |
| Fixed Telephony | Orange S.A. provides fixed telephony services, offering landline phone connections and internet services to homes and businesses. |
| Internet Services | Orange S.A. offers a range of internet services, including broadband, fiber-optic, and satellite internet connections. |
| TV and Entertainment | Orange S.A. provides TV and entertainment services, including live TV, on-demand content, and streaming services. |
| Cloud and Cybersecurity | Orange S.A. offers cloud and cybersecurity services, providing businesses with secure and scalable IT infrastructure solutions. |
| IoT and Data Analytics | Orange S.A. provides IoT and data analytics services, helping businesses to collect, analyze, and act on data insights. |
| International Carriers | Orange S.A. provides international carrier services, offering wholesale voice, data, and IP services to carriers and operators. |
Orange S.A.'s Porter Forces
Threat Of Substitutes
Orange S.A. faces moderate threat from substitutes, as customers have limited alternatives for telecommunications services.
Bargaining Power Of Customers
Orange S.A. has a large customer base, which reduces the bargaining power of individual customers.
Bargaining Power Of Suppliers
Orange S.A. relies on a few large suppliers for network equipment and services, giving them moderate bargaining power.
Threat Of New Entrants
The telecommunications industry has high barriers to entry, making it difficult for new entrants to compete with Orange S.A.
Intensity Of Rivalry
The telecommunications industry is highly competitive, with several major players competing for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 62.89% |
| Debt Cost | 3.95% |
| Equity Weight | 37.11% |
| Equity Cost | 4.52% |
| WACC | 4.16% |
| Leverage | 169.49% |
Orange S.A. : Quality Control
Orange S.A. passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| T | AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying … |
| VOD.L | Vodafone Group Public Limited Company engages in telecommunication services in Europe and internationally. The company offers mobile services that enable customers to call, text, and access data; fixed line services, … |
| SCMN.SW | Swisscom AG provides telecommunication services primarily in Switzerland, Italy, and internationally. It operates through three segments: Swisscom Switzerland, Fastweb, and Other Operating. The company offers mobile and fixed-network services, such … |
| VZ | Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service … |
| OPL.WA | Orange Polska S.A., together with its subsidiaries, provides telecommunications services in Poland. It offers mobile and fixed telecommunications services, including calls, messaging, content, and access to the Internet and TV; … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Verizon
A-Score
1-Year Total Return ->
🥈
AT&T
A-Score
1-Year Total Return ->
🥉
Orange
A-Score
1-Year Total Return ->
4
Vodafone
A-Score
1-Year Total Return ->
5
Swisscom
A-Score
1-Year Total Return ->
6
