1&1 AG
XETRA:1U1
Intrinsic Value
1&1 AG provides telecommunication services. [ Read More ]
The intrinsic value of one 1U1 stock under the Base Case scenario is 20.14 EUR. Compared to the current market price of 16.02 EUR, 1&1 AG is Undervalued by 20%.
Valuation Backtest
1&1 AG
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Fundamental Analysis
Company Reports Stable Growth and Strategic Agility
2023-Q3 Earnings Call
The company reported a solid financial performance with pretax earnings of EUR 370 million and a consolidated result of EUR 253 million in the first three months of the year, thanks to higher interest income. Service revenue grew in Q3 without significant one-offs and expects further growth in Q4 and 2024, driven in part by price increases and customer growth, especially in the broadband segment. Negotiations with Vodafone for a national roaming contract are ongoing, intending to sign within the current or next quarter. The preliminary agreement is legally binding, with any disputes to be settled by the Federal Network Agency. A transition to a modern German network operator without Chinese components is on the horizon.
Balance Sheet Decomposition
1&1 AG
Current Assets | 2B |
Cash & Short-Term Investments | 48.3m |
Receivables | 1.6B |
Other Current Assets | 370.6m |
Non-Current Assets | 5.6B |
Long-Term Investments | 2.5m |
PP&E | 355.7m |
Intangibles | 4.5B |
Other Non-Current Assets | 802.9m |
Current Liabilities | 695.5m |
Accounts Payable | 290.7m |
Other Current Liabilities | 404.8m |
Non-Current Liabilities | 1.1B |
Long-Term Debt | 888.6m |
Other Non-Current Liabilities | 261.2m |
Earnings Waterfall
1&1 AG
Revenue
|
4B
EUR
|
Cost of Revenue
|
-2.9B
EUR
|
Gross Profit
|
1.2B
EUR
|
Operating Expenses
|
-702.5m
EUR
|
Operating Income
|
469.8m
EUR
|
Other Expenses
|
-146.2m
EUR
|
Net Income
|
323.6m
EUR
|
Free Cash Flow Analysis
1&1 AG
What is Free Cash Flow?
1U1 Profitability Score
Profitability Due Diligence
1&1 AG's profitability score is 50/100. The higher the profitability score, the more profitable the company is.
Score
1&1 AG's profitability score is 50/100. The higher the profitability score, the more profitable the company is.
1U1 Solvency Score
Solvency Due Diligence
1&1 AG's solvency score is 70/100. The higher the solvency score, the more solvent the company is.
Score
1&1 AG's solvency score is 70/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
1U1 Price Targets Summary
1&1 AG
According to Wall Street analysts, the average 1-year price target for 1U1 is 20.47 EUR with a low forecast of 10.61 EUR and a high forecast of 33.6 EUR.
Shareholder Return
1U1 Price
1&1 AG
Average Annual Return | -17.64% |
Standard Deviation of Annual Returns | 27.55% |
Max Drawdown | -71% |
Market Capitalization | 2.8B EUR |
Shares Outstanding | 176 299 600 |
Percentage of Shares Shorted |
N/A
|
Company Profile
Country
Industry
Market Cap
Dividend Yield
Description
1&1 AG provides telecommunication services. The company is headquartered in Maintal, Hessen and currently employs 3,167 full-time employees. The firm provides a portfolio of services and products from the field of mobile voice and data services. The firm operates, along with its subsidiaries, in two business segments: Online and Offline. The Online segment includes online sales of mobile and landline services, as well as related applications, such as home networking, online storage and video on demand, among others. The Offline segment includes the stationary sale of mobile products. The firm holds service provider licenses for the networks Telefonica and Vodafone, as well as markets wireless services products from the prepaid and postpaid sectors. The Company’s wholly-owned subsidiaries include Drillisch Online AG and 1&1 Telecommunication SE, among others.
Contact
IPO
Employees
Officers
The intrinsic value of one 1U1 stock under the Base Case scenario is 20.14 EUR.
Compared to the current market price of 16.02 EUR, 1&1 AG is Undervalued by 20%.