Obermatt

Globe Telecom

PHS:GLO · PHY272571498
Wireless Telecommunication ServicesX-Large

360

26
EV / EBIT41
Price / Owner Earnings21
Owner Earnings Yield34
Dividend Yield85
Price/Sales75
EV / Gross Profit73
Price/Book76
Return on Capital39
Cash Return on Capital30
Return on Equity57
EBIT Margin56
Gross Profitability52
Cash Conversion72
Accruals47
Owner Earnings Margin36
Sales growth73
Profit Growth52
Long-Term EPS Growth74
Owner Earnings Growth13
Reinvestment29
Price momentum36
Debt load15
Refinancing14
Debt Payback8
Liquidity41
Analyst ratings49
Opinion Changes50
Price Target Upside80
Market mood53
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Globe Telecom clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryPhilippines
IndustryWireless Telecommunication Services
SizeX-Large
TypePublic Company
ExchangePSE
Founded1935
Employees7,421
ISINPHY272571498
Last UpdateApr 2, 2026
Index & Theme
Online PaymentsEnterprise Voip and TelephonyVoIPNetwork BackboneSoftware Development5GData Centers and FacilitiesInternetMobileTelecommunications

Description

Globe Telecom, Inc. (Globe Telecom) is a telecommunications and digital solutions platform in the Philippines, dedicated to enhancing digital innovation and improving user experiences. The company has made significant strides in accelerating digital…

Analysis

Middle-of-the-road

Globe Telecom, Inc. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is expensive. You pay 28.7× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 11% yearly growth; analysts expect 17%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is stretched. The company scores 8/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
26
2023202420252026

All-time high

38

Jan 2025

All-time low

26

Jun 2026

Average rank

33

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
75
51
66
42
Price/Earnings
74
53
59
48
Price/Book
76
51
73
28
Dividend Yield
85
82
84
76
Value (overall)
90
61
86
55

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →