Obermatt

Safaricom

NAI:SCOM · KE1000001402
Wireless Telecommunication ServicesX-Large

360

99
EV / EBIT93
Price / Owner Earnings55
Owner Earnings Yield75
Dividend Yield91
Price/Sales22
EV / Gross Profit64
Price/Book19
Return on Capital100
Cash Return on Capital98
Return on Equity88
EBIT Margin99
Gross Profitability96
Cash Conversion20
Accruals7
Owner Earnings Margin82
Sales growth58
Profit Growth78
Long-Term EPS Growth77
Owner Earnings Growth60
Reinvestment57
Price momentum83
Debt load47
Refinancing33
Debt Payback85
Liquidity62
Analyst ratings75
Opinion Changes50
Price Target Upside78
Market mood65
Value Creation18/20strong value creator
  • 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

Safaricom generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryKenya
IndustryWireless Telecommunication Services
SizeX-Large
TypePublic Company
ExchangeNASE
Founded1997
Employees7,998
ISINKE1000001402
Last UpdateApr 2, 2026
Index & Theme
Cloud InfrastructureData Centers and FacilitiesCloud Data ServicesEnterprise Voip and Telephony5GVoIPDisaster RecoveryMobileOptical CommunicationTelecommunications

Description

Safaricom PLC a telecommunications and technology company that focuses on delivering mobile voice and data services, digital financial solutions, and technology solutions. Business Segments The company operates through Mobile Services, Mobile Finan…

Analysis

Quality compounder

Safaricom PLC is a quality compounder: a well-run business trading at a price that reflects what it is worth. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is attractive. You pay 14.0× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly 1% yearly growth; analysts expect 19%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is sturdy. The company scores 18/20 on our value-creation score: strong value creator.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
70
2023202420252026

All-time high

98

Jan 2025

All-time low

69

Mar 2026

Average rank

81

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
22
49
60
19
Price/Earnings
60
85
95
51
Price/Book
19
23
36
14
Dividend Yield
91
96
98
86
Value (overall)
48
75
88
47

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 →