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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Cash to Debt 0.77
VIV's Cash to Debt is ranked higher than
77% of the 800 Companies
in the Global Telecom Services industry.

( Industry Median: 0.40 vs. VIV: 0.77 )
VIV' s 10-Year Cash to Debt Range
Min: 0.05   Max: 0.95
Current: 0.77

0.05
0.95
Equity to Asset 0.62
VIV's Equity to Asset is ranked higher than
88% of the 792 Companies
in the Global Telecom Services industry.

( Industry Median: 0.40 vs. VIV: 0.62 )
VIV' s 10-Year Equity to Asset Range
Min: 0.5   Max: 0.75
Current: 0.62

0.5
0.75
Interest Coverage 5.91
VIV's Interest Coverage is ranked higher than
74% of the 563 Companies
in the Global Telecom Services industry.

( Industry Median: 7.26 vs. VIV: 5.91 )
VIV' s 10-Year Interest Coverage Range
Min: 1.2   Max: 16.62
Current: 5.91

1.2
16.62
F-Score: 4
Z-Score: 2.04
M-Score: -3.07
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating margin (%) 14.05
VIV's Operating margin (%) is ranked higher than
84% of the 788 Companies
in the Global Telecom Services industry.

( Industry Median: 12.85 vs. VIV: 14.05 )
VIV' s 10-Year Operating margin (%) Range
Min: 9.37   Max: 26.64
Current: 14.05

9.37
26.64
Net-margin (%) 10.70
VIV's Net-margin (%) is ranked higher than
86% of the 788 Companies
in the Global Telecom Services industry.

( Industry Median: 6.98 vs. VIV: 10.70 )
VIV' s 10-Year Net-margin (%) Range
Min: 4.53   Max: 19.23
Current: 10.7

4.53
19.23
ROE (%) 8.66
VIV's ROE (%) is ranked higher than
75% of the 762 Companies
in the Global Telecom Services industry.

( Industry Median: 12.18 vs. VIV: 8.66 )
VIV' s 10-Year ROE (%) Range
Min: 2.81   Max: 26.54
Current: 8.66

2.81
26.54
ROA (%) 5.34
VIV's ROA (%) is ranked higher than
80% of the 792 Companies
in the Global Telecom Services industry.

( Industry Median: 4.69 vs. VIV: 5.34 )
VIV' s 10-Year ROA (%) Range
Min: 1.82   Max: 15.52
Current: 5.34

1.82
15.52
ROC (Joel Greenblatt) (%) 26.45
VIV's ROC (Joel Greenblatt) (%) is ranked higher than
82% of the 784 Companies
in the Global Telecom Services industry.

( Industry Median: 22.49 vs. VIV: 26.45 )
VIV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 3.06   Max: 40.96
Current: 26.45

3.06
40.96
Revenue Growth (%) -12.00
VIV's Revenue Growth (%) is ranked higher than
65% of the 680 Companies
in the Global Telecom Services industry.

( Industry Median: 3.70 vs. VIV: -12.00 )
VIV' s 10-Year Revenue Growth (%) Range
Min: -12   Max: 57.3
Current: -12

-12
57.3
EBITDA Growth (%) -16.00
VIV's EBITDA Growth (%) is ranked higher than
69% of the 606 Companies
in the Global Telecom Services industry.

( Industry Median: 1.70 vs. VIV: -16.00 )
VIV' s 10-Year EBITDA Growth (%) Range
Min: -16   Max: 49.4
Current: -16

-16
49.4
EPS Growth (%) -46.50
VIV's EPS Growth (%) is ranked higher than
64% of the 545 Companies
in the Global Telecom Services industry.

( Industry Median: 0.20 vs. VIV: -46.50 )
VIV' s 10-Year EPS Growth (%) Range
Min: -46.5   Max: 104.1
Current: -46.5

-46.5
104.1
» VIV's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

VIV Guru Trades in Q1 2013

Jim Simons 68,753 sh (New)
Howard Marks 257,500 sh (unchged)
John Hussman Sold Out
Charles Brandes 3,285,624 sh (-1.97%)
Jeremy Grantham 81,000 sh (-84.22%)
Caxton Associates 42,600 sh (-89.62%)
» More
Q2 2013

VIV Guru Trades in Q2 2013

Jim Simons 237,553 sh (+245.52%)
Howard Marks 285,700 sh (+10.95%)
Caxton Associates Sold Out
Charles Brandes 3,250,563 sh (-1.07%)
Jeremy Grantham 31,295 sh (-61.36%)
» More
Q3 2013

VIV Guru Trades in Q3 2013

John Rogers 13,636 sh (New)
Caxton Associates 99,200 sh (New)
Jeremy Grantham 1,376,495 sh (+4298.45%)
Charles Brandes 4,571,926 sh (+40.65%)
Howard Marks 302,200 sh (+5.78%)
Jim Simons Sold Out
» More
Q4 2013

VIV Guru Trades in Q4 2013

David Dreman 2,116 sh (New)
Paul Tudor Jones 12,443 sh (New)
John Rogers 83,438 sh (+511.89%)
Howard Marks 867,758 sh (+187.15%)
Jeremy Grantham 2,831,076 sh (+105.67%)
Charles Brandes 6,758,537 sh (+47.83%)
Caxton Associates Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with VIV

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Charles Brandes 2013-12-31 Add 47.83%0.55%$17.94 - $22.94 $ 20.853%6758537
David Dreman 2013-12-31 New Buy$17.94 - $22.94 $ 20.853%2116
Charles Brandes 2013-09-30 Add 40.65%0.4%$19.68 - $23.5 $ 20.85-3%4571926
John Hussman 2013-03-31 Sold Out 0.02%$24.06 - $27.66 $ 20.85-19%0
Charles Brandes 2012-09-30 Add 29.92%0.25%$21.35 - $25.7 $ 20.85-11%3636124
Charles Brandes 2012-06-30 New Buy0.85%$23.31 - $31.1 $ 20.85-22%2798776
John Hussman 2012-06-30 New Buy0.01%$23.31 - $31.1 $ 20.85-22%23000
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of Telefonica Brasil S.A.

SymbolPriceYieldDescription
TSAOF0.000.00Pfd Shs

Guru Investment Theses on Telefonica Brasil S.A.

Mario Gabelli Comments on Vivendi SA - Feb 19, 2014

Vivendi SA (1.0%) (VIV)(€ 19.16 - EPA) is a French media and telecommunications holding company in the late stages of a decade long transition. Most recently, the company sold most of its 62% stake in Activision Blizzard and reached an agreement to sell its entire 53% stake in Maroc Telecom SA. Early in 2014, Vivendi expects to separate into two entities: a telecom firm consisting of SFR, the second largest French wireless provider, and a media firm consisting of Canal+ (a Francophone focused pay TV network owner and distributor), Universal Music Group (UMG) (the number one recording music company and number two music publishing entity in the world) and GVT (a fast growing Brazilian broadband and pay TV provider). We expect SFR and GVT to eventually be sold and would not dismiss the possibility of a breakup of Canal+ and UMG. While operating conditions have been challenging in most of Vivendi's businesses, it appears their trajectory is finally turning more positive and should be supported by a healthier balance sheet after the Activision and Maroc disposals.



From the Gabelli Value 25 Fund fourth quarter 2013 commentary.



Check out Mario Gabelli latest stock trades

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Ratios

vs
industry
vs
history
P/E(ttm) 14.90
VIV's P/E(ttm) is ranked higher than
77% of the 642 Companies
in the Global Telecom Services industry.

( Industry Median: 16.30 vs. VIV: 14.90 )
VIV' s 10-Year P/E(ttm) Range
Min: 4.24   Max: 61.74
Current: 14.9

4.24
61.74
P/B 1.30
VIV's P/B is ranked higher than
83% of the 728 Companies
in the Global Telecom Services industry.

( Industry Median: 2.26 vs. VIV: 1.30 )
VIV' s 10-Year P/B Range
Min: 1   Max: 2.85
Current: 1.3

1
2.85
P/S 0.50
VIV's P/S is ranked higher than
91% of the 822 Companies
in the Global Telecom Services industry.

( Industry Median: 1.46 vs. VIV: 0.50 )
VIV' s 10-Year P/S Range
Min: 0.5   Max: 2.3
Current: 0.5

0.5
2.3
PFCF 3.50
VIV's PFCF is ranked higher than
97% of the 519 Companies
in the Global Telecom Services industry.

( Industry Median: 15.86 vs. VIV: 3.50 )
VIV' s 10-Year PFCF Range
Min: 2.68   Max: 10.85
Current: 3.5

2.68
10.85
EV-to-EBIT 11.00
VIV's EV-to-EBIT is ranked higher than
79% of the 711 Companies
in the Global Telecom Services industry.

( Industry Median: 14.25 vs. VIV: 11.00 )
VIV' s 10-Year EV-to-EBIT Range
Min: 1.9   Max: 17.2
Current: 11

1.9
17.2
PEG 9.10
VIV's PEG is ranked higher than
52% of the 406 Companies
in the Global Telecom Services industry.

( Industry Median: 2.58 vs. VIV: 9.10 )
VIV' s 10-Year PEG Range
Min: 0.28   Max: 9.1
Current: 9.1

0.28
9.1
Shiller P/E 8.00
VIV's Shiller P/E is ranked higher than
90% of the 482 Companies
in the Global Telecom Services industry.

( Industry Median: 15.99 vs. VIV: 8.00 )
VIV' s 10-Year Shiller P/E Range
Min: 6.9   Max: 24.89
Current: 8

6.9
24.89

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 6.10
VIV's Dividend Yield is ranked higher than
86% of the 570 Companies
in the Global Telecom Services industry.

( Industry Median: 3.70 vs. VIV: 6.10 )
VIV' s 10-Year Dividend Yield Range
Min: 2.26   Max: 19.57
Current: 6.1

2.26
19.57
Dividend Payout 1.08
VIV's Dividend Payout is ranked higher than
50% of the 462 Companies
in the Global Telecom Services industry.

( Industry Median: 0.58 vs. VIV: 1.08 )
VIV' s 10-Year Dividend Payout Range
Min: 0.33   Max: 1.98
Current: 1.08

0.33
1.98
Dividend growth (3y) 13.20
VIV's Dividend growth (3y) is ranked higher than
92% of the 386 Companies
in the Global Telecom Services industry.

( Industry Median: 1.60 vs. VIV: 13.20 )
VIV' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 81
Current: 13.2

0
81
Yield on cost (5-Year) 7.60
VIV's Yield on cost (5-Year) is ranked higher than
80% of the 584 Companies
in the Global Telecom Services industry.

( Industry Median: 3.83 vs. VIV: 7.60 )
VIV' s 10-Year Yield on cost (5-Year) Range
Min: 2.82   Max: 24.39
Current: 7.6

2.82
24.39
Share Buyback Rate -31.30
VIV's Share Buyback Rate is ranked higher than
61% of the 565 Companies
in the Global Telecom Services industry.

( Industry Median: -0.20 vs. VIV: -31.30 )
VIV' s 10-Year Share Buyback Rate Range
Min: 30.7   Max: -31.3
Current: -31.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 4.20
VIV's Price/Tangible Book is ranked higher than
54% of the 506 Companies
in the Global Telecom Services industry.

( Industry Median: 3.30 vs. VIV: 4.20 )
VIV' s 10-Year Price/Tangible Book Range
Min: 0.74   Max: 4.13
Current: 4.2

0.74
4.13
Price/DCF (Projected) 0.30
VIV's Price/DCF (Projected) is ranked higher than
98% of the 495 Companies
in the Global Telecom Services industry.

( Industry Median: 0.90 vs. VIV: 0.30 )
VIV' s 10-Year Price/DCF (Projected) Range
Min: 0.21   Max: 1.7
Current: 0.3

0.21
1.7
Price/Median PS Value 0.70
VIV's Price/Median PS Value is ranked higher than
90% of the 736 Companies
in the Global Telecom Services industry.

( Industry Median: 1.00 vs. VIV: 0.70 )
VIV' s 10-Year Price/Median PS Value Range
Min: 0.64   Max: 2.56
Current: 0.7

0.64
2.56
Price/Peter Lynch Fair Value 2.00
VIV's Price/Peter Lynch Fair Value is ranked higher than
52% of the 210 Companies
in the Global Telecom Services industry.

( Industry Median: 1.00 vs. VIV: 2.00 )
VIV' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.3   Max: 1.83
Current: 2

0.3
1.83
Price/Graham Number 1.70
VIV's Price/Graham Number is ranked higher than
65% of the 429 Companies
in the Global Telecom Services industry.

( Industry Median: 1.80 vs. VIV: 1.70 )
VIV' s 10-Year Price/Graham Number Range
Min: 0.68   Max: 1.62
Current: 1.7

0.68
1.62
Earnings Yield (Greenblatt) 9.10
VIV's Earnings Yield (Greenblatt) is ranked higher than
81% of the 716 Companies
in the Global Telecom Services industry.

( Industry Median: 7.00 vs. VIV: 9.10 )
VIV' s 10-Year Earnings Yield (Greenblatt) Range
Min: 5.8   Max: 51.6
Current: 9.1

5.8
51.6
Forward Rate of Return (Yacktman) 17.16
VIV's Forward Rate of Return (Yacktman) is ranked higher than
89% of the 623 Companies
in the Global Telecom Services industry.

( Industry Median: 8.96 vs. VIV: 17.16 )
VIV' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 5   Max: 25.5
Current: 17.16

5
25.5

Business Description

Industry: Communication Services » Telecom Services
Compare:CHU, VOD, T, VZ, AMOV » details
Traded in other countries:TSP.Germany
Telefonica Brasil S.A. was incorporated on May 22, 1998, as a corporation organized under the laws of the Federative Republic of Brazil. The Company provides fixed-line telecommunications services in the State of Sao Paulo under concession agreements granted by the Brazilian government in connection with the restructuring and privatization of the Telebras System. The concession, which was renewed in December 2005, authorizes it to provide fixed-line telecommunications services in a specific region, which includes all of the State of Sao Paulo except for a small area, where a previously existing fixed-line service provider, CTBC Telecom, which was not part of the Telebras System, continues to operate independently. Its concession region, Region III, comprises 622 municipalities, including the City of Sao Paulo, with an aggregate population of approximately 41.3 million. In addition, it also provides international and interregional long-distance as well as multimedia communication services such as audio, data, voice and other sounds, images, texts and other information. It began offering Pay TV services on August 12, 2007. The Company's services portfolio comprises of local services, including activation, monthly subscription, measured service and public telephones; intraregional, interregional and international long-distance services; including all calls that originate in one local area or municipality and terminate in another local area or municipality of concession region, data services; including broadband and other value added services, Pay TV services through DTH satellite technology and land based wireless technology MMDS; and network services; including interconnection and the leasing of facilities, as well as other services. It generates revenue from activation and monthly subscription charges, usage charges; including measured service charges, and network usage charges and other additional services. It currently faces strong competition in the corporate and premium residential segments. The Company's business, including the services it provides and the rates it charges, is subject to regulation under the General Telecommunications Law.

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