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50.54 (1y: +126%)
Market Cap 13.72 B P/E(ttm) 3.60
Enterprise Value 22.5 B P/B 2.80
VMED- NAS (USA)
Virgin Media Inc
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$50.54
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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 0.035
VMED's Cash to Debt is ranked lower than
86% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 1.14 vs. VMED: 0.035 )
VMED' s 10-Year Cash to Debt Range
Min: 0.04   Max: No Debt
Current: 0.04
Equity to Asset 0.109
VMED's Equity to Asset is ranked lower than
82% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 0.22 vs. VMED: 0.109 )
VMED' s 10-Year Equity to Asset Range
Min: -0.77   Max: 0.37
Current: 0.11
-0.77
0.37
Interest Coverage 1.8
VMED's Interest Coverage is ranked lower than
77% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 14.30 vs. VMED: 1.8 )
VMED' s 10-Year Interest Coverage Range
Min: 0   Max: 2
Current: 1.8
0
2
F-Score: 7
Z-Score: 1.05
M-Score: -1.37
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 : 8/10

vs
industry		 vs
history
Operating margin (%) 17.00
VMED's Operating margin (%) is ranked higher than
71% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 10.10 vs. VMED: 17.00 )
VMED' s 10-Year Operating margin (%) Range
Min: -190.2   Max: 17
Current: 17
-190.2
17
Net-margin (%) 69.6
VMED's Net-margin (%) is ranked higher than
73% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 5.00 vs. VMED: 69.6 )
VMED' s 10-Year Net-margin (%) Range
Min: -217.4   Max: 69.6
Current: 69.6
-217.4
69.6
ROE (%) 90.3
VMED's ROE (%) is ranked higher than
97% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 10.60 vs. VMED: 90.3 )
VMED' s 10-Year ROE (%) Range
Min: -386   Max: 90.3
Current: 90.3
-386
90.3
ROA (%) 27.2
VMED's ROA (%) is ranked higher than
67% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 4.00 vs. VMED: 27.2 )
VMED' s 10-Year ROA (%) Range
Min: -68.1   Max: 27.2
Current: 27.2
-68.1
27.2
ROC (Joel Greenblatt) (%) 18.10
VMED's ROC (Joel Greenblatt) (%) is ranked higher than
58% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 18.60 vs. VMED: 18.10 )
VMED' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -131   Max: 18.1
Current: 18.1
-131
18.1
Revenue Growth (%) 1.7
VMED's Revenue Growth (%) is ranked higher than
58% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 2.90 vs. VMED: 1.7 )
VMED' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 128.8
Current: 1.7
0
128.8
EBITDA Growth (%) 5.7
VMED's EBITDA Growth (%) is ranked higher than
87% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 4.60 vs. VMED: 5.7 )
VMED' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 124.9
Current: 5.7
0
124.9
» VMED's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

VMED Guru Trades in Q2 2012

David Einhorn 4,920,000 sh (New)
Paul Tudor Jones 293,200 sh (New)
Steven Cohen 49,289 sh (New)
Ray Dalio 567,279 sh (+222.12%)
Manning & Napier Advisors, Inc 17,624,174 sh (+1.77%)
Jim Simons 18,138 sh (-99.18%)
» More
Q3 2012

VMED Guru Trades in Q3 2012

Joel Greenblatt 10,116 sh (New)
Steven Cohen 123,893 sh (+151.36%)
David Einhorn 4,920,000 sh (unchged)
Paul Tudor Jones Sold Out
Jim Simons Sold Out
Manning & Napier Advisors, Inc 17,499,223 sh (-0.71%)
Ray Dalio 393,279 sh (-30.67%)
» More
Q4 2012

VMED Guru Trades in Q4 2012

George Soros 158,250 sh (New)
John Griffin 4,600,000 sh (New)
Bruce Kovner 6,450 sh (New)
Andreas Halvorsen 2,014,200 sh (New)
Steven Cohen 1,337,797 sh (+979.8%)
David Einhorn 4,920,000 sh (unchged)
Joel Greenblatt Sold Out
Manning & Napier Advisors, Inc 17,425,463 sh (-0.42%)
Ray Dalio 319,579 sh (-18.74%)
» More
Q1 2013

VMED Guru Trades in Q1 2013

Mario Gabelli 109,730 sh (New)
Larry Robbins 846,600 sh (New)
Daniel Loeb 11,000,000 sh (New)
Steve Mandel 5,659,808 sh (New)
Jean-Marie Eveillard 508,555 sh (New)
Paul Singer 2,883,292 sh (New)
Jeremy Grantham 659,487 sh (New)
Jim Simons 2,195,638 sh (New)
George Soros 1,674,850 sh (+958.36%)
David Einhorn 4,920,000 sh (unchged)
Andreas Halvorsen Sold Out
Ray Dalio Sold Out
Bruce Kovner Sold Out
Steven Cohen Sold Out
Manning & Napier Advisors, Inc Sold Out
John Griffin 1,650,000 sh (-64.13%)
» More
» Details

Insider Trades

Latest Guru Trades with VMED

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Daniel Loeb 2013-03-31 New Buy10.1%$36.75 - $48.97 $ 50.5417%11000000
John Griffin 2013-03-31 Reduce -64.13%1.54%$36.75 - $48.97 $ 50.5417%1650000
Steve Mandel 2013-03-31 New Buy1.4%$36.75 - $48.97 $ 50.5417%5659808
George Soros 2013-03-31 Add 958.36%0.87%$36.75 - $48.97 $ 50.5417%1674850
Ray Dalio 2013-03-31 Sold Out 0.12%$36.75 - $48.97 $ 50.5417%0
Jean-Marie Eveillard 2013-03-31 New Buy0.08%$36.75 - $48.97 $ 50.5417%508555
Mario Gabelli 2013-03-31 New Buy0.03%$36.75 - $48.97 $ 50.5417%109730
John Griffin 2012-12-31 New Buy2.4%$29.92 - $36.79 $ 50.5451%4600000
George Soros 2012-12-31 New Buy0.07%$29.92 - $36.79 $ 50.5451%158250
Joel Greenblatt 2012-12-31 Sold Out 0.02%$29.92 - $36.79 $ 50.5451%0
Ray Dalio 2012-09-30 Reduce -30.67%0.06%$24.11 - $30.44 $ 50.5486%393279
Joel Greenblatt 2012-09-30 New Buy0.02%$24.11 - $30.44 $ 50.5486%10116
Ray Dalio 2012-06-30 Add 222.12%0.14%$21.46 - $25.33 $ 50.54117%567279
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about Virgin Media Inc

Large Insider Sells Reported in the Entertainment Industry
May 10, 2013
Daniel Loeb,Jean-Marie Eveillard - Large Insider Sells Reported In The Entertainment Industry
This week we saw an increase in insider sells coming from the entertainment industry. The following three companies represent the largest sells coming from two or more of their corporate executives. Read more...
Daniel Loeb Comments on Liberty Global
April 11, 2013
During the First Quarter, we increased our exposure to Liberty Global (LBTYA), Europe's largest cable operator, following the announcement of its acquisition of Virgin Media (VMED). The acquisition triggered a wave of investments by arbitrageurs, who created an attractive entry point for us by putting pressure on Liberty Global's shares. Initiating a position in Virgin Media allowed us to purchase additional Liberty Global at a material discount to its pre‐announcement and pro forma trading levels. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 3.60
VMED's P/E(ttm) is ranked higher than
50% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 18.81 vs. VMED: 3.60 )
VMED' s 10-Year P/E(ttm) Range
Min: 2.66   Max: 1507.44
Current: 3.6
2.66
1507.44
P/B 2.80
VMED's P/B is ranked lower than
90% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 1.84 vs. VMED: 2.80 )
VMED' s 10-Year P/B Range
Min: 0.33   Max: 15.29
Current: 2.8
0.33
15.29
P/S 2.60
VMED's P/S is ranked lower than
76% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 1.10 vs. VMED: 2.60 )
VMED' s 10-Year P/S Range
Min: 0.17   Max: 3.33
Current: 2.6
0.17
3.33
PFCF 30.20
VMED's PFCF is ranked lower than
64% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 13.60 vs. VMED: 30.20 )
VMED' s 10-Year PFCF Range
Min: 1.75   Max: 216.82
Current: 30.2
1.75
216.82
EV-to-EBIT 20.8
VMED's EV-to-EBIT is ranked lower than
59% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 13.57 vs. VMED: 20.8 )
VMED' s 10-Year EV-to-EBIT Range
Min: 17.3   Max: 1193.6
Current: 20.8
17.3
1193.6
PEG 0.2
VMED's PEG is ranked lower than
98% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 1.10 vs. VMED: 0.2 )
VMED' s 10-Year PEG Range
Min: 0.2   Max: 18.96
Current: 0.2
0.2
18.96
Shiller P/E 52.3
VMED's Shiller P/E is ranked lower than
72% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 7.74 vs. VMED: 52.3 )
VMED' s 10-Year Shiller P/E Range
Min: 47.42   Max: 61.88
Current: 52.3
47.42
61.88

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 0.30
VMED's Dividend Yield is ranked lower than
52% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 3.47 vs. VMED: 0.30 )
VMED' s 10-Year Dividend Yield Range
Min: 0.06   Max: 3.81
Current: 0.3
0.06
3.81
Dividend Payout 0.0112
VMED's Dividend Payout is ranked higher than
100% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 0.75 vs. VMED: 0.0112 )
VMED' s 10-Year Dividend Payout Range
Min: 0.01   Max: 0.27
Current: 0.01
0.01
0.27
Dividend growth (3y) -0.2
VMED's Dividend growth (3y) is ranked higher than
86% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 2.55 vs. VMED: -0.2 )
VMED' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 12.5
Current: -0.2
0
12.5
Yield on cost (5-Year) 0.33
VMED's Yield on cost (5-Year) is ranked lower than
52% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 3.42 vs. VMED: 0.33 )
VMED' s 10-Year Yield on cost (5-Year) Range
Min: 0.07   Max: 4.25
Current: 0.33
0.07
4.25
Share Buyback Rate -0.2
VMED's Share Buyback Rate is ranked higher than
89% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: -0.30 vs. VMED: -0.2 )
VMED' s 10-Year Share Buyback Rate Range
Min: 0   Max: -7.6
Current: -0.2

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 30.1
VMED's Price/Net Current Asset Value is ranked higher than
79% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 12.00 vs. VMED: 30.1 )
VMED' s 10-Year Price/Net Current Asset Value Range
Min: 3.1   Max: 31.4
Current: 30.1
3.1
31.4
Price/Tangible Book 7.9
VMED's Price/Tangible Book is ranked lower than
92% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 2.80 vs. VMED: 7.9 )
VMED' s 10-Year Price/Tangible Book Range
Min: 1.8   Max: 7
Current: 7.9
1.8
7
Price/DCF (Projected) 1.8
VMED's Price/DCF (Projected) is ranked higher than
94% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 0.90 vs. VMED: 1.8 )
VMED' s 10-Year Price/DCF (Projected) Range
Min: 1.2   Max: 1.7
Current: 1.8
1.2
1.7
Price/Median PS Value 2
VMED's Price/Median PS Value is ranked higher than
75% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 0.90 vs. VMED: 2 )
VMED' s 10-Year Price/Median PS Value Range
Min: 0.2   Max: 1.5
Current: 2
0.2
1.5
Price/Peter Lynch Fair Value 0.4
VMED's Price/Peter Lynch Fair Value is ranked lower than
91% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 1.50 vs. VMED: 0.4 )
VMED' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.4   Max: 10.2
Current: 0.4
0.4
10.2
Price/Graham Number 1.6
VMED's Price/Graham Number is ranked lower than
92% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 1.50 vs. VMED: 1.6 )
VMED' s 10-Year Price/Graham Number Range
Min: 1.2   Max: 1.2
Current: 1.6
Earnings Yield (Greenblatt) 4.80
VMED's Earnings Yield (Greenblatt) is ranked lower than
77% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 7.80 vs. VMED: 4.80 )
VMED' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 5.8
Current: 4.8
0.1
5.8
Forward Rate of Return (Yacktman) 11.18
VMED's Forward Rate of Return (Yacktman) is ranked higher than
66% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 11.33 vs. VMED: 11.18 )
VMED' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 10.1   Max: 23.9
Current: 11.18
10.1
23.9

Business Description

Virgin Media Inc is engaged in the entertainment and communications business, being a quad-play provider of broadband internet, television, mobile telephony and fixed line telephony services that offer a variety of entertainment and communications services to residential and commercial customers throughout the U.K. The group is a provider of residential broadband internet, pay television and fixed line telephony services by number of customers. In addition, it provides a complete portfolio of voice, data and internet solutions to businesses, public sector organizations and service providers in the U.K. through Virgin Media Business. Its two reporting segments are Consumer and Business. Consumer segment includes the distribution of television programming over the cable network and the provision of broadband and fixed line telephone services to residential consumers, both on and off the cable network. Business segment includes the voice and data telecommunication and internet solutions services that provide through its cable network and third party networks to businesses, public sector organizations and service providers.
Company Website
SEC Reports
Industry: Pay TV
Compare:CMCSA, TWC, NPSNY, BSYBY, DISH
Traded in other countries:VMED.UK, N5T.Germany
» More Articles for VMED

Headlines

Articles On GuruFocus.com
Daniel Loeb Adds 3 New Buys to Top 10 May 17 2013 
New Buys of Jeremy Grantham May 14 2013 
Third Point Update and Top Three May 10 2013 
Mario Gabelli Surges to Record $40B AUM; Dell, Acme Packet and Boulder Brands Top List of New Buys May 10 2013 
Large Insider Sells Reported in the Entertainment Industry May 10 2013 
My 3 Favorite Services Dividend Stocks with Cheap Forward Price Ratios May 08 2013 
Daniel Loeb Comments on Liberty Global Apr 11 2013 
Daniel Loeb's Q1 Letter - Comments on Liberty Global, Japan, International Paper, Mortgages Apr 10 2013 
Daniel Loeb Reports New Top Position – Virgin Media Mar 11 2013 
Best Dividend-Paying Shares on March 8, 2013 Mar 07 2013 

More From Our Partners
Virgin Media Remains Neutral - Analyst Blog May 17 2013 - ZACKS

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