Telefonica Brasil (BSP:VIVT3) Tariff Resilience Score: 8/10 (As of Jul. 12, 2026)


BSP:VIVT3 Telefonica Brasil SA BSP:VIVT3
79 GF Score
Price R$35.75
GF Value R$31.52
Valuation Modestly Overvalued
! 2 Warning Signs
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What is Telefonica Brasil Tariff Resilience Score?

Telefonica Brasil BSP:VIVT3 +3.62% 79 Tariff Resilience Score is 8 as of Jul. 12, 2026. GuruFocus rates BSP:VIVT3 with a GF Score™ of 79/100 and a GF Value™ of R$31.52 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 383 Telecommunication Services companies, Telefonica Brasil ranks better than 96.61% on this metric.

Telefonica Brasil has the Tariff Resilience Score of 8, which implies that the company might have Highly Resilient.

Telefonica Brasil has Telefonica Brasil benefits from local manufacturing and a focus on domestic markets, reducing tariff exposure. The telecom industry often enjoys tariff exemptions, and the company has strong pricing power. Historical impacts from tariffs have been negligible.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Telefonica Brasil might have Highly Resilient.


Telefonica Brasil  (BSP:VIVT3) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Telefonica Brasil Tariff Resilience Score Related Terms


BSP:VIVT3 vs TMUS, VZ, T: Tariff Resilience Score Comparison

For the Telecom Services subindustry, Telefonica Brasil's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Telefonica Brasil Tariff Resilience Score vs Telecommunication Services Industry

For the Telecommunication Services industry and Communication Services sector, Telefonica Brasil's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Telefonica Brasil's Tariff Resilience Score falls into.


BSP:VIVT3
79GF Score
Telefonica Brasil SA BSP:VIVT3
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 8 mean?
Telefonica Brasil (BSP:VIVT3) has a Tariff Resilience Score of 8 as of Jul. 12, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Telefonica Brasil ranks #13 out of 383 companies in the Telecommunication Services industry, placing it in the top 3.4%.
Is Telefonica Brasil's Tariff Resilience Score too high?
Telefonica Brasil's current Tariff Resilience Score is 8. Based on the distribution chart, Telefonica Brasil ranks #13 out of 383 companies in the Telecommunication Services industry, which is in the top quartile — a strong position relative to peers. Overall, Telefonica Brasil has a GF Score™ of 79/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Telefonica Brasil's Tariff Resilience Score compare to TMUS and VZ?
According to the Telecommunication Services industry distribution chart, Telefonica Brasil ranks #13 out of 383 companies for Tariff Resilience Score. This places Telefonica Brasil in the top 3% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Telecommunication Services company?
A good Tariff Resilience Score depends on the Telecommunication Services industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Telefonica Brasil's current Tariff Resilience Score is 8. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Telefonica Brasil stock overvalued right now?
Based on GuruFocus' analysis, Telefonica Brasil (BSP:VIVT3) is currently considered Modestly Overvalued. The stock's GF Value™ is R$31.52, compared to a current price of R$35.75 — trading 13.4% above its estimated fair value. The current Tariff Resilience Score is 8. Telefonica Brasil's overall GF Score™ is 79/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Telefonica Brasil (BSP:VIVT3), the current Tariff Resilience Score is 8 as of Jul. 12, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Telefonica Brasil (BSP:VIVT3) Overvalued in 2026?

Based on GuruFocus' analysis, Telefonica Brasil stock appears to be overvalued. The current stock price of R$35.75 is trading 13.4% above its estimated GF Value™ of R$31.52. GuruFocus considers Telefonica Brasil to be Modestly Overvalued.

Key valuation signals for BSP:VIVT3:

  • Tariff Resilience Score: 8
  • GF Value™: R$31.52 vs. price of R$35.75 (13.4% above fair value)
  • GF Score™: 79/100 with 2 warning signs

No single metric tells the full story. See the BSP:VIVT3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Telefonica Brasil Business Description

Address Avenida Engenheiro Luis Carlos Berrini, 1376, 32nd Floor, Sao Paulo, SP, BRA, 04571-936
Telefonica Brasil, known as Vivo, is the largest wireless carrier in Brazil with 103 million customers, which is equal to about 38% market share. The firm is strongest in the postpaid business, where it has 72 million customers, or about 40% share of this market. Wireless services and equipment contribute about 70% of total revenue. Vivo is the incumbent fixed-line telephone operator in Sao Paulo state and also owns an extensive fiber network across the country. The firm provides internet access to 8 million households on this network. The firm also sells pay-TV and phone services to its fixed-line customers. Finally, corporate data and IT services, including cloud computing support, contribute about 10% of total revenue.
79GF Score

Get the complete analysis for BSP:VIVT3

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$35.75
Price
R$31.52
GF Value