Fair Value Distribution — percentile bands
43.8% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
2.6%/yr
±5.3% · revenue growth to justify current price
FCF-Based Reverse DCF
7.6%/yr
±2.8% · FCF growth to justify current price
THE GAP
Market pricing margin compression or rising capex
KEY VALUE DRIVERS
Spearman correlation — what moves this valuation most
Verizon Communications Inc., through its subsidiaries, engages in the provision of communications, technology, information, and streaming products and services to consumers, businesses, and governmental entities worldwide.
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VZ reported solid FY2025 results (revenue +2.5% to $138.2B) driven by Consumer (+3.8%) offsetting Business decline (-1.6%). Frontier acquisition closed Jan 20 2026, expanding fiber to 31 states — tran...