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Stock Comparison · Industry comparison · Telecom Services

Telefónica vs Vodafone Group Public Limited Company: Which Stock Looks Stronger in 2026?

Vodafone Public Company leads structurally, with growth as the clearest single gap between the two profiles. Telefónica, still has the edge on stability, which keeps the comparison from looking entirely one-sided. On the market side, Vodafone Public Company is in better shape — its trend is intact while Telefónica,'s trend has broken down. That puts structure and market broadly in agreement — Vodafone Public Company's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

Most of the separation is still concentrated in growth.

INDUSTRY COMPARISON

Both operate in: Telecom Services

This comparison is based on industry proximity, not on functional trajectory similarity. TEF.MC and VOD.L share the same industry classification.

For a similarity-based comparison, see how Telefónica, and Vodafone Public Company each position within their functional peer groups in AssetNext.

Peer-Relative Score
TEF.MC
Telefónica, S.A.
41
Peer-Score
Signal qualityHigh
vs
VOD.L
Vodafone Group Public Limited Company
48
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in growth.

Dimension spread: TEF.MC vs VOD.L Profitability 18 11 Stability 46 34 Valuation 88 85 Growth 0 61 TEF.MC VOD.L
Gap Ranking
#1 Growth +61
#2 Stability +12
#3 Profitability +7
#4 Valuation +3
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for TEF.MC and VOD.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer TEF.MCVOD.L Relative valuation Structural strength

The price setup looks more supportive for Vodafone Group Public Limited Company, but Telefónica, S.A. still has the stronger structure.

Valuation position uses Forward P/E where available.

Relative Position vs Comparable Companies
Growth
Vodafone Group Public Limited Company sits in the stronger part of the group on growth, while Telefónica, S.A. is closer to mid-pack.
Stability
Stability also leans toward Telefónica, S.A., reinforcing the broader structural lead.
Growth — Dominant Gap
TEF.MC
0
VOD.L
61
Gap+61in favour of VOD.L

One company is still expanding while the other is contracting, which creates a very wide growth split.

What else supports the lead

Market confirmation also leans toward Vodafone Group Public Limited Company, which makes the lead look better backed by actual market behaviour.

What this means for the comparison

Growth gives Vodafone Group Public Limited Company the clearer edge, even though stability and the price setup keep the overall picture from looking clean.

Explore full peer positioning in AssetNext

Break down the TEF.MC vs VOD.L comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar growth-driven comparisons

Explore how TEF.MC and VOD.L each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.