Vantage Towers AG (VTAGY) Fair Value & Analysis
Real Estate · US · Market cap $22.9B
Vantage Towers AG
VTAGY · US
Fair value as of: Jul 27, 2026
From 16 valuation models · updated 14 days ago
A solid business, but screening 58% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($11.33). The favourable scenario is already priced in.
- Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
- As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 27, 2026.
How to read this chart
60‑month range $11.24 – $21.42 · fair‑value band $6.58 – $11.33 · the $21.42 price screens above the $9.06 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 27, 2026.
Analysis
Vantage Towers AG (VTAGY) currently trades at $21.42, while our model-based Fair Value estimate is $9.06, implying the stock looks roughly 57.7% overvalued today. The Quality Score stands at 53/100 (solid quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Vantage Towers AG generated revenue of $809M at a net margin of 46.0%. Revenue grew 7.2% year over year. It earns a return on equity of 4.9%. Net debt stands at $4.0B. Fundamentals as of Jul 27, 2026
Our scenario range runs from $6.58 (bear case) to $11.33 (bull case); at $21.42, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 10% above its 52-week low, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -2% fair-value upside, at -58%, VTAGY screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 16 models by family
Widest divergence: DCF Models ($12.69) versus Asset-Based ($3.67). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 27, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 54 · Market factors (momentum, volatility) 68
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Vantage Towers AG, a tower infrastructure company, engages in the acquisition, leasing, construction, maintenance, and management of passive network infrastructure for mobile communications in Germany, Spain, Greece, Europe and internationally. It provides portfolio, including towers, masts, rooftop sites, distributed antenna systems, and small cells.
Full company description
Vantage Towers AG, a tower infrastructure company, engages in the acquisition, leasing, construction, maintenance, and management of passive network infrastructure for mobile communications in Germany, Spain, Greece, Europe and internationally. It provides portfolio, including towers, masts, rooftop sites, distributed antenna systems, and small cells. The company also offers colocation, built-to-suit, indoor coverage, small cells, connectivity, and energy services. In addition, it provides various services, such as site operation and maintenance, fiber-to-the-site, energy, and power supply management services. The company serves mobile network operators, federal agencies, and customers from utilities and technology sectors. Vantage Towers AG was founded in 2019 and is headquartered in Düsseldorf, Germany. Vantage Towers AG is a subsidiary of Oak Holdings GmbH.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2023 · reported fiscal years
Vantage Towers AG reported revenue of $1.1B in FY2023 versus $545M in FY2021, a compound +41.8%/yr. Reported net income was $473M in FY2023, compounding +72.9%/yr from FY2021.
VTAGY screens 58% overvalued. Compare with Vingroup Joint Stock Company →
Peer Group
Real Estate Services · 521 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Real Estate Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Real Estate Services stocks, each showing price versus our Fair Value estimate (as of Jul 27, 2026).
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| PT Metropolitan Kentjana Tbk MKPI | 20,975 IDR | 19,160 IDR | -9% |
| PT Bangun Kosambi Sukses Tbk, CBDK | 3,530 IDR | 3,464 IDR | -2% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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