TIM S.A. Sponsored ADR (TIMB) AI Stock Analysis

TIM S.A. is a telecommunications provider based in Rio de Janeiro, Brazil, operating as a subsidiary of TIM Brasil Serviços e Participações S.A. The company provides mobile voice and data services, broadband internet access, and value-added telecommunications solutions to individuals and businesses. It delivers fixed-line ultra-broadband through TIM Live and uses WTTx technology to support Ultrafibra services and IoT solutions. TIM S.A. also distributes digital content, mobile handsets, accessories, and co-billing services through owned stores, franchises, and authorized dealers, serving 52.6 million customers as of December 31, 2021.

TIM S.A. grew annual revenue from $18.06B in FY2021 to $26.62B in FY2025, achieving a 5-year revenue CAGR of 9.0%. Revenue increased 19.2% in FY2022, 10.7% in FY2023, 6.8% in FY2024, and 4.6% in FY2025. Gross margin expanded from 52.4% in FY2021 to 53.9% in FY2025, while operating margin rose from 16.3% to 25.0%. Net income climbed from $2.96B to $4.31B over the same period, with EPS rising from $0.87 to $1.66. For the trailing twelve months ended June 30, 2026, revenue stood at $27.40B with a profit margin of 15.8%. In the latest quarter, quarterly revenue grew 5.5% and quarterly earnings increased 2.5% year-over-year.

As of June 30, 2026, TIM S.A. held $4.53B in cash and short-term investments against total debt of $16.50B, resulting in net debt of $11.97B. Shareholders' equity was $25.02B against total assets of $57.19B. The company closed the period with a current ratio of 0.85 and a debt-to-equity ratio of 0.66. Operating cash flow reached $13.44B in FY2025, supporting free cash flow of $8.90B. Capital expenditures were $4.54B in FY2025, while the company distributed $5.36B in dividends and spent $748.3M on share buybacks.

At $18.67 per share on October 16, 2026, TIM S.A. has a market cap of $8.87B and an enterprise value of $11.02B. The stock trades at a trailing P/E of 11.0x and a forward P/E of 8.0x, both below the median of its US-listed Communication Services peers at 16.2x and 14.1x, respectively. Its EV to EBITDA multiple is 3.9x compared to the peer median of 10.0x. Over the past year, the stock fell 7.6%, underperforming the 16.8% return of the S&P 500, but gained 124.2% over 5 years versus 83.0% for the index.

TIM S.A. pays an annual forward dividend of $1.57 per share, representing an 8.43% dividend yield as of October 16, 2026. The company has paid dividends for 28 consecutive years, posting a 5-year annualized dividend growth rate of 27.5%. In FY2025, dividends paid totaled $5.36B with a payout ratio of 65.1%. Its last ex-dividend date was September 28, 2026.

Wall Street analysts hold 1 Strong Buy, 1 Buy, and 6 Hold ratings on TIM S.A. The mean price target of $23.99 represents a 28.5% premium to the last close of $18.67. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $28.03B and EPS of $1.76, reflecting 2.4% EPS growth. TIM S.A. beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 9, 2026.

This page is an AI-written research summary of TIM S.A. Sponsored ADR (TIMB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: TIMB income statement, TIMB balance sheet, TIMB key metrics, TIMB analyst forecast, TIMB chart. See the TIMB stock overview for the latest quote and news.