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Highlights
- TLS shares up 17.6% YTD
- QAN rebounding from 52-week lows
- Dividend and valuation metrics suggest stability and potential
Two leading names on the ASX200 index—Telstra Group Ltd (TLS) and Qantas Airways Ltd (QAN)—are attracting attention in 2025 as their share prices show distinct trends and valuation metrics reveal insightful signals.
Telstra Group Ltd (ASX:TLS) has delivered a strong performance this year, with its share price climbing 17.6% since January. The company, originally a government-owned telecom provider, now stands as Australia’s largest telecommunications business. With over 22.5 million retail mobile accounts reported in 2023 and coverage spanning 99.6% of the Australian population, Telstra’s scale gives it a formidable edge in the market. Its 5G services reach over 85% of the nation, further enhancing its growth prospects.
Telstra’s diversified revenue comes from mobile, fixed broadband, data, and digital media, and the business also operates in more than 20 countries. Investors often consider ASX dividend stocks for income stability, and Telstra fits well into that category. The current dividend yield stands at approximately 3.80%, which is slightly above its five-year average of 3.62%. This uptick, supported by a rising dividend payout in recent years, positions TLS as a reliable option for those watching the ASX dividend stocks landscape.
Qantas Airways Ltd (ASX:QAN), on the other hand, is bouncing back with a strong recovery. The QAN share price is now up over 81% from its 52-week lows. As Australia’s flagship carrier, Qantas operates the largest fleet in the country and services both domestic and international routes. Its business model includes freight operations and the high-traffic Frequent Flyer program, which continues to drive customer loyalty and revenue.
While Qantas may not be known for dividends like Telstra, valuation metrics suggest it is currently trading at attractive levels. The airline’s price-to-sales (P/S) ratio sits at 0.72x, below its five-year average of 0.88x. This discrepancy indicates potential upside if the company returns to its historical valuation norms.
Both companies are part of the broader ASX200 index, a benchmark that reflects the performance of Australia’s largest listed firms. While Telstra provides steady income potential among ASX dividend stocks, Qantas offers exposure to recovery-led growth, making both stocks worth monitoring in 2025.
