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South African (JSE) Telecom Services and Carriers Industry Analysis

UpdatedMay 04, 2024
DataAggregated Company Financials
Companies5
  • 7D-1.5%
  • 3M-5.7%
  • 1Y-19.6%
  • YTD-11.6%

Over the last 7 days, the Telecom Services and Carriers industry has dropped 1.5%, driven by pullbacks from every company within the industry. The industry has fallen 20% in the last year. Looking forward, earnings are forecast to grow by 120% annually.

Industry Valuation and Performance

Has the South African Telecom Services and Carriers Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 May 2024R16.4bR60.4b-R8,873,611,326.0016x-1.8x0.3x
Mon, 01 Apr 2024R19.5bR60.4b-R8,873,611,326.0016.4x-2.2x0.3x
Wed, 28 Feb 2024R17.8bR60.4b-R8,874,561,582.0016x-2x0.3x
Fri, 26 Jan 2024R18.2bR62.6b-R9,357,802,582.0016.9x-1.9x0.3x
Sun, 24 Dec 2023R18.3bR62.6b-R9,357,802,582.0017.2x-2x0.3x
Tue, 21 Nov 2023R15.7bR62.1b-R9,612,978,582.0017.6x-1.6x0.3x
Thu, 19 Oct 2023R14.4bR62.1b-R9,612,978,582.0015.9x-1.5x0.2x
Sat, 16 Sep 2023R14.7bR62.1b-R9,616,486,975.009.3x-1.5x0.2x
Mon, 14 Aug 2023R17.8bR61.7b-R9,504,797,687.006.2x-1.9x0.3x
Wed, 12 Jul 2023R18.2bR62.1b-R9,504,797,687.006.2x-1.9x0.3x
Fri, 09 Jun 2023R17.9bR61.3bR2.4b7.3x7.5x0.3x
Sun, 07 May 2023R20.3bR61.2bR2.4b8.3x8.4x0.3x
Tue, 04 Apr 2023R21.7bR61.2bR2.4b9x9x0.4x
Thu, 02 Mar 2023R23.2bR61.2bR2.4b9.1x9.7x0.4x
Sat, 28 Jan 2023R21.8bR60.5bR3.0b4.5x7.3x0.4x
Mon, 26 Dec 2022R20.0bR60.5bR3.0b4.3x6.7x0.3x
Wed, 23 Nov 2022R22.8bR60.6bR4.1b4.5x5.5x0.4x
Fri, 21 Oct 2022R22.5bR60.6bR4.1b4.2x5.5x0.4x
Sun, 18 Sep 2022R29.8bR60.6bR4.1b5.4x7.2x0.5x
Tue, 16 Aug 2022R30.2bR61.1bR4.0b6.7x7.6x0.5x
Thu, 14 Jul 2022R23.5bR61.1bR4.0b6.4x5.9x0.4x
Sat, 11 Jun 2022R26.2bR61.7bR4.1b5.2x6.4x0.4x
Mon, 09 May 2022R27.7bR61.9bR4.1b4.8x6.8x0.4x
Wed, 06 Apr 2022R27.2bR62.0bR4.1b6.1x6.7x0.4x
Fri, 04 Mar 2022R21.4bR44.0bR3.2b7.6x6.7x0.5x
Sun, 30 Jan 2022R25.0bR44.0bR3.2b9x7.8x0.6x
Tue, 28 Dec 2021R27.1bR44.1bR2.9b10.9x9.3x0.6x
Thu, 25 Nov 2021R24.8bR44.3bR2.5b17.1x10.1x0.6x
Sat, 23 Oct 2021R24.4bR44.3bR2.5b15x9.9x0.6x
Mon, 20 Sep 2021R19.6bR44.3bR2.5b15.5x8x0.4x
Wed, 18 Aug 2021R21.2bR44.3bR2.5b17.5x8.6x0.5x
Wed, 02 Jun 2021R24.7bR44.3bR2.5b17x10.1x0.6x
Price to Earnings Ratio

10.1x


Total Market Cap: R24.7bTotal Earnings: R2.5bTotal Revenue: R44.3bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Telecom Services and Carriers Industry Price to Earnings3Y Average 4.9x202220232024
Current Industry PE
  • Investors are pessimistic on the South African Telecom industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading close to its 3-year average PS ratio of 0.40x.
Past Earnings Growth
  • Total earnings for the Telecom industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 11% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the South African Telecom industry?

ZA Market1.90%
Telecom5.70%
Telecom Services and Carriers-1.53%
Alternative Carriers0%
Integrated Telecom Services-1.57%
Industry PE
  • Investors are most optimistic about the Alternative Carriers industry which is trading above its 3-year average PE ratio of 8.1x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 120% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 120% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
No data available
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