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Australian (ASX) Telecom Sector Analysis

UpdatedDec 04, 2022
DataAggregated Company Financials
Companies58
  • 7D2.2%
  • 3M1.3%
  • 1Y-14.5%
  • YTD-17.3%

Over the last 7 days, the Telecom industry has risen 2.2%, driven by gains from REA Group of 5.0%. Meanwhile, IVE Group actually underperformed within the industry, shrinking 6.7% in the last week. However, the industry is down 14% over the past year. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

Has the Australian Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Dec 2022AU$108.6bAU$40.3bAU$3.0b34.1x36x2.7x
Tue, 01 Nov 2022AU$104.2bAU$40.3bAU$3.0b31.7x34.5x2.6x
Thu, 29 Sep 2022AU$101.1bAU$40.3bAU$3.0b31.8x33.5x2.5x
Sat, 27 Aug 2022AU$110.0bAU$39.8bAU$3.0b31.3x36.4x2.8x
Mon, 25 Jul 2022AU$107.7bAU$38.6bAU$2.8b37x38.4x2.8x
Wed, 22 Jun 2022AU$99.2bAU$38.6bAU$2.8b36.6x35.4x2.6x
Fri, 20 May 2022AU$107.0bAU$38.8bAU$2.8b37.9x37.9x2.8x
Sun, 17 Apr 2022AU$115.6bAU$38.8bAU$2.8b42.7x40.9x3x
Tue, 15 Mar 2022AU$112.8bAU$38.8bAU$2.8b39.7x40.5x2.9x
Thu, 10 Feb 2022AU$120.1bAU$38.2bAU$3.7b27.6x32.5x3.1x
Sat, 08 Jan 2022AU$125.4bAU$38.1bAU$3.6b27.5x34.5x3.3x
Mon, 06 Dec 2021AU$127.1bAU$38.3bAU$3.7b29.6x34.7x3.3x
Wed, 03 Nov 2021AU$127.9bAU$38.2bAU$3.7b27.6x35x3.3x
Fri, 01 Oct 2021AU$125.2bAU$38.3bAU$3.7b26.3x34.3x3.3x
Sun, 29 Aug 2021AU$121.1bAU$38.2bAU$3.7b27.1x33.1x3.2x
Mon, 05 Jul 2021AU$119.5bAU$38.2bAU$3.7b25x32.6x3.1x
Thu, 08 Apr 2021AU$107.2bAU$37.5bAU$3.0b34.1x35.3x2.9x
Sun, 10 Jan 2021AU$102.6bAU$36.5bAU$2.5b22.2x41.6x2.8x
Sat, 03 Oct 2020AU$88.4bAU$36.5bAU$2.1b26.4x42.5x2.4x
Tue, 07 Jul 2020AU$93.6bAU$36.1bAU$1.7b27.7x56.6x2.6x
Fri, 10 Apr 2020AU$64.0bAU$34.4bAU$2.6b17.5x24.3x1.9x
Thu, 02 Jan 2020AU$80.8bAU$35.7bAU$2.8b24.2x28.6x2.3x
Price to Earnings Ratio

28.6x


Total Market Cap: AU$80.8bTotal Earnings: AU$2.8bTotal Revenue: AU$35.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Telecom Sector Price to Earnings3Y Average 37.5x20212022
Current Industry PE
  • Investors are relatively neutral on the Australian Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 37.5x.
  • The industry is trading close to its 3-year average PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 3.4% per year over the last three years.
  • Revenues for these companies have grown 4.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Australian Telecom sector?

AU Market0.62%
Telecom2.17%
Interactive Media and Services5.44%
Media3.82%
Wireless Telecom3.31%
Telecom Services and Carriers0.32%
Entertainment-1.00%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 14.3x.
    • Analysts are expecting annual earnings growth of 19.2%, which is lower than the prior year's growth of 75.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 19% over the next 5 years.
  • However this is lower than its past earnings growth rate of 76% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 11% 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
REA REA GroupAU$127.135.0%
+AU$794.0m
-20.9%PE43.6x
SEK SEEKAU$23.177.9%
+AU$598.2m
-33.3%PE34.1x
CAR carsales.comAU$23.245.0%
+AU$390.0m
-7.7%PE50.8x
NEC Nine Entertainment HoldingsAU$2.215.7%
+AU$236.2m
-24.8%PE12.6x
TPG TPG TelecomAU$5.001.6%
+AU$148.7m
-17.4%PE46.7x
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ASP

AU$0.019

Aspermont

7D

-20.8%

1Y

-24.0%

TPG

AU$5.00

TPG Telecom

7D

1.6%

1Y

-17.4%

SLC

AU$0.73

Superloop

7D

-2.7%

1Y

-42.3%

SWM

AU$0.44

Seven West Media

7D

6.0%

1Y

-26.7%

SWP

AU$0.34

Swoop Holdings

7D

-4.2%

1Y

-80.8%

PLY

AU$0.61

PlaySide Studios

7D

-9.0%

1Y

-24.2%

KNM

AU$0.016

KNeoMedia

7D

-30.4%

1Y

0%

DHG

AU$3.16

Domain Holdings Australia

7D

3.6%

1Y

-40.7%

IGL

AU$2.36

IVE Group

7D

-6.7%

1Y

35.2%

OML

AU$1.34

oOh!media

7D

6.3%

1Y

-18.8%