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Australian (ASX) Telecom Sector Analysis

UpdatedNov 04, 2025
DataAggregated Company Financials
Companies43
  • 7D-1.0%
  • 3M-3.2%
  • 1Y11.5%
  • YTD10.1%

Last week, the Telecom industry hasn't moved much but Tuas is up 3.8% in that time. As for the the longer term, the industry is up 11% over the past 12 months. 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
Tue, 04 Nov 2025AU$131.3bAU$43.5bAU$3.4b39.4x38.2x3x
Thu, 02 Oct 2025AU$133.4bAU$43.6bAU$3.4b41.8x38.8x3.1x
Sat, 30 Aug 2025AU$139.1bAU$44.1bAU$3.4b43.8x40.9x3.2x
Mon, 28 Jul 2025AU$136.3bAU$44.4bAU$2.2b35.2x60.8x3.1x
Wed, 25 Jun 2025AU$135.2bAU$44.4bAU$2.2b35.9x60.3x3x
Fri, 23 May 2025AU$134.3bAU$44.4bAU$2.2b39.1x59.9x3x
Sun, 20 Apr 2025AU$125.6bAU$44.4bAU$2.2b38.9x56.1x2.8x
Tue, 18 Mar 2025AU$122.5bAU$44.4bAU$2.2b34x54.9x2.8x
Thu, 13 Feb 2025AU$126.8bAU$44.0bAU$2.2b30.2x58x2.9x
Sat, 11 Jan 2025AU$122.2bAU$44.0bAU$1.9b24.3x64.7x2.8x
Mon, 09 Dec 2024AU$126.0bAU$44.0bAU$1.9b24.5x66.7x2.9x
Wed, 06 Nov 2024AU$119.9bAU$44.0bAU$1.9b23.4x63.4x2.7x
Fri, 04 Oct 2024AU$118.8bAU$44.0bAU$1.9b24.3x62.8x2.7x
Sun, 01 Sep 2024AU$119.1bAU$44.1bAU$1.9b25x64.2x2.7x
Tue, 30 Jul 2024AU$114.2bAU$43.6bAU$2.8b23.5x40.2x2.6x
Thu, 27 Jun 2024AU$111.3bAU$43.6bAU$2.8b22.3x39.1x2.6x
Sat, 25 May 2024AU$107.5bAU$43.6bAU$2.8b25.2x37.8x2.5x
Mon, 22 Apr 2024AU$107.9bAU$43.6bAU$2.9b28.7x37.4x2.5x
Wed, 20 Mar 2024AU$112.1bAU$43.6bAU$2.9b31.3x38.9x2.6x
Fri, 16 Feb 2024AU$115.2bAU$43.3bAU$2.9b23.6x39.8x2.7x
Sun, 14 Jan 2024AU$117.6bAU$43.2bAU$3.4b20.9x34.9x2.7x
Tue, 12 Dec 2023AU$111.5bAU$43.2bAU$3.4b21.2x33.1x2.6x
Thu, 09 Nov 2023AU$111.9bAU$43.2bAU$3.4b21.9x33.2x2.6x
Sat, 07 Oct 2023AU$109.6bAU$43.2bAU$3.4b20.9x32.5x2.5x
Mon, 04 Sep 2023AU$114.9bAU$43.2bAU$3.4b21.6x34.2x2.7x
Wed, 02 Aug 2023AU$118.6bAU$42.4bAU$3.3b22.3x36.1x2.8x
Fri, 30 Jun 2023AU$112.8bAU$42.4bAU$3.3b21.7x34.4x2.7x
Sun, 28 May 2023AU$113.9bAU$42.4bAU$3.3b20.6x34.7x2.7x
Tue, 25 Apr 2023AU$114.4bAU$42.4bAU$3.3b23x34.9x2.7x
Thu, 23 Mar 2023AU$109.5bAU$42.4bAU$3.3b21.8x33.4x2.6x
Sat, 18 Feb 2023AU$110.2bAU$40.9bAU$3.5b32.8x31.5x2.7x
Mon, 16 Jan 2023AU$106.5bAU$40.3bAU$3.0b34x35.3x2.6x
Wed, 14 Dec 2022AU$106.5bAU$40.3bAU$3.0b35x35.3x2.6x
Fri, 11 Nov 2022AU$103.1bAU$40.3bAU$3.0b32.1x34.2x2.6x
Price to Earnings Ratio

34.2x


Total Market Cap: AU$103.1bTotal Earnings: AU$3.0bTotal Revenue: AU$40.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Telecom Sector Price to Earnings3Y Average 44.2x202320242025
Current Industry PE
  • Investors are pessimistic on the Australian Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 38.2x which is lower than its 3-year average PE of 44.2x.
  • The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 4.4% per year over the last three years.
  • Revenues for these companies have grown 2.6% 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 Market-1.82%
Telecom-0.96%
Entertainment1.01%
Wireless Telecom0%0
Telecom Services and Carriers-0.063%
Interactive Media and Services-2.19%
Media-2.23%
Industry PE
  • Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 192x.
    • Analysts are expecting annual earnings growth of 19.9%, which is lower than the prior year's growth of 307.3% per year.
  • Investors are most pessimistic about the Media industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 20% over the next 5 years.
  • In contrast, the Interactive Media and Services industry is expected to see its earnings grow by 12% 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
TUA TuasAU$7.023.8%
+AU$142.2m
39.3%PE474.7x
IGL IVE GroupAU$3.047.4%
+AU$32.3m
44.1%PE10x
FRX FlexiRoamAU$0.025257.1%
+AU$27.3m
212.5%PS2.8x
EVT EVTAU$14.500.7%
+AU$16.3m
34.1%PE70.6x
ABB Aussie BroadbandAU$5.840.5%
+AU$8.8m
60.9%PE52x

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