TPG Telecom (ASX:TPG) Has Announced A Dividend Of A$0.09
Sep 09
Australian (ASX) Telecom Services and Carriers Industry Analysis
UpdatedDec 05, 2023
DataAggregated Company Financials
Companies13
- 7D0.9%
- 3M-6.5%
- 1Y-2.5%
- YTD-1.7%
The Telecom Services and Carriers industry has stayed flat over the last week. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 8.2% per annum.
Industry Valuation and Performance
Has the Australian Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 06 Dec 2023 | AU$58.7b | AU$30.0b | AU$2.3b | 22.7x | 25.8x | 2x |
| Fri, 03 Nov 2023 | AU$60.0b | AU$30.0b | AU$2.3b | 24.7x | 26.4x | 2x |
| Sun, 01 Oct 2023 | AU$60.5b | AU$30.0b | AU$2.3b | 25.7x | 26.6x | 2x |
| Tue, 29 Aug 2023 | AU$62.1b | AU$29.9b | AU$2.2b | 31.6x | 27.9x | 2.1x |
| Thu, 27 Jul 2023 | AU$65.6b | AU$29.5b | AU$2.3b | 57.8x | 28.8x | 2.2x |
| Sat, 24 Jun 2023 | AU$66.4b | AU$29.5b | AU$2.3b | 59x | 29.1x | 2.3x |
| Mon, 22 May 2023 | AU$67.5b | AU$29.5b | AU$2.3b | 59.3x | 29.6x | 2.3x |
| Wed, 19 Apr 2023 | AU$65.6b | AU$29.5b | AU$2.3b | 62.9x | 28.8x | 2.2x |
| Fri, 17 Mar 2023 | AU$63.1b | AU$29.4b | AU$2.3b | 60.6x | 27.8x | 2.1x |
| Sun, 12 Feb 2023 | AU$62.2b | AU$28.3b | AU$1.8b | 62.8x | 34.7x | 2.2x |
| Tue, 10 Jan 2023 | AU$61.5b | AU$28.3b | AU$1.8b | 62.8x | 34.3x | 2.2x |
| Thu, 08 Dec 2022 | AU$62.2b | AU$28.3b | AU$1.8b | 62.8x | 34.7x | 2.2x |
| Sat, 05 Nov 2022 | AU$60.6b | AU$28.3b | AU$1.8b | 62.8x | 33.8x | 2.1x |
| Mon, 03 Oct 2022 | AU$60.1b | AU$28.3b | AU$1.8b | 62.8x | 33.5x | 2.1x |
| Wed, 31 Aug 2022 | AU$62.6b | AU$28.3b | AU$1.8b | 62.8x | 34.8x | 2.2x |
| Fri, 29 Jul 2022 | AU$64.0b | AU$27.8b | AU$1.6b | 62.7x | 41.1x | 2.3x |
| Sun, 26 Jun 2022 | AU$63.1b | AU$27.8b | AU$1.6b | 61.6x | 40.5x | 2.3x |
| Tue, 24 May 2022 | AU$63.3b | AU$27.8b | AU$1.6b | 61.3x | 40.6x | 2.3x |
| Thu, 21 Apr 2022 | AU$66.3b | AU$27.8b | AU$1.6b | 102.3x | 42.6x | 2.4x |
| Sat, 19 Mar 2022 | AU$64.2b | AU$27.8b | AU$1.6b | 97.2x | 41.2x | 2.3x |
| Mon, 14 Feb 2022 | AU$65.2b | AU$28.2b | AU$2.5b | 67.8x | 25.6x | 2.3x |
| Wed, 12 Jan 2022 | AU$66.8b | AU$28.2b | AU$2.5b | 62.9x | 26.3x | 2.4x |
| Fri, 10 Dec 2021 | AU$67.6b | AU$28.4b | AU$2.6b | 60.9x | 26.5x | 2.4x |
| Sun, 07 Nov 2021 | AU$68.1b | AU$28.4b | AU$2.6b | 61.5x | 26.7x | 2.4x |
| Tue, 05 Oct 2021 | AU$68.0b | AU$28.4b | AU$2.6b | 46.4x | 26.7x | 2.4x |
| Thu, 02 Sep 2021 | AU$65.1b | AU$28.4b | AU$2.6b | 44.3x | 25.5x | 2.3x |
| Sat, 31 Jul 2021 | AU$62.8b | AU$28.4b | AU$2.6b | 41.8x | 24.6x | 2.2x |
| Tue, 04 May 2021 | AU$56.1b | AU$28.2b | AU$2.5b | 56.3x | 22.3x | 2x |
| Fri, 05 Feb 2021 | AU$55.3b | AU$28.0b | AU$2.5b | 30.1x | 22.4x | 2x |
Price to Earnings Ratio
21.4x
Current Industry PE
- Investors are pessimistic on the Australian Telecom 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 25.8x which is lower than its 3-year average PE of 29.8x.
- The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 2.5% per year over the last three years.
- Revenues for these companies have grown 2.3% 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 industry?
| AU Market | 1.78% | |
| Telecom | 1.65% | |
| Telecom Services and Carriers | 0.88% | |
| Integrated Telecom Services | 0.95% | |
| Alternative Carriers | 0.13% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 27.6%, which is lower than the prior year's growth of 289.5% per year.
- Investors are most pessimistic about the Integrated Telecom Services industry, which is trading below its 3-year average of 27.5x.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 28% over the next 5 years.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 6.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TPG TPG Telecom | AU$4.72 | 1.1% +AU$92.8m | -6.3% | PE22.2x | |
| TUA Tuas | AU$2.60 | 6.1% +AU$69.7m | 101.6% | PS12.3x | |
| SLC Superloop | AU$0.68 | 4.6% +AU$14.7m | -3.5% | PS1x | |
| SWP Swoop Holdings | AU$0.25 | 19.0% +AU$8.3m | -25.4% | PS0.7x | |
| FSG Field Solutions Holdings | AU$0.045 | 9.8% +AU$3.1m | -55.0% | PS0.6x |