Header cover image

Australian (ASX) Telecom Services and Carriers Industry Analysis

UpdatedAug 28, 2025
DataAggregated Company Financials
Companies9
  • 7D-0.6%
  • 3M4.6%
  • 1Y27.2%
  • YTD21.6%

Last week, the Telecom Services and Carriers industry hasn't moved much but Aussie Broadband is up 15% in that time. As for the the longer term, the industry is up 27% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Aug 2025AU$72.8bAU$30.7bAU$2.1b627.2x34.9x2.4x
Sat, 26 Jul 2025AU$71.4bAU$30.6bAU$1.6b42.5x45x2.3x
Mon, 23 Jun 2025AU$71.1bAU$30.6bAU$1.6b40.6x44.7x2.3x
Wed, 21 May 2025AU$67.8bAU$30.6bAU$1.6b39.5x42.7x2.2x
Fri, 18 Apr 2025AU$64.6bAU$30.6bAU$1.6b38.9x40.7x2.1x
Sun, 16 Mar 2025AU$60.9bAU$30.6bAU$1.6b33.8x38.6x2x
Tue, 11 Feb 2025AU$58.7bAU$30.3bAU$1.6b44.5x35.8x1.9x
Thu, 09 Jan 2025AU$60.3bAU$30.4bAU$1.6b40x37x2x
Sat, 07 Dec 2024AU$59.7bAU$30.4bAU$1.6b42.5x36.7x2x
Mon, 04 Nov 2024AU$57.1bAU$30.4bAU$1.6b40.9x35.1x1.9x
Wed, 02 Oct 2024AU$58.8bAU$30.4bAU$1.6b41.7x36.1x1.9x
Fri, 30 Aug 2024AU$57.6bAU$30.4bAU$1.6b37.2x35.8x1.9x
Sun, 28 Jul 2024AU$56.9bAU$30.1bAU$2.0b39.2x28.6x1.9x
Tue, 25 Jun 2024AU$54.5bAU$30.1bAU$2.0b44.6x27.4x1.8x
Thu, 23 May 2024AU$51.9bAU$30.1bAU$2.0b46.5x26.1x1.7x
Sat, 20 Apr 2024AU$53.9bAU$30.1bAU$2.0b45.6x27.1x1.8x
Mon, 18 Mar 2024AU$56.0bAU$30.0bAU$2.0b45.6x28.3x1.9x
Wed, 14 Feb 2024AU$58.9bAU$29.8bAU$2.2b24.5x26.5x2x
Fri, 12 Jan 2024AU$61.0bAU$30.0bAU$2.3b23.9x26.8x2x
Sun, 10 Dec 2023AU$59.3bAU$30.0bAU$2.3b23x26.1x2x
Tue, 07 Nov 2023AU$60.2bAU$30.0bAU$2.3b25.2x26.5x2x
Thu, 05 Oct 2023AU$60.4bAU$30.0bAU$2.3b24.7x26.5x2x
Sat, 02 Sep 2023AU$62.5bAU$30.0bAU$2.3b26.3x27.5x2.1x
Mon, 31 Jul 2023AU$65.9bAU$29.5bAU$2.3b57.4x28.9x2.2x
Wed, 28 Jun 2023AU$65.7bAU$29.5bAU$2.3b58x28.8x2.2x
Fri, 26 May 2023AU$67.0bAU$29.5bAU$2.3b59.6x29.4x2.3x
Sun, 23 Apr 2023AU$66.1bAU$29.5bAU$2.3b63.1x29x2.2x
Tue, 21 Mar 2023AU$63.7bAU$29.4bAU$2.3b60.8x28x2.2x
Thu, 16 Feb 2023AU$63.2bAU$28.3bAU$1.8b62.8x35.2x2.2x
Sat, 14 Jan 2023AU$62.1bAU$28.3bAU$1.8b62.8x34.6x2.2x
Mon, 12 Dec 2022AU$62.1bAU$28.3bAU$1.8b62.8x34.6x2.2x
Wed, 09 Nov 2022AU$60.9bAU$28.3bAU$1.8b62.8x33.9x2.1x
Fri, 07 Oct 2022AU$60.4bAU$28.3bAU$1.8b62.8x33.7x2.1x
Sun, 04 Sep 2022AU$62.2bAU$28.3bAU$1.8b72.3x34.5x2.2x
Price to Earnings Ratio

34.5x


Total Market Cap: AU$62.2bTotal Earnings: AU$1.8bTotal Revenue: AU$28.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Telecom Services and Carriers Industry Price to Earnings3Y Average 32.7x202320242025
Current Industry PE
  • Investors are relatively neutral on the Australian Telecom 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 32.7x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have grown 5.0% per year over the last three years.
  • Revenues for these companies have grown 2.8% 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 Market0.59%
Telecom-1.63%
Telecom Services and Carriers-0.58%
Alternative Carriers0.64%
Integrated Telecom Services-0.63%
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 29.8%, which is higher than its past year's earnings growth of 24.5% per year.
  • Investors are most pessimistic about the Integrated Telecom Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 30.7x.
Forecasted Growth
  • Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings growth rate of 24% per year.
  • In contrast, the Integrated Telecom Services 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
ABB Aussie BroadbandAU$5.2014.8%
+AU$223.3m
56.6%PE46.3x
TUA TuasAU$7.804.0%
+AU$161.3m
85.7%PE1640.3x
TPG TPG TelecomAU$5.290.6%
+AU$55.6m
15.5%PS1.8x
SWP Swoop HoldingsAU$0.1716.7%
+AU$5.4m
-12.5%PS0.4x
CCG Comms GroupAU$0.0595.4%
+AU$1.6m
-11.9%PS0.6x

Latest News