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Australian (ASX) Telecom Services and Carriers Industry Analysis
UpdatedNov 28, 2022
DataAggregated Company Financials
Companies15
- 7D1.2%
- 3M-1.0%
- 1Y-6.7%
- YTD-8.9%
The Telecom Services and Carriers industry is up 1.2% in the last week, with Telstra Group up 1.5%. In contrast, the industry has lost 6.7% in the last 12 months. As for the next few years, earnings are expected to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Mon, 28 Nov 2022 | AU$62.0b | AU$28.3b | AU$1.8b | 62.8x | 34.6x | 2.2x |
| Wed, 26 Oct 2022 | AU$59.7b | AU$28.3b | AU$1.8b | 62.8x | 33.3x | 2.1x |
| Fri, 23 Sep 2022 | AU$60.3b | AU$28.3b | AU$1.8b | 69.4x | 33.6x | 2.1x |
| Sun, 21 Aug 2022 | AU$65.6b | AU$28.0b | AU$1.9b | 62.8x | 35x | 2.3x |
| Tue, 19 Jul 2022 | AU$63.6b | AU$27.8b | AU$1.6b | 62.7x | 40.8x | 2.3x |
| Thu, 16 Jun 2022 | AU$61.6b | AU$27.8b | AU$1.6b | 62x | 39.6x | 2.2x |
| Sat, 14 May 2022 | AU$63.9b | AU$27.8b | AU$1.6b | 69.4x | 41x | 2.3x |
| Mon, 11 Apr 2022 | AU$66.1b | AU$27.8b | AU$1.6b | 105.5x | 42.4x | 2.4x |
| Wed, 09 Mar 2022 | AU$61.5b | AU$27.8b | AU$1.6b | 93.3x | 39.4x | 2.2x |
| Fri, 04 Feb 2022 | AU$65.3b | AU$28.2b | AU$2.5b | 62.9x | 25.7x | 2.3x |
| Sun, 02 Jan 2022 | AU$68.9b | AU$28.4b | AU$2.6b | 57.7x | 27x | 2.4x |
| Tue, 30 Nov 2021 | AU$68.0b | AU$28.4b | AU$2.6b | 61.7x | 26.6x | 2.4x |
| Thu, 28 Oct 2021 | AU$67.8b | AU$28.4b | AU$2.6b | 62.2x | 26.5x | 2.4x |
| Sat, 25 Sep 2021 | AU$67.9b | AU$28.4b | AU$2.6b | 45.4x | 26.6x | 2.4x |
| Mon, 23 Aug 2021 | AU$66.2b | AU$28.4b | AU$2.6b | 42.9x | 25.9x | 2.3x |
| Sat, 10 Jul 2021 | AU$62.2b | AU$28.4b | AU$2.6b | 41.9x | 24.3x | 2.2x |
| Fri, 02 Apr 2021 | AU$57.0b | AU$28.2b | AU$2.5b | 40.3x | 22.6x | 2x |
| Mon, 04 Jan 2021 | AU$53.1b | AU$28.0b | AU$2.5b | 33.1x | 21.4x | 1.9x |
| Thu, 08 Oct 2020 | AU$49.8b | AU$27.8b | AU$2.1b | 38.9x | 23.4x | 1.8x |
| Wed, 01 Jul 2020 | AU$56.7b | AU$27.8b | AU$1.8b | 38.7x | 32.2x | 2x |
| Sat, 04 Apr 2020 | AU$38.0b | AU$25.0b | AU$1.9b | 32.4x | 20x | 1.5x |
| Tue, 07 Jan 2020 | AU$44.0b | AU$25.6b | AU$2.0b | 26.8x | 22.1x | 1.7x |
Price to Earnings Ratio
23.4x
Current Industry PE
- Investors are optimistic on the Australian Telecom industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 34.6x which is higher than its 3-year average PE of 28.0x.
- The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have declined 4.2% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.2% 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 Australian Telecom industry?
| AU Market | 1.17% | |
| Telecom | 0.80% | |
| Telecom Services and Carriers | 1.19% | |
| Integrated Telecom Services | 1.26% | |
| Alternative Carriers | 0.34% | |
Industry PE
- Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 26.1x.
- Analysts are expecting annual earnings growth of 9.6%, which is higher than its past year's earnings decline of 32.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 30% over the next 5 years.
- However this is lower than its past earnings growth rate of 117% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 9.6% 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 | |
|---|---|---|---|---|---|
| TLS Telstra Group | AU$4.00 | 1.5% +AU$692.7m | -1.2% | PE27.4x | |
| MAQ Macquarie Telecom Group | AU$58.24 | 3.3% +AU$39.7m | -10.7% | PE148.5x | |
| ABB Aussie Broadband | AU$2.69 | 3.5% +AU$21.4m | -47.2% | PE120.2x | |
| TUA Tuas | AU$1.35 | 3.4% +AU$20.9m | -12.9% | PS10.1x | |
| FRX Flexiroam | AU$0.038 | 8.6% +AU$1.8m | -13.6% | PS3.8x |
