Header cover image

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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 06 Dec 2023AU$58.7bAU$30.0bAU$2.3b22.7x25.8x2x
Fri, 03 Nov 2023AU$60.0bAU$30.0bAU$2.3b24.7x26.4x2x
Sun, 01 Oct 2023AU$60.5bAU$30.0bAU$2.3b25.7x26.6x2x
Tue, 29 Aug 2023AU$62.1bAU$29.9bAU$2.2b31.6x27.9x2.1x
Thu, 27 Jul 2023AU$65.6bAU$29.5bAU$2.3b57.8x28.8x2.2x
Sat, 24 Jun 2023AU$66.4bAU$29.5bAU$2.3b59x29.1x2.3x
Mon, 22 May 2023AU$67.5bAU$29.5bAU$2.3b59.3x29.6x2.3x
Wed, 19 Apr 2023AU$65.6bAU$29.5bAU$2.3b62.9x28.8x2.2x
Fri, 17 Mar 2023AU$63.1bAU$29.4bAU$2.3b60.6x27.8x2.1x
Sun, 12 Feb 2023AU$62.2bAU$28.3bAU$1.8b62.8x34.7x2.2x
Tue, 10 Jan 2023AU$61.5bAU$28.3bAU$1.8b62.8x34.3x2.2x
Thu, 08 Dec 2022AU$62.2bAU$28.3bAU$1.8b62.8x34.7x2.2x
Sat, 05 Nov 2022AU$60.6bAU$28.3bAU$1.8b62.8x33.8x2.1x
Mon, 03 Oct 2022AU$60.1bAU$28.3bAU$1.8b62.8x33.5x2.1x
Wed, 31 Aug 2022AU$62.6bAU$28.3bAU$1.8b62.8x34.8x2.2x
Fri, 29 Jul 2022AU$64.0bAU$27.8bAU$1.6b62.7x41.1x2.3x
Sun, 26 Jun 2022AU$63.1bAU$27.8bAU$1.6b61.6x40.5x2.3x
Tue, 24 May 2022AU$63.3bAU$27.8bAU$1.6b61.3x40.6x2.3x
Thu, 21 Apr 2022AU$66.3bAU$27.8bAU$1.6b102.3x42.6x2.4x
Sat, 19 Mar 2022AU$64.2bAU$27.8bAU$1.6b97.2x41.2x2.3x
Mon, 14 Feb 2022AU$65.2bAU$28.2bAU$2.5b67.8x25.6x2.3x
Wed, 12 Jan 2022AU$66.8bAU$28.2bAU$2.5b62.9x26.3x2.4x
Fri, 10 Dec 2021AU$67.6bAU$28.4bAU$2.6b60.9x26.5x2.4x
Sun, 07 Nov 2021AU$68.1bAU$28.4bAU$2.6b61.5x26.7x2.4x
Tue, 05 Oct 2021AU$68.0bAU$28.4bAU$2.6b46.4x26.7x2.4x
Thu, 02 Sep 2021AU$65.1bAU$28.4bAU$2.6b44.3x25.5x2.3x
Sat, 31 Jul 2021AU$62.8bAU$28.4bAU$2.6b41.8x24.6x2.2x
Tue, 04 May 2021AU$56.1bAU$28.2bAU$2.5b56.3x22.3x2x
Fri, 05 Feb 2021AU$55.3bAU$28.0bAU$2.5b30.1x22.4x2x
Price to Earnings Ratio

21.4x


Total Market Cap: AU$53.1bTotal Earnings: AU$2.5bTotal Revenue: AU$28.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Telecom Services and Carriers Industry Price to Earnings3Y Average 29.8x20222023
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 Market1.78%
Telecom1.65%
Telecom Services and Carriers0.88%
Integrated Telecom Services0.95%
Alternative Carriers0.13%
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?

CompanyLast Price7D1YValuation
TPG TPG TelecomAU$4.721.1%
+AU$92.8m
-6.3%PE22.2x
TUA TuasAU$2.606.1%
+AU$69.7m
101.6%PS12.3x
SLC SuperloopAU$0.684.6%
+AU$14.7m
-3.5%PS1x
SWP Swoop HoldingsAU$0.2519.0%
+AU$8.3m
-25.4%PS0.7x
FSG Field Solutions HoldingsAU$0.0459.8%
+AU$3.1m
-55.0%PS0.6x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

ABB

AU$3.73

Aussie Broadband

7D

-1.8%

1Y

39.7%

TUA

AU$2.60

Tuas

7D

6.1%

1Y

101.6%

SWP

AU$0.25

Swoop Holdings

7D

19.0%

1Y

-25.4%

SLC

AU$0.68

Superloop

7D

4.6%

1Y

-3.5%

VN8

AU$0.024

Vonex

7D

14.3%

1Y

-68.4%

5GG

AU$0.056

Pentanet

7D

-9.7%

1Y

-80.7%

FSG

AU$0.045

Field Solutions Holdings

7D

9.8%

1Y

-55.0%