Take Care Before Jumping Onto Swoop Holdings Limited (ASX:SWP) Even Though It's 27% Cheaper
Mar 29
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Australian (ASX) Telecom Services and Carriers Industry Analysis
UpdatedApr 14, 2025
DataAggregated Company Financials
Companies9
- 7D3.0%
- 3M9.1%
- 1Y18.7%
- YTD8.6%
The Telecom Services and Carriers industry is up 3.0% in the last week, with Telstra Group up 2.8%. During this same period, the Swoop Holdings underperformed, falling 13%. This means that the industry has gained 19% over the past year. Looking forward, earnings are forecast to grow by 17% annually.
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, 14 Apr 2025 | AU$65.0b | AU$30.6b | AU$1.6b | 39.6x | 40.9x | 2.1x |
| Wed, 12 Mar 2025 | AU$60.7b | AU$30.6b | AU$1.6b | 33.1x | 38.5x | 2x |
| Fri, 07 Feb 2025 | AU$59.4b | AU$30.3b | AU$1.6b | 43x | 36.2x | 2x |
| Sun, 05 Jan 2025 | AU$60.8b | AU$30.4b | AU$1.6b | 39.7x | 37.3x | 2x |
| Tue, 03 Dec 2024 | AU$59.1b | AU$30.4b | AU$1.6b | 41.4x | 36.3x | 1.9x |
| Thu, 31 Oct 2024 | AU$57.4b | AU$30.4b | AU$1.6b | 42.2x | 35.2x | 1.9x |
| Sat, 28 Sep 2024 | AU$59.1b | AU$30.4b | AU$1.6b | 42.9x | 36.9x | 1.9x |
| Mon, 26 Aug 2024 | AU$58.9b | AU$30.2b | AU$1.6b | 40.1x | 36.6x | 1.9x |
| Wed, 24 Jul 2024 | AU$57.4b | AU$30.1b | AU$2.0b | 38.7x | 28.9x | 1.9x |
| Fri, 21 Jun 2024 | AU$54.3b | AU$30.1b | AU$2.0b | 45.2x | 27.3x | 1.8x |
| Sun, 19 May 2024 | AU$54.6b | AU$30.1b | AU$2.0b | 47.1x | 27.5x | 1.8x |
| Tue, 16 Apr 2024 | AU$54.5b | AU$30.1b | AU$2.0b | 45.1x | 27.4x | 1.8x |
| Thu, 14 Mar 2024 | AU$55.7b | AU$30.0b | AU$2.0b | 55.7x | 28.1x | 1.9x |
| Sat, 10 Feb 2024 | AU$58.9b | AU$29.8b | AU$2.2b | 24.5x | 26.5x | 2x |
| Mon, 08 Jan 2024 | AU$60.7b | AU$30.0b | AU$2.3b | 23.5x | 26.7x | 2x |
| Wed, 06 Dec 2023 | AU$58.6b | AU$30.0b | AU$2.3b | 22.6x | 25.7x | 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 |
Price to Earnings Ratio
42.6x
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 40.9x which is higher than its 3-year average PE of 32.4x.
- 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 remained mostly flat 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Australian Telecom industry?
| AU Market | 0.085% | |
| Telecom | 3.30% | |
| Telecom Services and Carriers | 3.00% | |
| Integrated Telecom Services | 3.05% | |
| Alternative Carriers | 1.48% | |
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 67.5%, which is higher than its past year's earnings growth of 25.0% 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 30.2x.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 67% over the next 5 years.
- This is better than its past earnings growth rate of 25% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 15% 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$4.43 | 2.8% +AU$1.3b | 19.4% | PE30.2x | |
| TPG TPG Telecom | AU$4.99 | 5.9% +AU$519.1m | 16.0% | PS1.7x | |
| TUA Tuas | AU$5.39 | 7.8% +AU$182.5m | 41.1% | PE976x | |
| ABB Aussie Broadband | AU$3.88 | 6.3% +AU$66.6m | 10.5% | PE39.1x | |
| SLC Superloop | AU$2.19 | 2.8% +AU$30.7m | 66.5% | PS2.3x |
