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Australian (ASX) Telecom Services and Carriers Industry Analysis
UpdatedMay 01, 2025
DataAggregated Company Financials
Companies9
- 7D1.7%
- 3M12.0%
- 1Y23.2%
- YTD10.8%
The Telecom Services and Carriers industry is up 1.7% in the last week, with Telstra Group up 2.3%. In the last 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Fri, 02 May 2025 | AU$66.1b | AU$30.6b | AU$1.6b | 41.2x | 41.6x | 2.2x |
| Sun, 30 Mar 2025 | AU$62.5b | AU$30.6b | AU$1.6b | 41.9x | 39.4x | 2x |
| Tue, 25 Feb 2025 | AU$61.8b | AU$30.5b | AU$1.7b | 44.6x | 36.1x | 2x |
| Thu, 23 Jan 2025 | AU$59.1b | AU$30.4b | AU$1.6b | 40.8x | 36.3x | 1.9x |
| Sat, 21 Dec 2024 | AU$59.0b | AU$30.4b | AU$1.6b | 39.8x | 36.2x | 1.9x |
| Mon, 18 Nov 2024 | AU$57.9b | AU$30.4b | AU$1.6b | 41.1x | 35.6x | 1.9x |
| Wed, 16 Oct 2024 | AU$58.9b | AU$30.4b | AU$1.6b | 43.8x | 36.1x | 1.9x |
| Fri, 13 Sep 2024 | AU$59.0b | AU$30.4b | AU$1.6b | 42x | 37x | 1.9x |
| Sun, 11 Aug 2024 | AU$56.5b | AU$30.1b | AU$2.0b | 39.8x | 28.4x | 1.9x |
| Tue, 09 Jul 2024 | AU$54.9b | AU$30.1b | AU$2.0b | 45x | 27.6x | 1.8x |
| Thu, 06 Jun 2024 | AU$53.1b | AU$30.1b | AU$2.0b | 44.4x | 26.7x | 1.8x |
| Sat, 04 May 2024 | AU$53.4b | AU$30.1b | AU$2.0b | 47.9x | 26.9x | 1.8x |
| Mon, 01 Apr 2024 | AU$56.7b | AU$30.1b | AU$2.0b | 46x | 28.5x | 1.9x |
| Wed, 28 Feb 2024 | AU$56.5b | AU$30.0b | AU$2.0b | 55.8x | 28.5x | 1.9x |
| Fri, 26 Jan 2024 | AU$62.2b | AU$30.0b | AU$2.3b | 24.5x | 27.3x | 2.1x |
| Sun, 24 Dec 2023 | AU$61.6b | AU$30.0b | AU$2.3b | 23.8x | 27x | 2.1x |
| Tue, 21 Nov 2023 | AU$58.8b | AU$30.0b | AU$2.3b | 22.8x | 25.8x | 2x |
| Thu, 19 Oct 2023 | AU$60.9b | AU$30.0b | AU$2.3b | 26.1x | 26.7x | 2x |
| Sat, 16 Sep 2023 | AU$61.0b | AU$30.0b | AU$2.3b | 26.7x | 26.9x | 2x |
| Mon, 14 Aug 2023 | AU$64.8b | AU$29.1b | AU$2.3b | 56.3x | 28.6x | 2.2x |
| Wed, 12 Jul 2023 | AU$65.1b | AU$29.5b | AU$2.3b | 58.4x | 28.6x | 2.2x |
| Fri, 09 Jun 2023 | AU$66.5b | AU$29.5b | AU$2.3b | 57.4x | 29.2x | 2.3x |
| Sun, 07 May 2023 | AU$67.0b | AU$29.5b | AU$2.3b | 61.1x | 29.4x | 2.3x |
| Tue, 04 Apr 2023 | AU$64.4b | AU$29.5b | AU$2.3b | 60.9x | 28.3x | 2.2x |
| Thu, 02 Mar 2023 | AU$62.6b | AU$29.5b | AU$2.3b | 61.3x | 27.5x | 2.1x |
| Sat, 28 Jan 2023 | AU$63.3b | AU$28.3b | AU$1.8b | 62.8x | 35.3x | 2.2x |
| Mon, 26 Dec 2022 | AU$62.5b | AU$28.3b | AU$1.8b | 62.8x | 34.8x | 2.2x |
| Wed, 23 Nov 2022 | AU$61.0b | AU$28.3b | AU$1.8b | 62.8x | 34x | 2.2x |
| Fri, 21 Oct 2022 | AU$59.6b | AU$28.3b | AU$1.8b | 62.8x | 33.2x | 2.1x |
| Sun, 18 Sep 2022 | AU$59.8b | AU$28.3b | AU$1.8b | 63.6x | 33.2x | 2.1x |
| Tue, 16 Aug 2022 | AU$66.1b | AU$28.0b | AU$1.8b | 87.8x | 36.9x | 2.4x |
| Thu, 14 Jul 2022 | AU$62.9b | AU$27.8b | AU$1.6b | 64.3x | 40.4x | 2.3x |
| Sat, 11 Jun 2022 | AU$61.6b | AU$27.8b | AU$1.6b | 61.8x | 39.5x | 2.2x |
| Mon, 09 May 2022 | AU$63.8b | AU$27.8b | AU$1.6b | 77.6x | 41x | 2.3x |
Price to Earnings Ratio
41x
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 41.6x which is higher than its 3-year average PE of 32.3x.
- 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 | 2.62% | |
| Telecom | 2.41% | |
| Telecom Services and Carriers | 1.68% | |
| Alternative Carriers | 5.31% | |
| Integrated Telecom Services | 1.54% | |
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 68.8%, 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 30.3x.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 69% 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$4.54 | 2.3% +AU$1.1b | 26.5% | PE30.8x | |
| TPG TPG Telecom | AU$5.08 | 2.4% +AU$222.5m | 14.7% | PS1.7x | |
| TUA Tuas | AU$5.67 | 3.5% +AU$88.9m | 42.5% | PE1035.5x | |
| SLC Superloop | AU$2.50 | 4.6% +AU$56.3m | 86.6% | PS2.7x | |
| ABB Aussie Broadband | AU$4.07 | 4.1% +AU$45.7m | 10.6% | PE40.9x |
