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Australian (ASX) Telecom Services and Carriers Industry Analysis
UpdatedNov 07, 2025
DataAggregated Company Financials
Companies10
- 7D1.4%
- 3M1.3%
- 1Y28.0%
- YTD22.7%
The Telecom Services and Carriers industry is up 1.4% in the last week, with Telstra Group up 1.9%. In the last 12 months, the industry was up 28%. Looking forward, earnings are forecast to grow by 12% 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 |
|---|---|---|---|---|---|---|
| Fri, 07 Nov 2025 | AU$73.2b | AU$30.8b | AU$2.1b | 262x | 34.7x | 2.4x |
| Sun, 05 Oct 2025 | AU$71.8b | AU$30.9b | AU$2.1b | 259.4x | 34x | 2.3x |
| Tue, 02 Sep 2025 | AU$73.5b | AU$30.9b | AU$2.1b | 624.8x | 34.9x | 2.4x |
| Thu, 31 Jul 2025 | AU$72.4b | AU$30.6b | AU$1.6b | 44.7x | 45.6x | 2.4x |
| Sat, 28 Jun 2025 | AU$70.2b | AU$30.6b | AU$1.6b | 39x | 44.2x | 2.3x |
| Mon, 26 May 2025 | AU$69.0b | AU$30.6b | AU$1.6b | 40.1x | 43.4x | 2.3x |
| Wed, 23 Apr 2025 | AU$64.7b | AU$30.6b | AU$1.6b | 37.7x | 40.7x | 2.1x |
| Fri, 21 Mar 2025 | AU$62.0b | AU$30.6b | AU$1.6b | 34.6x | 39.2x | 2x |
| Sun, 16 Feb 2025 | AU$58.4b | AU$30.3b | AU$1.6b | 43.8x | 35.6x | 1.9x |
| Tue, 14 Jan 2025 | AU$60.0b | AU$30.4b | AU$1.6b | 39x | 36.8x | 2x |
| Thu, 12 Dec 2024 | AU$60.1b | AU$30.4b | AU$1.6b | 41.1x | 36.9x | 2x |
| Sat, 09 Nov 2024 | AU$57.8b | AU$30.4b | AU$1.6b | 42.3x | 35.5x | 1.9x |
| Mon, 07 Oct 2024 | AU$58.5b | AU$30.4b | AU$1.6b | 42.2x | 35.9x | 1.9x |
| Wed, 04 Sep 2024 | AU$58.8b | AU$30.4b | AU$1.6b | 36.4x | 37x | 1.9x |
| Fri, 02 Aug 2024 | AU$58.3b | AU$30.1b | AU$2.0b | 40.1x | 29.3x | 1.9x |
| Sun, 30 Jun 2024 | AU$54.3b | AU$30.1b | AU$2.0b | 44.5x | 27.3x | 1.8x |
| Tue, 28 May 2024 | AU$53.0b | AU$30.1b | AU$2.0b | 44.8x | 26.7x | 1.8x |
| Thu, 25 Apr 2024 | AU$54.0b | AU$30.1b | AU$2.0b | 46.3x | 27.1x | 1.8x |
| Sat, 23 Mar 2024 | AU$55.4b | AU$30.1b | AU$2.0b | 46.8x | 27.9x | 1.8x |
| Mon, 19 Feb 2024 | AU$57.6b | AU$29.9b | AU$2.3b | 23.6x | 24.8x | 1.9x |
| Wed, 17 Jan 2024 | AU$61.8b | AU$30.0b | AU$2.3b | 24.2x | 27.1x | 2.1x |
| Fri, 15 Dec 2023 | AU$59.6b | AU$30.0b | AU$2.3b | 23.4x | 26.2x | 2x |
| Sun, 12 Nov 2023 | AU$61.4b | AU$30.0b | AU$2.3b | 25.7x | 27x | 2x |
| Tue, 10 Oct 2023 | AU$59.4b | AU$30.0b | AU$2.3b | 25x | 26.1x | 2x |
| Thu, 07 Sep 2023 | AU$61.6b | AU$30.0b | AU$2.3b | 26.3x | 27.2x | 2.1x |
| Sat, 05 Aug 2023 | AU$64.7b | AU$29.1b | AU$2.3b | 55.5x | 28.5x | 2.2x |
| Mon, 03 Jul 2023 | AU$65.9b | AU$29.5b | AU$2.3b | 59.7x | 28.9x | 2.2x |
| Wed, 31 May 2023 | AU$67.7b | AU$29.5b | AU$2.3b | 58.1x | 29.7x | 2.3x |
| Fri, 28 Apr 2023 | AU$66.9b | AU$29.5b | AU$2.3b | 63.2x | 29.4x | 2.3x |
| Sun, 26 Mar 2023 | AU$63.8b | AU$29.5b | AU$2.3b | 61.2x | 28x | 2.2x |
| Tue, 21 Feb 2023 | AU$63.8b | AU$29.1b | AU$2.0b | 62.8x | 32.5x | 2.2x |
| Thu, 19 Jan 2023 | AU$63.0b | AU$28.3b | AU$1.8b | 62.8x | 35.1x | 2.2x |
| Sat, 17 Dec 2022 | AU$62.4b | AU$28.3b | AU$1.8b | 62.8x | 34.8x | 2.2x |
| Mon, 14 Nov 2022 | AU$61.9b | AU$28.3b | AU$1.8b | 63.6x | 34.5x | 2.2x |
Price to Earnings Ratio
34.5x
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 5.6% per year over the last three years.
- Revenues for these companies have grown 2.9% 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 Market | -0.98% | |
| Telecom | -0.048% | |
| Telecom Services and Carriers | 1.42% | |
| Integrated Telecom Services | 1.64% | |
| Alternative Carriers | -3.15% | |
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 28.4%, 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, which is trading close to its 3-year average of 30.9x.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 28% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TLS Telstra Group | AU$5.00 | 2.5% +AU$1.4b | 28.9% | PE26x | |
| TPG TPG Telecom | AU$5.65 | 2.2% +AU$222.7m | 27.8% | PS1.9x | |
| FRX FlexiRoam | AU$0.017 | 70.0% +AU$10.6m | 112.5% | PS1.9x | |
| SWP Swoop Holdings | AU$0.15 | 3.3% +AU$1.1m | -20.5% | PS0.3x | |
| HFY Hubify | AU$0.009 | 12.5% +AU$511.1k | -18.2% | PS0.3x |
