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Australian (ASX) Telecom Sector Analysis
UpdatedSep 03, 2025
DataAggregated Company Financials
Companies44
- 7D-2.7%
- 3M3.5%
- 1Y19.4%
- YTD14.9%
Over the last 7 days, the Telecom industry has dropped 2.7%, driven by a pullback from REA Group of 6.0%. In contrast, Frontier Digital Ventures has gained 10%. In the past year, the industry has gained 19%. Looking forward, earnings are forecast to grow by 12% annually.
Sector Valuation and Performance
Has the Australian Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 03 Sep 2025 | AU$137.2b | AU$43.5b | AU$3.4b | 43.2x | 40x | 3.2x |
| Fri, 01 Aug 2025 | AU$138.4b | AU$44.4b | AU$2.4b | 35.8x | 56.9x | 3.1x |
| Sun, 29 Jun 2025 | AU$135.2b | AU$44.4b | AU$2.2b | 35.3x | 60.3x | 3x |
| Tue, 27 May 2025 | AU$135.1b | AU$44.4b | AU$2.2b | 40.3x | 60.3x | 3x |
| Thu, 24 Apr 2025 | AU$126.4b | AU$44.4b | AU$2.2b | 39.2x | 56.4x | 2.8x |
| Sat, 22 Mar 2025 | AU$124.5b | AU$44.4b | AU$2.2b | 35.4x | 55.8x | 2.8x |
| Mon, 17 Feb 2025 | AU$126.7b | AU$44.0b | AU$2.2b | 29.2x | 57.7x | 2.9x |
| Wed, 15 Jan 2025 | AU$122.6b | AU$44.0b | AU$1.9b | 24.5x | 64.9x | 2.8x |
| Fri, 13 Dec 2024 | AU$123.2b | AU$44.0b | AU$1.9b | 24.3x | 65.2x | 2.8x |
| Sun, 10 Nov 2024 | AU$121.2b | AU$44.0b | AU$1.9b | 23.6x | 64.1x | 2.8x |
| Tue, 08 Oct 2024 | AU$118.6b | AU$44.0b | AU$1.9b | 24.6x | 62.7x | 2.7x |
| Thu, 05 Sep 2024 | AU$115.4b | AU$44.0b | AU$1.9b | 20x | 62.2x | 2.6x |
| Sat, 03 Aug 2024 | AU$114.3b | AU$43.6b | AU$2.8b | 23.1x | 40.2x | 2.6x |
| Mon, 01 Jul 2024 | AU$110.7b | AU$43.6b | AU$2.8b | 22.7x | 38.9x | 2.5x |
| Wed, 29 May 2024 | AU$108.6b | AU$43.6b | AU$2.8b | 24.4x | 38.2x | 2.5x |
| Fri, 26 Apr 2024 | AU$109.8b | AU$43.6b | AU$2.9b | 29x | 38.1x | 2.5x |
| Sun, 24 Mar 2024 | AU$113.3b | AU$43.6b | AU$2.9b | 30.6x | 39.2x | 2.6x |
| Tue, 20 Feb 2024 | AU$115.8b | AU$43.3b | AU$2.8b | 25x | 40.9x | 2.7x |
| Thu, 18 Jan 2024 | AU$117.4b | AU$43.2b | AU$3.4b | 21.9x | 34.8x | 2.7x |
| Sat, 16 Dec 2023 | AU$114.8b | AU$43.2b | AU$3.4b | 19.5x | 34x | 2.7x |
| Mon, 13 Nov 2023 | AU$111.5b | AU$43.2b | AU$3.4b | 21x | 33.1x | 2.6x |
| Wed, 11 Oct 2023 | AU$112.1b | AU$43.2b | AU$3.4b | 20.6x | 33.2x | 2.6x |
| Fri, 08 Sep 2023 | AU$113.4b | AU$43.2b | AU$3.4b | 22.1x | 33.7x | 2.6x |
| Sun, 06 Aug 2023 | AU$115.5b | AU$42.0b | AU$3.3b | 19.8x | 35.3x | 2.7x |
| Tue, 04 Jul 2023 | AU$113.1b | AU$42.4b | AU$3.3b | 21.9x | 34.5x | 2.7x |
| Thu, 01 Jun 2023 | AU$113.8b | AU$42.4b | AU$3.3b | 20.4x | 34.7x | 2.7x |
| Sat, 29 Apr 2023 | AU$115.4b | AU$42.4b | AU$3.3b | 23.3x | 35.2x | 2.7x |
| Mon, 27 Mar 2023 | AU$109.3b | AU$42.4b | AU$3.3b | 21.7x | 33.3x | 2.6x |
| Wed, 22 Feb 2023 | AU$109.7b | AU$41.7b | AU$3.4b | 29.6x | 32.5x | 2.6x |
| Fri, 20 Jan 2023 | AU$109.4b | AU$40.3b | AU$3.0b | 35.5x | 36.3x | 2.7x |
| Sun, 18 Dec 2022 | AU$105.7b | AU$40.3b | AU$3.0b | 33.6x | 35x | 2.6x |
| Tue, 15 Nov 2022 | AU$104.7b | AU$40.3b | AU$3.0b | 31.8x | 34.7x | 2.6x |
| Thu, 13 Oct 2022 | AU$100.4b | AU$40.3b | AU$3.0b | 28.8x | 33.3x | 2.5x |
| Sat, 10 Sep 2022 | AU$106.9b | AU$40.1b | AU$3.0b | 36.3x | 35.5x | 2.7x |
Price to Earnings Ratio
35.5x
Current Industry PE
- Investors are pessimistic on the Australian Communication Services 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 40.0x which is lower than its 3-year average PE of 44.0x.
- The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 4.5% per year over the last three years.
- Revenues for these companies have grown 2.8% 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 sector?
| AU Market | -0.34% | |
| Telecom | -2.69% | |
| Media | 0.60% | |
| Wireless Telecom | 0% | 0 |
| Telecom Services and Carriers | -1.70% | |
| Interactive Media and Services | -4.10% | |
| Entertainment | -4.57% | |
Industry PE
- Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 189x.
- Analysts are expecting annual earnings growth of 20.0%, which is lower than the prior year's growth of 307.3% per year.
- Investors are most pessimistic about the Media industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Media industry, expecting annual earnings growth of 21% over the next 5 years.
- This is better than its past earnings decline of 25% per year.
- In contrast, the Interactive Media and 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 | |
|---|---|---|---|---|---|
| FDV Frontier Digital Ventures | AU$0.33 | 10.2% +AU$13.1m | -14.5% | PS2.1x | |
| IGL IVE Group | AU$2.81 | 2.2% +AU$9.3m | 27.7% | PE9.3x | |
| SWM Seven West Media | AU$0.15 | 3.4% +AU$7.7m | -14.3% | PE13.9x | |
| SEG Sports Entertainment Group | AU$0.34 | 7.8% +AU$6.9m | 15.0% | PS0.9x | |
| FTI Fortifai | AU$0.17 | 26.9% +AU$5.1m | -35.3% | PS5.6x |