Narrative Update • Jul 10

In the last week, the Communications Equipment industry is up 1.5%, with all of the companies up. In the past year, the industry is down 9.8%. As for the next few years, earnings are expected to grow by 7.8% per annum.
Has the Brazilian Communications Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | R$4.7b | R$5.8b | R$396.7m | 9.4x | 12x | 0.8x |
| Tue, 23 Jun 2026 | R$4.5b | R$5.8b | R$396.7m | 7.6x | 11.5x | 0.8x |
| Thu, 21 May 2026 | R$5.1b | R$5.8b | R$396.7m | 8.3x | 12.8x | 0.9x |
| Sat, 18 Apr 2026 | R$5.1b | R$5.6b | R$298.0m | 13.5x | 17x | 0.9x |
| Mon, 16 Mar 2026 | R$4.9b | R$5.6b | R$489.0m | 13.3x | 9.9x | 0.9x |
| Wed, 11 Feb 2026 | R$4.4b | R$5.8b | R$461.8m | 8.6x | 9.4x | 0.8x |
| Fri, 09 Jan 2026 | R$4.1b | R$5.8b | R$461.8m | 8x | 8.9x | 0.7x |
| Sun, 07 Dec 2025 | R$4.5b | R$5.8b | R$461.8m | 8.9x | 9.8x | 0.8x |
| Tue, 04 Nov 2025 | R$4.2b | R$5.8b | R$461.9m | 18.7x | 9.1x | 0.7x |
| Thu, 02 Oct 2025 | R$4.2b | R$5.9b | R$444.1m | 21.1x | 9.4x | 0.7x |
| Sat, 30 Aug 2025 | R$4.4b | R$5.9b | R$444.1m | 21.4x | 9.9x | 0.7x |
| Mon, 28 Jul 2025 | R$5.3b | R$5.8b | R$455.1m | 9.2x | 11.6x | 0.9x |
| Wed, 25 Jun 2025 | R$5.6b | R$5.8b | R$455.1m | 9.6x | 12.2x | 1x |
| Fri, 23 May 2025 | R$5.0b | R$5.8b | R$455.1m | 8.4x | 10.9x | 0.9x |
| Sun, 20 Apr 2025 | R$4.5b | R$5.9b | R$529.8m | 7.3x | 8.6x | 0.8x |
| Tue, 18 Mar 2025 | R$4.2b | R$5.9b | R$514.1m | 13.5x | 8.2x | 0.7x |
| Thu, 13 Feb 2025 | R$5.1b | R$5.8b | R$571.7m | 12.5x | 8.9x | 0.9x |
| Sat, 11 Jan 2025 | R$4.3b | R$5.8b | R$571.7m | 12.3x | 7.5x | 0.7x |
| Mon, 09 Dec 2024 | R$5.1b | R$5.8b | R$571.7m | 14.8x | 8.9x | 0.9x |
| Wed, 06 Nov 2024 | R$6.5b | R$5.8b | R$567.5m | 32.8x | 11.4x | 1.1x |
| Fri, 04 Oct 2024 | R$7.0b | R$5.5b | R$566.7m | 35.6x | 12.3x | 1.3x |
| Sun, 01 Sep 2024 | R$7.6b | R$5.5b | R$566.7m | 35.3x | 13.4x | 1.4x |
| Tue, 30 Jul 2024 | R$7.6b | R$5.3b | R$565.8m | 393.5x | 13.5x | 1.4x |
| Thu, 27 Jun 2024 | R$8.1b | R$5.3b | R$565.8m | 408.2x | 14.3x | 1.5x |
| Sat, 25 May 2024 | R$8.2b | R$5.3b | R$565.8m | 412.4x | 14.5x | 1.5x |
| Mon, 22 Apr 2024 | R$6.3b | R$5.0b | R$532.4m | 11.2x | 11.9x | 1.3x |
| Wed, 20 Mar 2024 | R$7.1b | R$5.0b | R$532.4m | 12.6x | 13.3x | 1.4x |
| Fri, 16 Feb 2024 | R$6.5b | R$5.1b | R$520.4m | 12.4x | 12.6x | 1.3x |
| Sun, 14 Jan 2024 | R$6.8b | R$5.1b | R$520.4m | 12.6x | 13.1x | 1.3x |
| Tue, 12 Dec 2023 | R$7.5b | R$5.1b | R$520.4m | 13.8x | 14.3x | 1.5x |
| Thu, 09 Nov 2023 | R$6.8b | R$5.2b | R$534.8m | 16x | 12.6x | 1.3x |
| Sat, 07 Oct 2023 | R$6.7b | R$5.4b | R$547.3m | 15.4x | 12.3x | 1.3x |
| Mon, 04 Sep 2023 | R$7.6b | R$5.4b | R$547.3m | 17.5x | 13.9x | 1.4x |
| Wed, 02 Aug 2023 | R$8.3b | R$5.4b | R$552.3m | 17.1x | 14.9x | 1.5x |
14.9x
How does Brazilian Communications Equipment compare with similar industries?
| BR Market | -0.099% | |
| Tech | -4.26% | |
| Communications | 1.54% | |
| Communications Equipment | 1.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| INTB3 Intelbras - Indústria de Telecomunicação Eletrônica Brasileira | R$13.53 | 1.3% +R$58.9m | -10.7% | PE7.7x | |
| WDCN3 Livetech da Bahia Indústria e Comércio | R$2.48 | 7.8% +R$11.4m | -30.5% | PS0.2x | |
| PDTC3 Padtec Holding | R$2.05 | 1.0% +R$1.6m | 103.0% | PE11x |