Narrative Update • Jun 26

In the last week, the Communications Equipment industry is up 8.1%, with Intelbras - Indústria de Telecomunicação Eletrônica Brasileira up 8.6%. In the past year, the industry is down 13%. Earnings are forecast to grow by 7.9% annually.
Has the Brazilian Communications Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | R$4.8b | R$5.8b | R$396.7m | 7.9x | 12.2x | 0.8x |
| Wed, 27 May 2026 | R$4.9b | R$5.8b | R$396.7m | 7.9x | 12.3x | 0.8x |
| Fri, 24 Apr 2026 | R$5.3b | R$5.6b | R$298.0m | 13.5x | 17.7x | 0.9x |
| Sun, 22 Mar 2026 | R$4.8b | R$5.6b | R$489.0m | 13.5x | 9.9x | 0.9x |
| Tue, 17 Feb 2026 | R$4.4b | R$5.8b | R$461.8m | 8.6x | 9.5x | 0.8x |
| Thu, 15 Jan 2026 | R$4.0b | R$5.8b | R$461.8m | 7.8x | 8.6x | 0.7x |
| Sat, 13 Dec 2025 | R$4.6b | R$5.8b | R$461.8m | 9.3x | 9.9x | 0.8x |
| Mon, 10 Nov 2025 | R$4.2b | R$5.8b | R$461.8m | 8.3x | 9.1x | 0.7x |
| Wed, 08 Oct 2025 | R$4.0b | R$5.9b | R$444.1m | 19.6x | 8.9x | 0.7x |
| Fri, 05 Sep 2025 | R$4.5b | R$5.9b | R$444.1m | 21.7x | 10.1x | 0.8x |
| Sun, 03 Aug 2025 | R$4.9b | R$5.9b | R$473.6m | 8.5x | 10.3x | 0.8x |
| Tue, 01 Jul 2025 | R$5.5b | R$5.8b | R$455.1m | 9.5x | 12.2x | 1x |
| Thu, 29 May 2025 | R$5.1b | R$5.8b | R$455.1m | 8.8x | 11.3x | 0.9x |
| Sat, 26 Apr 2025 | R$4.8b | R$5.9b | R$529.8m | 7.5x | 9x | 0.8x |
| Mon, 24 Mar 2025 | R$4.3b | R$5.9b | R$534.5m | 6.8x | 8x | 0.7x |
| Wed, 19 Feb 2025 | R$5.5b | R$5.8b | R$571.7m | 13.1x | 9.6x | 1x |
| Fri, 17 Jan 2025 | R$4.4b | R$5.8b | R$571.7m | 12.7x | 7.6x | 0.8x |
| Sun, 15 Dec 2024 | R$4.9b | R$5.8b | R$571.7m | 13.5x | 8.6x | 0.9x |
| Tue, 12 Nov 2024 | R$6.0b | R$5.8b | R$567.5m | 31.8x | 10.6x | 1x |
| Thu, 10 Oct 2024 | R$7.1b | R$5.5b | R$566.7m | 35.4x | 12.5x | 1.3x |
| Sat, 07 Sep 2024 | R$7.4b | R$5.5b | R$566.7m | 36.2x | 13.1x | 1.4x |
| Mon, 05 Aug 2024 | R$7.4b | R$5.5b | R$566.3m | 397.4x | 13.2x | 1.3x |
| Wed, 03 Jul 2024 | R$7.8b | R$5.3b | R$565.8m | 410x | 13.7x | 1.5x |
| Fri, 31 May 2024 | R$8.0b | R$5.3b | R$565.8m | 393.8x | 14.1x | 1.5x |
| Sun, 28 Apr 2024 | R$6.5b | R$5.0b | R$532.4m | 11.5x | 12.2x | 1.3x |
| Tue, 26 Mar 2024 | R$7.1b | R$5.0b | R$532.4m | 12.6x | 13.3x | 1.4x |
| Thu, 22 Feb 2024 | R$6.9b | R$5.1b | R$520.4m | 12.9x | 13.3x | 1.4x |
| Sat, 20 Jan 2024 | R$7.2b | R$5.1b | R$520.4m | 13.7x | 13.9x | 1.4x |
| Mon, 18 Dec 2023 | R$7.4b | R$5.1b | R$520.4m | 13.7x | 14.2x | 1.4x |
| Wed, 15 Nov 2023 | R$6.5b | R$5.1b | R$520.4m | 12.5x | 12.4x | 1.3x |
| Fri, 13 Oct 2023 | R$6.0b | R$5.4b | R$547.3m | 14.7x | 10.9x | 1.1x |
| Sun, 10 Sep 2023 | R$7.5b | R$5.4b | R$547.3m | 17x | 13.7x | 1.4x |
| Tue, 08 Aug 2023 | R$8.2b | R$5.4b | R$552.3m | 16.8x | 14.8x | 1.5x |
| Thu, 06 Jul 2023 | R$8.5b | R$5.5b | R$531.8m | 18.7x | 16.1x | 1.6x |
16.1x
How does Brazilian Communications Equipment compare with similar industries?
| BR Market | 2.81% | |
| Tech | 6.12% | |
| Communications | 8.08% | |
| Communications Equipment | 8.08% | |
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$13.95 | 8.6% +R$363.2m | -12.8% | PE7.9x | |
| PDTC3 Padtec Holding | R$1.47 | 0.7% +R$794.7k | 38.7% | PE7.9x |