Narrative Update • Jul 10

The Communications Equipment industry is up 1.1% in the last week, with Intelbras - Indústria de Telecomunicação Eletrônica Brasileira up 0.9%. In contrast, the industry has lost 8.7% in the last 12 months. 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 |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | R$4.6b | R$5.8b | R$396.7m | 9.4x | 11.7x | 0.8x |
| Fri, 19 Jun 2026 | R$4.6b | R$5.8b | R$396.7m | 7.6x | 11.5x | 0.8x |
| Sun, 17 May 2026 | R$5.1b | R$5.8b | R$397.9m | 8x | 12.7x | 0.9x |
| Tue, 14 Apr 2026 | R$4.9b | R$5.6b | R$298.0m | 13.7x | 16.6x | 0.9x |
| Thu, 12 Mar 2026 | R$4.9b | R$5.6b | R$489.0m | 13.1x | 10.1x | 0.9x |
| Sat, 07 Feb 2026 | R$4.2b | R$5.8b | R$461.8m | 8.4x | 9.2x | 0.7x |
| Mon, 05 Jan 2026 | R$4.1b | R$5.8b | R$461.8m | 8x | 8.8x | 0.7x |
| Wed, 03 Dec 2025 | R$4.6b | R$5.8b | R$461.8m | 9.1x | 9.9x | 0.8x |
| Fri, 31 Oct 2025 | R$4.1b | R$5.8b | R$461.9m | 19.3x | 9x | 0.7x |
| Sun, 28 Sep 2025 | R$4.2b | R$5.9b | R$444.1m | 21.2x | 9.6x | 0.7x |
| Tue, 26 Aug 2025 | R$4.3b | R$5.9b | R$444.1m | 20.1x | 9.7x | 0.7x |
| Thu, 24 Jul 2025 | R$5.2b | R$5.8b | R$455.1m | 9.2x | 11.5x | 0.9x |
| Sat, 21 Jun 2025 | R$5.5b | R$5.8b | R$455.1m | 9.6x | 12x | 0.9x |
| Mon, 19 May 2025 | R$4.9b | R$5.8b | R$455.1m | 8.3x | 10.9x | 0.9x |
| Wed, 16 Apr 2025 | R$4.5b | R$5.9b | R$529.8m | 7.2x | 8.4x | 0.8x |
| Fri, 14 Mar 2025 | R$4.2b | R$5.9b | R$514.1m | 13.2x | 8.2x | 0.7x |
| Sun, 09 Feb 2025 | R$5.0b | R$5.8b | R$571.7m | 12.5x | 8.8x | 0.9x |
| Tue, 07 Jan 2025 | R$4.3b | R$5.8b | R$571.7m | 12.5x | 7.5x | 0.7x |
| Thu, 05 Dec 2024 | R$5.1b | R$5.8b | R$571.7m | 14.8x | 9x | 0.9x |
| Sat, 02 Nov 2024 | R$6.6b | R$5.8b | R$567.5m | 33x | 11.7x | 1.2x |
| Mon, 30 Sep 2024 | R$7.1b | R$5.5b | R$566.7m | 37.6x | 12.5x | 1.3x |
| Wed, 28 Aug 2024 | R$7.7b | R$5.5b | R$566.7m | 36.4x | 13.6x | 1.4x |
| Fri, 26 Jul 2024 | R$7.7b | R$5.3b | R$565.8m | 387.5x | 13.6x | 1.5x |
| Sun, 23 Jun 2024 | R$7.8b | R$5.3b | R$565.8m | 381.4x | 13.8x | 1.5x |
| Tue, 21 May 2024 | R$8.2b | R$5.0b | R$565.7m | 13.9x | 14.4x | 1.6x |
| Thu, 18 Apr 2024 | R$6.3b | R$5.0b | R$532.4m | 11.1x | 11.8x | 1.3x |
| Sat, 16 Mar 2024 | R$7.2b | R$5.0b | R$532.4m | 12.8x | 13.5x | 1.4x |
| Mon, 12 Feb 2024 | R$6.7b | R$5.1b | R$520.4m | 12.3x | 12.8x | 1.3x |
| Wed, 10 Jan 2024 | R$6.9b | R$5.1b | R$520.4m | 12.8x | 13.3x | 1.3x |
| Fri, 08 Dec 2023 | R$7.4b | R$5.1b | R$520.4m | 13.7x | 14.2x | 1.4x |
| Sun, 05 Nov 2023 | R$6.8b | R$5.2b | R$534.8m | 15.7x | 12.6x | 1.3x |
| Tue, 03 Oct 2023 | R$7.0b | R$5.4b | R$547.3m | 15.5x | 12.9x | 1.3x |
| Thu, 31 Aug 2023 | R$7.8b | R$5.4b | R$547.3m | 17.9x | 14.2x | 1.4x |
| Sat, 29 Jul 2023 | R$7.8b | R$5.4b | R$552.7m | 17.4x | 14.2x | 1.4x |
14.2x
How does Brazilian Communications Equipment compare with similar industries?
| BR Market | -1.20% | |
| Tech | -3.60% | |
| Communications | -0.45% | |
| Communications Equipment | -0.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PDTC3 Padtec Holding | R$2.08 | 4.5% +R$7.2m | 103.9% | PE11.2x |