Narrative Update • Jul 10

Over the last 7 days, the Communications Equipment industry has risen 1.1%, driven by gains from Intelbras - Indústria de Telecomunicação Eletrônica Brasileira of 0.8%. However, the industry is down 14% over the past year. As for the next few years, earnings are expected to grow by 7.6% 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, 15 Jul 2026 | R$4.6b | R$5.8b | R$396.7m | 8.8x | 11.5x | 0.8x |
| Fri, 12 Jun 2026 | R$4.6b | R$5.8b | R$396.7m | 7.5x | 11.5x | 0.8x |
| Sun, 10 May 2026 | R$5.3b | R$5.8b | R$390.1m | 12.8x | 13.6x | 0.9x |
| Tue, 07 Apr 2026 | R$4.8b | R$5.6b | R$298.0m | 13.3x | 16.2x | 0.9x |
| Thu, 05 Mar 2026 | R$4.6b | R$5.8b | R$479.0m | 13.4x | 9.6x | 0.8x |
| Sat, 31 Jan 2026 | R$4.4b | R$5.8b | R$461.8m | 8.5x | 9.4x | 0.8x |
| Mon, 29 Dec 2025 | R$4.1b | R$5.8b | R$461.8m | 8.1x | 8.9x | 0.7x |
| Wed, 26 Nov 2025 | R$4.6b | R$5.8b | R$461.8m | 9.1x | 9.9x | 0.8x |
| Fri, 24 Oct 2025 | R$4.0b | R$5.9b | R$444.1m | 18x | 9x | 0.7x |
| Sun, 21 Sep 2025 | R$4.6b | R$5.9b | R$444.1m | 21.9x | 10.3x | 0.8x |
| Tue, 19 Aug 2025 | R$4.5b | R$5.9b | R$444.1m | 19.4x | 10.1x | 0.8x |
| Thu, 17 Jul 2025 | R$5.2b | R$5.8b | R$455.1m | 9.1x | 11.5x | 0.9x |
| Sat, 14 Jun 2025 | R$5.2b | R$5.8b | R$455.1m | 9.4x | 11.4x | 0.9x |
| Mon, 12 May 2025 | R$5.0b | R$5.9b | R$547.7m | 7.5x | 9.2x | 0.8x |
| Wed, 09 Apr 2025 | R$4.2b | R$5.9b | R$529.8m | 6.6x | 7.9x | 0.7x |
| Fri, 07 Mar 2025 | R$4.3b | R$5.9b | R$514.1m | 12.4x | 8.4x | 0.7x |
| Sun, 02 Feb 2025 | R$4.9b | R$5.8b | R$571.7m | 12.5x | 8.7x | 0.9x |
| Tue, 31 Dec 2024 | R$4.4b | R$5.8b | R$571.7m | 12.2x | 7.7x | 0.8x |
| Thu, 28 Nov 2024 | R$5.9b | R$5.8b | R$571.7m | 16.7x | 10.3x | 1x |
| Sat, 26 Oct 2024 | R$7.0b | R$5.5b | R$566.7m | 34.2x | 12.4x | 1.3x |
| Mon, 23 Sep 2024 | R$7.4b | R$5.5b | R$566.7m | 36.8x | 13x | 1.3x |
| Wed, 21 Aug 2024 | R$8.0b | R$5.5b | R$566.7m | 38.2x | 14.1x | 1.5x |
| Fri, 19 Jul 2024 | R$7.6b | R$5.3b | R$565.8m | 391.4x | 13.3x | 1.4x |
| Sun, 16 Jun 2024 | R$7.8b | R$5.3b | R$565.8m | 379.3x | 13.8x | 1.5x |
| Tue, 14 May 2024 | R$7.8b | R$5.0b | R$565.7m | 13.6x | 13.8x | 1.6x |
| Thu, 11 Apr 2024 | R$6.4b | R$5.0b | R$532.4m | 11.3x | 12x | 1.3x |
| Sat, 09 Mar 2024 | R$7.3b | R$5.0b | R$532.4m | 12.9x | 13.6x | 1.5x |
| Mon, 05 Feb 2024 | R$7.1b | R$5.1b | R$520.4m | 13.2x | 13.7x | 1.4x |
| Wed, 03 Jan 2024 | R$7.1b | R$5.1b | R$520.4m | 13.1x | 13.6x | 1.4x |
| Fri, 01 Dec 2023 | R$7.2b | R$5.1b | R$520.4m | 13.8x | 13.9x | 1.4x |
| Sun, 29 Oct 2023 | R$6.8b | R$5.4b | R$547.3m | 15.3x | 12.4x | 1.3x |
| Tue, 26 Sep 2023 | R$7.1b | R$5.4b | R$547.3m | 15.7x | 12.9x | 1.3x |
| Thu, 24 Aug 2023 | R$8.0b | R$5.4b | R$547.3m | 18.5x | 14.5x | 1.5x |
| Sat, 22 Jul 2023 | R$8.2b | R$5.5b | R$531.8m | 17.7x | 15.5x | 1.5x |
15.5x
How does Brazilian Communications Equipment compare with similar industries?
| BR Market | 3.37% | |
| Tech | 0.91% | |
| Communications | 2.49% | |
| Communications Equipment | 2.49% | |
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$13.06 | 2.0% +R$85.1m | -13.1% | PE7.4x | |
| PDTC3 Padtec Holding | R$1.88 | 20.5% +R$25.4m | 80.8% | PE10.1x | |
| WDCN3 Livetech da Bahia Indústria e Comércio | R$2.36 | 0.4% +R$634.6k | -32.6% | PS0.2x |