Narrative Update • Jul 10

Over the last 7 days, the Communications Equipment industry has risen 1.5%, driven by gains from Intelbras - Indústria de Telecomunicação Eletrônica Brasileira of 1.1%. However, the industry is down 7.8% over the past year. 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, 19 Jul 2026 | R$4.7b | R$5.8b | R$396.7m | 9.2x | 11.8x | 0.8x |
| Tue, 16 Jun 2026 | R$4.5b | R$5.8b | R$396.7m | 7.6x | 11.4x | 0.8x |
| Thu, 14 May 2026 | R$5.1b | R$5.8b | R$397.9m | 8.2x | 12.8x | 0.9x |
| Sat, 11 Apr 2026 | R$4.8b | R$5.6b | R$298.0m | 13.7x | 16.3x | 0.9x |
| Mon, 09 Mar 2026 | R$4.7b | R$5.6b | R$490.0m | 13.2x | 9.7x | 0.8x |
| Wed, 04 Feb 2026 | R$4.4b | R$5.8b | R$461.8m | 8.9x | 9.5x | 0.8x |
| Fri, 02 Jan 2026 | R$4.1b | R$5.8b | R$461.8m | 8x | 8.8x | 0.7x |
| Sun, 30 Nov 2025 | R$4.6b | R$5.8b | R$461.8m | 9x | 9.9x | 0.8x |
| Tue, 28 Oct 2025 | R$4.2b | R$5.9b | R$444.1m | 18.5x | 9.5x | 0.7x |
| Thu, 25 Sep 2025 | R$4.4b | R$5.9b | R$444.1m | 21.5x | 9.8x | 0.7x |
| Sat, 23 Aug 2025 | R$4.2b | R$5.9b | R$444.1m | 18.5x | 9.5x | 0.7x |
| Mon, 21 Jul 2025 | R$5.1b | R$5.8b | R$455.1m | 9x | 11.2x | 0.9x |
| Wed, 18 Jun 2025 | R$5.3b | R$5.8b | R$455.1m | 9.3x | 11.6x | 0.9x |
| Fri, 16 May 2025 | R$5.0b | R$5.8b | R$455.1m | 8.5x | 11.1x | 0.9x |
| Sun, 13 Apr 2025 | R$4.1b | R$5.9b | R$529.8m | 6.7x | 7.7x | 0.7x |
| Tue, 11 Mar 2025 | R$4.3b | R$5.9b | R$514.1m | 12.4x | 8.4x | 0.7x |
| Thu, 06 Feb 2025 | R$5.0b | R$5.8b | R$571.7m | 12.6x | 8.7x | 0.9x |
| Sat, 04 Jan 2025 | R$4.3b | R$5.8b | R$571.7m | 12.3x | 7.6x | 0.8x |
| Mon, 02 Dec 2024 | R$5.3b | R$5.8b | R$571.7m | 15.8x | 9.2x | 0.9x |
| Wed, 30 Oct 2024 | R$7.1b | R$5.8b | R$584.0m | 33.6x | 12.2x | 1.2x |
| Fri, 27 Sep 2024 | R$7.1b | R$5.5b | R$566.7m | 36.8x | 12.6x | 1.3x |
| Sun, 25 Aug 2024 | R$7.9b | R$5.5b | R$566.7m | 37.1x | 13.9x | 1.4x |
| Tue, 23 Jul 2024 | R$7.6b | R$5.3b | R$565.8m | 385.3x | 13.5x | 1.4x |
| Thu, 20 Jun 2024 | R$8.0b | R$5.3b | R$565.8m | 379.5x | 14.1x | 1.5x |
| Sat, 18 May 2024 | R$8.0b | R$5.0b | R$565.7m | 13.6x | 14.1x | 1.6x |
| Mon, 15 Apr 2024 | R$6.3b | R$5.0b | R$532.4m | 11.1x | 11.8x | 1.3x |
| Wed, 13 Mar 2024 | R$7.4b | R$5.0b | R$532.4m | 13.2x | 13.9x | 1.5x |
| Fri, 09 Feb 2024 | R$7.0b | R$5.1b | R$520.4m | 12.5x | 13.4x | 1.4x |
| Sun, 07 Jan 2024 | R$7.1b | R$5.1b | R$520.4m | 13.1x | 13.6x | 1.4x |
| Tue, 05 Dec 2023 | R$7.4b | R$5.1b | R$520.4m | 13.5x | 14.2x | 1.4x |
| Thu, 02 Nov 2023 | R$6.4b | R$5.2b | R$534.8m | 15.3x | 12x | 1.2x |
| Sat, 30 Sep 2023 | R$7.2b | R$5.4b | R$547.3m | 15.4x | 13.1x | 1.3x |
| Mon, 28 Aug 2023 | R$7.9b | R$5.4b | R$547.3m | 18x | 14.5x | 1.5x |
| Wed, 26 Jul 2023 | R$8.3b | R$5.5b | R$531.8m | 17.9x | 15.5x | 1.5x |
15.5x
How does Brazilian Communications Equipment compare with similar industries?
| BR Market | -2.29% | |
| Tech | -1.63% | |
| 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$13.35 | 1.1% +R$49.1m | -8.2% | PE7.6x | |
| PDTC3 Padtec Holding | R$2.03 | 19.4% +R$26.2m | 99.0% | PE10.9x |