Narrative Update • Jul 10

Last week, the Communications Equipment industry hasn't moved much but Intelbras - Indústria de Telecomunicação Eletrônica Brasileira is up 7.2% in that time. As for the longer term, the industry has declined 4.6% in the last 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 |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | R$5.0b | R$5.8b | R$396.7m | 9.2x | 12.7x | 0.9x |
| Sun, 28 Jun 2026 | R$4.8b | R$5.8b | R$396.7m | 7.9x | 12.2x | 0.8x |
| Tue, 26 May 2026 | R$4.9b | R$5.8b | R$396.7m | 8.1x | 12.4x | 0.8x |
| Thu, 23 Apr 2026 | R$5.3b | R$5.6b | R$298.0m | 13.9x | 17.7x | 0.9x |
| Sat, 21 Mar 2026 | R$4.8b | R$5.6b | R$489.0m | 13.5x | 9.9x | 0.9x |
| Mon, 16 Feb 2026 | R$4.4b | R$5.8b | R$461.8m | 8.6x | 9.5x | 0.8x |
| Wed, 14 Jan 2026 | R$4.1b | R$5.8b | R$461.8m | 7.8x | 8.8x | 0.7x |
| Fri, 12 Dec 2025 | R$4.6b | R$5.8b | R$461.8m | 9.1x | 10x | 0.8x |
| Sun, 09 Nov 2025 | R$4.2b | R$5.8b | R$454.3m | 8.3x | 9.3x | 0.7x |
| Tue, 07 Oct 2025 | R$4.0b | R$5.9b | R$444.1m | 19.9x | 9x | 0.7x |
| Thu, 04 Sep 2025 | R$4.4b | R$5.9b | R$444.1m | 21.8x | 9.8x | 0.7x |
| Sat, 02 Aug 2025 | R$4.9b | R$5.9b | R$473.6m | 8.5x | 10.3x | 0.8x |
| Mon, 30 Jun 2025 | R$5.6b | R$5.8b | R$455.1m | 9.6x | 12.2x | 1x |
| Wed, 28 May 2025 | R$5.1b | R$5.8b | R$455.1m | 8.6x | 11.2x | 0.9x |
| Fri, 25 Apr 2025 | R$4.8b | R$5.9b | R$529.8m | 7.6x | 9.1x | 0.8x |
| Sun, 23 Mar 2025 | R$4.3b | R$5.9b | R$534.5m | 6.8x | 8x | 0.7x |
| Tue, 18 Feb 2025 | R$5.3b | R$5.8b | R$571.7m | 13.5x | 9.2x | 0.9x |
| Thu, 16 Jan 2025 | R$4.2b | R$5.8b | R$571.7m | 13.2x | 7.3x | 0.7x |
| Sat, 14 Dec 2024 | R$4.9b | R$5.8b | R$571.7m | 13.5x | 8.6x | 0.9x |
| Mon, 11 Nov 2024 | R$6.0b | R$5.8b | R$567.5m | 31.8x | 10.6x | 1x |
| Wed, 09 Oct 2024 | R$7.2b | R$5.5b | R$566.7m | 36x | 12.7x | 1.3x |
| Fri, 06 Sep 2024 | R$7.6b | R$5.5b | R$566.7m | 35.6x | 13.4x | 1.4x |
| Sun, 04 Aug 2024 | R$7.4b | R$5.5b | R$566.3m | 397.4x | 13.2x | 1.3x |
| Tue, 02 Jul 2024 | R$7.8b | R$5.3b | R$565.8m | 412.1x | 13.8x | 1.5x |
| Thu, 30 May 2024 | R$7.9b | R$5.3b | R$565.8m | 393.8x | 14x | 1.5x |
| Sat, 27 Apr 2024 | R$6.5b | R$5.0b | R$532.4m | 11.5x | 12.2x | 1.3x |
| Mon, 25 Mar 2024 | R$7.1b | R$5.0b | R$532.4m | 12.6x | 13.4x | 1.4x |
| Wed, 21 Feb 2024 | R$6.9b | R$5.1b | R$520.4m | 12.8x | 13.3x | 1.4x |
| Fri, 19 Jan 2024 | R$7.2b | R$5.1b | R$520.4m | 13.4x | 13.9x | 1.4x |
| Sun, 17 Dec 2023 | R$7.7b | R$5.1b | R$520.4m | 13.7x | 14.8x | 1.5x |
| Tue, 14 Nov 2023 | R$6.5b | R$5.1b | R$520.4m | 11.9x | 12.4x | 1.3x |
| Thu, 12 Oct 2023 | R$6.0b | R$5.4b | R$547.3m | 14.7x | 10.9x | 1.1x |
| Sat, 09 Sep 2023 | R$7.5b | R$5.4b | R$547.3m | 17x | 13.7x | 1.4x |
| Mon, 07 Aug 2023 | R$8.2b | R$5.4b | R$552.3m | 17.1x | 14.8x | 1.5x |
14.8x
How does Brazilian Communications Equipment compare with similar industries?
| BR Market | 1.32% | |
| Tech | 10.16% | |
| Communications | 6.34% | |
| Communications Equipment | 6.34% | |
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$14.52 | 7.3% +R$323.9m | 3.8% | PE8.3x |