Narrative Update • Jun 06

Over the last 7 days, the Communications Equipment industry has dropped 3.6%, driven by a pullback from Intelbras - Indústria de Telecomunicação Eletrônica Brasileira of 3.8%. Overall the industry is down 13% in 12 months. 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 |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | R$4.5b | R$5.8b | R$396.7m | 7.4x | 11.4x | 0.8x |
| Tue, 12 May 2026 | R$5.3b | R$5.8b | R$397.9m | 8.3x | 13.2x | 0.9x |
| Thu, 09 Apr 2026 | R$4.8b | R$5.6b | R$298.0m | 13.5x | 16.1x | 0.9x |
| Sat, 07 Mar 2026 | R$4.8b | R$5.8b | R$479.0m | 13.3x | 10.1x | 0.8x |
| Mon, 02 Feb 2026 | R$4.4b | R$5.8b | R$461.8m | 8.5x | 9.4x | 0.8x |
| Wed, 31 Dec 2025 | R$4.1b | R$5.8b | R$461.8m | 8x | 8.8x | 0.7x |
| Fri, 28 Nov 2025 | R$4.5b | R$5.8b | R$461.8m | 8.9x | 9.7x | 0.8x |
| Sun, 26 Oct 2025 | R$4.2b | R$5.9b | R$444.1m | 18.6x | 9.4x | 0.7x |
| Tue, 23 Sep 2025 | R$4.4b | R$5.9b | R$444.1m | 21.3x | 10x | 0.8x |
| Thu, 21 Aug 2025 | R$4.2b | R$5.9b | R$444.1m | 18x | 9.4x | 0.7x |
| Sat, 19 Jul 2025 | R$5.1b | R$5.8b | R$455.1m | 9x | 11.2x | 0.9x |
| Mon, 16 Jun 2025 | R$5.2b | R$5.8b | R$455.1m | 9.4x | 11.4x | 0.9x |
| Wed, 14 May 2025 | R$4.9b | R$5.8b | R$455.1m | 8.3x | 10.8x | 0.8x |
| Fri, 11 Apr 2025 | R$4.0b | R$5.9b | R$529.8m | 6.5x | 7.6x | 0.7x |
| Sun, 09 Mar 2025 | R$4.5b | R$5.9b | R$514.1m | 12.6x | 8.7x | 0.8x |
| Tue, 04 Feb 2025 | R$4.9b | R$5.8b | R$571.7m | 12.6x | 8.7x | 0.9x |
| Thu, 02 Jan 2025 | R$4.4b | R$5.8b | R$571.7m | 12.2x | 7.7x | 0.8x |
| Sat, 30 Nov 2024 | R$5.2b | R$5.8b | R$571.7m | 15.8x | 9.1x | 0.9x |
| Mon, 28 Oct 2024 | R$7.0b | R$5.5b | R$566.7m | 34.2x | 12.3x | 1.3x |
| Wed, 25 Sep 2024 | R$7.4b | R$5.5b | R$566.7m | 38.7x | 13x | 1.3x |
| Fri, 23 Aug 2024 | R$7.9b | R$5.5b | R$566.7m | 36.5x | 14x | 1.4x |
| Sun, 21 Jul 2024 | R$7.5b | R$5.3b | R$565.8m | 385.2x | 13.3x | 1.4x |
| Tue, 18 Jun 2024 | R$7.8b | R$5.3b | R$565.8m | 379.4x | 13.8x | 1.5x |
| Thu, 16 May 2024 | R$8.2b | R$5.0b | R$565.7m | 13.9x | 14.4x | 1.6x |
| Sat, 13 Apr 2024 | R$6.3b | R$5.0b | R$532.4m | 11.1x | 11.8x | 1.3x |
| Mon, 11 Mar 2024 | R$7.3b | R$5.0b | R$532.4m | 12.9x | 13.6x | 1.5x |
| Wed, 07 Feb 2024 | R$7.0b | R$5.1b | R$520.4m | 12.9x | 13.4x | 1.4x |
| Fri, 05 Jan 2024 | R$7.1b | R$5.1b | R$520.4m | 13.1x | 13.7x | 1.4x |
| Sun, 03 Dec 2023 | R$7.4b | R$5.1b | R$520.4m | 13.7x | 14.2x | 1.4x |
| Tue, 31 Oct 2023 | R$6.4b | R$5.4b | R$547.3m | 15x | 11.7x | 1.2x |
| Thu, 28 Sep 2023 | R$7.0b | R$5.4b | R$547.3m | 15.3x | 12.9x | 1.3x |
| Sat, 26 Aug 2023 | R$8.0b | R$5.4b | R$547.3m | 18x | 14.5x | 1.5x |
| Mon, 24 Jul 2023 | R$8.2b | R$5.5b | R$531.8m | 17.7x | 15.5x | 1.5x |
| Wed, 21 Jun 2023 | R$8.9b | R$5.5b | R$531.8m | 19.4x | 16.7x | 1.6x |
16.7x
How does Brazilian Communications Equipment compare with similar industries?
| BR Market | 1.46% | |
| Tech | -6.80% | |
| Communications | -3.59% | |
| Communications Equipment | -3.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PDTC3 Padtec Holding | R$1.39 | 3.0% +R$3.2m | 18.8% | PE7.5x |