Narrative Update • Jul 10

Over the last 7 days, the Communications Equipment industry has risen 2.5%, driven by gains from every company within the industry. In contrast, the industry has lost 12% in the last 12 months. Looking forward, earnings are forecast to grow by 7.6% annually.
Has the Brazilian Communications Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 16 Jul 2026 | R$4.7b | R$5.8b | R$396.7m | 9.1x | 11.8x | 0.8x |
| Sat, 13 Jun 2026 | R$4.5b | R$5.8b | R$396.7m | 7.4x | 11.4x | 0.8x |
| Mon, 11 May 2026 | R$5.3b | R$5.8b | R$390.1m | 12.8x | 13.6x | 0.9x |
| Wed, 08 Apr 2026 | R$4.8b | R$5.6b | R$298.0m | 13.2x | 16.1x | 0.9x |
| Fri, 06 Mar 2026 | R$4.8b | R$5.8b | R$479.0m | 13.3x | 10x | 0.8x |
| Sun, 01 Feb 2026 | R$4.4b | R$5.8b | R$461.8m | 8.5x | 9.4x | 0.8x |
| Tue, 30 Dec 2025 | R$4.1b | R$5.8b | R$461.8m | 8.1x | 8.8x | 0.7x |
| Thu, 27 Nov 2025 | R$4.6b | R$5.8b | R$461.8m | 9.4x | 9.9x | 0.8x |
| Sat, 25 Oct 2025 | R$4.1b | R$5.9b | R$444.1m | 18.6x | 9.2x | 0.7x |
| Mon, 22 Sep 2025 | R$4.6b | R$5.9b | R$444.1m | 21.9x | 10.3x | 0.8x |
| Wed, 20 Aug 2025 | R$4.3b | R$5.9b | R$444.1m | 18.6x | 9.6x | 0.7x |
| Fri, 18 Jul 2025 | R$5.3b | R$5.8b | R$455.1m | 9.2x | 11.6x | 0.9x |
| Sun, 15 Jun 2025 | R$5.2b | R$5.8b | R$455.1m | 9.4x | 11.4x | 0.9x |
| Tue, 13 May 2025 | R$4.8b | R$5.8b | R$455.1m | 8.2x | 10.6x | 0.8x |
| Thu, 10 Apr 2025 | R$4.2b | R$5.9b | R$529.8m | 6.7x | 7.9x | 0.7x |
| Sat, 08 Mar 2025 | R$4.3b | R$5.9b | R$514.1m | 12.6x | 8.4x | 0.7x |
| Mon, 03 Feb 2025 | R$4.9b | R$5.8b | R$571.7m | 12.5x | 8.7x | 0.9x |
| Wed, 01 Jan 2025 | R$4.4b | R$5.8b | R$571.7m | 12.2x | 7.7x | 0.8x |
| Fri, 29 Nov 2024 | R$5.6b | R$5.8b | R$571.7m | 15.8x | 9.7x | 1x |
| Sun, 27 Oct 2024 | R$7.0b | R$5.5b | R$566.7m | 34.2x | 12.3x | 1.3x |
| Tue, 24 Sep 2024 | R$7.4b | R$5.5b | R$566.7m | 36.8x | 13x | 1.3x |
| Thu, 22 Aug 2024 | R$7.9b | R$5.5b | R$566.7m | 37.2x | 14x | 1.4x |
| Sat, 20 Jul 2024 | R$7.5b | R$5.3b | R$565.8m | 385.2x | 13.3x | 1.4x |
| Mon, 17 Jun 2024 | R$7.8b | R$5.3b | R$565.8m | 379.3x | 13.8x | 1.5x |
| Wed, 15 May 2024 | R$8.0b | R$5.0b | R$565.7m | 13.7x | 14.1x | 1.6x |
| Fri, 12 Apr 2024 | R$6.4b | R$5.0b | R$532.4m | 11.3x | 12x | 1.3x |
| Sun, 10 Mar 2024 | R$7.3b | R$5.0b | R$532.4m | 12.9x | 13.6x | 1.5x |
| Tue, 06 Feb 2024 | R$6.9b | R$5.1b | R$520.4m | 12.8x | 13.3x | 1.4x |
| Thu, 04 Jan 2024 | R$7.1b | R$5.1b | R$520.4m | 13.2x | 13.7x | 1.4x |
| Sat, 02 Dec 2023 | R$7.4b | R$5.1b | R$520.4m | 13.7x | 14.3x | 1.5x |
| Mon, 30 Oct 2023 | R$6.6b | R$5.4b | R$547.3m | 15.3x | 12.1x | 1.2x |
| Wed, 27 Sep 2023 | R$7.1b | R$5.4b | R$547.3m | 15.6x | 12.9x | 1.3x |
| Fri, 25 Aug 2023 | R$8.0b | R$5.4b | R$547.3m | 18.1x | 14.5x | 1.5x |
| Sun, 23 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 | 1.59% | |
| Tech | 1.49% | |
| Communications | 3.67% | |
| Communications Equipment | 3.67% | |
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$13.31 | 3.2% +R$134.2m | -12.0% | PE7.6x | |
| PDTC3 Padtec Holding | R$1.99 | 24.4% +R$31.0m | 95.1% | PE10.7x |