Narrative Update • Jun 26

In the last week, the Communications Equipment industry is up 3.0%, with Intelbras - Indústria de Telecomunicação Eletrônica Brasileira up 3.2%. However, the industry is down 4.8% over the past year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Thu, 02 Jul 2026 | R$4.6b | R$5.8b | R$396.7m | 7.7x | 11.6x | 0.8x |
| Sat, 30 May 2026 | R$4.8b | R$5.8b | R$396.7m | 7.8x | 12.1x | 0.8x |
| Mon, 27 Apr 2026 | R$5.1b | R$5.6b | R$298.0m | 13.4x | 17.3x | 0.9x |
| Wed, 25 Mar 2026 | R$5.1b | R$5.6b | R$489.0m | 13.9x | 10.5x | 0.9x |
| Fri, 20 Feb 2026 | R$4.4b | R$5.8b | R$461.8m | 8.8x | 9.5x | 0.8x |
| Sun, 18 Jan 2026 | R$3.8b | R$5.8b | R$461.8m | 7.4x | 8.1x | 0.7x |
| Tue, 16 Dec 2025 | R$4.7b | R$5.8b | R$461.8m | 9.2x | 10.1x | 0.8x |
| Thu, 13 Nov 2025 | R$4.4b | R$5.8b | R$461.8m | 8.8x | 9.6x | 0.8x |
| Sat, 11 Oct 2025 | R$3.9b | R$5.9b | R$444.1m | 18.9x | 8.7x | 0.7x |
| Mon, 08 Sep 2025 | R$4.4b | R$5.9b | R$444.1m | 21.1x | 10x | 0.8x |
| Wed, 06 Aug 2025 | R$4.8b | R$5.9b | R$473.6m | 8.6x | 10.1x | 0.8x |
| Fri, 04 Jul 2025 | R$5.3b | R$5.8b | R$455.1m | 9.4x | 11.7x | 0.9x |
| Sun, 01 Jun 2025 | R$5.1b | R$5.8b | R$455.1m | 8.9x | 11.3x | 0.9x |
| Tue, 29 Apr 2025 | R$4.8b | R$5.9b | R$529.8m | 7.5x | 9x | 0.8x |
| Thu, 27 Mar 2025 | R$4.4b | R$5.9b | R$529.8m | 7.4x | 8.3x | 0.7x |
| Sat, 22 Feb 2025 | R$5.2b | R$5.8b | R$571.7m | 12.6x | 9x | 0.9x |
| Mon, 20 Jan 2025 | R$4.4b | R$5.8b | R$571.7m | 12.4x | 7.7x | 0.8x |
| Wed, 18 Dec 2024 | R$4.8b | R$5.8b | R$571.7m | 13.7x | 8.4x | 0.8x |
| Fri, 15 Nov 2024 | R$5.8b | R$5.8b | R$567.5m | 31.3x | 10.2x | 1x |
| Sun, 13 Oct 2024 | R$7.1b | R$5.5b | R$566.7m | 35.2x | 12.5x | 1.3x |
| Tue, 10 Sep 2024 | R$7.4b | R$5.5b | R$566.7m | 35.2x | 13.1x | 1.4x |
| Thu, 08 Aug 2024 | R$7.1b | R$5.5b | R$566.3m | 403.3x | 12.6x | 1.3x |
| Sat, 06 Jul 2024 | R$7.8b | R$5.3b | R$565.8m | 418.3x | 13.8x | 1.5x |
| Mon, 03 Jun 2024 | R$8.0b | R$5.3b | R$565.8m | 387.7x | 14.2x | 1.5x |
| Wed, 01 May 2024 | R$7.6b | R$5.0b | R$554.5m | 13x | 13.7x | 1.5x |
| Fri, 29 Mar 2024 | R$7.1b | R$5.0b | R$532.4m | 12.6x | 13.4x | 1.4x |
| Sun, 25 Feb 2024 | R$7.2b | R$5.1b | R$520.4m | 13.3x | 13.8x | 1.4x |
| Tue, 23 Jan 2024 | R$7.3b | R$5.1b | R$520.4m | 13.6x | 14.1x | 1.4x |
| Thu, 21 Dec 2023 | R$7.5b | R$5.1b | R$520.4m | 13.8x | 14.4x | 1.5x |
| Sat, 18 Nov 2023 | R$6.7b | R$5.1b | R$520.4m | 12.3x | 12.9x | 1.3x |
| Mon, 16 Oct 2023 | R$5.8b | R$5.4b | R$547.3m | 14.5x | 10.6x | 1.1x |
| Wed, 13 Sep 2023 | R$7.6b | R$5.4b | R$547.3m | 17.5x | 13.9x | 1.4x |
| Fri, 11 Aug 2023 | R$8.1b | R$5.4b | R$552.3m | 16.8x | 14.6x | 1.5x |
| Sun, 09 Jul 2023 | R$8.4b | R$5.5b | R$531.8m | 18.5x | 15.9x | 1.5x |
15.9x
How does Brazilian Communications Equipment compare with similar industries?
| BR Market | -0.27% | |
| Tech | 4.15% | |
| Communications | -2.56% | |
| Communications Equipment | -2.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PDTC3 Padtec Holding | R$1.48 | 2.8% +R$3.2m | 41.0% | PE7.9x | |
| WDCN3 Livetech da Bahia Indústria e Comércio | R$2.47 | 0.4% +R$634.6k | -32.3% | PS0.2x |