Narrative Update • Jul 10

Over the last 7 days, the Communications Equipment industry has remained flat, although notably Padtec Holding gained 20%. Unfortunately though, the industry is down 7.5% over the past 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 |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | R$4.6b | R$5.8b | R$396.7m | 8.3x | 11.6x | 0.8x |
| Tue, 09 Jun 2026 | R$4.7b | R$5.8b | R$396.7m | 7.5x | 11.8x | 0.8x |
| Thu, 07 May 2026 | R$4.9b | R$5.6b | R$298.0m | 13.1x | 16.3x | 0.9x |
| Sat, 04 Apr 2026 | R$5.1b | R$5.6b | R$489.0m | 13.7x | 10.4x | 0.9x |
| Mon, 02 Mar 2026 | R$4.9b | R$5.8b | R$461.8m | 9.7x | 10.6x | 0.8x |
| Wed, 28 Jan 2026 | R$4.1b | R$5.8b | R$461.8m | 8.4x | 8.9x | 0.7x |
| Fri, 26 Dec 2025 | R$4.1b | R$5.8b | R$461.8m | 8.1x | 8.9x | 0.7x |
| Sun, 23 Nov 2025 | R$4.5b | R$5.8b | R$461.8m | 8.8x | 9.7x | 0.8x |
| Tue, 21 Oct 2025 | R$3.9b | R$5.9b | R$444.1m | 17.9x | 8.8x | 0.7x |
| Thu, 18 Sep 2025 | R$4.6b | R$5.9b | R$444.1m | 21.1x | 10.3x | 0.8x |
| Sat, 16 Aug 2025 | R$4.4b | R$5.9b | R$444.1m | 19.4x | 9.9x | 0.7x |
| Mon, 14 Jul 2025 | R$5.0b | R$5.8b | R$455.1m | 8.8x | 10.9x | 0.9x |
| Wed, 11 Jun 2025 | R$5.0b | R$5.8b | R$455.1m | 8.8x | 11.1x | 0.9x |
| Fri, 09 May 2025 | R$5.0b | R$5.9b | R$544.2m | 7.9x | 9.1x | 0.8x |
| Sun, 06 Apr 2025 | R$4.4b | R$5.9b | R$529.8m | 7x | 8.4x | 0.8x |
| Tue, 04 Mar 2025 | R$4.5b | R$5.9b | R$514.1m | 12.5x | 8.7x | 0.8x |
| Thu, 30 Jan 2025 | R$4.6b | R$5.8b | R$571.7m | 12.4x | 8.1x | 0.8x |
| Sat, 28 Dec 2024 | R$4.5b | R$5.8b | R$571.7m | 12.4x | 7.8x | 0.8x |
| Mon, 25 Nov 2024 | R$5.7b | R$5.8b | R$571.7m | 17x | 10x | 1x |
| Wed, 23 Oct 2024 | R$7.0b | R$5.5b | R$566.7m | 34.1x | 12.3x | 1.3x |
| Fri, 20 Sep 2024 | R$7.7b | R$5.5b | R$566.7m | 37.3x | 13.6x | 1.4x |
| Sun, 18 Aug 2024 | R$7.6b | R$5.5b | R$566.7m | 36.6x | 13.3x | 1.4x |
| Tue, 16 Jul 2024 | R$7.9b | R$5.3b | R$565.8m | 406x | 13.9x | 1.5x |
| Thu, 13 Jun 2024 | R$8.0b | R$5.3b | R$565.8m | 381.4x | 14.1x | 1.5x |
| Sat, 11 May 2024 | R$7.8b | R$5.0b | R$554.5m | 13.3x | 14x | 1.6x |
| Mon, 08 Apr 2024 | R$6.8b | R$5.0b | R$532.4m | 12x | 12.7x | 1.4x |
| Wed, 06 Mar 2024 | R$7.2b | R$5.1b | R$543.7m | 13x | 13.3x | 1.4x |
| Fri, 02 Feb 2024 | R$7.2b | R$5.1b | R$520.4m | 13.3x | 13.8x | 1.4x |
| Sun, 31 Dec 2023 | R$7.5b | R$5.1b | R$520.4m | 13.8x | 14.4x | 1.5x |
| Tue, 28 Nov 2023 | R$6.8b | R$5.1b | R$520.4m | 12.8x | 13.1x | 1.3x |
| Thu, 26 Oct 2023 | R$6.7b | R$5.4b | R$547.3m | 15.3x | 12.2x | 1.2x |
| Sat, 23 Sep 2023 | R$7.0b | R$5.4b | R$547.3m | 16.1x | 12.9x | 1.3x |
| Mon, 21 Aug 2023 | R$7.8b | R$5.4b | R$547.3m | 18x | 14.3x | 1.5x |
| Wed, 19 Jul 2023 | R$8.2b | R$5.5b | R$531.8m | 18.3x | 15.4x | 1.5x |
15.4x
How does Brazilian Communications Equipment compare with similar industries?
| BR Market | 2.17% | |
| Tech | -0.40% | |
| Communications | 0.11% | |
| Communications Equipment | 0.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PDTC3 Padtec Holding | R$1.70 | 19.7% +R$22.3m | 63.5% | PE9.1x |