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Brazilian (BOVESPA) Telecom Sector Analysis

UpdatedMay 14, 2026
DataAggregated Company Financials
Companies12
  • 7D-5.5%
  • 3M-13.9%
  • 1Y21.7%
  • YTD6.9%

Over the last 7 days, the Telecom industry has dropped 7.0%, driven by pullbacks from every company within the industry. In the past year, the industry has gained 23%. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

Has the Brazilian Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 14 May 2026R$177.0bR$94.9bR$11.2b13.5x15.8x1.9x
Sat, 11 Apr 2026R$215.2bR$93.6bR$11.0b15.5x19.6x2.3x
Mon, 09 Mar 2026R$205.4bR$93.3bR$11.0b14.6x18.7x2.2x
Wed, 04 Feb 2026R$188.4bR$92.0bR$10.6b14.9x17.8x2x
Fri, 02 Jan 2026R$166.9bR$92.0bR$10.6b13.8x15.8x1.8x
Sun, 30 Nov 2025R$184.4bR$92.0bR$10.6b15.7x17.5x2x
Tue, 28 Oct 2025R$179.7bR$90.5bR$9.9b17.9x18.2x2x
Thu, 25 Sep 2025R$171.7bR$90.5bR$9.9b15.4x17.4x1.9x
Sat, 23 Aug 2025R$173.2bR$90.4bR$9.9b14.1x17.5x1.9x
Mon, 21 Jul 2025R$156.8bR$88.9bR$9.5b14.4x16.5x1.8x
Wed, 18 Jun 2025R$156.2bR$88.9bR$9.5b14.9x16.5x1.8x
Fri, 16 May 2025R$151.0bR$90.1bR$9.6b15x15.7x1.7x
Sun, 13 Apr 2025R$134.6bR$88.8bR$9.1b13.3x14.8x1.5x
Tue, 11 Mar 2025R$132.7bR$88.8bR$9.0b10.4x14.7x1.5x
Thu, 06 Feb 2025R$133.7bR$87.6bR$8.9b10.9x15.1x1.5x
Sat, 04 Jan 2025R$122.5bR$87.6bR$8.9b10.2x13.8x1.4x
Mon, 02 Dec 2024R$130.3bR$87.4bR$8.9b11.9x14.7x1.5x
Wed, 30 Oct 2024R$137.4bR$86.1bR$8.6b13.7x16x1.6x
Fri, 27 Sep 2024R$146.1bR$86.1bR$8.6b15.8x17.1x1.7x
Sun, 25 Aug 2024R$142.8bR$86.1bR$8.5b15.5x16.7x1.7x
Tue, 23 Jul 2024R$133.8bR$84.2bR$8.5b14x15.8x1.6x
Thu, 20 Jun 2024R$121.7bR$84.2bR$8.5b12.6x14.4x1.4x
Sat, 18 May 2024R$129.7bR$84.4bR$8.5b14.6x15.2x1.5x
Mon, 15 Apr 2024R$133.8bR$83.1bR$8.3b14.7x16.1x1.6x
Wed, 13 Mar 2024R$142.0bR$82.6bR$8.2b15.8x17.3x1.7x
Fri, 09 Feb 2024R$143.4bR$81.5bR$7.7b15.6x18.6x1.8x
Sun, 07 Jan 2024R$135.7bR$81.3bR$7.2b17.7x18.9x1.7x
Tue, 05 Dec 2023R$139.4bR$81.3bR$7.2b18.4x19.4x1.7x
Thu, 02 Nov 2023R$121.7bR$80.7bR$7.0b19.9x17.4x1.5x
Sat, 30 Sep 2023R$118.5bR$79.8bR$6.9b20.1x17.1x1.5x
Mon, 28 Aug 2023R$114.9bR$79.8bR$6.9b20.1x16.6x1.4x
Wed, 26 Jul 2023R$113.4bR$78.2bR$6.1b18.2x18.7x1.5x
Fri, 23 Jun 2023R$118.7bR$78.2bR$6.1b17.1x19.5x1.5x
Sun, 21 May 2023R$112.5bR$78.2bR$6.0b16.6x18.8x1.4x
Price to Earnings Ratio

18.8x


Total Market Cap: R$112.5bTotal Earnings: R$6.0bTotal Revenue: R$78.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Telecom Sector Price to Earnings3Y Average 16.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the Brazilian Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 16.9x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 6.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Brazilian Telecom sector?

BR Market-3.60%
Telecom-5.46%
Wireless Telecom-3.08%
Media-3.23%
Entertainment-3.74%
Interactive Media and Services-5.45%
Telecom Services and Carriers-6.50%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 18.5x.
    • Analysts are expecting annual earnings growth of 11.8%, which is lower than the prior year's growth of 31.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 46% over the next 5 years.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 8.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
No data available

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