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Brazilian (BOVESPA) Telecom Sector Analysis

UpdatedJan 21, 2025
DataAggregated Company Financials
Companies14
  • 7D5.3%
  • 3M-9.0%
  • 1Y-6.8%
  • YTD3.5%

The Telecom industry is up 5.2% in the last week, with Telefônica Brasil up 4.8%. In the past year, the industry is down 6.9%. Looking forward, earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025R$126.5bR$87.6bR$8.9b10.4x14.2x1.4x
Thu, 19 Dec 2024R$127.9bR$87.6bR$8.9b10.6x14.4x1.5x
Sat, 16 Nov 2024R$135.5bR$87.6bR$8.9b14.1x15.2x1.5x
Mon, 14 Oct 2024R$137.8bR$86.1bR$8.6b14.2x16.1x1.6x
Wed, 11 Sep 2024R$143.6bR$86.1bR$8.6b15.5x16.8x1.7x
Fri, 09 Aug 2024R$136.0bR$85.7bR$8.7b13.7x15.6x1.6x
Sun, 07 Jul 2024R$125.5bR$84.2bR$8.5b13.1x14.8x1.5x
Tue, 04 Jun 2024R$121.8bR$84.2bR$8.5b12.5x14.4x1.4x
Thu, 02 May 2024R$131.4bR$83.1bR$8.3b14.7x15.8x1.6x
Sat, 30 Mar 2024R$138.4bR$83.1bR$8.3b15.2x16.7x1.7x
Mon, 26 Feb 2024R$146.6bR$82.6bR$8.2b15.7x17.8x1.8x
Wed, 24 Jan 2024R$137.0bR$81.3bR$7.2b16.6x19.1x1.7x
Fri, 22 Dec 2023R$143.0bR$81.3bR$7.2b17.8x19.9x1.8x
Sun, 19 Nov 2023R$135.6bR$81.3bR$7.3b17.9x18.6x1.7x
Tue, 17 Oct 2023R$124.6bR$79.8bR$6.9b19.8x18x1.6x
Thu, 14 Sep 2023R$118.0bR$79.8bR$6.9b19.8x17x1.5x
Sat, 12 Aug 2023R$117.3bR$79.6bR$6.8b17.8x17.3x1.5x
Mon, 10 Jul 2023R$114.9bR$78.2bR$6.1b16.8x18.9x1.5x
Wed, 07 Jun 2023R$112.5bR$78.2bR$6.1b17x18.5x1.4x
Fri, 05 May 2023R$111.0bR$75.6bR$5.9b18x18.9x1.5x
Sun, 02 Apr 2023R$103.9bR$75.6bR$5.9b15.7x17.7x1.4x
Tue, 28 Feb 2023R$103.8bR$75.2bR$5.7b15.1x18.1x1.4x
Thu, 26 Jan 2023R$103.4bR$72.9bR$7.8b12.9x13.3x1.4x
Sat, 24 Dec 2022R$102.7bR$72.9bR$7.8b13.9x13.2x1.4x
Mon, 21 Nov 2022R$104.2bR$72.8bR$7.7b14.4x13.5x1.4x
Wed, 19 Oct 2022R$105.3bR$69.9bR$8.1b12.8x13x1.5x
Fri, 16 Sep 2022R$108.5bR$69.9bR$8.1b14.3x13.4x1.6x
Sun, 14 Aug 2022R$119.3bR$69.3bR$8.1b16x14.8x1.7x
Tue, 12 Jul 2022R$122.5bR$67.0bR$9.1b13.2x13.5x1.8x
Thu, 09 Jun 2022R$124.0bR$66.7bR$9.1b14.6x13.6x1.9x
Sat, 07 May 2022R$129.9bR$65.7bR$9.1b16.3x14.3x2x
Mon, 04 Apr 2022R$146.3bR$65.9bR$9.1b23.1x16.1x2.2x
Wed, 02 Mar 2022R$134.9bR$65.2bR$9.1b24.4x14.9x2.1x
Fri, 28 Jan 2022R$131.8bR$64.8bR$7.7b27.1x17x2x
Price to Earnings Ratio

17x


Total Market Cap: R$131.8bTotal Earnings: R$7.7bTotal Revenue: R$64.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Telecom Sector Price to Earnings3Y Average 16.1x202320242025
Current Industry PE
  • Investors are pessimistic on the Brazilian Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 14.2x which is lower than its 3-year average PE of 16.1x.
  • The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 4.7% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market2.72%
Telecom5.30%
Interactive Media and Services12.66%
Wireless Telecom7.30%
Telecom Services and Carriers4.65%
Media2.23%
Entertainment1.20%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 0.76x.
    • Analysts are expecting annual earnings growth of 29.1%, which is lower than the prior year's growth of 104.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 82% over the next 5 years.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 14% 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
VIVT3 Telefônica BrasilR$49.044.7%
+R$3.6b		-3.5%PE14.8x
TIMS3 TIMR$14.857.3%
+R$2.4b		-15.1%PE11.3x
ELMD3 EletromidiaR$29.372.3%
+R$90.6m		71.9%PE34.4x
BRST3 Brisanet Serviços de TelecomunicaçõesR$2.607.0%
+R$74.5m		n/aPE9.3x
CASH3 MéliuzR$3.1312.6%
+R$30.5m		-57.9%PS0.8x
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Latest News

CASH3

R$3.13

Méliuz

7D

12.6%

1Y

-57.9%

Returns On Capital Signal Tricky Times Ahead For Méliuz (BVMF:CASH3)

Jan 18
Returns On Capital Signal Tricky Times Ahead For Méliuz (BVMF:CASH3)

BRST3

R$2.60

Brisanet Serviços de Telecomunicações

7D

7.0%

1Y

n/a

DESK3

R$10.21

Desktop

7D

2.3%

1Y

-21.3%

TIMS3

R$14.85

TIM

7D

7.3%

1Y

-15.1%

Getting In Cheap On TIM S.A. (BVMF:TIMS3) Might Be Difficult

Jan 13
Getting In Cheap On TIM S.A. (BVMF:TIMS3) Might Be Difficult

SHOW3

R$0.74

T4F Entretenimento

7D

-2.6%

1Y

-64.3%

Returns At T4F Entretenimento (BVMF:SHOW3) Are On The Way Up

Jan 09
Returns At T4F Entretenimento (BVMF:SHOW3) Are On The Way Up

ENJU3

R$1.15

Enjoei

7D

12.7%

1Y

-32.4%

VIVT3

R$49.04

Telefônica Brasil

7D

4.7%

1Y

-3.5%

Is Telefônica Brasil (BVMF:VIVT3) A Risky Investment?

Dec 28
Is Telefônica Brasil (BVMF:VIVT3) A Risky Investment?

ELMD3

R$29.37

Eletromidia

7D

2.3%

1Y

71.9%

FIQE3

R$3.42

Unifique Telecomunicações

7D

1.8%

1Y

-11.2%