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Brazilian (BOVESPA) Telecom Sector Analysis

UpdatedJun 07, 2025
DataAggregated Company Financials
Companies12
  • 7D1.4%
  • 3M17.3%
  • 1Y26.6%
  • YTD26.8%

Over the last 7 days, the Telecom industry has risen 1.5%, driven by gains from TIM of 2.9%. This takes the industry's 12 month performance to a gain of 27%. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Jun 2025R$154.0bR$90.2bR$9.6b15.3x16x1.7x
Mon, 05 May 2025R$146.1bR$88.8bR$9.1b14.4x16.1x1.6x
Wed, 02 Apr 2025R$139.3bR$88.7bR$9.2b11.3x15.2x1.6x
Fri, 28 Feb 2025R$131.4bR$89.0bR$9.0b10.5x14.6x1.5x
Sun, 26 Jan 2025R$129.6bR$87.6bR$8.9b10.5x14.6x1.5x
Tue, 24 Dec 2024R$128.2bR$87.6bR$8.9b10.5x14.4x1.5x
Thu, 21 Nov 2024R$135.9bR$87.4bR$8.9b12.6x15.3x1.6x
Sat, 19 Oct 2024R$143.0bR$86.1bR$8.6b14.3x16.7x1.7x
Mon, 16 Sep 2024R$145.5bR$86.1bR$8.6b15.8x17x1.7x
Wed, 14 Aug 2024R$138.3bR$85.8bR$8.6b13.9x16x1.6x
Fri, 12 Jul 2024R$132.4bR$84.2bR$8.5b13.9x15.7x1.6x
Sun, 09 Jun 2024R$123.9bR$84.2bR$8.5b12.7x14.7x1.5x
Tue, 07 May 2024R$139.2bR$83.1bR$8.3b15.1x16.8x1.7x
Thu, 04 Apr 2024R$139.1bR$83.1bR$8.3b15.4x16.8x1.7x
Sat, 02 Mar 2024R$144.8bR$82.6bR$8.2b15.7x17.6x1.8x
Mon, 29 Jan 2024R$137.8bR$81.3bR$7.2b17.2x19.2x1.7x
Wed, 27 Dec 2023R$142.8bR$81.3bR$7.2b18.1x19.9x1.8x
Fri, 24 Nov 2023R$136.0bR$81.3bR$7.2b17.7x19x1.7x
Sun, 22 Oct 2023R$121.6bR$79.8bR$6.9b19.4x17.6x1.5x
Tue, 19 Sep 2023R$120.8bR$79.8bR$6.9b20.3x17.4x1.5x
Thu, 17 Aug 2023R$116.4bR$79.7bR$6.9b19.7x16.8x1.5x
Sat, 15 Jul 2023R$111.4bR$78.2bR$6.1b16.2x18.4x1.4x
Mon, 12 Jun 2023R$118.2bR$78.2bR$6.1b17.3x19.5x1.5x
Wed, 10 May 2023R$111.6bR$76.6bR$5.9b17x19x1.5x
Fri, 07 Apr 2023R$105.5bR$75.6bR$5.9b14.8x18x1.4x
Sun, 05 Mar 2023R$100.8bR$75.2bR$5.7b14.6x17.6x1.3x
Tue, 31 Jan 2023R$104.5bR$72.9bR$7.8b13x13.4x1.4x
Thu, 29 Dec 2022R$101.5bR$72.9bR$7.8b13.8x13x1.4x
Sat, 26 Nov 2022R$104.9bR$72.9bR$7.8b14.4x13.5x1.4x
Mon, 24 Oct 2022R$107.4bR$69.9bR$8.1b12.6x13.3x1.5x
Wed, 21 Sep 2022R$107.5bR$69.9bR$8.1b14.7x13.3x1.5x
Fri, 19 Aug 2022R$116.6bR$69.4bR$8.1b15x14.4x1.7x
Sun, 17 Jul 2022R$120.1bR$67.0bR$9.1b13.1x13.2x1.8x
Tue, 14 Jun 2022R$117.6bR$67.0bR$9.1b12.8x12.9x1.8x
Price to Earnings Ratio

12.9x


Total Market Cap: R$117.6bTotal Earnings: R$9.1bTotal Revenue: R$67.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Telecom Sector Price to Earnings3Y Average 16x202320242025
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 16.0x.
  • The industry is trading close to its 3-year average PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 10% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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

BR Market-1.12%
Telecom1.41%
Entertainment4.86%
Wireless Telecom3.39%
Media2.53%
Telecom Services and Carriers0.40%
Interactive Media and Services-4.06%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 12.4x.
    • Analysts are expecting annual earnings growth of 37.4%, which is higher than its past year's earnings growth of 4.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 47% over the next 5 years.
  • In contrast, the Entertainment industry is expected to see its earnings grow by 9.8% 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
TIMS3 TIMR$20.153.4%
+R$1.6b		25.4%PE14.2x
VIVT3 Telefônica BrasilR$28.780.4%
+R$388.8m		27.9%PE16.3x
ELMD3 EletromidiaR$32.002.6%
+R$114.4m		75.5%PE40.8x
BMOB3 Bemobi Mobile TechR$20.065.2%
+R$84.2m		54.3%PE13.1x
BRST3 Brisanet Serviços de TelecomunicaçõesR$2.872.5%
+R$30.7m		n/aPE20.9x
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7D

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1Y

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BRST3

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7D

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ATED3

R$1.90

Atom Educação E Editora

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1Y

n/a

CASH3

R$7.44

Méliuz

7D

-7.2%

1Y

38.3%

SHOW3

R$6.41

T4F Entretenimento

7D

-8.4%

1Y

-62.3%

DOTZ3

R$7.93

Dotz

7D

-0.5%

1Y

-0.9%

FIQE3

R$3.85

Unifique Telecomunicações

7D

-1.3%

1Y

6.4%

TIMS3

R$20.15

TIM

7D

3.4%

1Y

25.4%

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ENJU3

R$1.25

Enjoei

7D

5.0%

1Y

-42.7%

BMOB3

R$20.06

Bemobi Mobile Tech

7D

5.2%

1Y

54.3%

VIVT3

R$28.78

Telefônica Brasil

7D

0.4%

1Y

27.9%

ELMD3

R$32.00

Eletromidia

7D

2.6%

1Y

75.5%

DESK3

R$9.36

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7D

-1.1%

1Y

-40.2%

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