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Brazilian (BOVESPA) Telecom Sector Analysis

UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies14
  • 7D-2.1%
  • 3M3.0%
  • 1Y-6.4%
  • YTD12.6%

In the last week, the Telecom industry is up 2.6%, with Telefônica Brasil up 0.6%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Feb 2025R$138.7bR$88.0bR$8.8b11.1x15.7x1.6x
Sun, 19 Jan 2025R$126.5bR$87.6bR$8.9b10.4x14.2x1.4x
Tue, 17 Dec 2024R$128.8bR$87.6bR$8.9b10.9x14.5x1.5x
Thu, 14 Nov 2024R$136.7bR$87.6bR$8.9b14.1x15.4x1.6x
Sat, 12 Oct 2024R$137.8bR$86.1bR$8.6b14.2x16.1x1.6x
Mon, 09 Sep 2024R$145.7bR$86.1bR$8.6b15.5x17x1.7x
Wed, 07 Aug 2024R$132.8bR$85.6bR$8.7b13.4x15.2x1.6x
Fri, 05 Jul 2024R$125.4bR$84.2bR$8.5b13.1x14.8x1.5x
Sun, 02 Jun 2024R$121.1bR$84.4bR$8.5b13x14.3x1.4x
Tue, 30 Apr 2024R$132.3bR$83.1bR$8.3b14.6x15.9x1.6x
Thu, 28 Mar 2024R$138.6bR$83.1bR$8.3b15.3x16.7x1.7x
Sat, 24 Feb 2024R$146.6bR$82.6bR$8.2b15.7x17.8x1.8x
Mon, 22 Jan 2024R$137.0bR$81.3bR$7.2b17.1x19.1x1.7x
Wed, 20 Dec 2023R$143.3bR$81.3bR$7.2b18.3x20x1.8x
Fri, 17 Nov 2023R$135.5bR$81.2bR$7.3b18.1x18.7x1.7x
Sun, 15 Oct 2023R$123.5bR$79.8bR$6.9b19.7x17.8x1.5x
Tue, 12 Sep 2023R$117.0bR$79.8bR$6.9b18.8x16.9x1.5x
Thu, 10 Aug 2023R$116.8bR$79.6bR$6.8b17.6x17.2x1.5x
Sat, 08 Jul 2023R$114.9bR$78.2bR$6.1b16.8x18.9x1.5x
Mon, 05 Jun 2023R$112.5bR$78.2bR$6.1b16.5x18.5x1.4x
Wed, 03 May 2023R$111.5bR$75.6bR$5.9b17.8x19x1.5x
Fri, 31 Mar 2023R$107.5bR$75.6bR$5.8b15.8x18.4x1.4x
Sun, 26 Feb 2023R$103.8bR$75.2bR$5.7b14.9x18.1x1.4x
Tue, 24 Jan 2023R$106.0bR$72.9bR$7.8b13.1x13.6x1.5x
Thu, 22 Dec 2022R$101.5bR$72.9bR$7.8b14x13x1.4x
Sat, 19 Nov 2022R$104.2bR$72.8bR$7.7b14.4x13.5x1.4x
Mon, 17 Oct 2022R$104.8bR$69.9bR$8.1b13.2x13x1.5x
Wed, 14 Sep 2022R$111.5bR$69.9bR$8.1b14.5x13.8x1.6x
Fri, 12 Aug 2022R$119.5bR$69.2bR$8.1b14.9x14.8x1.7x
Sun, 10 Jul 2022R$122.4bR$67.0bR$9.1b13.1x13.4x1.8x
Tue, 07 Jun 2022R$125.9bR$66.7bR$9.1b14.6x13.8x1.9x
Thu, 05 May 2022R$135.2bR$65.7bR$9.1b17.7x14.9x2.1x
Sat, 02 Apr 2022R$146.3bR$65.9bR$9.1b23.1x16.1x2.2x
Mon, 28 Feb 2022R$134.9bR$65.2bR$9.1b24.4x14.9x2.1x
Price to Earnings Ratio

14.9x


Total Market Cap: R$134.9bTotal Earnings: R$9.1bTotal Revenue: R$65.2bTotal 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 11% 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 Market1.41%
Telecom-2.05%
Entertainment1.03%
Media0.023%
Wireless Telecom-1.61%
Telecom Services and Carriers-2.35%
Interactive Media and Services-9.01%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 2.9x.
    • 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 74% 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
ELMD3 EletromidiaR$29.820.3%
+R$13.9m		73.9%PE34.9x
BMOB3 Bemobi Mobile TechR$14.411.1%
+R$13.7m		9.2%PE10.4x
FIQE3 Unifique TelecomunicaçõesR$3.450.3%
+R$3.5m		-15.2%PE7x
DOTZ3 DotzR$3.845.2%
+R$2.5m		-47.3%PS0.3x
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