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Brazilian (BOVESPA) Telecom Sector Analysis

UpdatedJul 27, 2025
DataAggregated Company Financials
Companies11
  • 7D-1.2%
  • 3M10.3%
  • 1Y23.0%
  • YTD31.8%

Over the last 7 days, the Telecom industry has dropped 1.2%, driven by Telefônica Brasil declining 0.8%. In the past year, the industry has gained 23%. 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
Mon, 28 Jul 2025R$153.8bR$88.9bR$9.5b14.1x16.2x1.7x
Wed, 25 Jun 2025R$157.8bR$88.9bR$9.5b15x16.6x1.8x
Fri, 23 May 2025R$148.3bR$90.2bR$9.6b14.7x15.5x1.6x
Sun, 20 Apr 2025R$140.0bR$88.8bR$9.1b13.7x15.4x1.6x
Tue, 18 Mar 2025R$136.5bR$88.8bR$9.1b10.7x15.1x1.5x
Thu, 13 Feb 2025R$137.3bR$88.0bR$8.8b11x15.5x1.6x
Sat, 11 Jan 2025R$124.0bR$87.6bR$8.9b10x14x1.4x
Mon, 09 Dec 2024R$134.4bR$86.1bR$8.8b12.2x15.3x1.6x
Wed, 06 Nov 2024R$138.9bR$86.4bR$8.7b13.7x16.1x1.6x
Fri, 04 Oct 2024R$143.8bR$86.1bR$8.6b14.9x16.8x1.7x
Sun, 01 Sep 2024R$139.6bR$86.1bR$8.6b15.2x16.3x1.6x
Tue, 30 Jul 2024R$130.6bR$84.2bR$8.5b13.4x15.4x1.6x
Thu, 27 Jun 2024R$125.1bR$84.2bR$8.5b13x14.8x1.5x
Sat, 25 May 2024R$126.8bR$84.4bR$8.5b13.5x15x1.5x
Mon, 22 Apr 2024R$133.0bR$83.1bR$8.3b14.6x16x1.6x
Wed, 20 Mar 2024R$139.5bR$82.6bR$8.3b13.3x16.9x1.7x
Fri, 16 Feb 2024R$144.7bR$81.5bR$7.7b15.5x18.8x1.8x
Sun, 14 Jan 2024R$136.6bR$81.3bR$7.2b17.2x19.1x1.7x
Tue, 12 Dec 2023R$141.5bR$81.3bR$7.2b18.9x19.8x1.7x
Thu, 09 Nov 2023R$130.2bR$81.1bR$7.3b20x17.9x1.6x
Sat, 07 Oct 2023R$121.0bR$79.8bR$6.9b19.1x17.5x1.5x
Mon, 04 Sep 2023R$115.3bR$79.8bR$6.9b19.1x16.6x1.4x
Wed, 02 Aug 2023R$115.9bR$79.6bR$6.8b17.2x17.1x1.5x
Fri, 30 Jun 2023R$116.9bR$78.2bR$6.1b17.2x19.3x1.5x
Sun, 28 May 2023R$114.4bR$78.2bR$6.1b16.7x18.8x1.5x
Tue, 25 Apr 2023R$109.2bR$75.6bR$5.9b16.4x18.6x1.4x
Thu, 23 Mar 2023R$103.3bR$75.4bR$5.8b14.5x17.9x1.4x
Sat, 18 Feb 2023R$107.4bR$75.2bR$5.7b15.3x18.8x1.4x
Mon, 16 Jan 2023R$100.4bR$72.9bR$7.8b13.1x12.9x1.4x
Wed, 14 Dec 2022R$100.5bR$72.9bR$7.8b13.7x12.9x1.4x
Fri, 11 Nov 2022R$109.2bR$72.3bR$7.7b17.2x14.3x1.5x
Sun, 09 Oct 2022R$106.2bR$69.9bR$8.1b13.4x13.1x1.5x
Tue, 06 Sep 2022R$110.5bR$69.8bR$8.1b14.4x13.6x1.6x
Thu, 04 Aug 2022R$114.7bR$69.1bR$8.1b14.2x14.1x1.7x
Price to Earnings Ratio

14.1x


Total Market Cap: R$114.7bTotal Earnings: R$8.1bTotal Revenue: R$69.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Telecom Sector Price to Earnings3Y Average 16.2x202320242025
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 16.2x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 3.6% per year over the last three years.
  • Revenues for these companies have grown 9.2% 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-0.23%
Telecom-1.22%
Media2.58%
Telecom Services and Carriers-0.75%
Wireless Telecom-1.87%
Entertainment-5.69%
Interactive Media and Services-9.77%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 18.9x.
    • Analysts are expecting annual earnings growth of 11.8%, which is lower than the prior year's growth of 40.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 52% over the next 5 years.
  • In contrast, the Entertainment industry is expected to see its earnings grow by 12% 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
BRST3 Brisanet Serviços de TelecomunicaçõesR$2.661.1%
+R$13.1m		n/aPE19.3x
DESK3 DesktopR$8.180.7%
+R$7.2m		-49.3%PE10.5x
ENJU3 EnjoeiR$1.031.0%
+R$2.1m		-43.7%PS0.8x
ATED3 Atom Educação E EditoraR$1.992.6%
+R$1.2m		n/an/a
DOTZ3 DotzR$5.041.2%
+R$799.3k		-24.4%PS0.4x

Latest News

VIVT3
R$30.70
Telefônica Brasil
7D
-0.8%
1Y
26.1%

There's Reason For Concern Over Telefônica Brasil S.A.'s (BVMF:VIVT3) Price

Jul 16
There's Reason For Concern Over Telefônica Brasil S.A.'s (BVMF:VIVT3) Price
DOTZ3
R$5.04
Dotz
7D
1.2%
1Y
-24.4%

Dotz S.A.'s (BVMF:DOTZ3) 31% Dip In Price Shows Sentiment Is Matching Revenues

Jul 11
Dotz S.A.'s (BVMF:DOTZ3) 31% Dip In Price Shows Sentiment Is Matching Revenues
BMOB3
R$20.36
Bemobi Mobile Tech
7D
-5.7%
1Y
41.7%

Getting In Cheap On Bemobi Mobile Tech S.A. (BVMF:BMOB3) Is Unlikely

Jul 04
Getting In Cheap On Bemobi Mobile Tech S.A. (BVMF:BMOB3) Is Unlikely
SHOW3
R$6.43
T4F Entretenimento
7D
-3.5%
1Y
-58.2%
TIMS3
R$19.99
TIM
7D
-1.9%
1Y
22.8%

There's Been No Shortage Of Growth Recently For TIM's (BVMF:TIMS3) Returns On Capital

Jun 26
There's Been No Shortage Of Growth Recently For TIM's (BVMF:TIMS3) Returns On Capital
CASH3
R$5.90
Méliuz
7D
-12.7%
1Y
1.0%
ENJU3
R$1.03
Enjoei
7D
1.0%
1Y
-43.7%
DESK3
R$8.18
Desktop
7D
0.7%
1Y
-49.3%
FICT3
R$3.35
Fictor Alimentos
7D
-2.0%
1Y
70.1%
BRST3
R$2.66
Brisanet Serviços de Telecomunicações
7D
1.1%
1Y
n/a

Earnings Troubles May Signal Larger Issues for Brisanet Serviços de Telecomunicações (BVMF:BRST3) Shareholders

May 22
Earnings Troubles May Signal Larger Issues for Brisanet Serviços de Telecomunicações (BVMF:BRST3) Shareholders
ATED3
R$1.99
Atom Educação E Editora
7D
2.6%
1Y
n/a
FIQE3
R$3.60
Unifique Telecomunicações
7D
-1.6%
1Y
5.6%