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Brazilian (BOVESPA) Telecom Sector Analysis

UpdatedNov 21, 2024
DataAggregated Company Financials
Companies12
  • 7D0.5%
  • 3M-4.1%
  • 1Y-0.4%
  • YTD-2.4%

Over the last 7 days, the Telecom industry has remained flat. Furthermore, the industry has been flat for the past year as well. 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
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
Thu, 12 May 2022R$125.9bR$66.1bR$9.2b15.6x13.7x1.9x
Sat, 09 Apr 2022R$141.4bR$65.9bR$9.1b21.9x15.5x2.1x
Mon, 07 Mar 2022R$129.8bR$65.2bR$9.1b23.5x14.3x2x
Wed, 02 Feb 2022R$134.8bR$64.8bR$7.7b27.6x17.4x2.1x
Fri, 31 Dec 2021R$131.7bR$64.8bR$7.7b27.6x17x2x
Sun, 28 Nov 2021R$138.9bR$64.8bR$7.7b27.3x18x2.1x
Price to Earnings Ratio

18x


Total Market Cap: R$138.9bTotal Earnings: R$7.7bTotal Revenue: R$64.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Telecom Sector Price to Earnings3Y Average 16.2x202220232024
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 industry is trading close to its 3-year average PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 4.6% 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 Market0.30%
Telecom0.52%
Media1.10%
Telecom Services and Carriers1.04%
Entertainment0.93%
Interactive Media and Services0.67%
Wireless Telecom-0.73%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 28.3%, 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 87% over the next 5 years.
  • In contrast, the Wireless Telecom 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
VIVT3 Telefônica BrasilR$52.131.0%
+R$865.3m		-0.5%PE15.8x
FIQE3 Unifique TelecomunicaçõesR$3.882.1%
+R$28.2m		3.5%PE7.9x
ELMD3 EletromidiaR$27.710.7%
+R$27.9m		93.1%PE32.4x
ATOM3 Atom Empreendimentos e ParticipaçõesR$4.6017.0%
+R$15.4m		113.0%PE5.6x
BMOB3 Bemobi Mobile TechR$14.421.2%
+R$14.6m		7.9%PE10.4x
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1Y

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ATOM3

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17.0%

1Y

113.0%

SHOW3

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BRIT3

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7D

0.3%

1Y

0.9%

DOTZ3

R$4.80

Dotz

7D

-5.7%

1Y

-52.0%

ENJU3

R$1.19

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7D

2.6%

1Y

-20.7%

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TIMS3

R$16.36

TIM

7D

-0.7%

1Y

-2.2%

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CASH3

R$3.31

Méliuz

7D

-0.9%

1Y

-54.1%

VIVT3

R$52.13

Telefônica Brasil

7D

1.0%

1Y

-0.5%

BMOB3

R$14.42

Bemobi Mobile Tech

7D

1.2%

1Y

7.9%

ELMD3

R$27.71

Eletromidia

7D

0.7%

1Y

93.1%

FIQE3

R$3.88

Unifique Telecomunicações

7D

2.1%

1Y

3.5%