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Brazilian (BOVESPA) Telecom Sector Analysis

UpdatedApr 15, 2025
DataAggregated Company Financials
Companies12
  • 7D-28.5%
  • 3M-24.4%
  • 1Y-27.9%
  • YTD-22.4%

In the last week, Telecom has been flat. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 15 Apr 2025R$94.5bR$88.8bR$9.1b12.2x10.4x1.1x
Thu, 13 Mar 2025R$130.2bR$88.8bR$9.0b10.4x14.4x1.5x
Sat, 08 Feb 2025R$131.7bR$87.6bR$8.9b10.8x14.8x1.5x
Mon, 06 Jan 2025R$121.9bR$87.6bR$8.9b10.2x13.7x1.4x
Wed, 04 Dec 2024R$129.7bR$87.4bR$8.9b12x14.6x1.5x
Fri, 01 Nov 2024R$135.2bR$86.1bR$8.6b13.9x15.8x1.6x
Sun, 29 Sep 2024R$147.0bR$86.1bR$8.6b15.6x17.2x1.7x
Tue, 27 Aug 2024R$140.9bR$86.1bR$8.6b15.3x16.4x1.6x
Thu, 25 Jul 2024R$131.9bR$84.2bR$8.5b13.6x15.6x1.6x
Sat, 22 Jun 2024R$122.1bR$84.2bR$8.5b12.6x14.4x1.4x
Mon, 20 May 2024R$129.7bR$84.4bR$8.5b14.2x15.3x1.5x
Wed, 17 Apr 2024R$133.2bR$83.1bR$8.3b14.7x16x1.6x
Fri, 15 Mar 2024R$141.6bR$82.6bR$8.3b16x17.1x1.7x
Sun, 11 Feb 2024R$143.4bR$81.5bR$7.7b15.7x18.6x1.8x
Tue, 09 Jan 2024R$135.7bR$81.3bR$7.2b18x18.9x1.7x
Thu, 07 Dec 2023R$141.8bR$81.3bR$7.2b18.8x19.8x1.7x
Sat, 04 Nov 2023R$128.0bR$80.7bR$7.0b20x18.3x1.6x
Mon, 02 Oct 2023R$118.2bR$79.8bR$6.9b20.1x17.1x1.5x
Wed, 30 Aug 2023R$115.7bR$79.8bR$6.9b20.4x16.7x1.5x
Fri, 28 Jul 2023R$115.8bR$79.1bR$6.4b18.5x18x1.5x
Sun, 25 Jun 2023R$116.0bR$78.2bR$6.1b17x19.1x1.5x
Tue, 23 May 2023R$113.0bR$78.2bR$6.1b16.6x18.6x1.4x
Thu, 20 Apr 2023R$110.1bR$75.6bR$5.9b16.6x18.8x1.5x
Sat, 18 Mar 2023R$104.6bR$75.3bR$5.7b14.7x18.3x1.4x
Mon, 13 Feb 2023R$101.0bR$74.1bR$7.2b14.5x14x1.4x
Wed, 11 Jan 2023R$101.8bR$72.9bR$7.8b13.4x13x1.4x
Fri, 09 Dec 2022R$100.6bR$72.9bR$7.8b14.1x12.9x1.4x
Sun, 06 Nov 2022R$111.4bR$71.0bR$8.2b12.6x13.6x1.6x
Tue, 04 Oct 2022R$110.5bR$69.9bR$8.1b14.2x13.7x1.6x
Thu, 01 Sep 2022R$109.0bR$69.8bR$8.1b14.2x13.5x1.6x
Sat, 30 Jul 2022R$115.8bR$67.0bR$9.1b13.8x12.7x1.7x
Mon, 27 Jun 2022R$118.0bR$67.0bR$9.1b12.9x13x1.8x
Wed, 25 May 2022R$132.7bR$66.7bR$9.2b16.1x14.4x2x
Fri, 22 Apr 2022R$137.6bR$65.9bR$9.1b21x15.1x2.1x
Price to Earnings Ratio

15.1x


Total Market Cap: R$137.6bTotal Earnings: R$9.1bTotal Revenue: R$65.9bTotal 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 Market2.68%
Telecom-28.53%
Interactive Media and Services7.84%
Wireless Telecom4.87%
Entertainment3.04%
Media0.63%
Telecom Services and Carriers-46.40%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 6.7x.
    • Analysts are expecting annual earnings growth of 33.9%, which is lower than the prior year's growth of 70.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 58% over the next 5 years.
  • In contrast, the Entertainment industry is expected to see its earnings grow by 8.6% 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$17.454.9%
+R$2.0b		1.3%PE13.4x
BMOB3 Bemobi Mobile TechR$17.103.1%
+R$44.3m		36.1%PE12.2x
BRST3 Brisanet Serviços de TelecomunicaçõesR$2.493.3%
+R$35.0m		n/aPE17.9x
ELMD3 EletromidiaR$30.520.6%
+R$26.5m		76.4%PE37.1x
FIQE3 Unifique TelecomunicaçõesR$3.571.7%
+R$21.2m		-6.5%PE7.2x
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Latest News

VIVT3

R$25.50

Telefônica Brasil

7D

-49.0%

1Y

-47.6%

FIQE3

R$3.57

Unifique Telecomunicações

7D

1.7%

1Y

-6.5%

BMOB3

R$17.10

Bemobi Mobile Tech

7D

3.1%

1Y

36.1%

BRST3

R$2.49

Brisanet Serviços de Telecomunicações

7D

3.3%

1Y

n/a

DESK3

R$8.36

Desktop

7D

2.1%

1Y

-38.4%

ELMD3

R$30.52

Eletromidia

7D

0.6%

1Y

76.4%

We Think That There Are Issues Underlying Eletromidia's (BVMF:ELMD3) Earnings

Apr 04
We Think That There Are Issues Underlying Eletromidia's (BVMF:ELMD3) Earnings

TIMS3

R$17.45

TIM

7D

4.9%

1Y

1.3%

ENJU3

R$1.06

Enjoei

7D

8.2%

1Y

-40.4%

Investors Give Enjoei S.A. (BVMF:ENJU3) Shares A 25% Hiding

Mar 27
Investors Give Enjoei S.A. (BVMF:ENJU3) Shares A 25% Hiding

CASH3

R$3.26

Méliuz

7D

7.6%

1Y

-25.1%