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Brazilian (BOVESPA) Telecom Sector Analysis

UpdatedJul 26, 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 a pullback from TIM of 2.1%. In the past year, the industry has gained 23%. 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
Sat, 26 Jul 2025R$153.8bR$88.9bR$9.5b14.1x16.2x1.7x
Mon, 23 Jun 2025R$157.7bR$88.9bR$9.5b15.2x16.6x1.8x
Wed, 21 May 2025R$149.7bR$90.2bR$9.6b14.9x15.6x1.7x
Fri, 18 Apr 2025R$140.0bR$88.8bR$9.1b13.7x15.4x1.6x
Sun, 16 Mar 2025R$135.8bR$88.8bR$9.0b10.6x15.1x1.5x
Tue, 11 Feb 2025R$131.7bR$87.6bR$8.9b10.9x14.8x1.5x
Thu, 09 Jan 2025R$126.0bR$87.6bR$8.9b10.3x14.2x1.4x
Sat, 07 Dec 2024R$134.9bR$86.1bR$8.8b12.2x15.4x1.6x
Mon, 04 Nov 2024R$136.3bR$86.1bR$8.6b13.7x15.9x1.6x
Wed, 02 Oct 2024R$146.6bR$86.1bR$8.6b15.3x17.1x1.7x
Fri, 30 Aug 2024R$140.6bR$86.1bR$8.6b15.2x16.4x1.6x
Sun, 28 Jul 2024R$130.6bR$84.2bR$8.5b13.5x15.4x1.6x
Tue, 25 Jun 2024R$123.4bR$84.2bR$8.5b12.9x14.6x1.5x
Thu, 23 May 2024R$125.9bR$84.4bR$8.5b13.8x14.9x1.5x
Sat, 20 Apr 2024R$132.7bR$83.1bR$8.3b14.6x16x1.6x
Mon, 18 Mar 2024R$141.6bR$82.6bR$8.3b13.1x17.1x1.7x
Wed, 14 Feb 2024R$143.4bR$81.5bR$7.7b15.7x18.6x1.8x
Fri, 12 Jan 2024R$136.3bR$81.3bR$7.2b17.5x19x1.7x
Sun, 10 Dec 2023R$142.6bR$81.3bR$7.2b18.9x19.9x1.8x
Tue, 07 Nov 2023R$127.9bR$80.7bR$7.0b20.2x18.3x1.6x
Thu, 05 Oct 2023R$118.9bR$79.8bR$6.9b19.7x17.2x1.5x
Sat, 02 Sep 2023R$115.3bR$79.8bR$6.9b19x16.6x1.4x
Mon, 31 Jul 2023R$116.2bR$79.1bR$6.4b17.1x18.1x1.5x
Wed, 28 Jun 2023R$114.7bR$78.2bR$6.1b16.9x18.9x1.5x
Fri, 26 May 2023R$113.5bR$78.2bR$6.1b16.5x18.7x1.5x
Sun, 23 Apr 2023R$109.7bR$75.6bR$5.9b16.6x18.7x1.4x
Tue, 21 Mar 2023R$104.6bR$75.3bR$5.7b13.8x18.2x1.4x
Thu, 16 Feb 2023R$103.8bR$74.1bR$7.2b14.9x14.4x1.4x
Sat, 14 Jan 2023R$100.4bR$72.9bR$7.8b13.1x12.9x1.4x
Mon, 12 Dec 2022R$101.5bR$72.9bR$7.8b14.1x13.1x1.4x
Wed, 09 Nov 2022R$111.2bR$71.0bR$8.2b12.6x13.6x1.6x
Fri, 07 Oct 2022R$105.2bR$69.9bR$8.1b13.6x13x1.5x
Sun, 04 Sep 2022R$110.3bR$69.8bR$8.1b14.3x13.6x1.6x
Tue, 02 Aug 2022R$115.0bR$68.2bR$8.5b13.6x13.5x1.7x
Price to Earnings Ratio

13.5x


Total Market Cap: R$115.0bTotal Earnings: R$8.5bTotal Revenue: R$68.2bTotal 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 9.9% 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-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%