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Brazilian (BOVESPA) Telecom Sector Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies12
  • 7D-5.8%
  • 3M-13.5%
  • 1Y23.0%
  • YTD7.4%

Over the last 7 days, the Telecom industry has dropped 5.5%, driven by declines from every company within the industry. Over the past 12 months, the industry was up 22%. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 May 2026R$177.8bR$94.9bR$11.2b13.6x15.8x1.9x
Sun, 12 Apr 2026R$215.2bR$93.6bR$11.0b15.5x19.6x2.3x
Tue, 10 Mar 2026R$205.9bR$93.3bR$11.0b14.7x18.8x2.2x
Thu, 05 Feb 2026R$193.0bR$92.0bR$10.6b14.7x18.3x2.1x
Sat, 03 Jan 2026R$166.9bR$92.0bR$10.6b13.4x15.8x1.8x
Mon, 01 Dec 2025R$184.4bR$92.0bR$10.6b15.7x17.5x2x
Wed, 29 Oct 2025R$180.8bR$90.5bR$9.9b17.9x18.3x2x
Fri, 26 Sep 2025R$170.1bR$90.5bR$9.9b15.2x17.2x1.9x
Sun, 24 Aug 2025R$173.2bR$90.4bR$9.9b14.1x17.5x1.9x
Tue, 22 Jul 2025R$156.7bR$88.9bR$9.5b14.3x16.5x1.8x
Thu, 19 Jun 2025R$155.5bR$88.9bR$9.5b14.9x16.4x1.7x
Sat, 17 May 2025R$150.1bR$90.1bR$9.6b14.9x15.6x1.7x
Mon, 14 Apr 2025R$134.6bR$88.8bR$9.1b13.3x14.8x1.5x
Wed, 12 Mar 2025R$130.2bR$88.8bR$9.0b10.4x14.4x1.5x
Fri, 07 Feb 2025R$133.2bR$87.6bR$8.9b10.9x15x1.5x
Sun, 05 Jan 2025R$121.9bR$87.6bR$8.9b10.2x13.7x1.4x
Tue, 03 Dec 2024R$130.3bR$87.4bR$8.9b11.9x14.7x1.5x
Thu, 31 Oct 2024R$135.3bR$86.1bR$8.6b13.9x15.8x1.6x
Sat, 28 Sep 2024R$147.0bR$86.1bR$8.6b15.6x17.2x1.7x
Mon, 26 Aug 2024R$142.8bR$86.1bR$8.5b15.5x16.7x1.7x
Wed, 24 Jul 2024R$131.2bR$84.2bR$8.5b13.6x15.5x1.6x
Fri, 21 Jun 2024R$121.7bR$84.2bR$8.5b12.6x14.4x1.4x
Sun, 19 May 2024R$129.7bR$84.4bR$8.5b14.6x15.2x1.5x
Tue, 16 Apr 2024R$133.2bR$83.1bR$8.3b14.8x16x1.6x
Thu, 14 Mar 2024R$142.0bR$82.6bR$8.2b15.8x17.3x1.7x
Sat, 10 Feb 2024R$143.4bR$81.5bR$7.7b15.7x18.6x1.8x
Mon, 08 Jan 2024R$135.7bR$81.3bR$7.2b17.7x18.9x1.7x
Wed, 06 Dec 2023R$140.2bR$81.3bR$7.2b18.6x19.6x1.7x
Fri, 03 Nov 2023R$123.4bR$80.7bR$7.0b19.9x17.7x1.5x
Sun, 01 Oct 2023R$118.5bR$79.8bR$6.9b20.1x17.1x1.5x
Tue, 29 Aug 2023R$114.9bR$79.8bR$6.9b20.1x16.6x1.4x
Thu, 27 Jul 2023R$118.5bR$78.2bR$6.1b18.1x19.5x1.5x
Sat, 24 Jun 2023R$116.5bR$78.2bR$6.1b17x19.2x1.5x
Mon, 22 May 2023R$113.0bR$78.2bR$6.0b16.6x18.9x1.4x
Price to Earnings Ratio

18.9x


Total Market Cap: R$113.0bTotal Earnings: R$6.0bTotal Revenue: R$78.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Telecom Sector Price to Earnings3Y Average 16.9x202420252026
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 16.9x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 6.7% 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-3.34%
Telecom-5.82%
Interactive Media and Services-2.37%
Wireless Telecom-3.13%
Entertainment-3.19%
Media-4.84%
Telecom Services and Carriers-7.03%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 18.5x.
    • Analysts are expecting annual earnings growth of 11.8%, which is lower than the prior year's growth of 31.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 46% over the next 5 years.
  • In contrast, the Wireless Telecom 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
SHOW3 T4F EntretenimentoR$5.650.9%
+R$337.1k		-20.4%PS0.2x

Latest News

VIVT3
R$35.59
Telefônica Brasil
7D
-7.2%
1Y
28.0%
Analysis Article • 19h

Earnings Miss: Telefônica Brasil S.A. Missed EPS By 22% And Analysts Are Revising Their Forecasts

Last week, you might have seen that Telefônica Brasil S.A. ( BVMF:VIVT3 ) released its quarterly result to the market...
TIMS3
R$22.60
TIM
7D
-3.1%
1Y
14.1%
Analysis Article • May 10

TIM S.A. (BVMF:TIMS3) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Last week, you might have seen that TIM S.A. ( BVMF:TIMS3 ) released its quarterly result to the market. The early...
CASH3
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Méliuz
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-0.9%
1Y
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BMOB3
R$25.21
Bemobi Mobile Tech
7D
-3.3%
1Y
30.0%
Narrative Update • May 05

BMOB3: Future Returns Will Rely On Stable Margins And Lower Risk

Analysts have maintained their R$30.45 price target for Bemobi Mobile Tech, making only minor adjustments to assumptions for the discount rate, long-term revenue growth, profit margin and forward P/E ratio, rather than indicating a change in their overall view of the stock. Valuation Changes Fair Value: R$30.45 is unchanged, indicating no revision to the central valuation output.
FIQE3
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Unifique Telecomunicações
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Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
DESK3
R$17.83
Desktop
7D
-2.4%
1Y
93.0%
SHOW3
R$5.65
T4F Entretenimento
7D
0.9%
1Y
-20.4%
ENJU3
R$1.01
Enjoei
7D
-5.6%
1Y
-6.5%
BRST3
R$2.90
Brisanet Serviços de Telecomunicações
7D
-5.5%
1Y
1.0%