Earnings Troubles May Signal Larger Issues for Brisanet Serviços de Telecomunicações (BVMF:BRST3) Shareholders
May 22
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Brazilian (BOVESPA) Telecom Services and Carriers Industry Analysis
UpdatedAug 16, 2025
DataAggregated Company Financials
Companies5
- 7D1.5%
- 3M18.7%
- 1Y25.4%
- YTD39.7%
In the last week, the Telecom Services and Carriers industry is flat overall, with Desktop standing out by going down 4.6%. The past year has been better, since the industry has gained 27% in that time. As for the next few years, earnings are expected to grow by 14% per annum.
Industry Valuation and Performance
Has the Brazilian Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 16 Aug 2025 | R$112.2b | R$61.9b | R$6.2b | 18.5x | 18.2x | 1.8x |
| Mon, 14 Jul 2025 | R$108.5b | R$60.8b | R$6.0b | 18.2x | 18x | 1.8x |
| Wed, 11 Jun 2025 | R$98.7b | R$60.8b | R$6.0b | 16.5x | 16.3x | 1.6x |
| Fri, 09 May 2025 | R$95.5b | R$59.9b | R$5.8b | 14.2x | 16.4x | 1.6x |
| Sun, 06 Apr 2025 | R$87.6b | R$59.8b | R$5.9b | 10x | 14.9x | 1.5x |
| Tue, 04 Mar 2025 | R$82.9b | R$59.7b | R$5.7b | 9.8x | 14.5x | 1.4x |
| Thu, 30 Jan 2025 | R$88.2b | R$58.7b | R$5.6b | 10.8x | 15.9x | 1.5x |
| Sat, 28 Dec 2024 | R$83.5b | R$58.7b | R$5.6b | 10.8x | 15x | 1.4x |
| Mon, 25 Nov 2024 | R$88.7b | R$58.7b | R$5.5b | 13.9x | 16.1x | 1.5x |
| Wed, 23 Oct 2024 | R$93.7b | R$57.6b | R$5.3b | 12.4x | 17.5x | 1.6x |
| Fri, 20 Sep 2024 | R$96.8b | R$57.6b | R$5.3b | 14.2x | 18.1x | 1.7x |
| Sun, 18 Aug 2024 | R$92.0b | R$57.6b | R$5.3b | 14.5x | 17.3x | 1.6x |
| Tue, 16 Jul 2024 | R$87.7b | R$56.6b | R$5.3b | 14.1x | 16.6x | 1.6x |
| Thu, 13 Jun 2024 | R$81.0b | R$56.6b | R$5.3b | 12.9x | 15.3x | 1.4x |
| Sat, 11 May 2024 | R$80.3b | R$56.5b | R$5.4b | 12.9x | 14.9x | 1.4x |
| Mon, 08 Apr 2024 | R$91.3b | R$55.6b | R$5.3b | 14.4x | 17.2x | 1.6x |
| Wed, 06 Mar 2024 | R$92.6b | R$55.4b | R$5.3b | 14.6x | 17.4x | 1.7x |
| Fri, 02 Feb 2024 | R$92.3b | R$54.6b | R$4.8b | 13.5x | 19.1x | 1.7x |
| Sun, 31 Dec 2023 | R$94.5b | R$54.6b | R$4.8b | 15.4x | 19.5x | 1.7x |
| Tue, 28 Nov 2023 | R$92.4b | R$54.6b | R$4.8b | 15x | 19.1x | 1.7x |
| Thu, 26 Oct 2023 | R$81.0b | R$53.5b | R$4.8b | 13.8x | 16.7x | 1.5x |
| Sat, 23 Sep 2023 | R$78.6b | R$53.5b | R$4.8b | 14.9x | 16.2x | 1.5x |
| Mon, 21 Aug 2023 | R$76.8b | R$53.4b | R$4.8b | 14.7x | 15.9x | 1.4x |
| Wed, 19 Jul 2023 | R$72.6b | R$52.4b | R$4.4b | 16.5x | 16.5x | 1.4x |
| Fri, 16 Jun 2023 | R$79.2b | R$52.4b | R$4.4b | 16.4x | 18x | 1.5x |
| Sun, 14 May 2023 | R$74.4b | R$52.3b | R$4.3b | 14.7x | 17.4x | 1.4x |
| Tue, 11 Apr 2023 | R$69.9b | R$50.8b | R$4.2b | 14.7x | 16.7x | 1.4x |
| Thu, 09 Mar 2023 | R$69.0b | R$50.6b | R$4.1b | 16.3x | 16.7x | 1.4x |
| Sat, 04 Feb 2023 | R$69.3b | R$49.4b | R$5.6b | 15x | 12.3x | 1.4x |
| Mon, 02 Jan 2023 | R$68.2b | R$49.4b | R$5.6b | 13.2x | 12.1x | 1.4x |
| Wed, 30 Nov 2022 | R$68.5b | R$49.4b | R$5.6b | 14.3x | 12.2x | 1.4x |
| Fri, 28 Oct 2022 | R$73.2b | R$49.2b | R$5.6b | 20.5x | 13.2x | 1.5x |
| Sun, 25 Sep 2022 | R$75.1b | R$48.0b | R$5.4b | 21.5x | 13.8x | 1.6x |
| Tue, 23 Aug 2022 | R$80.9b | R$47.9b | R$5.4b | 55.2x | 14.9x | 1.7x |
Price to Earnings Ratio
14.9x
Current Industry PE
- Investors are optimistic on the Brazilian Telecom industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 18.0x which is higher than its 3-year average PE of 16.1x.
- The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 4.3% per year over the last three years.
- Revenues for these companies have grown 8.9% 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 industry?
| BR Market | 0.10% | |
| Telecom | 0.95% | |
| Telecom Services and Carriers | 1.52% | |
| Integrated Telecom Services | 1.51% | |
| Alternative Carriers | 0% | 0 |
Industry PE
- Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 16.1x.
- Analysts are expecting annual earnings growth of 13.9%, which is higher than its past year's earnings growth of 6.4% per year.
- Investors are most pessimistic about the Integrated Telecom Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 16.1x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 14% over the next 5 years.
- This is better than its past earnings growth rate of 6.4% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VIVT3 Telefônica Brasil | R$33.43 | 1.5% +R$1.6b | 28.1% | PE18.5x | |
| BRST3 Brisanet Serviços de Telecomunicações | R$2.69 | 3.1% +R$35.0m | n/a | PE19.6x | |
| FIQE3 Unifique Telecomunicações | R$3.99 | 1.8% +R$24.7m | 1.0% | PE7.9x |