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Brazilian (BOVESPA) Telecom Services and Carriers Industry Analysis

UpdatedJan 31, 2026
DataAggregated Company Financials
Companies5
  • 7D0.7%
  • 3M16.2%
  • 1Y43.6%
  • YTD13.3%

In the last week, the Telecom Services and Carriers industry is up 3.2%, with Telefônica Brasil up 3.8%. In the same time, Desktop was down 24%. This takes the industry's 12 month performance to a gain of 45%. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the Brazilian Telecom Services and Carriers Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 31 Jan 2026R$126.4bR$63.0bR$6.4b19.8x19.6x2x
Mon, 29 Dec 2025R$112.4bR$63.0bR$6.4b17.5x17.4x1.8x
Wed, 26 Nov 2025R$117.9bR$63.0bR$6.4b18.4x18.3x1.9x
Fri, 24 Oct 2025R$112.3bR$61.9bR$6.2b22x18.2x1.8x
Sun, 21 Sep 2025R$113.4bR$61.9bR$6.2b18.6x18.4x1.8x
Tue, 19 Aug 2025R$114.0bR$61.9bR$6.2b18.8x18.5x1.8x
Thu, 17 Jul 2025R$106.0bR$60.8bR$6.0b17.8x17.6x1.7x
Sat, 14 Jun 2025R$101.3bR$60.8bR$6.0b16.9x16.8x1.7x
Mon, 12 May 2025R$95.8bR$59.9bR$5.8b14.1x16.5x1.6x
Wed, 09 Apr 2025R$85.0bR$59.8bR$5.8b12.6x14.6x1.4x
Fri, 07 Mar 2025R$83.5bR$59.7bR$5.7b9.7x14.6x1.4x
Sun, 02 Feb 2025R$89.2bR$58.7bR$5.6b11.1x16.1x1.5x
Tue, 31 Dec 2024R$81.5bR$58.7bR$5.6b11.1x14.7x1.4x
Thu, 28 Nov 2024R$90.2bR$58.7bR$5.5b13.7x16.4x1.5x
Sat, 26 Oct 2024R$94.0bR$57.6bR$5.3b12.5x17.6x1.6x
Mon, 23 Sep 2024R$96.8bR$57.6bR$5.3b14.1x18.1x1.7x
Wed, 21 Aug 2024R$92.4bR$57.6bR$5.3b14.6x17.4x1.6x
Fri, 19 Jul 2024R$87.7bR$56.6bR$5.3b14.1x16.5x1.5x
Sun, 16 Jun 2024R$80.1bR$56.6bR$5.3b13x15.1x1.4x
Tue, 14 May 2024R$80.3bR$56.5bR$5.4b13.3x14.9x1.4x
Thu, 11 Apr 2024R$91.1bR$55.6bR$5.3b14.2x17.1x1.6x
Sat, 09 Mar 2024R$92.4bR$55.4bR$5.3b14.7x17.4x1.7x
Mon, 05 Feb 2024R$92.2bR$54.6bR$4.8b13.5x19.1x1.7x
Wed, 03 Jan 2024R$92.9bR$54.6bR$4.8b14.6x19.2x1.7x
Fri, 01 Dec 2023R$93.1bR$54.6bR$4.8b15.2x19.2x1.7x
Sun, 29 Oct 2023R$82.0bR$53.5bR$4.8b13.7x16.9x1.5x
Tue, 26 Sep 2023R$78.9bR$53.5bR$4.8b14.7x16.3x1.5x
Thu, 24 Aug 2023R$75.8bR$53.4bR$4.8b14.7x15.6x1.4x
Sat, 22 Jul 2023R$74.0bR$52.4bR$4.4b16.9x16.9x1.4x
Mon, 19 Jun 2023R$76.8bR$52.4bR$4.4b16.1x17.5x1.5x
Wed, 17 May 2023R$74.6bR$52.3bR$4.3b14.4x17.4x1.4x
Fri, 14 Apr 2023R$72.2bR$50.8bR$4.2b16.3x17.2x1.4x
Sun, 12 Mar 2023R$69.3bR$50.6bR$4.1b16.7x16.8x1.4x
Tue, 07 Feb 2023R$68.7bR$49.4bR$5.6b15.1x12.2x1.4x
Price to Earnings Ratio

12.2x


Total Market Cap: R$68.7bTotal Earnings: R$5.6bTotal Revenue: R$49.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Telecom Services and Carriers Industry Price to Earnings3Y Average 16.9x202420252026
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 19.8x which is higher than its 3-year average PE of 16.9x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have grown 4.6% per year over the last three years.
  • Revenues for these companies have grown 8.4% 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 Market1.54%
Telecom0.36%
Telecom Services and Carriers0.75%
Integrated Telecom Services0.79%
Alternative Carriers0%0
Industry PE
  • Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 16.9x.
    • Analysts are expecting annual earnings growth of 14.7%, which is higher than its past year's earnings growth of 12.4% 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 16.9x.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 15% 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$37.381.0%
+R$1.2b		44.1%PE19.8x
FIQE3 Unifique TelecomunicaçõesR$5.334.9%
+R$97.3m		70.3%PE10.6x

Latest News

DESK3
R$14.90
Desktop
7D
-14.5%
1Y
48.7%

Desktop (BVMF:DESK3) Will Be Hoping To Turn Its Returns On Capital Around

Jan 28
Desktop (BVMF:DESK3) Will Be Hoping To Turn Its Returns On Capital Around
VIVT3
R$37.38
Telefônica Brasil
7D
1.0%
1Y
44.1%

VIVT3: Capital Actions And Governance Updates Will Shape Steady Future Returns

Analysts now see slightly lower upside for Telefônica Brasil, trimming their fair value estimate from R$37.84 to R$37.77 as small adjustments to revenue growth, profit margin assumptions, and future P/E expectations offset each other. What's in the News The AGM on January 9, 2026 approved consolidation of the company’s bylaws to reflect previously approved amendments, indicating recent governance and structural updates (Key Developments).
FIQE3
R$5.33
Unifique Telecomunicações
7D
4.9%
1Y
70.3%
BRST3
R$3.33
Brisanet Serviços de Telecomunicações
7D
-2.6%
1Y
22.4%