Brazilian (BOVESPA) Telecom Services and Carriers Industry Analysis

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
Fri, 26 Jul 2024	R$86.5b	R$56.6b	R$5.3b	13.6x	16.3x	1.5x
Sun, 23 Jun 2024	R$79.3b	R$56.6b	R$5.3b	13x	15x	1.4x
Tue, 21 May 2024	R$81.2b	R$56.6b	R$5.3b	13.2x	15.3x	1.4x
Thu, 18 Apr 2024	R$86.5b	R$55.6b	R$5.3b	12.8x	16.3x	1.6x
Sat, 16 Mar 2024	R$91.8b	R$55.4b	R$5.3b	14.5x	17.3x	1.7x
Mon, 12 Feb 2024	R$94.3b	R$54.6b	R$4.8b	13.5x	19.5x	1.7x
Wed, 10 Jan 2024	R$89.0b	R$54.6b	R$4.8b	14.8x	18.4x	1.6x
Fri, 08 Dec 2023	R$94.1b	R$54.6b	R$4.8b	15.2x	19.5x	1.7x
Sun, 05 Nov 2023	R$84.7b	R$54.4b	R$4.9b	14.6x	17.4x	1.6x
Tue, 03 Oct 2023	R$77.7b	R$53.5b	R$4.8b	14.3x	16x	1.5x
Thu, 31 Aug 2023	R$77.4b	R$53.5b	R$4.8b	14.5x	16x	1.4x
Sat, 29 Jul 2023	R$76.2b	R$53.3b	R$4.7b	16.3x	16.1x	1.4x
Mon, 26 Jun 2023	R$76.2b	R$52.4b	R$4.4b	16.2x	17.4x	1.5x
Wed, 24 May 2023	R$74.5b	R$52.4b	R$4.4b	14.5x	17x	1.4x
Fri, 21 Apr 2023	R$72.2b	R$50.8b	R$4.2b	16.3x	17.2x	1.4x
Sun, 19 Mar 2023	R$68.8b	R$50.6b	R$4.1b	15.2x	16.6x	1.4x
Tue, 14 Feb 2023	R$69.5b	R$49.4b	R$5.6b	14.2x	12.3x	1.4x
Thu, 12 Jan 2023	R$69.2b	R$49.4b	R$5.6b	14x	12.3x	1.4x
Sat, 10 Dec 2022	R$66.9b	R$49.4b	R$5.6b	13.7x	11.9x	1.4x
Mon, 07 Nov 2022	R$73.6b	R$49.2b	R$5.6b	22.3x	13.2x	1.5x
Wed, 05 Oct 2022	R$74.0b	R$48.0b	R$5.4b	22x	13.6x	1.5x
Fri, 02 Sep 2022	R$76.4b	R$47.9b	R$5.4b	62.4x	14.1x	1.6x
Sun, 31 Jul 2022	R$81.2b	R$46.6b	R$6.1b	38.2x	13.4x	1.7x
Tue, 28 Jun 2022	R$83.8b	R$46.6b	R$6.1b	30.2x	13.8x	1.8x
Thu, 26 May 2022	R$93.1b	R$46.1b	R$6.2b	22.2x	14.9x	2x
Sat, 23 Apr 2022	R$95.5b	R$45.9b	R$6.2b	35.9x	15.3x	2.1x
Mon, 21 Mar 2022	R$95.8b	R$45.6b	R$6.2b	46.3x	15.4x	2.1x
Wed, 16 Feb 2022	R$89.8b	R$45.3b	R$4.9b	50.6x	18.5x	2x
Fri, 14 Jan 2022	R$86.4b	R$45.3b	R$4.9b	46.7x	17.8x	1.9x
Sun, 12 Dec 2021	R$91.0b	R$45.3b	R$4.9b	50.4x	18.7x	2x
Tue, 09 Nov 2021	R$100.8b	R$54.2b	R$729.1m	56.3x	138.2x	1.9x
Thu, 07 Oct 2021	R$90.1b	R$53.9b	R$622.8m	67.4x	144.7x	1.7x
Sat, 04 Sep 2021	R$90.4b	R$53.9b	R$622.8m	66.9x	145.2x	1.7x
Mon, 02 Aug 2021	R$92.1b	R$53.9b	R$622.8m	70.5x	147.9x	1.7x

Current Industry PE

Investors are pessimistic on the Brazilian Telecom industry, indicating that they anticipate long term growth rates will be lower than they have historically.

The industry is trading at a PE ratio of 16.4x which is lower than its 3-year average PE of 28.7x.

The industry is trading close to its 3-year average PS ratio of 1.6x.

Past Earnings Growth

The earnings for companies in the Telecom industry have grown 104% per year over the last three years, while revenues have remained mostly flat.
This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Brazilian Telecom industry?


BR Market	-1.37%
Telecom	-1.20%
Telecom Services and Carriers	-0.59%
Alternative Carriers	0%
Integrated Telecom Services	-0.59%

Industry PE

Investors are most optimistic about the Integrated Telecom Services industry even though it's trading below its 3-year average PE ratio of 28.7x.

Analysts are expecting annual earnings growth of 14.0%, which is lower than the prior year's growth of 51.2% per year.

Investors are most pessimistic about the Integrated Telecom Services industry, which is trading below its 3-year average of 28.7x.

Forecasted Growth

Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 14% over the next 5 years.
However this is lower than its past earnings growth rate of 51% per year.