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Brazilian (BOVESPA) Telecom Services and Carriers Industry Analysis

UpdatedSep 15, 2026
DataAggregated Company Financials
Companies5
  • 7D1.6%
  • 3M-6.7%
  • 1Y-6.9%
  • YTD-6.2%

The Telecom Services and Carriers industry has stayed flat over the last week. As for the longer term, the industry has declined 7.9% in the last year. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 15 Sep 2026R$104.6bR$66.7bR$7.1b14.8x14.8x1.6x
Thu, 13 Aug 2026R$102.1bR$66.5bR$7.0b14.5x14.6x1.5x
Sat, 11 Jul 2026R$120.8bR$65.4bR$6.8b17.9x17.9x1.8x
Mon, 08 Jun 2026R$112.1bR$65.4bR$6.8b16.5x16.6x1.7x
Wed, 06 May 2026R$134.3bR$64.2bR$6.6b20.6x20.3x2.1x
Fri, 03 Apr 2026R$139.6bR$64.2bR$6.6b21.4x21.1x2.2x
Sun, 01 Mar 2026R$144.2bR$64.0bR$6.6b19.9x22x2.3x
Tue, 27 Jan 2026R$125.2bR$63.0bR$6.4b19.6x19.4x2x
Thu, 25 Dec 2025R$111.0bR$63.0bR$6.4b17.2x17.2x1.8x
Sat, 22 Nov 2025R$116.4bR$63.0bR$6.4b18.3x18.1x1.8x
Mon, 20 Oct 2025R$112.1bR$61.9bR$6.2b21.9x18.2x1.8x
Wed, 17 Sep 2025R$112.6bR$61.9bR$6.2b18.5x18.3x1.8x
Fri, 15 Aug 2025R$111.4bR$61.9bR$6.2b18.3x18.1x1.8x
Sun, 13 Jul 2025R$108.5bR$60.8bR$6.0b18.2x18x1.8x
Tue, 10 Jun 2025R$98.3bR$60.8bR$6.0b16.4x16.3x1.6x
Thu, 08 May 2025R$97.0bR$59.8bR$5.8b14.2x16.7x1.6x
Sat, 05 Apr 2025R$87.6bR$59.8bR$5.9b10x14.9x1.5x
Mon, 03 Mar 2025R$82.9bR$59.7bR$5.7b9.8x14.5x1.4x
Wed, 29 Jan 2025R$90.4bR$58.7bR$5.6b10.8x16.3x1.5x
Fri, 27 Dec 2024R$83.0bR$58.7bR$5.6b10.9x15x1.4x
Sun, 24 Nov 2024R$88.7bR$58.7bR$5.5b13.9x16.1x1.5x
Tue, 22 Oct 2024R$95.7bR$57.6bR$5.3b12.5x17.9x1.7x
Thu, 19 Sep 2024R$97.6bR$57.6bR$5.3b14.6x18.3x1.7x
Sat, 17 Aug 2024R$92.0bR$57.6bR$5.3b14.5x17.3x1.6x
Mon, 15 Jul 2024R$87.7bR$56.6bR$5.3b14x16.6x1.6x
Wed, 12 Jun 2024R$79.2bR$56.6bR$5.3b13x14.9x1.4x
Fri, 10 May 2024R$83.4bR$56.5bR$5.4b13.1x15.5x1.5x
Sun, 07 Apr 2024R$91.3bR$55.6bR$5.3b14.4x17.2x1.6x
Tue, 05 Mar 2024R$92.6bR$55.4bR$5.3b14.5x17.4x1.7x
Thu, 01 Feb 2024R$89.6bR$54.6bR$4.8b13.2x18.5x1.6x
Sat, 30 Dec 2023R$94.5bR$54.6bR$4.8b15.4x19.5x1.7x
Mon, 27 Nov 2023R$92.4bR$54.6bR$4.8b14.8x19.1x1.7x
Wed, 25 Oct 2023R$80.3bR$53.5bR$4.8b13.9x16.6x1.5x
Fri, 22 Sep 2023R$79.6bR$53.5bR$4.8b15.2x16.5x1.5x
Price to Earnings Ratio

16.5x


Total Market Cap: R$79.6bTotal Earnings: R$4.8bTotal Revenue: R$53.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Telecom Services and Carriers Industry Price to Earnings3Y Average 17.3x202420252026
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 14.7x which is lower than its 3-year average PE of 17.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 7.6% 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-0.74%
Telecom1.88%
Telecom Services and Carriers1.55%
Integrated Telecom Services1.58%
Alternative Carriers0%0
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 17.3x.
    • Analysts are expecting annual earnings growth of 13.3%, which is lower than the prior year's growth of 19.4% per year.
  • Investors are most pessimistic about the Integrated Telecom Services industry, which is trading below its 3-year average of 17.3x.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 13% over the next 5 years.
  • However this is lower than its past earnings growth rate of 19% per year.
  • In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 13% 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$30.511.6%
+R$1.5b		-8.6%PE14.8x
DESK3 DesktopR$19.402.8%
+R$60.4m		138.0%PE40.4x
FIQE3 Unifique TelecomunicaçõesR$5.182.4%
+R$46.7m		25.5%PE9x

Latest News

BRST3
R$2.84
Brisanet Serviços de Telecomunicações
7D
-0.4%
1Y
-0.7%
VIVT3
R$30.51
Telefônica Brasil
7D
1.6%
1Y
-8.6%
Narrative Update • Aug 21

VIVT3: Fiber Merger And Capital Distributions Will Support Stronger Outlook

Analysts have trimmed their price target on Telefônica Brasil, lowering fair value from R$38.51 to R$37.45 as they refine assumptions around discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for Telefônica Brasil A board meeting is scheduled for Jun 16, 2026 to review the appraisal report of Fibrasil’s shareholders’ equity and the draft merger protocol, with the appraisal report prepared by PriceWaterhouseCoopers Auditores Independentes Ltda.
DESK3
R$19.40
Desktop
7D
2.8%
1Y
138.0%
FIQE3
R$5.18
Unifique Telecomunicações
7D
2.4%
1Y
25.5%
Analysis Article • Aug 15

Here's Why Unifique Telecomunicações (BVMF:FIQE3) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...