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Brazilian (BOVESPA) Telecom Services and Carriers Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies5
  • 7D3.4%
  • 3M3.9%
  • 1Y34.2%
  • YTD47.5%

The Telecom Services and Carriers industry is up 3.4% in the last week, with Telefônica Brasil up 3.5%. This means that the industry has gained 34% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Nov 2025R$118.8bR$63.0bR$6.4b21.6x18.5x1.9x
Tue, 14 Oct 2025R$109.4bR$61.9bR$6.2b18.7x17.8x1.8x
Thu, 11 Sep 2025R$112.0bR$61.9bR$6.2b18.4x18.1x1.8x
Sat, 09 Aug 2025R$110.6bR$61.8bR$6.2b18.2x18x1.8x
Mon, 07 Jul 2025R$109.7bR$60.8bR$6.0b18.4x18.2x1.8x
Wed, 04 Jun 2025R$99.4bR$60.8bR$6.0b16.6x16.4x1.6x
Fri, 02 May 2025R$95.2bR$59.8bR$5.8b14.1x16.4x1.6x
Sun, 30 Mar 2025R$86.1bR$59.8bR$5.9b10x14.7x1.4x
Tue, 25 Feb 2025R$90.6bR$58.7bR$5.6b10.5x16.3x1.5x
Thu, 23 Jan 2025R$85.7bR$58.7bR$5.6b10.6x15.4x1.5x
Sat, 21 Dec 2024R$84.8bR$58.7bR$5.6b11.7x15.3x1.4x
Mon, 18 Nov 2024R$89.6bR$58.7bR$5.5b14.2x16.3x1.5x
Wed, 16 Oct 2024R$93.0bR$57.6bR$5.3b12.7x17.4x1.6x
Fri, 13 Sep 2024R$95.7bR$57.6bR$5.3b14.3x17.9x1.7x
Sun, 11 Aug 2024R$89.8bR$57.6bR$5.4b13.6x16.6x1.6x
Tue, 09 Jul 2024R$82.5bR$56.6bR$5.3b13.4x15.6x1.5x
Thu, 06 Jun 2024R$80.9bR$56.6bR$5.3b13x15.3x1.4x
Sat, 04 May 2024R$89.5bR$55.6bR$5.3b13.7x16.8x1.6x
Mon, 01 Apr 2024R$90.0bR$55.6bR$5.3b14.4x16.9x1.6x
Wed, 28 Feb 2024R$96.1bR$55.4bR$5.3b15.2x18.1x1.7x
Fri, 26 Jan 2024R$89.5bR$54.6bR$4.8b13.9x18.5x1.6x
Sun, 24 Dec 2023R$94.6bR$54.6bR$4.8b14.9x19.6x1.7x
Tue, 21 Nov 2023R$89.4bR$54.6bR$4.8b14.8x18.5x1.6x
Thu, 19 Oct 2023R$81.6bR$53.5bR$4.8b13.9x16.9x1.5x
Sat, 16 Sep 2023R$78.3bR$53.5bR$4.8b15.1x16.2x1.5x
Mon, 14 Aug 2023R$76.5bR$53.3bR$4.7b17.2x16.1x1.4x
Wed, 12 Jul 2023R$75.4bR$52.4bR$4.4b15.9x17.2x1.4x
Fri, 09 Jun 2023R$75.8bR$52.4bR$4.4b16.2x17.3x1.4x
Sun, 07 May 2023R$73.4bR$50.8bR$4.2b17.6x17.5x1.4x
Tue, 04 Apr 2023R$67.6bR$50.8bR$4.2b14.8x16.1x1.3x
Thu, 02 Mar 2023R$68.5bR$50.6bR$4.1b15.4x16.6x1.4x
Sat, 28 Jan 2023R$71.8bR$49.4bR$5.6b14.3x12.7x1.5x
Mon, 26 Dec 2022R$68.5bR$49.4bR$5.6b14.3x12.1x1.4x
Wed, 23 Nov 2022R$68.9bR$49.4bR$5.6b14.2x12.3x1.4x
Price to Earnings Ratio

12.3x


Total Market Cap: R$68.9bTotal 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 16.5x202320242025
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 18.5x which is higher than its 3-year average PE of 16.5x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have grown 4.5% 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 Market2.08%
Telecom2.68%
Telecom Services and Carriers3.38%
Integrated Telecom Services3.25%
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 16.5x.
    • Analysts are expecting annual earnings growth of 14.8%, 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 16.5x.
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$34.803.5%
+R$3.7b		34.9%PE18.4x
BRST3 Brisanet Serviços de TelecomunicaçõesR$3.5114.7%
+R$197.1m		n/aPE22.2x

Latest News

BRST3
R$3.51
Brisanet Serviços de Telecomunicações
7D
14.7%
1Y
n/a

Brisanet Serviços de Telecomunicações (BVMF:BRST3) Has A Somewhat Strained Balance Sheet

Nov 14
Brisanet Serviços de Telecomunicações (BVMF:BRST3) Has A Somewhat Strained Balance Sheet
FIQE3
R$5.38
Unifique Telecomunicações
7D
-0.2%
1Y
41.6%
DESK3
R$15.12
Desktop
7D
-4.6%
1Y
11.7%

Market Participants Recognise Desktop S.A.'s (BVMF:DESK3) Earnings Pushing Shares 28% Higher

Nov 08
Market Participants Recognise Desktop S.A.'s (BVMF:DESK3) Earnings Pushing Shares 28% Higher
VIVT3
R$34.80
Telefônica Brasil
7D
3.5%
1Y
34.9%

VIVT3: Share Buyback and New Security Initiatives Will Shape Fair Value Outlook

Narrative Update on Telefônica Brasil Analysts have raised their price target for Telefônica Brasil from R$36.02 to R$36.89, reflecting subtle adjustments to growth and profitability expectations. What's in the News Telefônica Brasil completed the repurchase of 41,485,714 shares, representing 1.28% of its share capital for BRL 1.2 billion, as part of its ongoing buyback program (Company filings).