Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Brazilian (BOVESPA) Telecom Services and Carriers Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies5
  • 7D-1.9%
  • 3M18.4%
  • 1Y57.1%
  • YTD22.4%

Over the last 7 days, the Telecom Services and Carriers industry has dropped 1.9%, driven by a pullback from Telefônica Brasil of 3.6%. In the past year, the industry has gained 57%. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Mar 2026R$136.1bR$64.0bR$6.6b18.4x20.7x2.1x
Thu, 12 Feb 2026R$136.2bR$63.0bR$6.4b20.2x21.1x2.2x
Sat, 10 Jan 2026R$112.9bR$63.0bR$6.4b17.7x17.5x1.8x
Mon, 08 Dec 2025R$113.2bR$63.0bR$6.4b17.7x17.6x1.8x
Wed, 05 Nov 2025R$109.3bR$62.8bR$6.4b22x17.1x1.7x
Fri, 03 Oct 2025R$112.4bR$61.9bR$6.2b18.4x18.3x1.8x
Sun, 31 Aug 2025R$114.1bR$61.9bR$6.2b18.7x18.5x1.8x
Tue, 29 Jul 2025R$102.2bR$60.8bR$6.0b17.1x16.9x1.7x
Thu, 26 Jun 2025R$101.4bR$60.8bR$6.0b16.9x16.8x1.7x
Sat, 24 May 2025R$94.3bR$60.8bR$6.0b15.7x15.6x1.6x
Mon, 21 Apr 2025R$90.5bR$59.8bR$5.8b13.4x15.6x1.5x
Wed, 19 Mar 2025R$88.1bR$59.7bR$5.7b10x15.4x1.5x
Fri, 14 Feb 2025R$90.1bR$58.7bR$5.6b11.4x16.2x1.5x
Sun, 12 Jan 2025R$80.9bR$58.7bR$5.6b10.7x14.6x1.4x
Tue, 10 Dec 2024R$89.4bR$57.3bR$5.4b15.3x16.5x1.6x
Thu, 07 Nov 2024R$92.1bR$58.5bR$5.5b13.5x16.6x1.6x
Sat, 05 Oct 2024R$95.4bR$57.6bR$5.3b12.9x17.9x1.7x
Mon, 02 Sep 2024R$91.2bR$57.6bR$5.3b14.2x17.1x1.6x
Wed, 31 Jul 2024R$84.1bR$56.6bR$5.3b13.2x15.9x1.5x
Fri, 28 Jun 2024R$82.1bR$56.6bR$5.3b13.1x15.5x1.5x
Sun, 26 May 2024R$81.8bR$56.6bR$5.3b13.1x15.4x1.4x
Tue, 23 Apr 2024R$86.3bR$55.6bR$5.3b13x16.2x1.6x
Thu, 21 Mar 2024R$90.4bR$55.4bR$5.3b14.7x17x1.6x
Sat, 17 Feb 2024R$94.8bR$54.6bR$4.8b13.8x19.6x1.7x
Mon, 15 Jan 2024R$89.8bR$54.6bR$4.8b14.3x18.6x1.6x
Wed, 13 Dec 2023R$93.9bR$54.6bR$4.8b15x19.4x1.7x
Fri, 10 Nov 2023R$88.0bR$54.4bR$4.9b14.8x18.1x1.6x
Sun, 08 Oct 2023R$80.1bR$53.5bR$4.8b14x16.5x1.5x
Tue, 05 Sep 2023R$75.2bR$53.5bR$4.8b14.3x15.5x1.4x
Thu, 03 Aug 2023R$76.2bR$53.3bR$4.7b16.6x16x1.4x
Sat, 01 Jul 2023R$77.3bR$52.4bR$4.4b16.6x17.6x1.5x
Mon, 29 May 2023R$74.9bR$52.4bR$4.4b15x17.1x1.4x
Wed, 26 Apr 2023R$71.5bR$50.8bR$4.2b16.6x17x1.4x
Fri, 24 Mar 2023R$68.2bR$50.6bR$4.2b14x16.3x1.3x
Price to Earnings Ratio

16.3x


Total Market Cap: R$68.2bTotal Earnings: R$4.2bTotal Revenue: R$50.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Telecom Services and Carriers Industry Price to Earnings3Y Average 17.1x202420252026
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 20.7x which is higher than its 3-year average PE of 17.1x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 8.1% 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-1.09%
Telecom-1.41%
Telecom Services and Carriers-1.91%
Alternative Carriers0%0
Integrated Telecom Services-1.92%
Industry PE
  • Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 17.1x.
    • Analysts expect its future annual earnings growth (11.8%) to be largely in line with prior year's earnings growth.
  • 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 17.1x.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 12% 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 12% 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
FIQE3 Unifique TelecomunicaçõesR$5.500.5%
+R$11.7m		71.3%PE10.9x

Latest News

VIVT3
R$40.59
Telefônica Brasil
7D
-3.6%
1Y
58.2%

VIVT3: Buyback Program And Capital Changes Will Support Steady Future Returns

Analysts have nudged their price target on Telefônica Brasil slightly higher to R$38.27 from R$37.77, reflecting updated assumptions for revenue growth, profit margins and future P/E expectations. What's in the News Telefônica Brasil approved a new share repurchase program that allows the company to buy back up to 42,861,656 common shares, or 5.81% of its issued share capital, valid until February 22, 2027, funded by statutory profit reserves and current year results (Key Developments).
FIQE3
R$5.50
Unifique Telecomunicações
7D
0.5%
1Y
71.3%

5G Rollout And Convergent Offers Will Transform Long Term Prospects

Catalysts About Unifique Telecomunicações Unifique Telecomunicações provides fixed broadband, mobile services including 5G, and related connectivity solutions in Santa Catarina and Rio Grande do Sul. What are the underlying business or industry changes driving this perspective?
DESK3
R$14.23
Desktop
7D
-5.1%
1Y
66.6%
BRST3
R$2.95
Brisanet Serviços de Telecomunicações
7D
-2.6%
1Y
4.2%