Narrative Update • Jul 10

The Integrated Telecom Services industry has stayed flat over the last week. As for the the longer term, the industry is up 9.1% over the past 12 months. Looking forward, earnings are forecast to grow by 13% annually.
Has the Brazilian Integrated Telecom Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | R$119.6b | R$63.7b | R$6.7b | 15.1x | 17.8x | 1.9x |
| Mon, 08 Jun 2026 | R$111.0b | R$63.7b | R$6.7b | 14.9x | 16.5x | 1.7x |
| Wed, 06 May 2026 | R$133.1b | R$62.5b | R$6.6b | 16.7x | 20.2x | 2.1x |
| Fri, 03 Apr 2026 | R$138.1b | R$62.5b | R$6.6b | 17.1x | 21x | 2.2x |
| Sun, 01 Mar 2026 | R$142.9b | R$62.4b | R$6.5b | 18.2x | 22x | 2.3x |
| Tue, 27 Jan 2026 | R$123.7b | R$61.4b | R$6.4b | 17x | 19.4x | 2x |
| Thu, 25 Dec 2025 | R$109.5b | R$61.4b | R$6.4b | 16x | 17.2x | 1.8x |
| Sat, 22 Nov 2025 | R$114.9b | R$61.4b | R$6.4b | 16.6x | 18x | 1.9x |
| Mon, 20 Oct 2025 | R$110.8b | R$60.4b | R$6.1b | 20.1x | 18.1x | 1.8x |
| Wed, 17 Sep 2025 | R$111.3b | R$60.4b | R$6.1b | 15.1x | 18.2x | 1.8x |
| Fri, 15 Aug 2025 | R$110.3b | R$60.4b | R$6.1b | 14.8x | 18x | 1.8x |
| Sun, 13 Jul 2025 | R$107.3b | R$59.3b | R$6.0b | 14.9x | 17.9x | 1.8x |
| Tue, 10 Jun 2025 | R$97.0b | R$59.3b | R$6.0b | 14.2x | 16.2x | 1.6x |
| Thu, 08 May 2025 | R$95.8b | R$58.4b | R$5.7b | 11.7x | 16.7x | 1.6x |
| Sat, 05 Apr 2025 | R$86.5b | R$58.4b | R$5.7b | 11x | 15.1x | 1.5x |
| Mon, 03 Mar 2025 | R$81.8b | R$58.3b | R$5.6b | 10.1x | 14.6x | 1.4x |
| Wed, 29 Jan 2025 | R$89.3b | R$57.3b | R$5.4b | 12.6x | 16.4x | 1.6x |
| Fri, 27 Dec 2024 | R$81.8b | R$57.3b | R$5.4b | 12.6x | 15.1x | 1.4x |
| Sun, 24 Nov 2024 | R$88.7b | R$58.7b | R$5.5b | 13.9x | 16.1x | 1.5x |
| Tue, 22 Oct 2024 | R$95.7b | R$57.6b | R$5.3b | 12.5x | 17.9x | 1.7x |
| Thu, 19 Sep 2024 | R$97.6b | R$57.6b | R$5.3b | 14.6x | 18.3x | 1.7x |
| Sat, 17 Aug 2024 | R$92.0b | R$57.6b | R$5.3b | 14.5x | 17.3x | 1.6x |
| Mon, 15 Jul 2024 | R$87.7b | R$56.6b | R$5.3b | 14x | 16.6x | 1.6x |
| Wed, 12 Jun 2024 | R$79.2b | R$56.6b | R$5.3b | 13x | 14.9x | 1.4x |
| Fri, 10 May 2024 | R$83.4b | R$56.5b | R$5.4b | 13.1x | 15.5x | 1.5x |
| Sun, 07 Apr 2024 | R$91.3b | R$55.6b | R$5.3b | 14.4x | 17.2x | 1.6x |
| Tue, 05 Mar 2024 | R$92.6b | R$55.4b | R$5.3b | 14.5x | 17.4x | 1.7x |
| Thu, 01 Feb 2024 | R$89.6b | R$54.6b | R$4.8b | 13.2x | 18.5x | 1.6x |
| Sat, 30 Dec 2023 | R$94.5b | R$54.6b | R$4.8b | 15.4x | 19.5x | 1.7x |
| Mon, 27 Nov 2023 | R$92.4b | R$54.6b | R$4.8b | 14.8x | 19.1x | 1.7x |
| Wed, 25 Oct 2023 | R$80.3b | R$53.5b | R$4.8b | 13.9x | 16.6x | 1.5x |
| Fri, 22 Sep 2023 | R$79.6b | R$53.5b | R$4.8b | 15.2x | 16.5x | 1.5x |
| Sun, 20 Aug 2023 | R$76.8b | R$53.4b | R$4.8b | 14.7x | 15.9x | 1.4x |
| Tue, 18 Jul 2023 | R$73.1b | R$52.4b | R$4.4b | 15.9x | 16.6x | 1.4x |
16.6x
How does Brazilian Integrated Telecom Services compare with similar industries?
| BR Market | 2.17% | |
| Telecom | 1.87% | |
| Telecom Services and Carriers | 2.77% | |
| Integrated Telecom Services | 2.82% | |
| Alternative Carriers | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VIVT3 Telefônica Brasil | R$35.75 | 2.9% +R$3.2b | 11.4% | PE17.9x | |
| FIQE3 Unifique Telecomunicações | R$5.90 | 2.6% +R$58.4m | 74.4% | PE10.3x | |
| DESK3 Desktop | R$17.91 | 0.3% +R$5.8m | 99.0% | PE33.8x |