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Brazilian (BOVESPA) Telecom Services and Carriers Industry Analysis

UpdatedAug 01, 2026
DataAggregated Company Financials
Companies5
  • 7D-7.6%
  • 3M-16.6%
  • 1Y5.1%
  • YTD-0.2%

Over the last 7 days, the Telecom Services and Carriers industry has dropped 7.6%, driven by a pullback from Telefônica Brasil of 8.0%. This takes the industry's 12 month performance to a gain of 5.1%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Aug 2026R$110.8bR$66.5bR$7.0b15.8x15.9x1.7x
Mon, 29 Jun 2026R$117.7bR$65.4bR$6.8b17.5x17.4x1.8x
Wed, 27 May 2026R$115.2bR$65.4bR$6.8b17x17x1.8x
Fri, 24 Apr 2026R$135.2bR$64.2bR$6.6b20.7x20.4x2.1x
Sun, 22 Mar 2026R$135.1bR$64.0bR$6.6b17.4x20.6x2.1x
Tue, 17 Feb 2026R$138.0bR$63.0bR$6.4b19.5x21.4x2.2x
Thu, 15 Jan 2026R$110.2bR$63.0bR$6.4b17.5x17.1x1.7x
Sat, 13 Dec 2025R$113.0bR$63.0bR$6.4b17.7x17.5x1.8x
Mon, 10 Nov 2025R$113.9bR$62.8bR$6.4b25.1x17.9x1.8x
Wed, 08 Oct 2025R$109.3bR$61.9bR$6.2b17.9x17.8x1.8x
Fri, 05 Sep 2025R$113.4bR$61.9bR$6.2b18.6x18.4x1.8x
Sun, 03 Aug 2025R$106.3bR$61.8bR$6.2b17.5x17.2x1.7x
Tue, 01 Jul 2025R$104.9bR$60.8bR$6.0b17.5x17.4x1.7x
Thu, 29 May 2025R$96.3bR$60.8bR$6.0b16x15.9x1.6x
Sat, 26 Apr 2025R$93.2bR$59.8bR$5.8b14.2x16x1.6x
Mon, 24 Mar 2025R$85.8bR$59.8bR$5.9b9.8x14.6x1.4x
Wed, 19 Feb 2025R$92.0bR$58.7bR$5.6b11.5x16.6x1.6x
Fri, 17 Jan 2025R$84.2bR$58.7bR$5.6b10.8x15.2x1.4x
Sun, 15 Dec 2024R$85.6bR$58.7bR$5.6b12.5x15.4x1.5x
Tue, 12 Nov 2024R$90.3bR$58.6bR$5.5b13.6x16.3x1.5x
Thu, 10 Oct 2024R$94.3bR$57.6bR$5.3b13x17.7x1.6x
Sat, 07 Sep 2024R$96.3bR$57.6bR$5.3b14x18x1.7x
Mon, 05 Aug 2024R$88.5bR$57.5bR$5.4b13.5x16.4x1.5x
Wed, 03 Jul 2024R$80.8bR$56.6bR$5.3b12.9x15.3x1.4x
Fri, 31 May 2024R$79.9bR$56.6bR$5.3b13x15.1x1.4x
Sun, 28 Apr 2024R$85.1bR$55.6bR$5.3b12.8x16x1.5x
Tue, 26 Mar 2024R$89.2bR$55.6bR$5.3b13.9x16.8x1.6x
Thu, 22 Feb 2024R$92.8bR$55.4bR$5.3b14.4x17.5x1.7x
Sat, 20 Jan 2024R$89.4bR$54.6bR$4.8b14x18.5x1.6x
Mon, 18 Dec 2023R$94.7bR$54.6bR$4.8b15.2x19.6x1.7x
Wed, 15 Nov 2023R$89.9bR$54.4bR$4.9b15.3x18.4x1.7x
Fri, 13 Oct 2023R$82.9bR$53.5bR$4.8b14.6x17.1x1.5x
Sun, 10 Sep 2023R$75.4bR$53.5bR$4.8b14.1x15.6x1.4x
Tue, 08 Aug 2023R$76.7bR$53.3bR$4.7b16.6x16.2x1.4x
Price to Earnings Ratio

16.2x


Total Market Cap: R$76.7bTotal Earnings: R$4.7bTotal Revenue: R$53.3bTotal 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 relatively neutral on the Brazilian Telecom industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio 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 14% per year over the last three years.
  • Revenues for these companies have grown 7.7% 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 Market2.00%
Telecom-7.95%
Telecom Services and Carriers-7.57%
Alternative Carriers0%0
Integrated Telecom Services-7.65%
Industry PE
  • Investors are most optimistic about the Integrated Telecom Services industry, which is trading close to its 3-year average PE ratio of 17.3x.
    • Analysts are expecting annual earnings growth of 13.0%, which is lower than the prior year's growth of 20.6% per year.
  • Investors are most pessimistic about the Integrated Telecom Services industry, which is trading close to 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 21% 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
DESK3 DesktopR$18.602.5%
+R$53.5m		129.1%PE35.1x

Latest News

VIVT3
R$32.63
Telefônica Brasil
7D
-8.0%
1Y
3.3%
Analysis Article • Jul 30

Telefônica Brasil S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Last week, you might have seen that Telefônica Brasil S.A. ( BVMF:VIVT3 ) released its second-quarter result to the...
FIQE3
R$5.40
Unifique Telecomunicações
7D
-2.7%
1Y
58.7%
Narrative Update • Jul 10

nan

Analysts have raised their fair value estimate for Unifique Telecomunicações from R$5.39 to R$6.65, citing updated assumptions for revenue growth, profit margins and future P/E that adjust the stock's risk and earnings profile. What’s in the News for Unifique Telecomunicações No recent news items or key developments for Unifique Telecomunicações were identified in the provided sources as of 9 Jul 2026.
DESK3
R$18.60
Desktop
7D
2.5%
1Y
129.1%
Narrative Update • Jun 26

DESK3: Fair Outlook Will Hinge On May 18 2026 Shareholder Decisions

Analysts have raised the desktop stock's price target from around R$12.83 to about R$17.14, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that they see as better aligning the valuation with their current expectations. What's in the News for Desktop Desktop has scheduled a Special and Extraordinary Shareholders Meeting for May 18, 2026, according to a company event filing.