Narrative Update • Jul 07

The Integrated Telecom Services industry is up 1.3% in the last week, with Quebecor up 4.1%. However, the industry is down 11% over the past year. In the next few years earnings are forecast to be pretty stable.
Has the Canadian Integrated Telecom Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | CA$70.0b | CA$56.5b | CA$8.5b | 8.4x | 8.2x | 1.2x |
| Tue, 09 Jun 2026 | CA$77.5b | CA$56.5b | CA$8.5b | 8.7x | 9.1x | 1.4x |
| Thu, 07 May 2026 | CA$73.3b | CA$56.3b | CA$8.7b | 8.4x | 8.5x | 1.3x |
| Sat, 04 Apr 2026 | CA$76.6b | CA$56.4b | CA$8.7b | 9.5x | 8.8x | 1.4x |
| Mon, 02 Mar 2026 | CA$79.3b | CA$56.4b | CA$8.7b | 9.8x | 9.1x | 1.4x |
| Wed, 28 Jan 2026 | CA$76.7b | CA$56.4b | CA$8.6b | 9.1x | 9x | 1.4x |
| Fri, 26 Dec 2025 | CA$71.6b | CA$56.5b | CA$8.6b | 8.6x | 8.4x | 1.3x |
| Sun, 23 Nov 2025 | CA$74.7b | CA$56.5b | CA$8.6b | 8.7x | 8.7x | 1.3x |
| Tue, 21 Oct 2025 | CA$77.0b | CA$56.4b | CA$2.6b | 12.7x | 29.7x | 1.4x |
| Thu, 18 Sep 2025 | CA$76.8b | CA$56.4b | CA$2.6b | 12x | 29.7x | 1.4x |
| Sat, 16 Aug 2025 | CA$79.5b | CA$56.4b | CA$2.6b | 12x | 30.7x | 1.4x |
| Mon, 14 Jul 2025 | CA$77.6b | CA$56.3b | CA$2.8b | 12.7x | 28.2x | 1.4x |
| Wed, 11 Jun 2025 | CA$74.4b | CA$56.3b | CA$2.8b | 11.8x | 27x | 1.3x |
| Fri, 09 May 2025 | CA$70.8b | CA$56.2b | CA$2.3b | 11.4x | 30.3x | 1.3x |
| Sun, 06 Apr 2025 | CA$73.0b | CA$56.2b | CA$2.3b | 11.6x | 31.2x | 1.3x |
| Tue, 04 Mar 2025 | CA$75.5b | CA$56.2b | CA$2.3b | 10.7x | 32.2x | 1.3x |
| Thu, 30 Jan 2025 | CA$73.6b | CA$56.1b | CA$2.2b | 10.6x | 34.1x | 1.3x |
| Sat, 28 Dec 2024 | CA$69.8b | CA$56.1b | CA$2.2b | 10.4x | 32.4x | 1.2x |
| Mon, 25 Nov 2024 | CA$76.9b | CA$56.1b | CA$2.2b | 10.1x | 35.7x | 1.4x |
| Wed, 23 Oct 2024 | CA$87.2b | CA$56.2b | CA$3.9b | 10.9x | 22.2x | 1.6x |
| Fri, 20 Sep 2024 | CA$89.7b | CA$56.2b | CA$3.9b | 11.1x | 22.9x | 1.6x |
| Sun, 18 Aug 2024 | CA$86.6b | CA$56.2b | CA$3.9b | 10.8x | 22.1x | 1.5x |
| Tue, 16 Jul 2024 | CA$81.5b | CA$56.3b | CA$3.7b | 10x | 22.3x | 1.4x |
| Thu, 13 Jun 2024 | CA$85.0b | CA$56.3b | CA$3.6b | 9.6x | 23.5x | 1.5x |
| Sat, 11 May 2024 | CA$85.0b | CA$56.3b | CA$3.6b | 9.8x | 23.5x | 1.5x |
| Mon, 08 Apr 2024 | CA$82.8b | CA$56.2b | CA$4.0b | 10.5x | 20.7x | 1.5x |
| Wed, 06 Mar 2024 | CA$87.5b | CA$53.2b | CA$3.6b | 16.4x | 24.1x | 1.6x |
| Fri, 02 Feb 2024 | CA$93.8b | CA$52.7b | CA$3.7b | 17.5x | 25.1x | 1.8x |
| Sun, 31 Dec 2023 | CA$90.5b | CA$52.7b | CA$3.7b | 17x | 24.2x | 1.7x |
| Tue, 28 Nov 2023 | CA$92.1b | CA$52.7b | CA$3.7b | 16.7x | 24.6x | 1.7x |
| Thu, 26 Oct 2023 | CA$86.4b | CA$52.0b | CA$4.2b | 20.3x | 20.7x | 1.7x |
| Sat, 23 Sep 2023 | CA$90.0b | CA$52.0b | CA$4.2b | 21.3x | 21.6x | 1.7x |
| Mon, 21 Aug 2023 | CA$83.5b | CA$44.1b | CA$3.5b | 28.2x | 24x | 1.9x |
| Wed, 19 Jul 2023 | CA$86.7b | CA$43.3b | CA$4.0b | 23.8x | 21.6x | 2x |
21.6x
How does Canadian Integrated Telecom Services compare with similar industries?
| CA Market | 0.049% | |
| Telecom | 1.86% | |
| Telecom Services and Carriers | 1.30% | |
| Integrated Telecom Services | 1.30% | |
| Alternative Carriers | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| QBR.A Quebecor | CA$69.75 | 4.1% +CA$619.0m | 64.4% | PE17.6x | |
| T TELUS | CA$14.76 | 1.4% +CA$330.5m | -34.6% | PE25x | |
| BCE BCE | CA$30.28 | 0.03% +CA$9.3m | -7.0% | PE4.5x |