Narrative Update • May 08

Over the last 7 days, the Integrated Telecom Services industry has risen 2.1%, driven by gains from BCE of 3.8%. In the past year, the industry is down 3.2%. 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 |
|---|---|---|---|---|---|---|
| Sat, 09 May 2026 | CA$74.7b | CA$56.5b | CA$8.5b | 8.5x | 8.8x | 1.3x |
| Mon, 06 Apr 2026 | CA$76.6b | CA$56.4b | CA$8.7b | 9.5x | 8.8x | 1.4x |
| Wed, 04 Mar 2026 | CA$79.1b | CA$56.4b | CA$8.7b | 9.9x | 9.1x | 1.4x |
| Fri, 30 Jan 2026 | CA$76.2b | CA$56.4b | CA$8.6b | 8.8x | 8.9x | 1.3x |
| Sun, 28 Dec 2025 | CA$71.6b | CA$56.5b | CA$8.6b | 8.6x | 8.4x | 1.3x |
| Tue, 25 Nov 2025 | CA$74.7b | CA$56.5b | CA$8.6b | 8.8x | 8.7x | 1.3x |
| Thu, 23 Oct 2025 | CA$77.1b | CA$56.4b | CA$2.6b | 13x | 29.8x | 1.4x |
| Sat, 20 Sep 2025 | CA$76.4b | CA$56.4b | CA$2.6b | 12.6x | 29.5x | 1.4x |
| Mon, 18 Aug 2025 | CA$80.3b | CA$56.4b | CA$2.6b | 12x | 31x | 1.4x |
| Wed, 16 Jul 2025 | CA$77.4b | CA$56.3b | CA$2.8b | 12.3x | 28.1x | 1.4x |
| Fri, 13 Jun 2025 | CA$74.3b | CA$56.3b | CA$2.8b | 12x | 27x | 1.3x |
| Sun, 11 May 2025 | CA$75.3b | CA$56.2b | CA$2.8b | 11.8x | 27.3x | 1.3x |
| Tue, 08 Apr 2025 | CA$73.0b | CA$56.2b | CA$2.3b | 11.6x | 31.2x | 1.3x |
| Thu, 06 Mar 2025 | CA$76.2b | CA$56.2b | CA$2.3b | 11.1x | 32.5x | 1.4x |
| Sat, 01 Feb 2025 | CA$73.8b | CA$56.1b | CA$2.2b | 10.6x | 34.1x | 1.3x |
| Mon, 30 Dec 2024 | CA$69.7b | CA$56.1b | CA$2.2b | 10.4x | 32.3x | 1.2x |
| Wed, 27 Nov 2024 | CA$77.9b | CA$56.1b | CA$2.2b | 10.5x | 36.1x | 1.4x |
| Fri, 25 Oct 2024 | CA$87.0b | CA$56.2b | CA$3.9b | 10.9x | 22.2x | 1.5x |
| Sun, 22 Sep 2024 | CA$88.9b | CA$56.2b | CA$3.9b | 11x | 22.7x | 1.6x |
| Tue, 20 Aug 2024 | CA$86.6b | CA$56.2b | CA$3.9b | 10.8x | 22.1x | 1.5x |
| Thu, 18 Jul 2024 | CA$82.5b | CA$56.3b | CA$3.7b | 9.8x | 22.6x | 1.5x |
| Sat, 15 Jun 2024 | CA$84.3b | CA$56.3b | CA$3.6b | 9.5x | 23.3x | 1.5x |
| Mon, 13 May 2024 | CA$84.8b | CA$56.3b | CA$3.6b | 9.8x | 23.4x | 1.5x |
| Wed, 10 Apr 2024 | CA$83.0b | CA$56.2b | CA$4.0b | 10.6x | 20.7x | 1.5x |
| Fri, 08 Mar 2024 | CA$87.8b | CA$53.2b | CA$3.6b | 16.4x | 24.2x | 1.7x |
| Sun, 04 Feb 2024 | CA$91.7b | CA$52.7b | CA$3.7b | 17.1x | 24.6x | 1.7x |
| Tue, 02 Jan 2024 | CA$90.5b | CA$52.7b | CA$3.7b | 17x | 24.2x | 1.7x |
| Thu, 30 Nov 2023 | CA$91.6b | CA$52.7b | CA$3.7b | 16.6x | 24.5x | 1.7x |
| Sat, 28 Oct 2023 | CA$86.1b | CA$52.0b | CA$4.2b | 20.2x | 20.7x | 1.7x |
| Mon, 25 Sep 2023 | CA$90.0b | CA$52.0b | CA$4.2b | 21.3x | 21.6x | 1.7x |
| Wed, 23 Aug 2023 | CA$83.1b | CA$44.1b | CA$3.5b | 28.1x | 23.9x | 1.9x |
| Fri, 21 Jul 2023 | CA$88.3b | CA$43.3b | CA$4.0b | 24.3x | 22x | 2x |
| Sun, 18 Jun 2023 | CA$92.2b | CA$43.3b | CA$4.0b | 25.7x | 23x | 2.1x |
| Tue, 16 May 2023 | CA$98.5b | CA$43.3b | CA$4.0b | 27.7x | 24.6x | 2.3x |
24.6x
How does Canadian Integrated Telecom Services compare with similar industries?
| CA Market | 0.99% | |
| Telecom | 2.02% | |
| Telecom Services and Carriers | 2.06% | |
| Integrated Telecom Services | 2.06% | |
| Alternative Carriers | 5.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BCE BCE | CA$33.50 | 3.8% +CA$1.1b | 8.2% | PE5x | |
| T TELUS | CA$17.55 | 3.2% +CA$843.1m | -15.6% | PE24.6x | |
| QBR.A Quebecor | CA$56.66 | 3.0% +CA$374.5m | 49.1% | PE14.9x | |
| CCA Cogeco Communications | CA$63.54 | 1.0% +CA$25.2m | -7.2% | PE8.4x | |
| CGO Cogeco | CA$63.19 | 0.09% +CA$568.2k | -3.0% | PE7.1x |