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German (DAX) Telecom Sector Analysis

UpdatedDec 01, 2022
DataAggregated Company Financials
Companies44
  • 7D-1.3%
  • 3M2.7%
  • 1Y6.6%
  • YTD0.2%

Over the last 7 days, the Telecom industry has dropped 1.3%, driven by a pullback from Deutsche Telekom of 1.5%. On the other hand New Work is actually up 11%. In the past year, the industry has gained 6.6%. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

Has the German Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Dec 2022€161.0b€157.4b€9.8b19.6x16.4x1x
Sat, 29 Oct 2022€153.6b€154.3b€9.7b16x15.9x1x
Mon, 26 Sep 2022€141.0b€154.3b€9.7b16x14.5x0.9x
Wed, 24 Aug 2022€149.0b€153.7b€9.7b19.5x15.4x1x
Fri, 22 Jul 2022€150.2b€151.4b€10.8b17.9x13.9x1x
Sun, 19 Jun 2022€148.2b€151.4b€10.7b18.3x13.8x1x
Tue, 17 May 2022€153.6b€149.3b€7.6b19.9x20.1x1x
Thu, 14 Apr 2022€151.7b€148.6b€7.7b22.1x19.7x1x
Sat, 12 Mar 2022€142.7b€148.4b€7.2b22.6x19.8x1x
Mon, 07 Feb 2022€147.4b€147.0b€8.4b25.3x17.6x1x
Wed, 05 Jan 2022€147.8b€147.0b€8.4b29x17.7x1x
Fri, 03 Dec 2021€142.6b€146.9b€8.5b22.4x16.7x1x
Sun, 31 Oct 2021€145.1b€145.6b€8.1b21.9x17.9x1x
Tue, 28 Sep 2021€154.2b€145.5b€8.1b24.2x19.1x1.1x
Thu, 26 Aug 2021€156.5b€146.0b€8.1b23.3x19.3x1.1x
Fri, 02 Jul 2021€151.1b€146.0b€8.1b21.9x18.6x1x
Mon, 05 Apr 2021€145.5b€145.0b€6.5b24.2x22.3x1x
Thu, 07 Jan 2021€119.8b€137.9b€5.9b21.7x20.3x0.9x
Wed, 30 Sep 2020€113.0b€132.3b€5.1b20.2x22.2x0.9x
Sat, 04 Jul 2020€116.7b€126.4b€5.3b19.2x21.9x0.9x
Tue, 07 Apr 2020€95.5b€120.2b€5.9b19.3x16.2x0.8x
Fri, 10 Jan 2020€119.4b€119.9b€6.1b23.9x19.7x1x
Price to Earnings Ratio

26.5x


Total Market Cap: €123.3bTotal Earnings: €4.7bTotal Revenue: €118.9bTotal Market Cap vs Earnings and Revenue0%0%0%
German Telecom Sector Price to Earnings3Y Average 18.9x202020212022
Current Industry PE
  • Investors are pessimistic on the German Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 16.4x which is lower than its 3-year average PE of 18.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 9.8% 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 German Telecom sector?

DE Market-0.33%
Telecom-1.26%
Entertainment0.47%
Interactive Media and Services0.36%
Media-0.34%
Wireless Telecom-1.52%
Telecom Services and Carriers-1.56%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 13.5%, which is lower than the prior year's growth of 50.5% per year.
  • Investors are most pessimistic about the Wireless Telecom industry, which is trading below its 3-year average of 12.8x.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 18% over the next 5 years.
  • However this is lower than its past earnings growth rate of 58% per year.
  • In contrast, the Media industry is expected to see its earnings grow by 9.8% 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
NWO New Work€159.8011.0%
+€88.8m
-20.1%PE20.4x
KD8 Kabel Deutschland Holding€94.001.1%
+€88.5m
-10.5%n/a
UTDI United Internet€20.182.2%
+€80.3m
-38.6%PE9.8x
EVD CTS Eventim KGaA€59.401.4%
+€76.8m
4.1%PE30.8x
NFN NFON€6.285.4%
+€5.3m
-59.0%PS1.3x
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Latest News

SAX

€43.80

Ströer SE KGaA

7D

-1.8%

1Y

-35.8%

APM

€2.05

ad pepper media International

7D

10.5%

1Y

-59.6%

NFN

€6.28

NFON

7D

5.4%

1Y

-59.0%

EVD

€59.40

CTS Eventim KGaA

7D

1.4%

1Y

4.1%

PSM

€8.68

ProSiebenSat.1 Media

7D

-1.6%

1Y

-34.8%

UTDI

€20.18

United Internet

7D

2.2%

1Y

-38.6%

RRTL

€39.56

RTL Group

7D

-1.3%

1Y

-13.7%

RTV

€2.48

Your Family Entertainment

7D

9.7%

1Y

113.8%

NWO

€159.80

New Work

7D

11.0%

1Y

-20.1%

EDL

€4.48

Edel SE KGaA

7D

2.8%

1Y

13.7%

FNTN

€21.22

freenet

7D

-2.3%

1Y

-5.2%

KD8

€94.00

Kabel Deutschland Holding

7D

1.1%

1Y

-10.5%