Vantage Towers AG (HMSE:VTWR) Shares Could Be 34% Above Their Intrinsic Value Estimate
May 20
German (DAX) Integrated Telecom Services Industry Analysis
UpdatedMay 30, 2023
DataAggregated Company Financials
Companies8
- 7D-2.1%
- 3M-3.0%
- 1Y6.3%
- YTD7.4%
Over the last 7 days, the Integrated Telecom Services industry has dropped 2.6%, driven by Deutsche Telekom declining 3.7%. This takes the industry's 12 month performance to a gain of 6.3%. As for the next few years, earnings are expected to grow by 1.5% per annum.
Industry Valuation and Performance
Has the German Integrated Telecom Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 30 May 2023 | €164.6b | €135.1b | €7.1b | 33.8x | 23.2x | 1.2x |
| Thu, 27 Apr 2023 | €139.1b | €132.6b | €8.5b | 14.6x | 16.3x | 1x |
| Sat, 25 Mar 2023 | €136.8b | €132.5b | €8.6b | 16.7x | 16x | 1x |
| Mon, 20 Feb 2023 | €133.0b | €132.5b | €8.3b | 14.1x | 16.1x | 1x |
| Wed, 18 Jan 2023 | €130.7b | €132.5b | €8.3b | 14x | 15.8x | 1x |
| Fri, 16 Dec 2022 | €120.6b | €132.4b | €8.2b | 12.9x | 14.6x | 0.9x |
| Sun, 13 Nov 2022 | €121.0b | €135.3b | €8.3b | 13.1x | 14.6x | 0.9x |
| Tue, 11 Oct 2022 | €111.2b | €129.9b | €7.9b | 13x | 14.1x | 0.9x |
| Thu, 08 Sep 2022 | €117.9b | €129.9b | €7.9b | 13.8x | 15x | 0.9x |
| Sat, 06 Aug 2022 | €120.3b | €128.3b | €8.3b | 20.7x | 14.5x | 0.9x |
| Mon, 04 Jul 2022 | €122.4b | €128.1b | €8.2b | 21x | 14.9x | 1x |
| Wed, 01 Jun 2022 | €124.7b | €128.0b | €8.1b | 19.8x | 15.3x | 1x |
| Fri, 29 Apr 2022 | €119.3b | €126.2b | €5.1b | 21.1x | 23.5x | 0.9x |
| Sun, 27 Mar 2022 | €113.3b | €126.2b | €5.1b | 28.3x | 22.3x | 0.9x |
| Tue, 22 Feb 2022 | €108.3b | €124.7b | €6.2b | 34.7x | 17.5x | 0.9x |
| Thu, 20 Jan 2022 | €106.3b | €124.7b | €6.2b | 42.2x | 17.2x | 0.9x |
| Sat, 18 Dec 2021 | €106.4b | €124.7b | €6.2b | 26.8x | 17.2x | 0.9x |
| Mon, 15 Nov 2021 | €110.0b | €124.3b | €6.2b | 20.8x | 17.7x | 0.9x |
| Wed, 13 Oct 2021 | €105.1b | €123.7b | €6.1b | 20.7x | 17.2x | 0.8x |
| Fri, 10 Sep 2021 | €111.2b | €123.9b | €6.1b | 20.7x | 18.2x | 0.9x |
| Sun, 08 Aug 2021 | €112.0b | €123.9b | €6.1b | 19.8x | 18.3x | 0.9x |
| Sat, 01 May 2021 | €102.9b | €124.2b | €5.0b | 19x | 20.5x | 0.8x |
| Tue, 02 Feb 2021 | €83.2b | €117.1b | €4.8b | 18.6x | 17.4x | 0.7x |
| Fri, 06 Nov 2020 | €74.1b | €110.5b | €3.9b | 16.9x | 19.2x | 0.7x |
| Mon, 10 Aug 2020 | €81.4b | €104.0b | €4.0b | 8.8x | 20.1x | 0.8x |
Price to Earnings Ratio
19.6x
Current Industry PE
- Investors are optimistic on the German Integrated Telecommunication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 23.2x which is higher than its 3-year average PE of 18.1x.
- The 3-year average PS ratio of 0.88x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Integrated Telecommunication Services industry have grown 19% per year over the last three years.
- Revenues for these companies have grown 12% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does German Integrated Telecom Services compare with similar industries?
| DE Market | -1.35% | |
| Telecom | -2.29% | |
| Telecom Services and Carriers | -2.13% | |
| Integrated Telecom Services | -2.13% | |
| Alternative Carriers | -10.69% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VTWR Vantage Towers | €33.12 | 1.2% +€192.2m | n/a | PE44.2x |