Narrative Update • Jun 04
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- 7D-2.6%
- 3M-12.7%
- 1Y-9.6%
- YTD-2.7%
Over the last 7 days, the Telecom Services and Carriers industry has dropped 2.6%, driven by a pullback from Deutsche Telekom of 2.8%. Overall the industry is down 9.6% in 12 months. Earnings are forecast to grow by 10% annually.
Industry Valuation and Performance
Has the German Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | €159.6b | €137.5b | €9.6b | 38.4x | 16.6x | 1.2x |
| Sun, 17 May 2026 | €163.2b | €137.5b | €9.6b | 23.9x | 16.9x | 1.2x |
| Tue, 14 Apr 2026 | €171.0b | €137.4b | €10.4b | 37.9x | 16.4x | 1.2x |
| Thu, 12 Mar 2026 | €188.4b | €137.6b | €10.3b | 36.2x | 18.3x | 1.4x |
| Sat, 07 Feb 2026 | €174.0b | €137.1b | €12.9b | 17.9x | 13.5x | 1.3x |
| Mon, 05 Jan 2026 | €162.0b | €136.3b | €12.5b | 16.7x | 12.9x | 1.2x |
| Wed, 03 Dec 2025 | €159.7b | €136.3b | €12.5b | 17x | 12.7x | 1.2x |
| Fri, 31 Oct 2025 | €160.9b | €135.9b | €13.1b | 20.5x | 12.3x | 1.2x |
| Sun, 28 Sep 2025 | €166.4b | €135.9b | €13.1b | 20.6x | 12.7x | 1.2x |
| Tue, 26 Aug 2025 | €630.6b | €136.7b | €13.3b | 21.5x | 47.6x | 4.6x |
| Thu, 24 Jul 2025 | €178.3b | €135.5b | €12.4b | 21.2x | 14.4x | 1.3x |
| Sat, 21 Jun 2025 | €178.6b | €135.5b | €12.4b | 21.2x | 14.5x | 1.3x |
| Mon, 19 May 2025 | €191.1b | €135.5b | €12.4b | 21.5x | 15.5x | 1.4x |
| Wed, 16 Apr 2025 | €183.6b | €133.6b | €11.5b | 20.4x | 16x | 1.4x |
| Fri, 14 Mar 2025 | €194.3b | €133.6b | €11.5b | 34.8x | 16.8x | 1.5x |
| Sun, 09 Feb 2025 | €189.1b | €132.2b | €6.3b | 39.8x | 30.2x | 1.4x |
| Tue, 07 Jan 2025 | €169.3b | €132.2b | €6.3b | 37.6x | 27x | 1.3x |
| Thu, 05 Dec 2024 | €177.1b | €132.2b | €6.3b | 38.6x | 28.3x | 1.3x |
| Sat, 02 Nov 2024 | €166.8b | €131.2b | €5.3b | 33.9x | 31.7x | 1.3x |
| Mon, 30 Sep 2024 | €158.2b | €132.3b | €5.7b | 36.2x | 27.6x | 1.2x |
| Wed, 28 Aug 2024 | €153.9b | €132.3b | €5.7b | 36.9x | 26.9x | 1.2x |
| Fri, 26 Jul 2024 | €148.8b | €131.1b | €5.4b | 27.1x | 27.7x | 1.1x |
| Sun, 23 Jun 2024 | €142.0b | €131.1b | €5.4b | 25.7x | 26.4x | 1.1x |
| Tue, 21 May 2024 | €139.8b | €131.1b | €5.4b | 25x | 26x | 1.1x |
| Thu, 18 Apr 2024 | €133.2b | €131.0b | €5.1b | 25.3x | 26.3x | 1x |
| Sat, 16 Mar 2024 | €138.4b | €130.9b | €5.1b | 25.6x | 27.1x | 1.1x |
| Mon, 12 Feb 2024 | €141.1b | €131.2b | €7.0b | 18.3x | 20.2x | 1.1x |
| Wed, 10 Jan 2024 | €174.7b | €133.3b | €7.8b | 27.9x | 22.5x | 1.3x |
| Fri, 08 Dec 2023 | €174.6b | €133.4b | €7.8b | 27.8x | 22.5x | 1.3x |
| Sun, 05 Nov 2023 | €165.9b | €134.7b | €7.3b | 20.2x | 22.6x | 1.2x |
| Tue, 03 Oct 2023 | €158.2b | €134.7b | €7.3b | 20.3x | 21.6x | 1.2x |
| Thu, 31 Aug 2023 | €156.0b | €134.7b | €7.3b | 21.2x | 21.3x | 1.2x |
| Sat, 29 Jul 2023 | €158.8b | €135.2b | €7.2b | 31.6x | 22.1x | 1.2x |
| Mon, 26 Jun 2023 | €157.1b | €135.2b | €7.2b | 32.9x | 21.9x | 1.2x |
Price to Earnings Ratio
21.9x
Current Industry PE
- Investors are pessimistic on the German Telecom 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 16.6x which is lower than its 3-year average PE of 22.2x.
- The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 10% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the German Telecom industry?
| DE Market | 2.37% | |
| Telecom | -2.27% | |
| Telecom Services and Carriers | -2.56% | |
| Alternative Carriers | 8.60% | |
| Integrated Telecom Services | -2.56% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry which is trading above its 3-year average PE ratio of 33.1x.
- Analysts are expecting annual earnings growth of 44.6%, which is lower than the prior year's growth of 1,101.7% per year.
- Investors are most pessimistic about the Integrated Telecom Services industry, which is trading below its 3-year average of 22.2x.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 45% over the next 5 years.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 10% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| O2D Telefónica Deutschland Holding | €2.08 | 1.5% +€89.2m | -7.7% | PE37x | |
| NFN NFON | €3.41 | 8.6% +€4.5m | -44.6% | PE39.8x | |
| KZTA Kazakhtelecom JSC | €3.10 | 9.2% +€2.9m | 3.3% | PS0.8x |
