Is There An Opportunity With Pullup Entertainment's (EPA:ALPUL) 23% Undervaluation?
Apr 23
French (CAC) Telecom Sector Analysis
UpdatedApr 22, 2024
DataAggregated Company Financials
Companies51
- 7D0.3%
- 3M3.8%
- 1Y1.1%
- YTD6.4%
Last week, the Telecom industry hasn't moved much but Orange is up 4.7% in that time. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 17% annually.
Sector Valuation and Performance
Has the French Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 23 Apr 2024 | €107.0b | €107.6b | -€38,371,860,020.00 | 18.1x | -2.8x | 1x |
| Thu, 21 Mar 2024 | €105.6b | €107.4b | -€38,384,747,941.00 | 17.8x | -2.8x | 1x |
| Sat, 17 Feb 2024 | €107.7b | €113.0b | -€39,490,077,564.00 | 16.6x | -2.7x | 1x |
| Mon, 15 Jan 2024 | €102.4b | €112.6b | -€40,363,150,564.00 | 17.8x | -2.5x | 0.9x |
| Wed, 13 Dec 2023 | €99.0b | €112.6b | -€40,350,048,564.00 | 18.3x | -2.5x | 0.9x |
| Fri, 10 Nov 2023 | €96.8b | €112.6b | -€40,349,585,742.00 | 18.3x | -2.4x | 0.9x |
| Sun, 08 Oct 2023 | €94.5b | €112.4b | €2.7b | 16.4x | 34.9x | 0.8x |
| Tue, 05 Sep 2023 | €95.8b | €112.4b | €2.7b | 16.7x | 35.4x | 0.9x |
| Thu, 03 Aug 2023 | €96.7b | €112.3b | €2.7b | 14.5x | 35.8x | 0.9x |
| Sat, 01 Jul 2023 | €98.6b | €110.8b | €3.2b | 17.9x | 31.3x | 0.9x |
| Mon, 29 May 2023 | €99.9b | €110.7b | €2.8b | 18.3x | 35.1x | 0.9x |
| Wed, 26 Apr 2023 | €105.1b | €111.6b | €3.1b | 16x | 34.3x | 0.9x |
| Fri, 24 Mar 2023 | €101.6b | €111.6b | €3.1b | 14.7x | 32.9x | 0.9x |
| Sun, 19 Feb 2023 | €101.5b | €113.0b | -€9,961,842,964.00 | 16.1x | -10.2x | 0.9x |
| Tue, 17 Jan 2023 | €96.5b | €110.9b | -€8,050,744,621.00 | 14x | -12x | 0.9x |
| Thu, 15 Dec 2022 | €92.6b | €110.9b | -€8,041,059,726.00 | 13.5x | -11.5x | 0.8x |
| Sat, 12 Nov 2022 | €93.9b | €110.1b | -€8,038,317,353.00 | 12.8x | -11.7x | 0.9x |
| Mon, 10 Oct 2022 | €78.9b | €110.0b | -€7,591,765,750.00 | 12x | -10.4x | 0.7x |
| Wed, 07 Sep 2022 | €83.8b | €109.9b | -€7,594,371,777.00 | 13.9x | -11x | 0.8x |
| Fri, 05 Aug 2022 | €86.1b | €109.8b | -€7,614,651,777.00 | 15x | -11.3x | 0.8x |
| Sun, 03 Jul 2022 | €87.3b | €103.8b | -€13,159,615,323.00 | 14.7x | -6.6x | 0.8x |
| Tue, 31 May 2022 | €97.1b | €106.8b | -€13,258,960,861.00 | 14.6x | -7.3x | 0.9x |
| Thu, 28 Apr 2022 | €95.3b | €106.5b | -€13,359,504,644.00 | 17.6x | -7.1x | 0.9x |
| Sat, 26 Mar 2022 | €96.0b | €106.2b | -€13,416,051,245.00 | 22.3x | -7.2x | 0.9x |
| Mon, 21 Feb 2022 | €99.7b | €118.2b | €2.7b | 21.2x | 36.7x | 0.8x |
| Wed, 19 Jan 2022 | €97.0b | €116.7b | €3.0b | 22.7x | 32.3x | 0.8x |
| Fri, 17 Dec 2021 | €89.9b | €116.7b | €3.0b | 21.2x | 30x | 0.8x |
| Sun, 14 Nov 2021 | €108.5b | €123.5b | €3.5b | 20x | 31.3x | 0.9x |
| Tue, 12 Oct 2021 | €104.1b | €123.6b | €3.7b | 24.3x | 28.4x | 0.8x |
| Thu, 09 Sep 2021 | €127.5b | €123.5b | €3.6b | 27.1x | 35x | 1x |
| Sat, 07 Aug 2021 | €121.7b | €123.6b | €3.6b | 25.9x | 33.4x | 1x |
| Fri, 30 Apr 2021 | €120.1b | €121.2b | €5.1b | 23.9x | 23.4x | 1x |
Price to Earnings Ratio
23.4x
Current Industry PE
- Investors are optimistic on the French Communication Services industry, and appear confident in long term growth rates.
- The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
- Total earnings for the Communication Services industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 3.9% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the French Telecom sector?
| FR Market | -0.12% | |
| Telecom | 0.33% | |
| Telecom Services and Carriers | 4.71% | |
| Interactive Media and Services | 0.015% | |
| Wireless Telecom | 0% | |
| Entertainment | -0.79% | |
| Media | -1.49% | |
Industry PE
- Investors are most optimistic about the Media industry even though it's trading below its 3-year average PE ratio of 29.5x.
- Analysts are expecting annual earnings growth of 13.1%, which is higher than its past year's earnings growth of 10.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 39% over the next 5 years.
- However this is lower than its past earnings growth rate of 84% per year.
- In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 9.4% 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 | |
|---|---|---|---|---|---|
| ORA Orange | €11.06 | 6.7% +€1.8b | -3.0% | PE13x | |
| UBI Ubisoft Entertainment | €21.73 | 6.6% +€170.8m | -14.9% | PS1.4x | |
| DEC JCDecaux | €19.31 | 4.2% +€166.2m | -4.2% | PE19.7x | |
| ETL Eutelsat Group | €3.86 | 4.9% +€85.5m | -38.2% | PE25.5x | |
| MMT Métropole Télévision | €14.48 | 1.7% +€30.2m | -6.6% | PE7.8x |
