Narrative Update • Jul 10

Over the last 7 days, the Integrated Telecom Services industry has remained flat, although notably Mexedia Società Per Azioni S.B declined by 3.9%. The past year has been better, since the industry has gained 25% in that time. As for the next few years, earnings are expected to grow by 34% per annum.
Has the French Integrated Telecom Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 24 Jul 2026 | €43.3b | €40.5b | €320.0m | 132.4x | 135.4x | 1.1x |
| Sun, 21 Jun 2026 | €45.5b | €40.5b | €320.0m | 138.9x | 142.1x | 1.1x |
| Tue, 19 May 2026 | €48.9b | €40.5b | €320.0m | 149.4x | 152.8x | 1.2x |
| Thu, 16 Apr 2026 | €47.4b | €40.5b | €305.8m | 144.8x | 155x | 1.2x |
| Sat, 14 Mar 2026 | €46.6b | €40.5b | €302.9m | 142.4x | 154x | 1.2x |
| Mon, 09 Feb 2026 | €44.0b | €40.4b | €886.9m | 48.2x | 49.6x | 1.1x |
| Wed, 07 Jan 2026 | €38.3b | €40.4b | €886.9m | 41.9x | 43.2x | 0.9x |
| Fri, 05 Dec 2025 | €37.4b | €40.4b | €886.9m | 40.9x | 42.2x | 0.9x |
| Sun, 02 Nov 2025 | €36.9b | €40.4b | €886.9m | 40.4x | 41.6x | 0.9x |
| Tue, 30 Sep 2025 | €36.7b | €40.3b | €884.3m | 40x | 41.5x | 0.9x |
| Thu, 28 Aug 2025 | €37.2b | €40.3b | €884.3m | 40.4x | 42.1x | 0.9x |
| Sat, 26 Jul 2025 | €35.6b | €40.3b | €1.9b | 18x | 18.3x | 0.9x |
| Mon, 23 Jun 2025 | €34.0b | €40.3b | €1.9b | 17.3x | 17.5x | 0.8x |
| Wed, 21 May 2025 | €35.3b | €40.3b | €1.9b | 17.9x | 18.2x | 0.9x |
| Fri, 18 Apr 2025 | €33.4b | €40.3b | €1.9b | 17x | 17.2x | 0.8x |
| Sun, 16 Mar 2025 | €31.4b | €40.5b | €2.0b | 16x | 16x | 0.8x |
| Tue, 11 Feb 2025 | €28.2b | €44.8b | €2.0b | 13.8x | 13.9x | 0.6x |
| Thu, 09 Jan 2025 | €25.6b | €44.8b | €2.0b | 12.5x | 12.6x | 0.6x |
| Sat, 07 Dec 2024 | €25.9b | €44.8b | €2.0b | 12.7x | 12.7x | 0.6x |
| Mon, 04 Nov 2024 | €26.8b | €44.8b | €2.0b | 13.1x | 13.2x | 0.6x |
| Wed, 02 Oct 2024 | €27.5b | €44.9b | €2.0b | 10.6x | 13.5x | 0.6x |
| Fri, 30 Aug 2024 | €27.7b | €44.9b | €2.0b | 9.5x | 13.6x | 0.6x |
| Sun, 28 Jul 2024 | €27.3b | €44.9b | €2.0b | 11.7x | 13.4x | 0.6x |
| Tue, 25 Jun 2024 | €25.5b | €44.4b | €2.3b | 11.2x | 11.2x | 0.6x |
| Thu, 23 May 2024 | €28.5b | €44.4b | €2.3b | 14.8x | 12.6x | 0.6x |
| Sat, 20 Apr 2024 | €28.5b | €44.4b | €2.3b | 14.7x | 12.5x | 0.6x |
| Mon, 18 Mar 2024 | €28.0b | €44.3b | €2.3b | 13.8x | 12.4x | 0.6x |
| Wed, 14 Feb 2024 | €28.4b | €43.9b | €1.6b | 18.6x | 17.6x | 0.6x |
| Fri, 12 Jan 2024 | €28.1b | €43.9b | €1.6b | 20.6x | 17.5x | 0.6x |
| Sun, 10 Dec 2023 | €29.6b | €43.9b | €1.6b | 21.3x | 18.4x | 0.7x |
| Tue, 07 Nov 2023 | €29.6b | €43.9b | €1.6b | 23.8x | 18.4x | 0.7x |
| Thu, 05 Oct 2023 | €29.1b | €43.9b | €1.6b | 25.3x | 18.1x | 0.7x |
| Sat, 02 Sep 2023 | €27.9b | €43.9b | €1.6b | 23.4x | 17.3x | 0.6x |
| Mon, 31 Jul 2023 | €27.8b | €43.9b | €1.6b | 23.7x | 17.2x | 0.6x |
17.2x
How does French Integrated Telecom Services compare with similar industries?
| FR Market | -1.58% | |
| Telecom | -1.67% | |
| Telecom Services and Carriers | 1.15% | |
| Integrated Telecom Services | 1.15% | |
| Alternative Carriers | -12.41% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ORA Orange | €16.29 | 1.1% +€492.0m | 22.4% | PE132.4x | |
| ALMEX Mexedia Società Per Azioni S.B | €3.60 | 12.5% +€2.3m | -84.6% | PS0.2x |