Narrative Update • Jul 10

Over the last 7 days, the Integrated Telecom Services industry has risen 1.5%, driven by gains from Orange of 3.7%. During this same period, the Mexedia Società Per Azioni S.B underperformed, falling 17%. In the last 12 months, the industry was up 22%. 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 |
|---|---|---|---|---|---|---|
| Sun, 19 Jul 2026 | €43.8b | €40.5b | €320.0m | 133.9x | 136.9x | 1.1x |
| Tue, 16 Jun 2026 | €46.7b | €40.5b | €320.0m | 142.6x | 145.8x | 1.2x |
| Thu, 14 May 2026 | €49.1b | €40.5b | €320.0m | 150x | 153.4x | 1.2x |
| Sat, 11 Apr 2026 | €47.7b | €40.5b | €302.9m | 145.9x | 157.6x | 1.2x |
| Mon, 09 Mar 2026 | €46.5b | €40.5b | €302.9m | 142.1x | 153.6x | 1.1x |
| Wed, 04 Feb 2026 | €42.4b | €40.4b | €886.9m | 46.5x | 47.9x | 1.1x |
| Fri, 02 Jan 2026 | €37.8b | €40.4b | €886.9m | 41.4x | 42.7x | 0.9x |
| Sun, 30 Nov 2025 | €37.8b | €40.4b | €886.9m | 41.4x | 42.6x | 0.9x |
| Tue, 28 Oct 2025 | €37.0b | €40.4b | €886.9m | 40.4x | 41.7x | 0.9x |
| Thu, 25 Sep 2025 | €36.1b | €40.3b | €884.3m | 39.3x | 40.8x | 0.9x |
| Sat, 23 Aug 2025 | €38.9b | €40.3b | €884.3m | 42.3x | 44x | 1x |
| Mon, 21 Jul 2025 | €35.2b | €40.3b | €1.9b | 17.8x | 18.1x | 0.9x |
| Wed, 18 Jun 2025 | €33.9b | €40.3b | €1.9b | 17.2x | 17.5x | 0.8x |
| Fri, 16 May 2025 | €33.5b | €40.3b | €1.9b | 17x | 17.3x | 0.8x |
| Sun, 13 Apr 2025 | €32.5b | €40.3b | €1.9b | 16.5x | 16.7x | 0.8x |
| Tue, 11 Mar 2025 | €31.4b | €40.5b | €2.0b | 16x | 16x | 0.8x |
| Thu, 06 Feb 2025 | €27.7b | €44.8b | €2.0b | 13.6x | 13.6x | 0.6x |
| Sat, 04 Jan 2025 | €25.6b | €44.8b | €2.0b | 12.6x | 12.6x | 0.6x |
| Mon, 02 Dec 2024 | €26.8b | €44.8b | €2.0b | 13.2x | 13.2x | 0.6x |
| Wed, 30 Oct 2024 | €26.9b | €44.9b | €2.0b | 10.9x | 13.2x | 0.6x |
| Fri, 27 Sep 2024 | €27.9b | €44.9b | €2.0b | 10.7x | 13.7x | 0.6x |
| Sun, 25 Aug 2024 | €27.3b | €44.9b | €2.0b | 9.4x | 13.4x | 0.6x |
| Tue, 23 Jul 2024 | €27.0b | €44.4b | €2.3b | 10.9x | 11.9x | 0.6x |
| Thu, 20 Jun 2024 | €25.1b | €44.4b | €2.3b | 11.4x | 11.1x | 0.6x |
| Sat, 18 May 2024 | €28.8b | €44.4b | €2.3b | 14.8x | 12.7x | 0.6x |
| Mon, 15 Apr 2024 | €27.8b | €44.4b | €2.3b | 14.7x | 12.3x | 0.6x |
| Wed, 13 Mar 2024 | €27.8b | €44.3b | €2.3b | 14.5x | 12.3x | 0.6x |
| Fri, 09 Feb 2024 | €28.3b | €43.9b | €1.6b | 18.9x | 17.6x | 0.6x |
| Sun, 07 Jan 2024 | €28.6b | €43.9b | €1.6b | 20.8x | 17.8x | 0.7x |
| Tue, 05 Dec 2023 | €29.7b | €43.9b | €1.6b | 20.6x | 18.4x | 0.7x |
| Thu, 02 Nov 2023 | €29.7b | €43.9b | €1.6b | 22.7x | 18.4x | 0.7x |
| Sat, 30 Sep 2023 | €29.0b | €43.9b | €1.6b | 26.4x | 18x | 0.7x |
| Mon, 28 Aug 2023 | €27.4b | €43.9b | €1.6b | 22.6x | 17x | 0.6x |
| Wed, 26 Jul 2023 | €28.6b | €43.6b | €2.0b | 24.4x | 14.7x | 0.7x |
14.7x
How does French Integrated Telecom Services compare with similar industries?
| FR Market | 0.10% | |
| Telecom | 1.34% | |
| Telecom Services and Carriers | 3.74% | |
| Integrated Telecom Services | 3.74% | |
| Alternative Carriers | 29.46% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ORA Orange | €16.47 | 3.7% +€1.6b | 24.8% | PE133.9x |