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U.K. (FTSE) Telecom Sector Analysis

UpdatedJul 25, 2025
DataAggregated Company Financials
Companies63
  • 7D5.0%
  • 3M16.2%
  • 1Y17.8%
  • YTD16.8%

In the last week, the Telecom industry is up 5.0%, with BT Group up 11%. During this same period, the MONY Group underperformed, falling 5.5%. In the last 12 months, the industry was up 18%. Looking forward, earnings are forecast to grow by 28% annually.

Sector Valuation and Performance

Has the U.K. Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 25 Jul 2025UK£101.4bUK£96.0b-UK£1,154,788,242.7616.4x-87.8x1.1x
Sun, 22 Jun 2025UK£94.2bUK£93.2b-UK£637,107,836.1916.9x-147.8x1x
Tue, 20 May 2025UK£92.3bUK£92.5bUK£4.6b15.7x20x1x
Thu, 17 Apr 2025UK£86.6bUK£93.2bUK£4.6b16.6x18.9x0.9x
Sat, 15 Mar 2025UK£88.4bUK£92.6bUK£4.8b15x18.4x1x
Mon, 10 Feb 2025UK£91.0bUK£87.4bUK£4.6b18.7x19.8x1x
Wed, 08 Jan 2025UK£87.1bUK£87.3bUK£4.4b18.6x19.7x1x
Fri, 06 Dec 2024UK£89.6bUK£87.1bUK£4.4b20.4x20.2x1x
Sun, 03 Nov 2024UK£86.4bUK£87.2bUK£3.6b16.9x24.1x1x
Tue, 01 Oct 2024UK£89.8bUK£86.9bUK£3.7b20.3x24.4x1x
Thu, 29 Aug 2024UK£88.4bUK£87.4bUK£3.6b20.3x24.6x1x
Sat, 27 Jul 2024UK£89.0bUK£87.5bUK£3.4b21x25.9x1x
Mon, 24 Jun 2024UK£87.9bUK£87.7bUK£3.2b19.2x27.8x1x
Wed, 22 May 2024UK£88.0bUK£87.8bUK£3.1b20.9x28.1x1x
Fri, 19 Apr 2024UK£79.8bUK£95.0bUK£12.5b19.2x6.4x0.8x
Sun, 17 Mar 2024UK£81.6bUK£95.3bUK£12.2b20.9x6.7x0.9x
Tue, 13 Feb 2024UK£79.9bUK£94.9bUK£12.7b19.3x6.3x0.8x
Thu, 11 Jan 2024UK£85.5bUK£97.3bUK£12.9b16.5x6.6x0.9x
Sat, 09 Dec 2023UK£85.7bUK£97.3bUK£12.9b16.7x6.6x0.9x
Mon, 06 Nov 2023UK£84.3bUK£98.0bUK£14.1b18.7x6x0.9x
Wed, 04 Oct 2023UK£82.8bUK£98.1bUK£14.2b17.7x5.8x0.8x
Fri, 01 Sep 2023UK£82.6bUK£97.1bUK£14.0b18.2x5.9x0.8x
Sun, 30 Jul 2023UK£86.7bUK£96.4bUK£13.7b19.3x6.3x0.9x
Tue, 27 Jun 2023UK£82.8bUK£96.0bUK£13.9b20.9x6x0.9x
Thu, 25 May 2023UK£90.2bUK£96.7bUK£14.1b21.1x6.4x0.9x
Sat, 22 Apr 2023UK£95.0bUK£97.5bUK£5.3b22.6x17.8x1x
Mon, 20 Mar 2023UK£91.2bUK£96.8bUK£5.4b17.7x16.8x0.9x
Wed, 15 Feb 2023UK£96.9bUK£96.5bUK£5.6b16.4x17.4x1x
Fri, 13 Jan 2023UK£91.3bUK£96.9bUK£5.5b18.4x16.5x0.9x
Sun, 11 Dec 2022UK£94.0bUK£99.1bUK£5.7b18.1x16.6x0.9x
Tue, 08 Nov 2022UK£97.5bUK£99.7bUK£5.2b18.7x18.7x1x
Thu, 06 Oct 2022UK£96.8bUK£99.8bUK£5.2b18.8x18.7x1x
Sat, 03 Sep 2022UK£104.3bUK£98.6bUK£5.3b21.3x19.8x1.1x
Mon, 01 Aug 2022UK£113.4bUK£95.8bUK£4.2b20x27.1x1.2x
Price to Earnings Ratio

27.1x


Total Market Cap: UK£113.4bTotal Earnings: UK£4.2bTotal Revenue: UK£95.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Telecom Sector Price to Earnings3Y Average 7.4x202320242025
Current Industry PE
  • Investors are relatively neutral on the British Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
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.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.K. Telecom sector?

GB Market2.08%
Telecom4.98%
Telecom Services and Carriers9.24%
Wireless Telecom4.78%
Media4.61%
Interactive Media and Services-0.059%
Entertainment-0.77%
Industry PE
  • Investors are most optimistic about the Telecom Services and Carriers industry which is trading above its 3-year average PE ratio of 14.5x.
    • Analysts expect its future annual earnings growth (24.2%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 43% over the next 5 years.
  • In contrast, the Entertainment industry is expected to see its earnings grow by 2.4% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BT.A BT GroupUK£2.2312.5%
+UK£2.4b		58.5%PE20.7x
VOD Vodafone GroupUK£0.853.6%
+UK£689.8m		16.2%PS0.6x
ZEG Zegona CommunicationsUK£8.1811.1%
+UK£622.6m		142.0%PS3x
INF InformaUK£8.612.9%
+UK£376.3m		-1.5%PE153.8x
AAF Airtel AfricaUK£1.954.3%
+UK£291.5m		77.6%PE28.2x

Latest News

INF
UK£8.61
Informa
7D
2.9%
1Y
-1.5%
ITV
UK£0.86
ITV
7D
7.6%
1Y
6.1%
RMV
UK£7.80
Rightmove
7D
-2.1%
1Y
39.4%
BT.A
UK£2.23
BT Group
7D
12.5%
1Y
58.5%
VOD
UK£0.85
Vodafone Group
7D
3.6%
1Y
16.2%
MONY
UK£2.08
MONY Group
7D
-4.9%
1Y
-7.5%

MONY Group (LON:MONY) Has Announced A Dividend Of £0.033

Jul 25
MONY Group (LON:MONY) Has Announced A Dividend Of £0.033
AUTO
UK£8.36
Auto Trader Group
7D
0.9%
1Y
5.2%

Calculating The Fair Value Of Auto Trader Group plc (LON:AUTO)

Jul 25
Calculating The Fair Value Of Auto Trader Group plc (LON:AUTO)
BCG
UK£3.66
Baltic Classifieds Group
7D
-3.0%
1Y
35.1%
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Digital Adoption And European Expansion Will Create Future Value

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BMY
UK£4.92
Bloomsbury Publishing
7D
-4.6%
1Y
-28.1%
TRST
UK£2.60
Trustpilot Group
7D
-2.0%
1Y
25.0%
AAF
UK£1.95
Airtel Africa
7D
4.3%
1Y
77.6%
WPP
UK£4.33
WPP
7D
3.4%
1Y
-41.9%
HTWS
UK£1.19
Helios Towers
7D
-0.8%
1Y
-5.9%
LBG
UK£0.95
LBG Media
7D
-6.6%
1Y
-23.9%
CAN
UK£2.29
Canal+
7D
-2.2%
1Y
n/a
ZEG
UK£8.18
Zegona Communications
7D
11.1%
1Y
142.0%