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U.K. (FTSE) Telecom Sector Analysis

UpdatedJul 29, 2025
DataAggregated Company Financials
Companies63
  • 7D2.8%
  • 3M12.4%
  • 1Y14.2%
  • YTD14.6%

Over the last 7 days, the Telecom industry has risen 2.8%, driven by gains from BT Group of 5.8%. In the last 12 months, the industry was up 14%. 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
Tue, 29 Jul 2025UK£99.4bUK£96.1b-UK£1,265,164,047.7816.7x-78.6x1x
Thu, 26 Jun 2025UK£94.1bUK£93.0b-UK£618,888,664.7616.2x-152.1x1x
Sat, 24 May 2025UK£94.1bUK£92.5b-UK£567,530,177.0115.9x-165.9x1x
Mon, 21 Apr 2025UK£86.4bUK£93.1bUK£4.6b16.4x18.9x0.9x
Wed, 19 Mar 2025UK£89.5bUK£92.6bUK£4.8b14.3x18.6x1x
Fri, 14 Feb 2025UK£91.9bUK£87.5bUK£4.6b18.9x20x1.1x
Sun, 12 Jan 2025UK£84.8bUK£87.8bUK£4.5b17.7x19x1x
Tue, 10 Dec 2024UK£89.4bUK£87.0bUK£4.4b20.4x20.2x1x
Thu, 07 Nov 2024UK£87.0bUK£87.0bUK£3.6b17.5x24.3x1x
Sat, 05 Oct 2024UK£88.9bUK£87.1bUK£3.7b20.4x24.1x1x
Mon, 02 Sep 2024UK£88.7bUK£87.3bUK£3.6b19.9x24.7x1x
Wed, 31 Jul 2024UK£89.3bUK£87.5bUK£3.4b20.9x26x1x
Fri, 28 Jun 2024UK£86.8bUK£87.7bUK£3.2b18.2x27.4x1x
Sun, 26 May 2024UK£87.9bUK£87.7bUK£3.1b20.9x28.1x1x
Tue, 23 Apr 2024UK£80.0bUK£95.3bUK£12.5b19.2x6.4x0.8x
Thu, 21 Mar 2024UK£80.4bUK£95.2bUK£12.3b21x6.6x0.8x
Sat, 17 Feb 2024UK£80.6bUK£95.0bUK£12.7b20.5x6.4x0.8x
Mon, 15 Jan 2024UK£84.5bUK£97.3bUK£12.9b17.1x6.5x0.9x
Wed, 13 Dec 2023UK£85.0bUK£97.4bUK£12.9b16.7x6.6x0.9x
Fri, 10 Nov 2023UK£84.1bUK£98.3bUK£14.2b17.9x5.9x0.9x
Sun, 08 Oct 2023UK£82.5bUK£97.9bUK£14.2b17.4x5.8x0.8x
Tue, 05 Sep 2023UK£82.4bUK£97.1bUK£14.0b18x5.9x0.8x
Thu, 03 Aug 2023UK£84.5bUK£96.6bUK£13.8b18.8x6.1x0.9x
Sat, 01 Jul 2023UK£83.7bUK£96.0bUK£13.9b21.3x6x0.9x
Mon, 29 May 2023UK£88.8bUK£96.7bUK£14.0b21.1x6.3x0.9x
Wed, 26 Apr 2023UK£94.8bUK£97.5bUK£5.3b22.2x17.8x1x
Fri, 24 Mar 2023UK£92.7bUK£97.1bUK£5.4b19.4x17x1x
Sun, 19 Feb 2023UK£99.2bUK£96.8bUK£5.6b16.8x17.8x1x
Tue, 17 Jan 2023UK£93.0bUK£96.8bUK£5.5b18.5x16.8x1x
Thu, 15 Dec 2022UK£93.8bUK£99.1bUK£5.7b18.1x16.5x0.9x
Sat, 12 Nov 2022UK£100.1bUK£99.9bUK£5.7b19.5x17.7x1x
Mon, 10 Oct 2022UK£95.2bUK£100.0bUK£5.2b18.6x18.2x1x
Wed, 07 Sep 2022UK£103.9bUK£98.2bUK£5.3b21.3x19.7x1.1x
Fri, 05 Aug 2022UK£113.0bUK£96.4bUK£4.7b21.7x24x1.2x
Price to Earnings Ratio

24x


Total Market Cap: UK£113.0bTotal Earnings: UK£4.7bTotal Revenue: UK£96.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Telecom Sector Price to Earnings3Y Average 7x202320242025
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 Market0.73%
Telecom2.84%
Telecom Services and Carriers6.03%
Media2.43%
Wireless Telecom2.38%
Interactive Media and Services-0.40%
Entertainment-0.71%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 28.0x.
    • Analysts are expecting annual earnings growth of 29.7%, which is higher than its past year's earnings growth of 1.8% per year.
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 2.5% 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£2.115.8%
+UK£1.1b		49.0%PE19.6x
ZEG Zegona CommunicationsUK£8.308.1%
+UK£470.7m		151.5%PS3x
AAF Airtel AfricaUK£1.986.9%
+UK£464.5m		75.4%PE28.5x
INF InformaUK£8.483.2%
+UK£347.5m		-3.2%PE150.8x
VOD Vodafone GroupUK£0.840.9%
+UK£148.3m		14.4%PS0.6x

Latest News

ITV
UK£0.83
ITV
7D
3.7%
1Y
2.3%

ITV's (LON:ITV) Dividend Will Be £0.017

Jul 29
ITV's (LON:ITV) Dividend Will Be £0.017
STVG
UK£1.42
STV Group
7D
-26.4%
1Y
-47.5%
RMV
UK£7.88
Rightmove
7D
-0.6%
1Y
41.1%
RCH
UK£0.71
Reach
7D
-4.7%
1Y
-30.1%
INF
UK£8.48
Informa
7D
3.2%
1Y
-3.2%

Informa (LON:INF) Has Announced A Dividend Of £0.07

Jul 26
Informa (LON:INF) Has Announced A Dividend Of £0.07
AAF
UK£1.98
Airtel Africa
7D
6.9%
1Y
75.4%
BT.A
UK£2.11
BT Group
7D
5.8%
1Y
49.0%
VOD
UK£0.84
Vodafone Group
7D
0.9%
1Y
14.4%
BCG
UK£3.59
Baltic Classifieds Group
7D
-4.0%
1Y
33.0%
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Digital Adoption And European Expansion Will Create Future Value

Accelerating digital adoption and value-added service integration are expanding customer base, ARPU, and supporting sustained revenue and margin growth.
BMY
UK£4.81
Bloomsbury Publishing
7D
-6.4%
1Y
-30.1%
TRST
UK£2.61
Trustpilot Group
7D
-2.6%
1Y
28.4%
WPP
UK£4.24
WPP
7D
2.5%
1Y
-42.7%
LBG
UK£0.95
LBG Media
7D
-3.3%
1Y
-27.3%
CAN
UK£2.30
Canal+
7D
2.0%
1Y
n/a
ZEG
UK£8.30
Zegona Communications
7D
8.1%
1Y
151.5%
TIG
UK£0.62
Team Internet Group
7D
-4.5%
1Y
-66.0%