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U.K. (FTSE) Telecom Services and Carriers Industry Analysis

UpdatedDec 02, 2025
DataAggregated Company Financials
Companies5
  • 7D3.3%
  • 3M-3.7%
  • 1Y46.8%
  • YTD53.3%

Over the last 7 days, the Telecom Services and Carriers industry has risen 4.4%, driven by gains from every company within the industry. This takes the industry's 12 month performance to a gain of 50%. As for the next few years, earnings are expected to grow by 28% per annum.

Industry Valuation and Performance

Has the U.K. Telecom Services and Carriers Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Dec 2025UK£29.2bUK£23.3bUK£950.0m15.6x30.7x1.3x
Thu, 30 Oct 2025UK£28.4bUK£23.1bUK£808.9m15.5x35.1x1.2x
Sat, 27 Sep 2025UK£29.4bUK£23.1bUK£811.1m15.8x36.2x1.3x
Mon, 25 Aug 2025UK£30.7bUK£23.0bUK£816.1m17.2x37.6x1.3x
Wed, 23 Jul 2025UK£26.6bUK£23.0bUK£815.7m16.5x32.6x1.2x
Fri, 20 Jun 2025UK£25.3bUK£21.2bUK£1.1b16.4x23.7x1.2x
Sun, 18 May 2025UK£22.8bUK£21.4bUK£784.0m18.5x29.1x1.1x
Tue, 15 Apr 2025UK£22.1bUK£21.4bUK£782.8m18.9x28.3x1x
Thu, 13 Mar 2025UK£20.7bUK£21.3bUK£770.6m20.7x26.9x1x
Sat, 08 Feb 2025UK£19.9bUK£21.3bUK£771.0m20.8x25.8x0.9x
Mon, 06 Jan 2025UK£19.0bUK£21.3bUK£771.3m22.2x24.6x0.9x
Wed, 04 Dec 2024UK£19.6bUK£21.3bUK£771.3m27.5x25.4x0.9x
Fri, 01 Nov 2024UK£17.8bUK£21.4bUK£896.8m27.6x19.8x0.8x
Sun, 29 Sep 2024UK£19.0bUK£21.4bUK£897.0m28.7x21.2x0.9x
Tue, 27 Aug 2024UK£17.2bUK£21.3bUK£894.0m27.1x19.2x0.8x
Thu, 25 Jul 2024UK£17.3bUK£21.3bUK£894.2m16x19.4x0.8x
Sat, 22 Jun 2024UK£17.2bUK£21.3bUK£894.1m16.2x19.2x0.8x
Mon, 20 May 2024UK£16.2bUK£21.4bUK£891.2m15.3x18.2x0.8x
Wed, 17 Apr 2024UK£13.3bUK£21.3bUK£1.9b11.6x7x0.6x
Fri, 15 Mar 2024UK£13.3bUK£21.3bUK£1.9b11.6x7x0.6x
Sun, 11 Feb 2024UK£13.0bUK£21.3bUK£1.9b11.6x6.9x0.6x
Tue, 09 Jan 2024UK£14.4bUK£21.3bUK£1.9b11.6x7.6x0.7x
Thu, 07 Dec 2023UK£15.5bUK£21.3bUK£1.9b11.6x8.2x0.7x
Sat, 04 Nov 2023UK£13.2bUK£21.3bUK£1.9b20.9x7x0.6x
Mon, 02 Oct 2023UK£12.5bUK£21.3bUK£1.9b20.7x6.4x0.6x
Wed, 30 Aug 2023UK£12.4bUK£21.3bUK£1.9b21.1x6.4x0.6x
Fri, 28 Jul 2023UK£13.7bUK£21.3bUK£1.9b14.2x7.1x0.6x
Sun, 25 Jun 2023UK£13.6bUK£21.3bUK£1.9b14.5x7x0.6x
Tue, 23 May 2023UK£15.7bUK£21.3bUK£1.9b15.2x8.1x0.7x
Thu, 20 Apr 2023UK£16.7bUK£21.4bUK£1.7b15.8x9.6x0.8x
Sat, 18 Mar 2023UK£14.7bUK£21.3bUK£1.7b13.4x8.4x0.7x
Mon, 13 Feb 2023UK£14.6bUK£21.3bUK£1.7b13.7x8.3x0.7x
Wed, 11 Jan 2023UK£13.4bUK£21.5bUK£1.8b12.5x7.5x0.6x
Fri, 09 Dec 2022UK£12.1bUK£21.5bUK£1.8b11.7x6.8x0.6x
Price to Earnings Ratio

6.8x


Total Market Cap: UK£12.1bTotal Earnings: UK£1.8bTotal Revenue: UK£21.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Telecom Services and Carriers Industry Price to Earnings3Y Average 17.1x202320242025
Current Industry PE
  • Investors are optimistic on the British Telecom industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 40.1x which is higher than its 3-year average PE of 17.1x.
  • The 3-year average PS ratio of 0.83x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have declined 27% per year over the last three years.
  • 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 industry?

GB Market2.13%
Telecom2.75%
Telecom Services and Carriers3.26%
Integrated Telecom Services3.29%
Alternative Carriers2.33%
Industry PE
  • Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 17.1x.
    • Analysts are expecting annual earnings growth of 29.0%, which is higher than its past year's earnings growth of 24.0% per year.
  • Investors are most pessimistic about the Alternative Carriers industry, which is trading below its 3-year average of 22.7x.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings growth rate of 24% per year.
  • In contrast, the Alternative Carriers industry is expected to see its earnings grow by 8.2% 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
ZEG Zegona CommunicationsUK£14.709.3%
+UK£949.0m		322.4%PS4.2x
BT.A BT GroupUK£1.780.2%
+UK£29.4m		13.8%PE18.4x
HTWS Helios TowersUK£1.590.4%
+UK£6.3m		64.1%PE25.9x
BBB Bigblu BroadbandUK£0.06518.2%
+UK£436.0k		-81.7%PS3.7x

Latest News

HTWS
UK£1.59
Helios Towers
7D
0.4%
1Y
64.1%

HTWS: Share Repurchase Program Will Drive Positive Market Momentum

The analyst consensus price target for Helios Towers has risen from £1.96 to £2.03 per share. This change reflects improved revenue growth forecasts and a slightly lower discount rate according to analysts.
BT.A
UK£1.78
BT Group
7D
0.2%
1Y
13.8%

BT Group (LON:BT.A) Is Due To Pay A Dividend Of £0.0245

Nov 24
BT Group (LON:BT.A) Is Due To Pay A Dividend Of £0.0245
BBB
UK£0.065
Bigblu Broadband
7D
18.2%
1Y
-81.7%
GAMA
UK£9.26
Gamma Communications
7D
-0.9%
1Y
-42.8%
ZEG
UK£14.70
Zegona Communications
7D
9.3%
1Y
322.4%

There's Been No Shortage Of Growth Recently For Zegona Communications' (LON:ZEG) Returns On Capital

Nov 11
There's Been No Shortage Of Growth Recently For Zegona Communications' (LON:ZEG) Returns On Capital