BT Group (LON:BT.A) Has Affirmed Its Dividend Of £0.0231
Nov 25
U.K. (FTSE) Telecom Services and Carriers Industry Analysis
UpdatedNov 28, 2022
DataAggregated Company Financials
Companies6
- 7D3.1%
- 3M-15.3%
- 1Y-19.4%
- YTD-27.3%
The Telecom Services and Carriers industry is up 3.1% in the last week, with BT Group up 3.3%. During this same period, the AdEPT Technology Group underperformed, falling 8.5%. In the past year, the industry is down 19%. As for the next few years, earnings are forecast to decline by 2.0% per annum.
Industry Valuation and Performance
Has the U.K. Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 28 Nov 2022 | UK£13.6b | UK£21.5b | UK£1.8b | 12.7x | 7.7x | 0.6x |
| Wed, 26 Oct 2022 | UK£13.5b | UK£21.5b | UK£1.7b | 17.8x | 7.8x | 0.6x |
| Fri, 23 Sep 2022 | UK£14.4b | UK£21.5b | UK£1.7b | 18.4x | 8.3x | 0.7x |
| Sun, 21 Aug 2022 | UK£16.6b | UK£21.5b | UK£1.7b | 20.7x | 9.7x | 0.8x |
| Tue, 19 Jul 2022 | UK£19.7b | UK£21.8b | UK£1.2b | 14.4x | 17x | 0.9x |
| Thu, 16 Jun 2022 | UK£20.5b | UK£21.8b | UK£1.2b | 18.1x | 17.5x | 0.9x |
| Sat, 14 May 2022 | UK£20.3b | UK£21.9b | UK£976.2m | 20.3x | 20.8x | 0.9x |
| Mon, 11 Apr 2022 | UK£21.6b | UK£21.8b | UK£984.4m | 20.6x | 21.9x | 1x |
| Wed, 09 Mar 2022 | UK£18.9b | UK£21.8b | UK£1.1b | 19.9x | 16.7x | 0.9x |
| Fri, 04 Feb 2022 | UK£21.8b | UK£21.9b | UK£1.1b | 21.9x | 19.8x | 1x |
| Sun, 02 Jan 2022 | UK£20.4b | UK£21.9b | UK£1.1b | 22.2x | 18.5x | 0.9x |
| Tue, 30 Nov 2021 | UK£18.7b | UK£21.9b | UK£1.1b | 27.4x | 17x | 0.9x |
| Thu, 28 Oct 2021 | UK£17.9b | UK£22.0b | UK£1.1b | 28.2x | 16.6x | 0.8x |
| Sat, 25 Sep 2021 | UK£19.9b | UK£22.0b | UK£1.1b | 27.7x | 18x | 0.9x |
| Mon, 23 Aug 2021 | UK£21.1b | UK£22.0b | UK£1.1b | 31.1x | 19.1x | 1x |
| Sat, 10 Jul 2021 | UK£23.3b | UK£22.0b | UK£1.1b | 27.6x | 21.2x | 1.1x |
| Fri, 02 Apr 2021 | UK£18.9b | UK£22.2b | UK£1.5b | 23.5x | 12.3x | 0.9x |
| Mon, 04 Jan 2021 | UK£16.5b | UK£22.6b | UK£1.5b | 21.5x | 10.8x | 0.7x |
| Thu, 08 Oct 2020 | UK£13.2b | UK£22.8b | UK£1.4b | 24.6x | 9.1x | 0.6x |
| Wed, 01 Jul 2020 | UK£12.8b | UK£23.0b | UK£1.7b | 32.8x | 7.4x | 0.6x |
| Sat, 04 Apr 2020 | UK£14.2b | UK£23.7b | UK£1.6b | 16.8x | 8.6x | 0.6x |
| Tue, 07 Jan 2020 | UK£22.1b | UK£23.9b | UK£2.0b | 22.9x | 11.1x | 0.9x |
Price to Earnings Ratio
9.8x
Current Industry PE
- Investors are pessimistic on the British Telecom industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 7.7x which is lower than its 3-year average PE of 13.5x.
- The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have declined 6.9% per year over the last three years,
- Revenues have also declined 3.7% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.K. Telecom industry?
| GB Market | 1.33% | |
| Telecom | 0.16% | |
| Telecom Services and Carriers | 3.10% | |
| Integrated Telecom Services | 3.31% | |
| Alternative Carriers | 0.76% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 33.6x.
- Analysts are expecting annual earnings growth of 7.7%, which is higher than its past year's earnings decline of 15.6% per year.
- Investors are most pessimistic about the Integrated Telecom Services industry, which is trading below its 3-year average of 13.0x.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 7.7% over the next 5 years.
- This is better than its past earnings decline of 16% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings decline by 2.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BT.A BT Group | UK£1.27 | 3.3% +UK£403.3m | -17.6% | PE7.2x | |
| HTWS Helios Towers | UK£1.22 | 1.9% +UK£24.1m | -25.6% | PS3.1x | |
| GAMA Gamma Communications | UK£11.00 | 0.9% +UK£9.7m | -34.9% | PE18.2x |