Narrative Update • Jul 16

Over the last 7 days, the Wireless Telecom Services industry has dropped 2.7%, driven by pullbacks from every company within the industry. In the past year, the industry has gained 48%. As for the next few years, earnings are expected to grow by 36% per annum.
Has the U.K. Wireless Telecom Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | UK£39.6b | UK£39.3b | UK£261.1m | 25x | 151.6x | 1x |
| Sat, 20 Jun 2026 | UK£37.4b | UK£40.0b | UK£262.5m | 24.9x | 142.6x | 0.9x |
| Mon, 18 May 2026 | UK£37.5b | UK£40.1b | UK£257.6m | 23.5x | 145.5x | 0.9x |
| Wed, 15 Apr 2026 | UK£40.2b | UK£38.2b | -UK£3,400,904,976.79 | 34.4x | -11.8x | 1.1x |
| Fri, 13 Mar 2026 | UK£37.6b | UK£38.0b | -UK£3,365,134,465.59 | 31.6x | -11.2x | 1x |
| Sun, 08 Feb 2026 | UK£37.8b | UK£38.1b | -UK£3,396,221,673.69 | 30.4x | -11.1x | 1x |
| Tue, 06 Jan 2026 | UK£36.7b | UK£37.7b | -UK£3,417,172,029.11 | 36.5x | -10.8x | 1x |
| Thu, 04 Dec 2025 | UK£34.3b | UK£38.1b | -UK£3,449,443,566.98 | 31.5x | -9.9x | 0.9x |
| Sat, 01 Nov 2025 | UK£32.1b | UK£37.1b | -UK£3,264,461,364.50 | 26.9x | -9.8x | 0.9x |
| Mon, 29 Sep 2025 | UK£29.0b | UK£36.6b | -UK£3,366,773,940.12 | 33.3x | -8.6x | 0.8x |
| Wed, 27 Aug 2025 | UK£29.2b | UK£36.2b | -UK£3,330,261,227.10 | 31.4x | -8.8x | 0.8x |
| Fri, 25 Jul 2025 | UK£28.0b | UK£36.3b | -UK£3,448,124,001.83 | 44x | -8.1x | 0.8x |
| Sun, 22 Jun 2025 | UK£25.1b | UK£35.8b | -UK£3,389,023,691.09 | 38.1x | -7.4x | 0.7x |
| Tue, 20 May 2025 | UK£24.6b | UK£34.9b | UK£2.2b | 24.5x | 11.4x | 0.7x |
| Thu, 17 Apr 2025 | UK£23.5b | UK£35.5b | UK£2.1b | 70.6x | 11.3x | 0.7x |
| Sat, 15 Mar 2025 | UK£24.1b | UK£34.8b | UK£2.0b | 65.6x | 11.9x | 0.7x |
| Mon, 10 Feb 2025 | UK£22.8b | UK£34.7b | UK£2.0b | 59.3x | 11.3x | 0.7x |
| Wed, 08 Jan 2025 | UK£21.7b | UK£34.5b | UK£1.9b | 8.9x | 11.5x | 0.6x |
| Fri, 06 Dec 2024 | UK£22.4b | UK£34.4b | UK£1.9b | 9.5x | 11.8x | 0.7x |
| Sun, 03 Nov 2024 | UK£22.6b | UK£34.5b | UK£949.5m | 18.7x | 23.8x | 0.7x |
| Tue, 01 Oct 2024 | UK£23.8b | UK£34.2b | UK£1.0b | 244.6x | 23.5x | 0.7x |
| Thu, 29 Aug 2024 | UK£24.0b | UK£34.6b | UK£1.0b | 246.7x | 23.4x | 0.7x |
| Sat, 27 Jul 2024 | UK£23.5b | UK£34.7b | UK£1.0b | 229.1x | 23x | 0.7x |
| Mon, 24 Jun 2024 | UK£23.6b | UK£35.0b | UK£888.3m | 18.8x | 26.6x | 0.7x |
| Wed, 22 May 2024 | UK£24.8b | UK£35.3b | UK£899.1m | 19.8x | 27.6x | 0.7x |
| Fri, 19 Apr 2024 | UK£22.0b | UK£42.5b | UK£9.1b | 19.6x | 2.4x | 0.5x |
| Sun, 17 Mar 2024 | UK£22.5b | UK£42.3b | UK£9.1b | 17.9x | 2.5x | 0.5x |
| Tue, 13 Feb 2024 | UK£21.3b | UK£42.3b | UK£9.1b | 19.2x | 2.3x | 0.5x |
| Thu, 11 Jan 2024 | UK£23.5b | UK£42.7b | UK£9.3b | 11x | 2.5x | 0.5x |
| Sat, 09 Dec 2023 | UK£23.1b | UK£42.6b | UK£9.3b | 9.8x | 2.5x | 0.5x |
| Mon, 06 Nov 2023 | UK£25.8b | UK£43.9b | UK£10.5b | 9.9x | 2.5x | 0.6x |
| Wed, 04 Oct 2023 | UK£25.4b | UK£44.1b | UK£10.5b | 9.4x | 2.4x | 0.6x |
| Fri, 01 Sep 2023 | UK£24.1b | UK£43.4b | UK£10.4b | 9.2x | 2.3x | 0.6x |
| Sun, 30 Jul 2023 | UK£24.9b | UK£43.4b | UK£10.4b | 9.6x | 2.4x | 0.6x |
2.4x
How does U.K. Wireless Telecom Services compare with similar industries?
| GB Market | 1.95% | |
| Telecom | 0.90% | |
| Wireless Telecom | 3.82% | |
| Wireless Telecom Services | 3.82% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VOD Vodafone Group | UK£1.17 | 4.1% +UK£1.0b | 40.4% | PS0.8x | |
| AAF Airtel Africa | UK£3.49 | 3.3% +UK£407.5m | 90.6% | PE25x |