Cautious Investors Not Rewarding Partner Communications Company Ltd.'s (TLV:PTNR) Performance Completely
Jul 03
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Israeli (TA) Telecom Sector Analysis
UpdatedJul 06, 2025
DataAggregated Company Financials
Companies9
- 7D4.7%
- 3M16.1%
- 1Y47.0%
- YTD13.3%
Partner Communications is up 9.1%, leading the way for the Telecom industry, which has gained 4.7%. This means that the industry has gained 47% over the past year. As for the next few years, earnings are expected to grow by 6.5% per annum.
Sector Valuation and Performance
Has the Israeli Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 07 Jul 2025 | ₪29.2b | ₪26.3b | ₪1.7b | 18.3x | 17.3x | 1.1x |
| Wed, 04 Jun 2025 | ₪26.4b | ₪26.3b | ₪1.7b | 15.8x | 15.7x | 1x |
| Fri, 02 May 2025 | ₪26.2b | ₪26.4b | ₪1.6b | 16.3x | 16x | 1x |
| Sun, 30 Mar 2025 | ₪26.2b | ₪26.4b | ₪1.7b | 15.3x | 15.1x | 1x |
| Tue, 25 Feb 2025 | ₪27.7b | ₪26.5b | ₪1.7b | 15.9x | 16.4x | 1x |
| Thu, 23 Jan 2025 | ₪27.9b | ₪26.5b | ₪1.7b | 14.6x | 16.6x | 1.1x |
| Sat, 21 Dec 2024 | ₪24.4b | ₪26.5b | ₪1.7b | 13x | 14.4x | 0.9x |
| Mon, 18 Nov 2024 | ₪23.1b | ₪26.6b | ₪1.8b | 11.5x | 13x | 0.9x |
| Wed, 16 Oct 2024 | ₪19.1b | ₪26.6b | ₪1.8b | 10.9x | 10.9x | 0.7x |
| Fri, 13 Sep 2024 | ₪19.2b | ₪26.6b | ₪1.8b | 10x | 10.9x | 0.7x |
| Sun, 11 Aug 2024 | ₪18.9b | ₪26.5b | ₪1.8b | 10.6x | 10.8x | 0.7x |
| Tue, 09 Jul 2024 | ₪19.4b | ₪26.7b | ₪1.7b | 10.5x | 11.1x | 0.7x |
| Thu, 06 Jun 2024 | ₪19.3b | ₪26.7b | ₪1.7b | 10.4x | 11.1x | 0.7x |
| Sat, 04 May 2024 | ₪20.9b | ₪26.7b | ₪1.8b | 11x | 11.8x | 0.8x |
| Mon, 01 Apr 2024 | ₪20.9b | ₪26.8b | ₪1.6b | 11.3x | 12.8x | 0.8x |
| Wed, 28 Feb 2024 | ₪21.3b | ₪26.8b | ₪1.2b | 11.2x | 17.3x | 0.8x |
| Fri, 26 Jan 2024 | ₪20.7b | ₪26.8b | ₪1.2b | 10.9x | 16.9x | 0.8x |
| Sun, 24 Dec 2023 | ₪21.5b | ₪26.8b | ₪1.2b | 11.6x | 17.5x | 0.8x |
| Tue, 21 Nov 2023 | ₪20.7b | ₪26.8b | ₪1.2b | 11.7x | 17x | 0.8x |
| Thu, 19 Oct 2023 | ₪19.3b | ₪26.8b | ₪1.2b | 11.2x | 16x | 0.7x |
| Sat, 16 Sep 2023 | ₪18.5b | ₪23.4b | ₪1.3b | 12x | 14.1x | 0.8x |
| Mon, 14 Aug 2023 | ₪18.9b | ₪23.6b | ₪1.0b | 12.4x | 18.3x | 0.8x |
| Wed, 12 Jul 2023 | ₪17.2b | ₪23.5b | ₪1.0b | 11.6x | 16.5x | 0.7x |
| Fri, 09 Jun 2023 | ₪17.0b | ₪23.5b | ₪1.0b | 12.1x | 16.2x | 0.7x |
| Sun, 07 May 2023 | ₪18.1b | ₪23.0b | ₪1.3b | 13.8x | 14.1x | 0.8x |
| Tue, 04 Apr 2023 | ₪16.7b | ₪23.0b | ₪1.3b | 13x | 13.2x | 0.7x |
| Thu, 02 Mar 2023 | ₪18.5b | ₪23.4b | ₪1.2b | 13x | 15.8x | 0.8x |
| Sat, 28 Jan 2023 | ₪20.4b | ₪23.4b | ₪1.2b | 14.2x | 17x | 0.9x |
| Mon, 26 Dec 2022 | ₪21.5b | ₪23.4b | ₪1.2b | 15.2x | 18x | 0.9x |
| Wed, 23 Nov 2022 | ₪23.2b | ₪23.3b | ₪1.2b | 16.3x | 19.5x | 1x |
| Fri, 21 Oct 2022 | ₪21.8b | ₪23.0b | ₪1.1b | 17x | 19.1x | 0.9x |
| Sun, 18 Sep 2022 | ₪22.3b | ₪23.0b | ₪1.2b | 18x | 18.6x | 1x |
| Tue, 16 Aug 2022 | ₪22.4b | ₪23.0b | ₪1.2b | 15.6x | 18.4x | 1x |
| Thu, 14 Jul 2022 | ₪20.5b | ₪22.9b | ₪1.2b | 14.4x | 17.6x | 0.9x |
Price to Earnings Ratio
17.6x
Current Industry PE
- Investors are optimistic on the Israeli Communication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 17.3x which is higher than its 3-year average PE of 15.5x.
- The 3-year average PS ratio of 0.85x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 4.7% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Israeli Telecom sector?
| IL Market | 3.14% | |
| Telecom | 4.72% | |
| Wireless Telecom | 9.06% | |
| Media | 3.11% | |
| Telecom Services and Carriers | 2.56% | |
| Entertainment | 1.60% | |
| Interactive Media and Services | -2.73% | |
Industry PE
- Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 6.0x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 6.5% over the next 5 years.
- This is better than its past earnings decline of 32% per year.
- In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 6.5% 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 | |
|---|---|---|---|---|---|
| BEZQ Bezeq The Israel Telecommunication | ₪5.88 | 2.3% +₪364.0m | 32.3% | PE15.1x | |
| PTNR Partner Communications | ₪27.28 | 6.8% +₪322.6m | 71.6% | PE17.8x | |
| CEL Cellcom Israel | ₪28.15 | 3.0% +₪140.4m | 96.9% | PE20.8x | |
| BCOM B Communications | ₪21.40 | 3.8% +₪86.2m | 71.2% | PE31x | |
| NXTM Nextcom | ₪9.62 | 15.7% +₪18.6m | 42.4% | PE18.3x |
