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Israeli (TA) Telecom Sector Analysis
UpdatedJan 30, 2025
DataAggregated Company Financials
Companies12
- 7D-2.2%
- 3M29.0%
- 1Y29.6%
- YTD5.4%
Over the last 7 days, the Telecom industry has dropped 4.0%, driven by a pullback from Partner Communications of 5.8%. In the past year, the industry has gained 30%. As for the next few years, earnings are expected to grow by 5.3% 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 |
|---|---|---|---|---|---|---|
| Thu, 30 Jan 2025 | ₪27.1b | ₪26.5b | ₪1.7b | 14.5x | 16.1x | 1x |
| Sat, 28 Dec 2024 | ₪23.9b | ₪26.5b | ₪1.7b | 12.8x | 14.2x | 0.9x |
| Mon, 25 Nov 2024 | ₪23.5b | ₪26.5b | ₪1.7b | 13.1x | 14x | 0.9x |
| Wed, 23 Oct 2024 | ₪20.2b | ₪26.6b | ₪1.8b | 11.4x | 11.5x | 0.8x |
| Fri, 20 Sep 2024 | ₪18.6b | ₪26.6b | ₪1.8b | 9.6x | 10.6x | 0.7x |
| Sun, 18 Aug 2024 | ₪18.7b | ₪26.5b | ₪1.8b | 10.4x | 10.6x | 0.7x |
| Tue, 16 Jul 2024 | ₪19.8b | ₪26.7b | ₪1.7b | 10.6x | 11.4x | 0.7x |
| Thu, 13 Jun 2024 | ₪19.0b | ₪26.7b | ₪1.7b | 10.2x | 10.9x | 0.7x |
| Sat, 11 May 2024 | ₪20.5b | ₪26.7b | ₪1.8b | 10.8x | 11.6x | 0.8x |
| Mon, 08 Apr 2024 | ₪20.5b | ₪26.8b | ₪1.7b | 12.4x | 12.4x | 0.8x |
| Wed, 06 Mar 2024 | ₪20.8b | ₪26.8b | ₪1.2b | 11x | 17x | 0.8x |
| Fri, 02 Feb 2024 | ₪20.8b | ₪26.8b | ₪1.2b | 11.1x | 16.9x | 0.8x |
| Sun, 31 Dec 2023 | ₪21.3b | ₪26.8b | ₪1.2b | 11.4x | 17.4x | 0.8x |
| Tue, 28 Nov 2023 | ₪20.6b | ₪26.8b | ₪1.2b | 11.6x | 16.8x | 0.8x |
| Thu, 26 Oct 2023 | ₪19.3b | ₪26.8b | ₪1.2b | 11x | 16x | 0.7x |
| Sat, 23 Sep 2023 | ₪19.5b | ₪23.4b | ₪1.3b | 12.8x | 14.9x | 0.8x |
| Mon, 21 Aug 2023 | ₪18.5b | ₪23.6b | ₪1.0b | 12.3x | 17.9x | 0.8x |
| Wed, 19 Jul 2023 | ₪17.5b | ₪23.4b | ₪1.1b | 11.7x | 16.6x | 0.7x |
| Fri, 16 Jun 2023 | ₪17.5b | ₪23.4b | ₪1.1b | 12.2x | 16.6x | 0.7x |
| Sun, 14 May 2023 | ₪18.5b | ₪23.0b | ₪1.3b | 12.7x | 14.8x | 0.8x |
| Tue, 11 Apr 2023 | ₪17.3b | ₪23.0b | ₪1.3b | 13.4x | 13.7x | 0.8x |
| Thu, 09 Mar 2023 | ₪18.5b | ₪23.4b | ₪1.2b | 13x | 15.7x | 0.8x |
| Sat, 04 Feb 2023 | ₪20.8b | ₪23.4b | ₪1.2b | 14.2x | 17.6x | 0.9x |
| Mon, 02 Jan 2023 | ₪21.9b | ₪23.4b | ₪1.2b | 15.5x | 18.4x | 0.9x |
| Wed, 30 Nov 2022 | ₪23.1b | ₪23.4b | ₪1.2b | 16.2x | 19x | 1x |
| Fri, 28 Oct 2022 | ₪22.0b | ₪23.0b | ₪1.1b | 17.1x | 19.3x | 1x |
| Sun, 25 Sep 2022 | ₪22.4b | ₪23.0b | ₪1.1b | 17.4x | 19.7x | 1x |
| Tue, 23 Aug 2022 | ₪22.1b | ₪23.0b | ₪1.2b | 15.2x | 17.9x | 1x |
| Thu, 21 Jul 2022 | ₪21.0b | ₪22.9b | ₪1.2b | 14.7x | 18x | 0.9x |
| Sat, 18 Jun 2022 | ₪18.4b | ₪22.9b | ₪1.2b | 12.9x | 15.8x | 0.8x |
| Mon, 16 May 2022 | ₪18.9b | ₪22.8b | ₪1.3b | 11.4x | 14.5x | 0.8x |
| Wed, 13 Apr 2022 | ₪20.9b | ₪22.7b | ₪1.3b | 12.8x | 16x | 0.9x |
| Fri, 11 Mar 2022 | ₪20.0b | ₪22.6b | ₪1.3b | 9.9x | 15.2x | 0.9x |
| Sun, 06 Feb 2022 | ₪21.0b | ₪22.6b | ₪1.3b | 10.3x | 15.9x | 0.9x |
Price to Earnings Ratio
15.9x
Current Industry PE
- Investors are relatively neutral on the Israeli 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 PE ratio of 15.4x.
- The 3-year average PS ratio of 0.83x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 8.7% per year over the last three years.
- Revenues for these companies have grown 5.5% 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 | -0.66% | |
| Telecom | -2.18% | |
| Media | 0.73% | |
| Entertainment | -0.49% | |
| Telecom Services and Carriers | -0.68% | |
| Wireless Telecom | -5.25% | |
| Interactive Media and Services | -6.21% | |
Industry PE
- Investors are most optimistic about the Wireless Telecom industry even though it's trading below its 3-year average PE ratio of 38.5x.
- 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 5.3% over the next 5 years.
- This is better than its past earnings decline of 24% per year.
- In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 5.3% 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 | |
|---|---|---|---|---|---|
| WILK Wilk Technologies | ₪0.22 | 6.2% +₪905.9k | -59.2% | PB5.4x | |
| SCC Space-Communication | ₪0.41 | 3.3% +₪466.6k | -32.3% | PS0.04x | |
| NXTM Nextcom | ₪8.23 | 0.3% +₪328.7k | 13.7% | PE13.4x | |
| GOTO Goto | ₪4.29 | 0.3% +₪78.4k | -20.5% | n/a |
