Narrative Update • Aug 19
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Italian (Borsa Italiana) Telecom Sector Analysis
UpdatedAug 27, 2026
DataAggregated Company Financials
Companies47
- 7D1.0%
- 3M2.2%
- 1Y8.0%
- YTD13.6%
Over the last 7 days, the Telecom industry has remained flat. The past year has been better, since the industry has gained 7.7% in that time. As for the next few years, earnings are expected to grow by 21% per annum.
Sector Valuation and Performance
Has the Italian Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | €30.5b | €25.9b | €1.1b | 17.2x | 27.3x | 1.2x |
| Sat, 25 Jul 2026 | €29.4b | €25.7b | €1.0b | 16.9x | 29x | 1.1x |
| Mon, 22 Jun 2026 | €31.0b | €25.7b | €1.0b | 16.8x | 30.4x | 1.2x |
| Wed, 20 May 2026 | €29.9b | €25.6b | €1.0b | 17.8x | 29.5x | 1.2x |
| Fri, 17 Apr 2026 | €30.0b | €23.7b | €1.2b | 18x | 24.2x | 1.3x |
| Sun, 15 Mar 2026 | €28.6b | €23.5b | €1.3b | 16.4x | 22.6x | 1.2x |
| Tue, 10 Feb 2026 | €28.6b | €23.7b | €752.2m | 16.7x | 38.1x | 1.2x |
| Thu, 08 Jan 2026 | €26.8b | €23.7b | €752.2m | 16.5x | 35.6x | 1.1x |
| Sat, 06 Dec 2025 | €25.5b | €23.7b | €754.6m | 15.7x | 33.8x | 1.1x |
| Mon, 03 Nov 2025 | €27.6b | €23.8b | €549.2m | 15.7x | 50.3x | 1.2x |
| Wed, 01 Oct 2025 | €26.6b | €23.6b | €549.7m | 17.3x | 48.4x | 1.1x |
| Fri, 29 Aug 2025 | €27.2b | €24.1b | €456.2m | 17x | 59.6x | 1.1x |
| Sun, 27 Jul 2025 | €26.7b | €23.8b | €837.7m | 21.8x | 31.8x | 1.1x |
| Tue, 24 Jun 2025 | €26.7b | €23.8b | €837.8m | 19.4x | 31.8x | 1.1x |
| Thu, 22 May 2025 | €26.5b | €22.7b | €758.7m | 18.1x | 34.9x | 1.2x |
| Sat, 19 Apr 2025 | €24.5b | €24.4b | €548.7m | 12.6x | 44.6x | 1x |
| Mon, 17 Mar 2025 | €23.8b | €24.3b | €662.6m | 11.2x | 35.9x | 1x |
| Wed, 12 Feb 2025 | €23.7b | €26.3b | -€394,765,232.00 | 10.9x | -60.1x | 0.9x |
| Fri, 10 Jan 2025 | €22.7b | €26.5b | -€407,827,232.00 | 11.7x | -55.6x | 0.9x |
| Sun, 08 Dec 2024 | €22.2b | €26.6b | -€419,283,673.00 | 11.2x | -53.1x | 0.8x |
| Tue, 05 Nov 2024 | €22.2b | €26.5b | -€438,899,593.00 | 13x | -50.5x | 0.8x |
| Thu, 03 Oct 2024 | €23.4b | €26.8b | -€506,051,620.00 | 12x | -46.3x | 0.9x |
| Sat, 31 Aug 2024 | €22.9b | €26.7b | -€547,678,427.00 | 12.6x | -41.8x | 0.9x |
| Mon, 29 Jul 2024 | €21.8b | €25.6b | -€602,944,317.00 | 12.2x | -36.2x | 0.9x |
| Wed, 26 Jun 2024 | €20.8b | €25.2b | -€644,976,221.00 | 13.6x | -32.3x | 0.8x |
| Fri, 24 May 2024 | €21.3b | €25.1b | -€949,560,038.00 | 14.7x | -22.4x | 0.8x |
| Sun, 21 Apr 2024 | €20.6b | €26.1b | -€895,344,611.00 | 13.2x | -23x | 0.8x |
| Tue, 19 Mar 2024 | €20.5b | €25.9b | -€918,069,166.00 | 13.3x | -22.4x | 0.8x |
| Thu, 15 Feb 2024 | €21.6b | €25.4b | -€615,730,379.00 | 13.1x | -35x | 0.8x |
| Sat, 13 Jan 2024 | €22.7b | €25.5b | -€617,715,611.00 | 13.2x | -36.8x | 0.9x |
| Mon, 11 Dec 2023 | €22.0b | €25.3b | -€614,784,345.00 | 13.4x | -35.8x | 0.9x |
| Wed, 08 Nov 2023 | €21.0b | €25.7b | -€2,669,737,945.00 | 13.5x | -7.9x | 0.8x |
| Fri, 06 Oct 2023 | €22.1b | €25.7b | -€2,699,265,128.00 | 13.5x | -8.2x | 0.9x |
| Sun, 03 Sep 2023 | €23.7b | €25.6b | -€2,634,665,534.00 | 12.2x | -9x | 0.9x |
Price to Earnings Ratio
-9x
Current Industry PE
- Investors are pessimistic on the Italian Communication Services 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 27.2x which is higher than its 3-year average PE of -0.025x.
- The 3-year average PS ratio of 0.99x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- Total earnings for the Communication Services industry have gone up over the last three years, and the industry is now profitable.
- Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Italian Telecom sector?
| IT Market | 0.58% | |
| Telecom | 1.04% | |
| Interactive Media and Services | 19.22% | |
| Telecom Services and Carriers | 1.15% | |
| Entertainment | 0.79% | |
| Media | 0.064% | |
Industry PE
- Investors are most optimistic about the Telecom Services and Carriers industry which is trading above its 3-year average PE ratio of 20.7x.
- Analysts are expecting annual earnings growth of 20.6%, which is higher than its past year's earnings decline of 12.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 71% over the next 5 years.
- In contrast, the Media industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| TIT Telecom Italia | €7.80 | 1.6% +€252.9m | 71.8% | PE58.3x | |
| INW Infrastrutture Wireless Italiane | €6.15 | 0.8% +€46.5m | -41.3% | PE17x | |
| ADV Adventure | €23.40 | 22.5% +€31.3m | 51.9% | PS9.3x | |
| IEG Italian Exhibition Group | €15.20 | 4.8% +€21.4m | 76.7% | PE13.8x | |
| JUVE Juventus Football Club | €2.07 | 1.6% +€13.3m | -30.5% | PS1.8x |