A Look At The Intrinsic Value Of Rai Way S.p.A. (BIT:RWAY)
Nov 24
Italian (Borsa Italiana) Telecom Services and Carriers Industry Analysis
UpdatedDec 03, 2022
DataAggregated Company Financials
Companies8
- 7D-2.3%
- 3M2.1%
- 1Y-27.8%
- YTD-29.0%
Over the last 7 days, the Telecom Services and Carriers industry has dropped 2.3%, driven by a pullback from Telecom Italia of 7.1%. In contrast, Unidata has gained 6.1%. The industry has fallen 28% in the last year. As for the next few years, earnings are expected to grow by 18% per annum.
Industry Valuation and Performance
Has the Italian Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 03 Dec 2022 | €15.4b | €16.7b | -€11,027,821,838.00 | 22.3x | -1.4x | 0.9x |
| Mon, 31 Oct 2022 | €14.4b | €16.6b | -€8,643,437,716.00 | 23x | -1.7x | 0.9x |
| Wed, 28 Sep 2022 | €14.3b | €16.5b | -€8,663,873,612.00 | 30.1x | -1.6x | 0.9x |
| Fri, 26 Aug 2022 | €15.5b | €16.5b | -€8,663,873,612.00 | 33.1x | -1.8x | 0.9x |
| Sun, 24 Jul 2022 | €15.7b | €16.4b | -€8,330,105,872.00 | 32.3x | -1.9x | 1x |
| Tue, 21 Jun 2022 | €16.1b | €16.4b | -€8,330,105,872.00 | 34.2x | -1.9x | 1x |
| Thu, 19 May 2022 | €17.2b | €16.4b | -€8,330,030,872.00 | 34.3x | -2.1x | 1x |
| Sat, 16 Apr 2022 | €17.0b | €16.2b | -€8,445,989,759.00 | 47.8x | -2x | 1x |
| Mon, 14 Mar 2022 | €15.9b | €15.8b | -€8,583,049,749.00 | 36x | -1.9x | 1x |
| Wed, 09 Feb 2022 | €18.2b | €16.6b | €6.3b | 39.1x | 2.9x | 1.1x |
| Fri, 07 Jan 2022 | €20.3b | €16.6b | €6.3b | 39.2x | 3.2x | 1.2x |
| Sun, 05 Dec 2021 | €20.4b | €16.6b | €6.3b | 41.1x | 3.2x | 1.2x |
| Tue, 02 Nov 2021 | €17.0b | €16.6b | €6.3b | 40.8x | 2.7x | 1x |
| Thu, 30 Sep 2021 | €17.6b | €16.6b | €6.6b | 40.8x | 2.7x | 1.1x |
| Sat, 28 Aug 2021 | €18.9b | €16.6b | €6.6b | 37.6x | 2.9x | 1.1x |
| Sun, 04 Jul 2021 | €19.1b | €16.6b | €6.6b | 34.7x | 2.9x | 1.1x |
| Wed, 07 Apr 2021 | €19.8b | €16.6b | €6.6b | 26.6x | 3x | 1.2x |
| Sat, 09 Jan 2021 | €18.4b | €16.7b | €7.4b | 24.2x | 2.5x | 1.1x |
| Fri, 02 Oct 2020 | €16.9b | €17.0b | €1.4b | 25.1x | 12.1x | 1x |
| Mon, 06 Jul 2020 | €16.4b | €17.4b | €1.2b | 24.3x | 13.8x | 0.9x |
| Thu, 09 Apr 2020 | €17.6b | €18.0b | €1.5b | 21.2x | 12.2x | 1x |
| Wed, 01 Jan 2020 | €17.3b | €18.5b | €1.1b | 22.3x | 16.4x | 0.9x |
Price to Earnings Ratio
39x
Current Industry PE
- Investors are pessimistic on the Italian Telecom industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.92x.
Past Earnings Growth
- Total earnings for the Telecom industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 3.8% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Italian Telecom industry?
| IT Market | -0.26% | |
| Telecom | -1.97% | |
| Telecom Services and Carriers | -2.32% | |
| Alternative Carriers | 1.27% | |
| Integrated Telecom Services | -2.41% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 34.5x.
- Analysts are expecting annual earnings growth of 21.6%, which is lower than the prior year's growth of 29.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 22% over the next 5 years.
- However this is lower than its past earnings growth rate of 29% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 18% 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 | |
|---|---|---|---|---|---|
| UD Unidata | €50.60 | 6.1% +€7.3m | 1.2% | PE18.3x | |
| CVG Convergenze. Società Benefit | €2.56 | 2.4% +€428.4k | -24.7% | PS0.8x | |
| GO GO internet | €0.36 | 0.8% +€59.0k | -56.3% | PS0.6x |