Have your own idea? Try our Stock Screener
Kenyan (NSE) Telecom Sector Analysis
UpdatedAug 31, 2025
DataAggregated Company Financials
Companies3
- 7D1.2%
- 3M38.7%
- 1Y96.7%
- YTD65.9%
In the last week, the Telecom industry is up 2.3%, with Safaricom up 1.2%. During this same period, the Standard Group underperformed, falling 7.3%. This means that the industry has gained 96% over the past year. As for the next few years, earnings are expected to grow by 24% per annum.
Sector Valuation and Performance
Has the Kenyan Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 31 Aug 2025 | KSh1.1t | KSh393.9b | KSh69.0b | 16.4x | 16.6x | 2.9x |
| Tue, 29 Jul 2025 | KSh1.1t | KSh393.9b | KSh69.0b | 15.6x | 15.8x | 2.8x |
| Thu, 26 Jun 2025 | KSh970.7b | KSh393.1b | KSh69.0b | 13.9x | 14.1x | 2.5x |
| Sat, 24 May 2025 | KSh800.4b | KSh397.2b | KSh69.6b | 42.8x | 11.5x | 2x |
| Mon, 21 Apr 2025 | KSh696.7b | KSh383.5b | KSh56.7b | 49.1x | 12.3x | 1.8x |
| Wed, 19 Mar 2025 | KSh712.9b | KSh384.0b | KSh56.5b | 49.4x | 12.6x | 1.9x |
| Fri, 14 Feb 2025 | KSh723.3b | KSh384.0b | KSh56.5b | 56x | 12.8x | 1.9x |
| Sun, 12 Jan 2025 | KSh728.8b | KSh384.0b | KSh56.5b | 47.4x | 12.9x | 1.9x |
| Tue, 10 Dec 2024 | KSh666.2b | KSh384.0b | KSh56.5b | 37.2x | 11.8x | 1.7x |
| Thu, 07 Nov 2024 | KSh658.8b | KSh359.3b | KSh62.6b | 43.4x | 10.5x | 1.8x |
| Sat, 05 Oct 2024 | KSh604.6b | KSh359.3b | KSh62.6b | 37.9x | 9.7x | 1.7x |
| Mon, 02 Sep 2024 | KSh584.4b | KSh359.7b | KSh62.8b | 32.5x | 9.3x | 1.6x |
| Wed, 31 Jul 2024 | KSh646.2b | KSh363.1b | KSh61.2b | 8.7x | 10.6x | 1.8x |
| Fri, 28 Jun 2024 | KSh694.2b | KSh363.3b | KSh61.7b | 8.9x | 11.2x | 1.9x |
| Sun, 26 May 2024 | KSh717.2b | KSh356.7b | KSh61.6b | 11.3x | 11.6x | 2x |
| Tue, 23 Apr 2024 | KSh647.0b | KSh330.0b | KSh61.8b | 39.4x | 10.5x | 2x |
| Thu, 21 Mar 2024 | KSh623.1b | KSh330.0b | KSh61.8b | 39.8x | 10.1x | 1.9x |
| Sat, 17 Feb 2024 | KSh530.8b | KSh330.4b | KSh62.6b | 10.2x | 8.5x | 1.6x |
| Mon, 15 Jan 2024 | KSh562.9b | KSh330.7b | KSh62.6b | 10.5x | 9x | 1.7x |
| Wed, 13 Dec 2023 | KSh587.0b | KSh338.2b | KSh62.4b | 10.8x | 9.4x | 1.7x |
| Fri, 10 Nov 2023 | KSh538.9b | KSh327.0b | KSh61.8b | 10.4x | 8.7x | 1.6x |
| Sun, 08 Oct 2023 | KSh567.1b | KSh327.0b | KSh61.8b | 10.5x | 9.2x | 1.7x |
| Tue, 05 Sep 2023 | KSh611.3b | KSh327.0b | KSh61.8b | 10.9x | 9.9x | 1.9x |
| Thu, 03 Aug 2023 | KSh701.5b | KSh327.1b | KSh61.6b | 11.5x | 11.4x | 2.1x |
| Sat, 01 Jul 2023 | KSh707.4b | KSh329.7b | KSh61.6b | 11.4x | 11.5x | 2.1x |
| Mon, 29 May 2023 | KSh609.0b | KSh330.1b | KSh61.8b | 8.4x | 9.9x | 1.8x |
| Wed, 26 Apr 2023 | KSh666.7b | KSh324.4b | KSh66.0b | 8.1x | 10.1x | 2.1x |
| Fri, 24 Mar 2023 | KSh766.9b | KSh324.4b | KSh66.0b | 8.6x | 11.6x | 2.4x |
| Sun, 19 Feb 2023 | KSh953.5b | KSh324.4b | KSh66.0b | 10.2x | 14.5x | 2.9x |
| Tue, 17 Jan 2023 | KSh869.5b | KSh324.9b | KSh66.1b | 13.1x | 13.2x | 2.7x |
| Thu, 15 Dec 2022 | KSh1.0t | KSh323.2b | KSh65.0b | 15.2x | 15.5x | 3.1x |
| Sat, 12 Nov 2022 | KSh1.0t | KSh316.1b | KSh68.7b | 14.5x | 14.8x | 3.2x |
| Mon, 10 Oct 2022 | KSh998.1b | KSh316.1b | KSh68.7b | 14.2x | 14.5x | 3.2x |
| Wed, 07 Sep 2022 | KSh1.3t | KSh316.4b | KSh69.0b | 17.9x | 18.1x | 4x |
Price to Earnings Ratio
18.1x
Current Industry PE
- There are only 3 companies in the Kenyan Communication Services industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 7.6% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Kenyan Telecom sector?
| KE Market | 1.80% | |
| Telecom | 1.24% | |
| Media | 1.36% | |
| Wireless Telecom | 1.24% | |
Industry PE
- Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 11.6x.
- Analysts are expecting annual earnings growth of 24.0%, which is higher than its past year's earnings growth of 10.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 24% over the next 5 years.
- This is better than its past earnings growth rate of 11% per year.
- In contrast, the Wireless Telecom industry is expected to see its earnings grow by 24% 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 | |
|---|---|---|---|---|---|
| SCOM Safaricom | KSh28.60 | 1.2% +KSh14.0b | 97.2% | PE16.4x | |
| LKL Longhorn Publishers | KSh2.99 | 6.8% +KSh51.8m | 29.4% | PS0.6x | |
| NMG Nation Media Group | KSh13.30 | 2.3% +KSh51.4m | -8.6% | PS0.4x |