Investing IdeasBrowse All StocksMarkets

Have your own idea? Try our Stock Screener

Header cover image

Kenyan (NSE) Telecom Sector Analysis

UpdatedDec 27, 2024
DataAggregated Company Financials
Companies4
  • 7D-2.2%
  • 3M14.1%
  • 1Y25.1%
  • YTD24.6%

The Telecom industry is up 3.5% in the last week, with Safaricom up 2.3%. This takes the industry's 12 month performance to a gain of 29%. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

Has the Kenyan Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Dec 2024KSh692.3bKSh384.0bKSh56.5b39x12.2x1.8x
Sun, 24 Nov 2024KSh600.2bKSh384.0bKSh56.5b37.1x10.6x1.6x
Tue, 22 Oct 2024KSh638.7bKSh359.3bKSh62.6b36.1x10.2x1.8x
Thu, 19 Sep 2024KSh614.6bKSh359.6bKSh62.8b36.9x9.8x1.7x
Sat, 17 Aug 2024KSh599.5bKSh363.1bKSh61.2b8.1x9.8x1.7x
Mon, 15 Jul 2024KSh688.2bKSh363.1bKSh61.2b8.8x11.2x1.9x
Wed, 12 Jun 2024KSh730.8bKSh363.3bKSh61.7b9.4x11.8x2x
Fri, 10 May 2024KSh666.9bKSh330.0bKSh61.5b10.5x10.8x2x
Sun, 07 Apr 2024KSh709.2bKSh330.0bKSh61.8b39.7x11.5x2.1x
Tue, 05 Mar 2024KSh547.1bKSh330.2bKSh62.1b10.8x8.8x1.7x
Thu, 01 Feb 2024KSh551.0bKSh330.4bKSh62.6b10.4x8.8x1.7x
Sat, 30 Dec 2023KSh563.0bKSh338.2bKSh62.4b10.5x9x1.7x
Mon, 27 Nov 2023KSh555.0bKSh338.2bKSh62.4b10.4x8.9x1.6x
Wed, 25 Oct 2023KSh527.2bKSh327.0bKSh61.8b10.5x8.5x1.6x
Fri, 22 Sep 2023KSh605.1bKSh327.0bKSh61.8b10.8x9.8x1.9x
Sun, 20 Aug 2023KSh647.5bKSh327.1bKSh61.6b11.2x10.5x2x
Tue, 18 Jul 2023KSh779.8bKSh327.1bKSh61.6b12.3x12.7x2.4x
Thu, 15 Jun 2023KSh609.4bKSh329.7bKSh61.6b11x9.9x1.8x
Sat, 13 May 2023KSh594.7bKSh330.1bKSh61.8b7.4x9.6x1.8x
Mon, 10 Apr 2023KSh751.0bKSh324.4bKSh66.0b8.9x11.4x2.3x
Wed, 08 Mar 2023KSh927.2bKSh324.4bKSh66.0b9.7x14.1x2.9x
Fri, 03 Feb 2023KSh967.4bKSh324.9bKSh66.1b14.6x14.6x3x
Sun, 01 Jan 2023KSh973.6bKSh317.3bKSh66.2b14.7x14.7x3.1x
Tue, 29 Nov 2022KSh995.6bKSh323.2bKSh65.0b15x15.3x3.1x
Thu, 27 Oct 2022KSh1.0tKSh316.1bKSh68.7b14.4x14.6x3.2x
Sat, 24 Sep 2022KSh1.1tKSh316.1bKSh68.7b15.8x16.1x3.5x
Mon, 22 Aug 2022KSh1.3tKSh316.4bKSh69.0b18x18.3x4x
Wed, 20 Jul 2022KSh1.3tKSh316.4bKSh69.0b18.1x18.4x4x
Fri, 17 Jun 2022KSh1.0tKSh316.4bKSh69.0b14.4x14.7x3.2x
Sun, 15 May 2022KSh1.2tKSh316.0bKSh69.1b17.4x17.6x3.9x
Tue, 12 Apr 2022KSh1.4tKSh303.8bKSh72.1b18.8x19x4.5x
Thu, 10 Mar 2022KSh1.4tKSh303.8bKSh72.1b19.4x19.6x4.7x
Sat, 05 Feb 2022KSh1.5tKSh303.8bKSh72.1b21x21.2x5x
Mon, 03 Jan 2022KSh1.5tKSh303.8bKSh72.1b20.9x21.2x5x
Price to Earnings Ratio

21.2x


Total Market Cap: KSh1.5tTotal Earnings: KSh72.1bTotal Revenue: KSh303.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Kenyan Telecom Sector Price to Earnings3Y Average 12.9x20232024
Current Industry PE
  • Investors are relatively neutral on the Kenyan 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 13.0x.
  • The 3-year average PS ratio of 2.6x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 7.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.1% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Kenyan Telecom sector?

KE Market0.38%
Telecom-2.24%
Media5.62%
Entertainment0%
Interactive Media and Services0%
Telecom Services and Carriers0%
Wireless Telecom-2.27%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry, which is trading close to its 3-year average PE ratio of 12.7x.
    • Analysts are expecting annual earnings growth of 14.5%, which is higher than its past year's earnings decline of 9.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is better than its past earnings decline of 9.6% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 14% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SCAN WPP ScangroupKSh2.3211.0%
+KSh99.4m		16.0%PE65.9x
NMG Nation Media GroupKSh12.453.3%
+KSh70.4m		-41.0%PS0.3x
LKL Longhorn PublishersKSh2.309.5%
+KSh54.5m		-4.6%PS0.4x
SGL Standard GroupKSh4.951.0%
+KSh4.1m		-36.0%PS0.2x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlans & PricingLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & EnterpriseWhat's New
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

SCOM

KSh17.20

Safaricom

7D

-2.3%

1Y

25.5%

SCAN

KSh2.32

WPP Scangroup

7D

11.0%

1Y

16.0%

LKL

KSh2.30

Longhorn Publishers

7D

9.5%

1Y

-4.6%

NMG

KSh12.45

Nation Media Group

7D

3.3%

1Y

-41.0%

SGL

KSh4.95

Standard Group

7D

1.0%

1Y

-36.0%