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Dutch (AEX) Telecom Sector Analysis
UpdatedAug 13, 2026
DataAggregated Company Financials
Companies6
- 7D1.2%
- 3M-19.0%
- 1Y-26.0%
- YTD-20.3%
Over the last 7 days, the Telecom industry has remained flat. Unfortunately though, the industry is down 25% over the past 12 months. Looking forward, earnings are forecast to grow by 21% annually.
Sector Valuation and Performance
Has the Dutch Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | €48.0b | €27.0b | €1.6b | 18.8x | 30.9x | 1.8x |
| Sat, 11 Jul 2026 | €52.7b | €21.4b | €2.5b | 21x | 20.7x | 2.5x |
| Mon, 08 Jun 2026 | €51.5b | €21.4b | €2.5b | 20.7x | 20.2x | 2.4x |
| Wed, 06 May 2026 | €53.2b | €21.4b | €2.5b | 21.6x | 20.9x | 2.5x |
| Fri, 03 Apr 2026 | €51.6b | €21.9b | €2.4b | 14.2x | 21.2x | 2.4x |
| Sun, 01 Mar 2026 | €55.4b | €21.6b | €3.5b | 11.2x | 15.8x | 2.6x |
| Tue, 27 Jan 2026 | €55.7b | €21.6b | €3.5b | 12.3x | 16x | 2.6x |
| Thu, 25 Dec 2025 | €57.4b | €21.6b | €3.5b | 12.2x | 16.5x | 2.7x |
| Sat, 22 Nov 2025 | €58.2b | €21.6b | €3.5b | 11.9x | 16.7x | 2.7x |
| Mon, 20 Oct 2025 | €60.9b | €21.6b | €3.5b | 12.5x | 17.5x | 2.8x |
| Wed, 17 Sep 2025 | €63.0b | €21.6b | €3.5b | 12.9x | 18.2x | 2.9x |
| Fri, 15 Aug 2025 | €62.0b | €21.6b | €3.5b | 12.8x | 17.9x | 2.9x |
| Sun, 13 Jul 2025 | €66.4b | €21.1b | €3.0b | 14.2x | 22.5x | 3.2x |
| Tue, 10 Jun 2025 | €68.4b | €21.1b | €3.0b | 14.5x | 23.1x | 3.2x |
| Thu, 08 May 2025 | €67.3b | €21.1b | €2.9b | 14.2x | 22.9x | 3.2x |
| Sat, 05 Apr 2025 | €60.1b | €21.0b | €3.0b | 13.1x | 20.2x | 2.9x |
| Mon, 03 Mar 2025 | €65.2b | €20.7b | €2.5b | 13x | 26.3x | 3.1x |
| Wed, 29 Jan 2025 | €63.4b | €20.7b | €2.5b | 13.4x | 25.7x | 3.1x |
| Fri, 27 Dec 2024 | €60.5b | €17.8b | €2.3b | 17x | 26.4x | 3.4x |
| Sun, 24 Nov 2024 | €55.7b | €17.8b | €2.3b | 17.6x | 24.3x | 3.1x |
| Tue, 22 Oct 2024 | €58.7b | €17.7b | €2.3b | 14.2x | 25x | 3.3x |
| Thu, 19 Sep 2024 | €56.5b | €17.7b | €2.3b | 14.5x | 24.1x | 3.2x |
| Sat, 17 Aug 2024 | €55.2b | €17.7b | €2.4b | 13.1x | 23.5x | 3.1x |
| Mon, 15 Jul 2024 | €64.8b | €17.3b | €2.1b | 13.8x | 31.6x | 3.8x |
| Wed, 12 Jun 2024 | €65.6b | €17.3b | €2.1b | 13.5x | 32x | 3.8x |
| Fri, 10 May 2024 | €66.5b | €17.3b | €2.1b | 13.7x | 32.2x | 3.8x |
| Sun, 07 Apr 2024 | €64.2b | €17.3b | €2.1b | 15.4x | 30.8x | 3.7x |
| Tue, 05 Mar 2024 | €63.9b | €17.3b | €2.1b | 13x | 30x | 3.7x |
| Thu, 01 Feb 2024 | €62.9b | €16.9b | €2.1b | 13x | 30.6x | 3.7x |
| Sat, 30 Dec 2023 | €59.9b | €16.9b | €2.1b | 15.4x | 29.1x | 3.5x |
| Mon, 27 Nov 2023 | €57.3b | €16.9b | €2.0b | 14.7x | 28.7x | 3.4x |
| Wed, 25 Oct 2023 | €57.0b | €16.9b | €2.0b | 14.6x | 28.7x | 3.4x |
| Fri, 22 Sep 2023 | €56.7b | €16.9b | €2.0b | 14.7x | 28.5x | 3.4x |
| Sun, 20 Aug 2023 | €55.3b | €16.8b | €2.0b | 14.6x | 27.7x | 3.3x |
Price to Earnings Ratio
27.7x
Current Industry PE
- Investors are optimistic on the Dutch Communication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 30.9x which is higher than its 3-year average PE of 24.1x.
- The 3-year average PS ratio of 3.1x 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 8.0% per year over the last three years.
- Meanwhile revenues for these companies have grown 17% 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 Dutch Telecom sector?
| NL Market | 2.21% | |
| Telecom | 1.20% | |
| Entertainment | 1.25% | |
| Telecom Services and Carriers | 1.24% | |
| Interactive Media and Services | 0% | 0 |
| Media | 0% | 0 |
Industry PE
- Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 28.3x.
- Analysts are expecting annual earnings growth of 27.2%, which is higher than its past year's earnings decline of 44.6% per year.
- Investors are most pessimistic about the Telecom Services and Carriers industry, which is trading close to its 3-year average of 18.4x.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 27% over the next 5 years.
- This is better than its past earnings decline of 45% per year.
- In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 8.4% 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 | |
|---|---|---|---|---|---|
| UMG Universal Music Group | €14.88 | 1.3% +€335.1m | -39.4% | PE83.4x | |
| KPN Koninklijke KPN | €4.00 | 1.2% +€184.9m | 0.8% | PE18.2x | |
| BNJ Banijay Group | €9.18 | 1.3% +€51.3m | 3.1% | PE18.8x |