Narrative Update • Jul 10

The Integrated Telecom Services industry has stayed flat over the last week. As for the longer term, the industry has declined 27% in the last year. Earnings are forecast to be flat in the coming years.
Has the New Zealand Integrated Telecom Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | NZ$3.5b | NZ$3.7b | NZ$275.0m | 12.8x | 12.8x | 1x |
| Tue, 09 Jun 2026 | NZ$3.6b | NZ$3.7b | NZ$275.0m | 13.1x | 13.1x | 1x |
| Thu, 07 May 2026 | NZ$3.9b | NZ$3.7b | NZ$275.0m | 14.3x | 14.3x | 1.1x |
| Sat, 04 Apr 2026 | NZ$3.9b | NZ$3.7b | NZ$275.0m | 14.3x | 14.3x | 1.1x |
| Mon, 02 Mar 2026 | NZ$4.3b | NZ$3.7b | NZ$275.0m | 15.7x | 15.7x | 1.2x |
| Wed, 28 Jan 2026 | NZ$4.3b | NZ$3.7b | NZ$252.0m | 17x | 16.9x | 1.1x |
| Fri, 26 Dec 2025 | NZ$4.3b | NZ$3.7b | NZ$252.0m | 16.9x | 16.9x | 1.1x |
| Sun, 23 Nov 2025 | NZ$4.3b | NZ$3.7b | NZ$252.0m | 16.9x | 16.9x | 1.1x |
| Tue, 21 Oct 2025 | NZ$4.5b | NZ$3.7b | NZ$252.0m | 17.9x | 17.8x | 1.2x |
| Thu, 18 Sep 2025 | NZ$4.4b | NZ$3.7b | NZ$252.0m | 17.6x | 17.6x | 1.2x |
| Sat, 16 Aug 2025 | NZ$4.8b | NZ$3.8b | NZ$194.0m | 24.5x | 24.5x | 1.2x |
| Mon, 14 Jul 2025 | NZ$4.8b | NZ$3.8b | NZ$194.0m | 24.5x | 24.5x | 1.2x |
| Wed, 11 Jun 2025 | NZ$4.3b | NZ$3.8b | NZ$194.0m | 22.2x | 22.2x | 1.1x |
| Fri, 09 May 2025 | NZ$4.1b | NZ$3.8b | NZ$194.0m | 21.3x | 21.3x | 1.1x |
| Sun, 06 Apr 2025 | NZ$3.9b | NZ$3.8b | NZ$194.0m | 20.3x | 20.3x | 1x |
| Tue, 04 Mar 2025 | NZ$4.2b | NZ$3.8b | NZ$194.0m | 21.4x | 21.4x | 1.1x |
| Thu, 30 Jan 2025 | NZ$5.4b | NZ$3.9b | NZ$316.0m | 17.2x | 17.2x | 1.4x |
| Sat, 28 Dec 2024 | NZ$5.3b | NZ$3.9b | NZ$316.0m | 17.1x | 16.8x | 1.4x |
| Mon, 25 Nov 2024 | NZ$5.7b | NZ$3.9b | NZ$316.0m | 18x | 18x | 1.5x |
| Wed, 23 Oct 2024 | NZ$5.5b | NZ$3.9b | NZ$316.0m | 17.4x | 17.4x | 1.4x |
| Fri, 20 Sep 2024 | NZ$6.0b | NZ$3.9b | NZ$316.0m | 19x | 19x | 1.6x |
| Sun, 18 Aug 2024 | NZ$8.0b | NZ$3.9b | NZ$427.0m | 18.7x | 18.7x | 2x |
| Tue, 16 Jul 2024 | NZ$7.6b | NZ$3.9b | NZ$427.0m | 17.8x | 17.8x | 1.9x |
| Thu, 13 Jun 2024 | NZ$7.4b | NZ$3.9b | NZ$427.0m | 17.1x | 17.2x | 1.9x |
| Sat, 11 May 2024 | NZ$7.9b | NZ$3.9b | NZ$427.0m | 18.6x | 18.4x | 2x |
| Mon, 08 Apr 2024 | NZ$8.6b | NZ$3.9b | NZ$427.0m | 20.2x | 20.2x | 2.2x |
| Wed, 06 Mar 2024 | NZ$9.1b | NZ$3.9b | NZ$427.0m | 21.1x | 21.2x | 2.3x |
| Fri, 02 Feb 2024 | NZ$9.6b | NZ$4.5b | NZ$1.1b | 8.5x | 8.5x | 2.1x |
| Sun, 31 Dec 2023 | NZ$9.4b | NZ$4.5b | NZ$1.1b | 8.3x | 8.3x | 2.1x |
| Tue, 28 Nov 2023 | NZ$9.2b | NZ$4.5b | NZ$1.1b | 8.2x | 8.1x | 2.1x |
| Thu, 26 Oct 2023 | NZ$9.1b | NZ$4.5b | NZ$1.1b | 8.1x | 8.1x | 2x |
| Sat, 23 Sep 2023 | NZ$8.7b | NZ$4.5b | NZ$1.1b | 7.7x | 7.7x | 1.9x |
| Mon, 21 Aug 2023 | NZ$9.4b | NZ$4.5b | NZ$1.1b | 8.3x | 8.3x | 2.1x |
| Wed, 19 Jul 2023 | NZ$9.3b | NZ$4.4b | NZ$1.1b | 8.7x | 8.7x | 2.1x |
8.7x
How does New Zealand Integrated Telecom Services compare with similar industries?
| NZ Market | 0.83% | |
| Telecom | 0.62% | |
| Telecom Services and Carriers | 0.59% | |
| Integrated Telecom Services | 0.54% | |
| Alternative Carriers | 0.63% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SPK Spark New Zealand | NZ$1.87 | 0.5% +NZ$18.9m | -25.8% | PE12.8x |