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Filipino (PSEi) Telecom Sector Analysis

UpdatedMay 11, 2026
DataAggregated Company Financials
Companies8
  • 7D0.1%
  • 3M-8.1%
  • 1Y-14.0%
  • YTD-2.7%

Over the last 7 days, the Telecom industry has remained flat. Unfortunately though, the industry is down 14% over the past 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 May 2026₱622.1b₱462.0b₱65.3b11.2x9.5x1.3x
Wed, 08 Apr 2026₱631.7b₱479.9b₱61.7b18.7x10.2x1.3x
Fri, 06 Mar 2026₱659.9b₱478.8b₱61.3b18.7x10.8x1.4x
Sun, 01 Feb 2026₱656.4b₱481.4b₱58.8b18.9x11.2x1.4x
Tue, 30 Dec 2025₱637.6b₱481.4b₱58.8b16.4x10.8x1.3x
Thu, 27 Nov 2025₱644.0b₱481.4b₱58.8b17.5x11x1.3x
Sat, 25 Oct 2025₱566.9b₱482.7b₱63.7b14.1x8.9x1.2x
Mon, 22 Sep 2025₱581.5b₱482.7b₱63.7b15.2x9.1x1.2x
Wed, 20 Aug 2025₱647.2b₱482.6b₱63.6b19.5x10.2x1.3x
Fri, 18 Jul 2025₱668.7b₱479.3b₱63.8b20x10.5x1.4x
Sun, 15 Jun 2025₱690.3b₱479.3b₱63.8b20.2x10.8x1.4x
Tue, 13 May 2025₱727.6b₱475.4b₱63.1b23.4x11.5x1.5x
Thu, 10 Apr 2025₱733.8b₱474.8b₱58.5b13.6x12.5x1.5x
Sat, 08 Mar 2025₱774.7b₱457.5b₱60.1b13.6x12.9x1.7x
Mon, 03 Feb 2025₱754.5b₱473.3b₱54.7b13.6x13.8x1.6x
Wed, 01 Jan 2025₱740.9b₱473.3b₱54.7b13.5x13.5x1.6x
Fri, 29 Nov 2024₱733.4b₱473.3b₱54.7b13.7x13.4x1.5x
Sun, 27 Oct 2024₱799.9b₱470.0b₱52.2b13.7x15.3x1.7x
Tue, 24 Sep 2024₱801.9b₱470.0b₱52.2b13.3x15.4x1.7x
Thu, 22 Aug 2024₱803.8b₱470.0b₱52.2b13.5x15.4x1.7x
Sat, 20 Jul 2024₱742.8b₱468.4b₱52.2b13.3x14.2x1.6x
Mon, 17 Jun 2024₱705.4b₱468.4b₱52.2b12.9x13.5x1.5x
Wed, 15 May 2024₱685.0b₱467.5b₱51.9b12.1x13.2x1.5x
Fri, 12 Apr 2024₱650.1b₱465.9b₱57.0b16.2x11.4x1.4x
Sun, 10 Mar 2024₱634.5b₱466.0b₱55.7b15.1x11.4x1.4x
Tue, 06 Feb 2024₱635.0b₱463.0b₱42.6b16.9x14.9x1.4x
Thu, 04 Jan 2024₱623.4b₱463.0b₱42.6b17.4x14.6x1.3x
Sat, 02 Dec 2023₱617.9b₱463.0b₱42.6b16.8x14.5x1.3x
Mon, 30 Oct 2023₱617.5b₱459.8b₱46.6b15.5x13.2x1.3x
Wed, 27 Sep 2023₱611.5b₱459.8b₱46.6b15.8x13.1x1.3x
Fri, 25 Aug 2023₱629.7b₱459.8b₱46.6b17.1x13.5x1.4x
Sun, 23 Jul 2023₱671.0b₱460.1b₱45.2b16.8x14.9x1.5x
Tue, 20 Jun 2023₱638.8b₱460.1b₱45.2b18.6x14.1x1.4x
Thu, 18 May 2023₱639.4b₱460.1b₱45.2b20.2x14.2x1.4x
Price to Earnings Ratio

14.2x


Total Market Cap: ₱639.4bTotal Earnings: ₱45.2bTotal Revenue: ₱460.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Filipino Telecom Sector Price to Earnings3Y Average 12.7x202420252026
Current Industry PE
  • Investors are pessimistic on the Filipino Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 9.5x which is lower than its 3-year average PE of 12.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 13% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

PH Market1.63%
Telecom0.13%
Wireless Telecom0.47%
Media0.24%
Telecom Services and Carriers-1.79%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Telecom Services and Carriers industry, which is trading below its 3-year average of 9.7x.
Forecasted Growth
  • Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 10% over the next 5 years.
  • This is better than its past earnings decline of 5.8% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 8.9% 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
GLO Globe Telecom₱1.67k1.0%
+₱2.5b		-15.7%PE11x
MB Manila Bulletin Publishing₱0.2110.5%
+₱69.3m		5.0%PE104.5x
MBC Manila Broadcasting₱6.020.2%
+₱4.0m		-12.8%PE25.7x

Latest News

MBC
₱6.02
Manila Broadcasting
7D
0.2%
1Y
-12.8%
CNVRG
₱12.22
Converge Information and Communications Technology Solutions
7D
-2.9%
1Y
-34.2%
Narrative Update • Apr 29

CNVRG: Dividend Visibility And Fiber Reach Will Support Future Upside

Analysts have slightly fine tuned their assumptions on discount rate, revenue growth, profit margin, and future P/E for Converge Information and Communications Technology Solutions, and have kept their fair value estimate steady at around ₱20.37 per share, which frames the latest price target update without signaling a clear shift in conviction. What's in the News Annual cash dividend of ₱0.4900 per share announced, payable on April 1, 2026, with ex-date on March 19, 2026, and record date on March 23, 2026 (Key Developments).
TBGI
₱0.12
Transpacific Broadband Group International
7D
-4.0%
1Y
-10.5%
TEL
₱1,233.00
PLDT
7D
-0.6%
1Y
-4.6%
Narrative Update • Apr 25

TEL: Dividend Payouts And Governance Moves Will Shape Balanced Future Upside

Analysts have nudged their PLDT fair value estimate slightly higher to about ₱1,253, reflecting small adjustments to revenue growth, profit margin and forward P/E assumptions in their refreshed price target. What's in the News At its board meeting on February 26, 2026, the company approved a regular cash dividend of ₱46.00 per common share.
GLO
₱1,670.00
Globe Telecom
7D
1.0%
1Y
-15.7%
Narrative Update • Apr 25

GLO: Future Returns Will Rely On Connectivity Expansion And Stable Long Run Profitability

Analysts are holding their Globe Telecom fair value estimate at ₱1,650, citing broadly steady assumptions around revenue growth, profit margins and future P/E as the basis for keeping the price target unchanged. What's in the News Board meeting scheduled for Apr 21, 2026, with the agenda to elect Mr. Cezar P.
DITO
₱0.90
DITO CME Holdings
7D
-7.2%
1Y
-31.8%
ABS
₱2.78
ABS-CBN
7D
-9.2%
1Y
-35.3%
ECP
₱2.38
Easycall Communications Philippines
7D
-15.0%
1Y
-32.0%
GMA7
₱5.06
GMA Network
7D
-0.8%
1Y
-11.4%
MB
₱0.21
Manila Bulletin Publishing
7D
10.5%
1Y
5.0%