Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Filipino (PSEi) Telecom Sector Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies9
  • 7D1.8%
  • 3M6.9%
  • 1Y-10.8%
  • YTD7.6%

In the last week, the Telecom industry is up 1.1%, with Globe Telecom up 2.3%. In the past year, the industry is down 12%. Looking forward, earnings are forecast to grow by 8.1% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Feb 2026₱692.4b₱466.2b₱62.1b18.7x11.2x1.5x
Sun, 25 Jan 2026₱667.1b₱481.4b₱58.8b19.1x11.3x1.4x
Tue, 23 Dec 2025₱628.8b₱481.4b₱58.8b16.3x10.7x1.3x
Thu, 20 Nov 2025₱636.1b₱481.4b₱59.4b18.1x10.7x1.3x
Sat, 18 Oct 2025₱561.1b₱482.7b₱63.7b14.1x8.8x1.2x
Mon, 15 Sep 2025₱568.0b₱482.7b₱63.7b15.1x8.9x1.2x
Wed, 13 Aug 2025₱682.6b₱479.0b₱61.5b19.6x11.1x1.4x
Fri, 11 Jul 2025₱663.5b₱479.3b₱63.8b19.6x10.4x1.4x
Sun, 08 Jun 2025₱709.6b₱479.3b₱63.8b20.9x11.1x1.5x
Tue, 06 May 2025₱725.3b₱475.4b₱63.1b23.6x11.5x1.5x
Thu, 03 Apr 2025₱763.7b₱474.8b₱58.5b14.1x13x1.6x
Sat, 01 Mar 2025₱756.7b₱457.5b₱60.1b13.7x12.6x1.7x
Mon, 27 Jan 2025₱763.8b₱473.3b₱54.7b13.9x14x1.6x
Wed, 25 Dec 2024₱722.2b₱473.3b₱54.7b13.4x13.2x1.5x
Fri, 22 Nov 2024₱742.0b₱473.3b₱55.1b12.4x13.5x1.6x
Sun, 20 Oct 2024₱829.9b₱470.0b₱52.2b13.3x15.9x1.8x
Tue, 17 Sep 2024₱787.0b₱470.0b₱52.2b12.9x15.1x1.7x
Thu, 15 Aug 2024₱799.0b₱469.9b₱51.9b13.6x15.4x1.7x
Sat, 13 Jul 2024₱761.5b₱468.4b₱52.2b13.3x14.6x1.6x
Mon, 10 Jun 2024₱719.0b₱468.4b₱52.2b12.8x13.8x1.5x
Wed, 08 May 2024₱644.2b₱465.6b₱51.1b12.3x12.6x1.4x
Fri, 05 Apr 2024₱653.0b₱465.9b₱57.0b15.9x11.5x1.4x
Sun, 03 Mar 2024₱632.9b₱475.8b₱41.1b15.4x15.4x1.3x
Tue, 30 Jan 2024₱628.5b₱463.0b₱42.6b18.4x14.8x1.4x
Thu, 28 Dec 2023₱619.4b₱463.0b₱42.6b17.4x14.5x1.3x
Sat, 25 Nov 2023₱621.0b₱463.0b₱42.6b15.4x14.6x1.3x
Mon, 23 Oct 2023₱626.4b₱459.8b₱46.6b16.7x13.4x1.4x
Wed, 20 Sep 2023₱588.3b₱459.8b₱46.6b17x12.6x1.3x
Fri, 18 Aug 2023₱646.5b₱459.9b₱46.7b17.5x13.9x1.4x
Sun, 16 Jul 2023₱667.9b₱460.1b₱45.2b16.8x14.8x1.5x
Tue, 13 Jun 2023₱653.0b₱460.1b₱45.2b18.2x14.5x1.4x
Thu, 11 May 2023₱642.6b₱451.8b₱45.1b21.7x14.2x1.4x
Sat, 08 Apr 2023₱686.6b₱458.4b₱53.5b21.9x12.8x1.5x
Mon, 06 Mar 2023₱717.7b₱450.7b₱75.0b16x9.6x1.6x
Price to Earnings Ratio

9.6x


Total Market Cap: ₱717.7bTotal Earnings: ₱75.0bTotal Revenue: ₱450.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Filipino Telecom Sector Price to Earnings3Y Average 12.8x202420252026
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 11.1x which is lower than its 3-year average PE of 12.8x.
  • The industry is trading close to its 3-year average PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 6.1% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Filipino Telecom sector?

PH Market3.00%
Telecom1.79%
Telecom Services and Carriers2.10%
Wireless Telecom1.76%
Media1.19%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry even though it's trading below its 3-year average PE ratio of 11.8x.
    • Analysts are expecting annual earnings growth of 7.6%, which is higher than its past year's earnings growth of 5.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 11% over the next 5 years.
  • This is better than its past earnings growth rate of 5.1% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 7.6% 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₱1.75k2.3%
+₱5.8b		-23.1%PE10.8x
TEL PLDT₱1.43k1.3%
+₱3.9b		3.6%PE10.5x
CNVRG Converge Information and Communications Technology Solutions₱14.382.1%
+₱2.2b		-14.8%PE9.1x
ABS ABS-CBN₱4.036.1%
+₱207.0m		-15.2%PS0.2x
GMA7 GMA Network₱6.130.7%
+₱134.6m		2.7%PE10.9x

Latest News

TEL
₱1,425.00
PLDT
7D
1.3%
1Y
3.6%
GLO
₱1,745.00
Globe Telecom
7D
2.3%
1Y
-23.1%

GLO: Future Returns Will Rely On Dividends And Satellite Connectivity

Analysts have maintained their ₱1,650 price target for Globe Telecom, citing updated assumptions that combine a higher revenue growth outlook with a lower profit margin and a higher future P/E multiple, while keeping the discount rate essentially unchanged. What's in the News Globe Telecom filed a follow on equity offering for two series of preferred shares, Series A and Series B, both described as callable, cumulative, non participating, perpetual, subordinated and unsecured (Key Developments).
TBGI
₱0.12
Transpacific Broadband Group International
7D
1.6%
1Y
-4.6%
CNVRG
₱14.38
Converge Information and Communications Technology Solutions
7D
2.1%
1Y
-14.8%
ECP
₱2.85
Easycall Communications Philippines
7D
-5.0%
1Y
10.0%
GMA7
₱6.13
GMA Network
7D
0.7%
1Y
2.7%
MBC
₱6.20
Manila Broadcasting
7D
-1.6%
1Y
-1.6%
MB
₱0.17
Manila Bulletin Publishing
7D
3.6%
1Y
-16.3%
ABS
₱4.03
ABS-CBN
7D
6.1%
1Y
-15.2%