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

Filipino (PSEi) Telecom Sector Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies9
  • 7D1.5%
  • 3M-2.4%
  • 1Y-13.6%
  • YTD-1.5%

Over the last 7 days, the Telecom industry has risen 1.5%, driven by gains from Globe Telecom of 2.2%. In contrast, the industry has lost 14% in the last 12 months. As for the next few years, earnings are expected to grow by 9.9% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Apr 2026₱633.5b₱479.9b₱61.7b18.7x10.3x1.3x
Sat, 07 Mar 2026₱660.7b₱478.8b₱61.3b18.7x10.8x1.4x
Mon, 02 Feb 2026₱656.4b₱481.4b₱58.8b18.9x11.2x1.4x
Wed, 31 Dec 2025₱637.6b₱481.4b₱58.8b16.4x10.8x1.3x
Fri, 28 Nov 2025₱636.9b₱481.4b₱58.8b17.4x10.8x1.3x
Sun, 26 Oct 2025₱566.9b₱482.7b₱63.7b14.1x8.9x1.2x
Tue, 23 Sep 2025₱583.6b₱482.7b₱63.7b15.3x9.2x1.2x
Thu, 21 Aug 2025₱651.5b₱482.6b₱63.6b19.5x10.2x1.4x
Sat, 19 Jul 2025₱664.8b₱479.3b₱63.8b19.8x10.4x1.4x
Mon, 16 Jun 2025₱690.3b₱479.3b₱63.8b20.2x10.8x1.4x
Wed, 14 May 2025₱717.3b₱475.4b₱63.1b23.4x11.4x1.5x
Fri, 11 Apr 2025₱737.6b₱474.8b₱58.5b13.9x12.6x1.6x
Sun, 09 Mar 2025₱774.7b₱457.5b₱60.1b13.6x12.9x1.7x
Tue, 04 Feb 2025₱751.4b₱473.3b₱54.7b13.8x13.7x1.6x
Thu, 02 Jan 2025₱740.9b₱473.3b₱54.7b13.5x13.5x1.6x
Sat, 30 Nov 2024₱733.1b₱473.3b₱54.7b13.8x13.4x1.5x
Mon, 28 Oct 2024₱799.9b₱470.0b₱52.2b13.7x15.3x1.7x
Wed, 25 Sep 2024₱801.9b₱470.0b₱52.2b13.1x15.4x1.7x
Fri, 23 Aug 2024₱802.8b₱470.0b₱52.2b13.5x15.4x1.7x
Sun, 21 Jul 2024₱738.4b₱468.4b₱52.2b13.3x14.1x1.6x
Tue, 18 Jun 2024₱705.4b₱468.4b₱52.2b12.9x13.5x1.5x
Thu, 16 May 2024₱694.5b₱468.4b₱51.8b12.6x13.4x1.5x
Sat, 13 Apr 2024₱648.5b₱465.9b₱57.0b16.2x11.4x1.4x
Mon, 11 Mar 2024₱634.5b₱466.0b₱55.7b15.1x11.4x1.4x
Wed, 07 Feb 2024₱638.9b₱463.0b₱42.6b15.9x15x1.4x
Fri, 05 Jan 2024₱630.8b₱463.0b₱42.6b17.4x14.8x1.4x
Sun, 03 Dec 2023₱617.9b₱463.0b₱42.6b16.8x14.5x1.3x
Tue, 31 Oct 2023₱617.5b₱459.8b₱46.6b15.5x13.2x1.3x
Thu, 28 Sep 2023₱623.6b₱459.8b₱46.6b15.7x13.4x1.4x
Sat, 26 Aug 2023₱632.1b₱459.8b₱46.6b17.1x13.6x1.4x
Mon, 24 Jul 2023₱671.0b₱460.1b₱45.2b16.8x14.9x1.5x
Wed, 21 Jun 2023₱655.0b₱460.1b₱45.2b18x14.5x1.4x
Fri, 19 May 2023₱686.0b₱460.1b₱45.2b25.4x15.2x1.5x
Sun, 16 Apr 2023₱674.5b₱458.4b₱53.4b21.5x12.6x1.5x
Price to Earnings Ratio

12.6x


Total Market Cap: ₱674.5bTotal Earnings: ₱53.4bTotal Revenue: ₱458.4bTotal 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 10.3x 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 1.4x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 4.9% 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 Market1.83%
Telecom1.50%
Media2.51%
Telecom Services and Carriers1.52%
Wireless Telecom1.44%
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 10.0%, which is higher than its past year's earnings decline of 5.8% per year.
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 9.0% 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₱1.65k2.2%
+₱5.2b		-20.3%PE10.9x
TEL PLDT₱1.29k0.8%
+₱2.2b		0.9%PE9.3x
CNVRG Converge Information and Communications Technology Solutions₱12.341.5%
+₱1.3b		-30.7%PE7.5x
DITO DITO CME Holdings₱0.699.5%
+₱1.3b		-50.4%PS0.8x
GMA7 GMA Network₱5.933.9%
+₱740.2m		-2.8%PE10.6x

Latest News

CNVRG
₱12.34
Converge Information and Communications Technology Solutions
7D
1.5%
1Y
-30.7%

CNVRG: Dividend Commitment And Network Access Expansion Will Support Future Upside

Analysts have made a small downward adjustment to their price target for Converge Information and Communications Technology Solutions, trimming it by about ₱0.23 as they fine tune assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E levels. What's in the News Announced an annual dividend of ₱0.4900 per share, payable on April 1, 2026, with ex-date on March 19, 2026 and record date on March 23, 2026 (Key Developments).
MB
₱0.16
Manila Bulletin Publishing
7D
-0.6%
1Y
-21.5%
TEL
₱1,290.00
PLDT
7D
0.8%
1Y
0.9%

TEL: Future Dividends And Governance Changes Will Keep Upside In Check

Analysts have lifted their price target for PLDT from ₱1,226 to about ₱1,251, reflecting updated forecasts that point to higher revenue, a stronger profit margin and a lower assumed future P/E multiple. What's in the News The board approved a regular cash dividend of ₱46.00 per common share, with payment scheduled for April 16, 2026, to shareholders on record as of March 26, 2026 (company board disclosure).
GMA7
₱5.93
GMA Network
7D
3.9%
1Y
-2.8%
GLO
₱1,651.00
Globe Telecom
7D
2.2%
1Y
-20.3%

GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Platforms

Analysts have kept Globe Telecom’s fair value estimate steady at ₱1,650.00, with the updated target reflecting slightly refined assumptions around the discount rate, revenue growth, profit margin, and a lower future P/E multiple. What's in the News Globe Business is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, aiming to provide enterprises with an integrated command center for IoT connectivity management, with commercial availability targeted by the third quarter of 2026.
TBGI
₱0.12
Transpacific Broadband Group International
7D
11.8%
1Y
-5.4%
DITO
₱0.69
DITO CME Holdings
7D
9.5%
1Y
-50.4%
ABS
₱3.39
ABS-CBN
7D
-3.1%
1Y
-26.1%