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Filipino (PSEi) Telecom Sector Analysis
UpdatedJul 03, 2025
DataAggregated Company Financials
Companies9
- 7D1.4%
- 3M-8.4%
- 1Y-8.2%
- YTD-7.4%
In the last week, the Telecom industry is up 1.4%, with PLDT up 1.2%. In the same time, Converge Information and Communications Technology Solutions was down 10%. However, the industry is down 8.2% over the past year. Earnings are forecast to grow by 9.7% annually.
Sector Valuation and Performance
Has the Filipino Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 04 Jul 2025 | ₱684.3b | ₱479.3b | ₱63.8b | 22x | 10.7x | 1.4x |
| Sun, 01 Jun 2025 | ₱691.0b | ₱479.3b | ₱63.8b | 20.4x | 10.8x | 1.4x |
| Tue, 29 Apr 2025 | ₱731.1b | ₱475.3b | ₱63.2b | 13.5x | 11.6x | 1.5x |
| Thu, 27 Mar 2025 | ₱756.3b | ₱474.8b | ₱58.5b | 13.7x | 12.9x | 1.6x |
| Sat, 22 Feb 2025 | ₱776.9b | ₱456.2b | ₱54.6b | 13.7x | 14.2x | 1.7x |
| Mon, 20 Jan 2025 | ₱764.9b | ₱473.3b | ₱54.7b | 14.3x | 14x | 1.6x |
| Wed, 18 Dec 2024 | ₱709.3b | ₱473.3b | ₱54.7b | 13.4x | 13x | 1.5x |
| Fri, 15 Nov 2024 | ₱728.5b | ₱474.3b | ₱54.3b | 12.6x | 13.4x | 1.5x |
| Sun, 13 Oct 2024 | ₱825.4b | ₱470.0b | ₱52.2b | 13.2x | 15.8x | 1.8x |
| Tue, 10 Sep 2024 | ₱778.7b | ₱470.0b | ₱52.2b | 13.1x | 14.9x | 1.7x |
| Thu, 08 Aug 2024 | ₱773.3b | ₱475.6b | ₱53.5b | 13.3x | 14.5x | 1.6x |
| Sat, 06 Jul 2024 | ₱737.7b | ₱468.4b | ₱52.2b | 13.3x | 14.1x | 1.6x |
| Mon, 03 Jun 2024 | ₱718.3b | ₱468.2b | ₱52.1b | 12.7x | 13.8x | 1.5x |
| Wed, 01 May 2024 | ₱646.7b | ₱465.6b | ₱51.1b | 12.1x | 12.7x | 1.4x |
| Fri, 29 Mar 2024 | ₱662.4b | ₱465.9b | ₱57.0b | 16.1x | 11.6x | 1.4x |
| Sun, 25 Feb 2024 | ₱639.5b | ₱463.0b | ₱42.6b | 15.6x | 15x | 1.4x |
| Tue, 23 Jan 2024 | ₱636.1b | ₱463.0b | ₱42.6b | 18.3x | 14.9x | 1.4x |
| Thu, 21 Dec 2023 | ₱622.9b | ₱463.0b | ₱42.6b | 19.1x | 14.6x | 1.3x |
| Sat, 18 Nov 2023 | ₱610.2b | ₱461.6b | ₱44.6b | 14.6x | 13.7x | 1.3x |
| Mon, 16 Oct 2023 | ₱629.5b | ₱459.8b | ₱46.6b | 15.6x | 13.5x | 1.4x |
| Wed, 13 Sep 2023 | ₱610.2b | ₱459.8b | ₱46.6b | 17x | 13.1x | 1.3x |
| Fri, 11 Aug 2023 | ₱663.3b | ₱460.8b | ₱46.9b | 15.5x | 14.2x | 1.4x |
| Sun, 09 Jul 2023 | ₱660.5b | ₱460.1b | ₱45.2b | 16x | 14.6x | 1.4x |
| Tue, 06 Jun 2023 | ₱636.2b | ₱460.1b | ₱45.2b | 18x | 14.1x | 1.4x |
| Thu, 04 May 2023 | ₱631.8b | ₱455.6b | ₱51.1b | 19.8x | 12.4x | 1.4x |
| Sat, 01 Apr 2023 | ₱721.1b | ₱456.9b | ₱54.1b | 21.9x | 13.3x | 1.6x |
| Mon, 27 Feb 2023 | ₱740.1b | ₱450.7b | ₱75.0b | 17.1x | 9.9x | 1.6x |
| Wed, 25 Jan 2023 | ₱821.4b | ₱450.7b | ₱75.0b | 17.4x | 10.9x | 1.8x |
| Fri, 23 Dec 2022 | ₱737.5b | ₱450.7b | ₱75.0b | 16.3x | 9.8x | 1.6x |
| Sun, 20 Nov 2022 | ₱815.8b | ₱450.7b | ₱75.0b | 13.7x | 10.9x | 1.8x |
| Tue, 18 Oct 2022 | ₱741.3b | ₱445.6b | ₱69.2b | 17.5x | 10.7x | 1.7x |
| Thu, 15 Sep 2022 | ₱822.2b | ₱445.6b | ₱69.2b | 18.4x | 11.9x | 1.8x |
| Sat, 13 Aug 2022 | ₱891.0b | ₱441.8b | ₱67.9b | 21.4x | 13.1x | 2x |
| Mon, 11 Jul 2022 | ₱882.7b | ₱436.2b | ₱67.1b | 23x | 13.2x | 2x |
Price to Earnings Ratio
13.2x
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 10.7x which is lower than its 3-year average PE of 13.0x.
- The industry is trading close to its 3-year average PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 3.2% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Filipino Telecom sector?
| PH Market | 1.14% | |
| Telecom | 1.39% | |
| Wireless Telecom | 3.97% | |
| Media | 2.42% | |
| Telecom Services and Carriers | -7.79% | |
Industry PE
- Investors are most optimistic about the Telecom Services and Carriers industry, which is trading close to its 3-year average PE ratio of 11.3x.
- Analysts are expecting annual earnings growth of 12.0%, which is lower than the prior year's growth of 63.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 12% over the next 5 years.
- However this is lower than its past earnings growth rate of 63% per year.
- In contrast, the Wireless Telecom industry is expected to see its earnings grow by 9.1% 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 | |
|---|---|---|---|---|---|
| TEL PLDT | ₱1.24k | 1.2% +₱3.2b | -15.6% | PE8.5x | |
| GLO Globe Telecom | ₱1.71k | 0.4% +₱1.0b | -19.2% | PE10.7x | |
| GMA7 GMA Network | ₱5.22 | 1.4% +₱235.5m | -29.0% | PE9.5x | |
| MB Manila Bulletin Publishing | ₱0.20 | 7.6% +₱48.5m | -15.7% | PE68.6x | |
| TBGI Transpacific Broadband Group International | ₱0.13 | 2.3% +₱11.4m | -4.3% | PE148.3x |