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U.S. Communications Industry Analysis

UpdatedDec 20, 2024
DataAggregated Company Financials
Companies79
  • 7D-1.1%
  • 3M12.1%
  • 1Y37.9%
  • YTD36.9%

Over the last 7 days, the Communications industry has dropped 1.1%, driven by a pullback from Cisco Systems of 1.7%. In the past year, the industry has gained 38%. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the U.S. Communications Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Dec 2024US$527.8bUS$102.5bUS$12.1b24.4x43.7x5.2x
Mon, 18 Nov 2024US$509.4bUS$102.4bUS$12.1b22.5x42x5x
Wed, 16 Oct 2024US$491.6bUS$103.0bUS$12.0b27.9x41x4.8x
Fri, 13 Sep 2024US$442.8bUS$103.0bUS$12.0b24.2x36.9x4.3x
Sun, 11 Aug 2024US$410.0bUS$102.9bUS$13.7b23.4x29.9x4x
Tue, 09 Jul 2024US$352.4bUS$92.6bUS$12.6b25.4x27.9x3.8x
Thu, 06 Jun 2024US$331.5bUS$92.9bUS$12.7b27.1x26.1x3.6x
Sat, 04 May 2024US$319.6bUS$94.4bUS$14.4b28.9x22.3x3.4x
Mon, 01 Apr 2024US$404.7bUS$104.8bUS$16.3b31.8x24.9x3.9x
Wed, 28 Feb 2024US$390.0bUS$104.8bUS$16.4b31.9x23.8x3.7x
Fri, 26 Jan 2024US$345.2bUS$96.0bUS$14.9b27.9x23.1x3.6x
Sun, 24 Dec 2023US$329.6bUS$96.1bUS$15.1b25.1x21.8x3.4x
Tue, 21 Nov 2023US$307.6bUS$96.2bUS$14.9b23.1x20.7x3.2x
Thu, 19 Oct 2023US$324.4bUS$94.7bUS$14.6b20.6x22.2x3.4x
Sat, 16 Sep 2023US$338.4bUS$94.7bUS$14.6b29.3x23.1x3.6x
Mon, 14 Aug 2023US$326.4bUS$92.4bUS$13.6b26.4x24.1x3.5x
Wed, 12 Jul 2023US$320.0bUS$91.4bUS$13.5b23.8x23.7x3.5x
Fri, 09 Jun 2023US$308.8bUS$91.4bUS$13.5b23.2x22.9x3.4x
Sun, 07 May 2023US$281.7bUS$89.9bUS$13.5b23.3x20.9x3.1x
Tue, 04 Apr 2023US$322.7bUS$89.0bUS$13.1b25.9x24.6x3.6x
Thu, 02 Mar 2023US$296.2bUS$88.8bUS$13.1b28.8x22.6x3.3x
Sat, 28 Jan 2023US$296.0bUS$86.9bUS$13.0b27.6x22.7x3.4x
Mon, 26 Dec 2022US$288.8bUS$86.7bUS$13.0b27.9x22.1x3.3x
Wed, 23 Nov 2022US$299.8bUS$86.8bUS$13.1b30.7x22.9x3.5x
Fri, 21 Oct 2022US$259.3bUS$84.9bUS$13.5b23.4x19.3x3.1x
Sun, 18 Sep 2022US$269.6bUS$85.2bUS$13.4b24.2x20.1x3.2x
Tue, 16 Aug 2022US$296.4bUS$85.3bUS$14.0b23.4x21.2x3.5x
Thu, 14 Jul 2022US$261.6bUS$84.6bUS$14.0b21.9x18.7x3.1x
Sat, 11 Jun 2022US$264.8bUS$84.7bUS$14.0b22.6x18.9x3.1x
Mon, 09 May 2022US$298.9bUS$84.4bUS$13.9b22.8x21.5x3.5x
Wed, 06 Apr 2022US$339.1bUS$84.2bUS$14.2b27.5x23.9x4x
Fri, 04 Mar 2022US$346.7bUS$84.8bUS$14.3b26.9x24.2x4.1x
Sun, 30 Jan 2022US$365.1bUS$94.1bUS$14.4b26.1x25.3x3.9x
Tue, 28 Dec 2021US$419.9bUS$93.3bUS$14.1b25.3x29.7x4.5x
Price to Earnings Ratio

29.7x


Total Market Cap: US$419.9bTotal Earnings: US$14.1bTotal Revenue: US$93.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Communications Industry Price to Earnings3Y Average 25.1x202220232024
Current Industry PE
  • Investors are optimistic on the American Communications industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 43.7x which is higher than its 3-year average PE of 25.1x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 5.2x.
Past Earnings Growth
  • The earnings for companies in the Communications industry have declined 5.2% per year 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Tech industry?

US Market-3.53%
Tech-2.10%
Communications-1.08%
Communications Equipment-1.08%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ANET Arista NetworksUS$112.810.4%
+US$554.3m
89.4%PE53.3x
NTGR NETGEARUS$28.0010.2%
+US$74.5m
89.8%PE41.1x
AAOI Applied OptoelectronicsUS$37.823.8%
+US$62.7m
81.0%PS8.1x
MSI Motorola SolutionsUS$469.940.03%
+US$25.1m
51.7%PE50.3x
CALX CalixUS$35.360.7%
+US$16.6m
-17.3%PS2.6x
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Latest News

AAOI

US$37.82

Applied Optoelectronics

7D

3.8%

1Y

81.0%

VSAT

US$8.79

Viasat

7D

-5.8%

1Y

-67.0%

CSCO

US$58.52

Cisco Systems

7D

-0.2%

1Y

16.8%

DGII

US$30.74

Digi International

7D

-7.3%

1Y

17.5%

VIAV

US$10.20

Viavi Solutions

7D

-7.7%

1Y

4.0%

SATX

US$1.20

Satixfy Communications

7D

16.7%

1Y

209.4%