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U.S. Communications Industry Analysis
UpdatedJun 07, 2025
DataAggregated Company Financials
Companies80
- 7D5.3%
- 3M6.8%
- 1Y38.0%
- YTD1.1%
Arista Networks is up 12%, leading the way for the Communications industry, which has gained 5.3%. During this same period, the Ciena underperformed, falling 9.2%. This means that the industry has gained 38% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.
Industry Valuation and Performance
Has the U.S. Communications Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 08 Jun 2025 | US$542.6b | US$105.7b | US$14.4b | 27x | 37.8x | 5.1x |
| Tue, 06 May 2025 | US$499.0b | US$103.3b | US$13.1b | 22.2x | 38x | 4.8x |
| Thu, 03 Apr 2025 | US$494.8b | US$102.8b | US$12.4b | 26.4x | 39.8x | 4.8x |
| Sat, 01 Mar 2025 | US$528.1b | US$104.6b | US$12.2b | 27.8x | 43.4x | 5.1x |
| Mon, 27 Jan 2025 | US$588.4b | US$102.4b | US$11.9b | 26.4x | 49.3x | 5.7x |
| Wed, 25 Dec 2024 | US$550.3b | US$102.4b | US$12.1b | 25.4x | 45.6x | 5.4x |
| Fri, 22 Nov 2024 | US$512.8b | US$102.5b | US$12.1b | 23.9x | 42.3x | 5x |
| Sun, 20 Oct 2024 | US$506.7b | US$103.0b | US$12.0b | 28.4x | 42.2x | 4.9x |
| Tue, 17 Sep 2024 | US$453.3b | US$103.0b | US$12.0b | 25x | 37.8x | 4.4x |
| Thu, 15 Aug 2024 | US$412.9b | US$102.9b | US$13.7b | 23.5x | 30.2x | 4x |
| Sat, 13 Jul 2024 | US$351.8b | US$92.6b | US$12.6b | 26.5x | 27.9x | 3.8x |
| Mon, 10 Jun 2024 | US$326.0b | US$92.7b | US$12.6b | 27.3x | 25.8x | 3.5x |
| Wed, 08 May 2024 | US$325.6b | US$94.3b | US$14.0b | 27.1x | 23.3x | 3.5x |
| Fri, 05 Apr 2024 | US$398.9b | US$104.8b | US$16.3b | 33.9x | 24.5x | 3.8x |
| Sun, 03 Mar 2024 | US$397.0b | US$104.8b | US$16.4b | 32.6x | 24.3x | 3.8x |
| Tue, 30 Jan 2024 | US$349.0b | US$96.0b | US$14.9b | 27.6x | 23.4x | 3.6x |
| Thu, 28 Dec 2023 | US$331.4b | US$96.1b | US$15.1b | 24.9x | 21.9x | 3.4x |
| Sat, 25 Nov 2023 | US$312.6b | US$96.2b | US$14.9b | 23.2x | 21x | 3.2x |
| Mon, 23 Oct 2023 | US$317.6b | US$94.7b | US$14.6b | 20.5x | 21.7x | 3.4x |
| Wed, 20 Sep 2023 | US$335.7b | US$94.7b | US$14.6b | 24.7x | 22.9x | 3.5x |
| Fri, 18 Aug 2023 | US$323.5b | US$94.5b | US$14.7b | 26.1x | 22x | 3.4x |
| Sun, 16 Jul 2023 | US$311.3b | US$91.4b | US$13.5b | 23.8x | 23x | 3.4x |
| Tue, 13 Jun 2023 | US$315.2b | US$91.4b | US$13.5b | 20.2x | 23.3x | 3.4x |
| Thu, 11 May 2023 | US$284.7b | US$89.8b | US$13.5b | 24x | 21.2x | 3.2x |
| Sat, 08 Apr 2023 | US$315.1b | US$89.0b | US$13.2b | 26x | 23.9x | 3.5x |
| Mon, 06 Mar 2023 | US$301.1b | US$88.8b | US$13.1b | 29.1x | 23x | 3.4x |
| Wed, 01 Feb 2023 | US$297.1b | US$86.9b | US$13.0b | 28.1x | 22.9x | 3.4x |
| Fri, 30 Dec 2022 | US$290.3b | US$86.7b | US$13.0b | 27.9x | 22.3x | 3.3x |
| Sun, 27 Nov 2022 | US$300.3b | US$86.8b | US$13.1b | 30.8x | 22.9x | 3.5x |
| Tue, 25 Oct 2022 | US$267.0b | US$84.9b | US$13.5b | 24.2x | 19.8x | 3.1x |
| Thu, 22 Sep 2022 | US$260.8b | US$85.2b | US$13.4b | 23.6x | 19.4x | 3.1x |
| Sat, 20 Aug 2022 | US$305.5b | US$85.3b | US$13.7b | 23.6x | 22.4x | 3.6x |
| Mon, 18 Jul 2022 | US$265.1b | US$84.6b | US$14.0b | 22x | 19x | 3.1x |
| Wed, 15 Jun 2022 | US$258.8b | US$84.7b | US$14.0b | 21.4x | 18.5x | 3.1x |
Price to Earnings Ratio
18.5x
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 37.8x which is higher than its 3-year average PE of 27.7x.
- The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 5.1x.
Past Earnings Growth
- The earnings for companies in the Communications industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 7.7% 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 U.S. Tech industry?
| US Market | 1.75% | |
| Tech | 3.23% | |
| Communications | 5.32% | |
| Communications Equipment | 5.32% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANET Arista Networks | US$97.25 | 12.2% +US$13.3b | 31.1% | PE40.3x | |
| CSCO Cisco Systems | US$66.06 | 4.8% +US$12.0b | 44.1% | PE26.7x | |
| UI Ubiquiti | US$408.54 | 3.4% +US$801.5m | 182.0% | PE45x | |
| LITE Lumentum Holdings | US$81.46 | 12.7% +US$637.1m | 77.9% | PS3.8x | |
| FFIV F5 | US$295.43 | 3.5% +US$577.2m | 78.4% | PE27.3x |