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U.S. Communications Industry Analysis
UpdatedJul 19, 2025
DataAggregated Company Financials
Companies78
- 7D2.0%
- 3M28.3%
- 1Y39.7%
- YTD8.0%
Over the last 7 days, the Communications industry has risen 2.0%, driven by gains from Arista Networks of 3.0%. In the same time, PicoCELA was down 73%. This means that the industry has gained 40% 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 |
|---|---|---|---|---|---|---|
| Sat, 19 Jul 2025 | US$566.9b | US$100.5b | US$14.0b | 28.5x | 40.5x | 5.6x |
| Mon, 16 Jun 2025 | US$524.7b | US$105.7b | US$14.3b | 26.5x | 36.6x | 5x |
| Wed, 14 May 2025 | US$520.0b | US$104.0b | US$13.9b | 23.4x | 37.4x | 5x |
| Fri, 11 Apr 2025 | US$472.1b | US$102.8b | US$12.4b | 24.5x | 38x | 4.6x |
| Sun, 09 Mar 2025 | US$509.6b | US$103.1b | US$12.4b | 26.7x | 41.2x | 4.9x |
| Tue, 04 Feb 2025 | US$558.5b | US$102.5b | US$12.2b | 25.2x | 45.9x | 5.5x |
| Thu, 02 Jan 2025 | US$538.5b | US$102.5b | US$12.1b | 24.5x | 44.6x | 5.3x |
| Sat, 30 Nov 2024 | US$531.7b | US$102.5b | US$12.1b | 24.4x | 43.9x | 5.2x |
| Mon, 28 Oct 2024 | US$497.3b | US$103.0b | US$12.0b | 27.3x | 41.5x | 4.8x |
| Wed, 25 Sep 2024 | US$475.1b | US$103.0b | US$12.0b | 26.5x | 39.6x | 4.6x |
| Fri, 23 Aug 2024 | US$441.5b | US$101.1b | US$11.6b | 26.1x | 38x | 4.4x |
| Sun, 21 Jul 2024 | US$345.5b | US$92.6b | US$12.6b | 26.7x | 27.4x | 3.7x |
| Tue, 18 Jun 2024 | US$335.2b | US$92.7b | US$12.6b | 27.1x | 26.6x | 3.6x |
| Thu, 16 May 2024 | US$345.6b | US$94.3b | US$14.0b | 27.3x | 24.6x | 3.7x |
| Sat, 13 Apr 2024 | US$402.4b | US$104.8b | US$16.3b | 33.5x | 24.7x | 3.8x |
| Mon, 11 Mar 2024 | US$395.6b | US$104.8b | US$16.3b | 31.1x | 24.2x | 3.8x |
| Wed, 07 Feb 2024 | US$339.7b | US$95.3b | US$14.9b | 26.2x | 22.7x | 3.6x |
| Fri, 05 Jan 2024 | US$326.1b | US$96.1b | US$15.1b | 24.3x | 21.6x | 3.4x |
| Sun, 03 Dec 2023 | US$313.3b | US$96.0b | US$14.9b | 24.9x | 21x | 3.3x |
| Tue, 31 Oct 2023 | US$307.6b | US$94.7b | US$14.6b | 23x | 21.1x | 3.2x |
| Thu, 28 Sep 2023 | US$321.4b | US$94.7b | US$14.6b | 24.7x | 22x | 3.4x |
| Sat, 26 Aug 2023 | US$334.6b | US$94.5b | US$14.6b | 29.4x | 22.9x | 3.5x |
| Mon, 24 Jul 2023 | US$322.9b | US$91.5b | US$13.5b | 26.8x | 23.9x | 3.5x |
| Wed, 21 Jun 2023 | US$315.2b | US$91.4b | US$13.5b | 24x | 23.3x | 3.4x |
| Fri, 19 May 2023 | US$293.0b | US$91.2b | US$13.5b | 25x | 21.7x | 3.2x |
| Sun, 16 Apr 2023 | US$312.4b | US$89.0b | US$13.2b | 27x | 23.7x | 3.5x |
| Tue, 14 Mar 2023 | US$297.3b | US$89.0b | US$13.2b | 27.3x | 22.6x | 3.3x |
| Thu, 09 Feb 2023 | US$291.9b | US$87.1b | US$13.0b | 31.5x | 22.5x | 3.4x |
| Sat, 07 Jan 2023 | US$291.9b | US$86.7b | US$13.0b | 28x | 22.4x | 3.4x |
| Mon, 05 Dec 2022 | US$306.0b | US$86.8b | US$13.1b | 30.4x | 23.4x | 3.5x |
| Wed, 02 Nov 2022 | US$287.6b | US$85.6b | US$13.5b | 26.9x | 21.3x | 3.4x |
| Fri, 30 Sep 2022 | US$255.8b | US$84.9b | US$13.5b | 23.2x | 19x | 3x |
| Sun, 28 Aug 2022 | US$289.8b | US$85.3b | US$13.7b | 23x | 21.2x | 3.4x |
| Tue, 26 Jul 2022 | US$273.7b | US$84.7b | US$14.0b | 23.2x | 19.6x | 3.2x |
Price to Earnings Ratio
19.6x
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 40.5x which is higher than its 3-year average PE of 28.5x.
- The 3-year average PS ratio of 3.9x is lower than the industry's current PS ratio of 5.6x.
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 5.9% 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 | 0.96% | |
| Tech | 2.46% | |
| Communications | 1.99% | |
| Communications Equipment | 1.99% | |
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$111.78 | 3.0% +US$4.0b | 35.3% | PE46.4x | |
| UI Ubiquiti | US$460.40 | 13.7% +US$3.4b | 178.4% | PE50.7x | |
| CIEN Ciena | US$84.98 | 9.3% +US$1.0b | 72.1% | PE114.6x | |
| MSI Motorola Solutions | US$420.46 | 1.1% +US$739.4m | 7.8% | PE34.3x | |
| LITE Lumentum Holdings | US$102.22 | 9.9% +US$640.6m | 86.6% | PS4.8x |