Is Now The Time To Look At Buying Ubiquiti Inc. (NYSE:UI)?
May 02
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U.S. Communications Industry Analysis
UpdatedMay 04, 2025
DataAggregated Company Financials
Companies78
- 7D5.6%
- 3M-9.5%
- 1Y29.0%
- YTD-7.2%
Over the last 7 days, the Communications industry has risen 5.4%, driven by gains from Arista Networks of 17%. Meanwhile, Motorola Solutions actually underperformed within the industry, shrinking 5.5% in the last week. In the last 12 months, the industry was up 29%. 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, 04 May 2025 | US$499.0b | US$103.3b | US$13.1b | 22.6x | 38x | 4.8x |
| Tue, 01 Apr 2025 | US$490.0b | US$102.8b | US$12.4b | 25.8x | 39.4x | 4.8x |
| Thu, 27 Feb 2025 | US$529.7b | US$104.5b | US$12.3b | 27.7x | 43.2x | 5.1x |
| Sat, 25 Jan 2025 | US$588.6b | US$102.4b | US$11.9b | 26.4x | 49.3x | 5.7x |
| Mon, 23 Dec 2024 | US$541.1b | US$102.5b | US$12.1b | 24.8x | 44.8x | 5.3x |
| Wed, 20 Nov 2024 | US$507.6b | US$102.4b | US$12.1b | 24.2x | 41.9x | 5x |
| Fri, 18 Oct 2024 | US$506.7b | US$103.0b | US$12.0b | 28.5x | 42.2x | 4.9x |
| Sun, 15 Sep 2024 | US$453.3b | US$103.0b | US$12.0b | 24.6x | 37.8x | 4.4x |
| Tue, 13 Aug 2024 | US$410.0b | US$102.9b | US$13.7b | 23.2x | 29.9x | 4x |
| Thu, 11 Jul 2024 | US$348.8b | US$92.6b | US$12.6b | 25.2x | 27.6x | 3.8x |
| Sat, 08 Jun 2024 | US$328.1b | US$92.7b | US$12.6b | 27.3x | 26x | 3.5x |
| Mon, 06 May 2024 | US$325.0b | US$94.4b | US$14.4b | 28.9x | 22.6x | 3.4x |
| Wed, 03 Apr 2024 | US$407.8b | US$104.8b | US$16.3b | 33.8x | 25.1x | 3.9x |
| Fri, 01 Mar 2024 | US$389.7b | US$104.8b | US$16.4b | 32.1x | 23.8x | 3.7x |
| Sun, 28 Jan 2024 | US$349.0b | US$96.0b | US$14.9b | 27.3x | 23.4x | 3.6x |
| Tue, 26 Dec 2023 | US$329.6b | US$96.1b | US$15.1b | 25.1x | 21.8x | 3.4x |
| Thu, 23 Nov 2023 | US$309.9b | US$96.2b | US$14.9b | 22.9x | 20.8x | 3.2x |
| Sat, 21 Oct 2023 | US$317.6b | US$94.7b | US$14.6b | 20.5x | 21.7x | 3.4x |
| Mon, 18 Sep 2023 | US$336.4b | US$94.7b | US$14.6b | 28.3x | 23x | 3.6x |
| Wed, 16 Aug 2023 | US$326.0b | US$92.4b | US$13.6b | 26.9x | 24x | 3.5x |
| Fri, 14 Jul 2023 | US$319.0b | US$91.4b | US$13.5b | 23.8x | 23.6x | 3.5x |
| Sun, 11 Jun 2023 | US$308.4b | US$91.4b | US$13.5b | 21.4x | 22.8x | 3.4x |
| Tue, 09 May 2023 | US$282.2b | US$89.9b | US$13.5b | 23.3x | 20.9x | 3.1x |
| Thu, 06 Apr 2023 | US$319.0b | US$89.0b | US$13.1b | 26.8x | 24.3x | 3.6x |
| Sat, 04 Mar 2023 | US$301.1b | US$88.8b | US$13.1b | 29.1x | 23x | 3.4x |
| Mon, 30 Jan 2023 | US$296.0b | US$86.9b | US$13.0b | 27.6x | 22.7x | 3.4x |
| Wed, 28 Dec 2022 | US$288.6b | US$86.7b | US$13.0b | 27.5x | 22.1x | 3.3x |
| Fri, 25 Nov 2022 | US$301.1b | US$86.8b | US$13.1b | 30.7x | 23x | 3.5x |
| Sun, 23 Oct 2022 | US$267.0b | US$84.9b | US$13.5b | 24.2x | 19.8x | 3.1x |
| Tue, 20 Sep 2022 | US$269.0b | US$85.2b | US$13.4b | 24x | 20x | 3.2x |
| Thu, 18 Aug 2022 | US$295.8b | US$85.3b | US$13.8b | 23.3x | 21.4x | 3.5x |
| Sat, 16 Jul 2022 | US$261.2b | US$84.6b | US$14.0b | 22x | 18.7x | 3.1x |
| Mon, 13 Jun 2022 | US$264.8b | US$84.7b | US$14.0b | 22.6x | 18.9x | 3.1x |
| Wed, 11 May 2022 | US$296.5b | US$84.4b | US$13.9b | 22x | 21.3x | 3.5x |
Price to Earnings Ratio
21.3x
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 38.0x which is higher than its 3-year average PE of 27.2x.
- The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 4.8x.
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 6.9% 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 | 2.98% | |
| Tech | 4.16% | |
| Communications | 5.62% | |
| Communications Equipment | 5.62% | |
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$91.02 | 16.8% +US$16.5b | 32.7% | PE40.1x | |
| CSCO Cisco Systems | US$59.33 | 4.6% +US$10.4b | 25.9% | PE25.7x | |
| UI Ubiquiti | US$342.78 | 9.5% +US$1.8b | 208.3% | PE46.6x | |
| CIEN Ciena | US$72.85 | 10.5% +US$982.2m | 52.5% | PE131.1x | |
| JNPR Juniper Networks | US$36.63 | 2.9% +US$344.3m | 5.1% | PE34.7x |
