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U.S. Communications Industry Analysis
UpdatedMay 21, 2025
DataAggregated Company Financials
Companies78
- 7D0.6%
- 3M-3.4%
- 1Y31.3%
- YTD-1.0%
The Communications industry has been flat over the last week, but Ubiquiti has lost 12%. As for the the longer term, the industry is up 31% over the past 12 months. Looking forward, earnings are forecast to grow by 15% annually.
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 |
|---|---|---|---|---|---|---|
| Thu, 22 May 2025 | US$537.4b | US$105.5b | US$14.5b | 25.8x | 37.1x | 5.1x |
| Sat, 19 Apr 2025 | US$454.4b | US$102.8b | US$12.4b | 24.1x | 36.5x | 4.4x |
| Mon, 17 Mar 2025 | US$493.9b | US$103.1b | US$12.4b | 25.4x | 39.9x | 4.8x |
| Wed, 12 Feb 2025 | US$575.8b | US$102.7b | US$12.2b | 26.5x | 47x | 5.6x |
| Fri, 10 Jan 2025 | US$547.3b | US$102.4b | US$12.1b | 24.2x | 45.2x | 5.3x |
| Sun, 08 Dec 2024 | US$543.0b | US$102.5b | US$12.1b | 24.8x | 44.8x | 5.3x |
| Tue, 05 Nov 2024 | US$496.3b | US$102.8b | US$12.0b | 23.7x | 41.2x | 4.8x |
| Thu, 03 Oct 2024 | US$479.7b | US$102.9b | US$12.0b | 24.6x | 40x | 4.7x |
| Sat, 31 Aug 2024 | US$452.7b | US$103.1b | US$12.0b | 27.2x | 37.8x | 4.4x |
| Mon, 29 Jul 2024 | US$345.5b | US$92.3b | US$12.2b | 27.6x | 28.4x | 3.7x |
| Wed, 26 Jun 2024 | US$342.0b | US$92.7b | US$12.6b | 26.3x | 27.1x | 3.7x |
| Fri, 24 May 2024 | US$339.5b | US$92.9b | US$12.7b | 27.3x | 26.8x | 3.7x |
| Sun, 21 Apr 2024 | US$377.1b | US$104.8b | US$16.3b | 30.1x | 23.2x | 3.6x |
| Tue, 19 Mar 2024 | US$398.0b | US$104.8b | US$16.3b | 31.4x | 24.4x | 3.8x |
| Thu, 15 Feb 2024 | US$390.5b | US$105.8b | US$16.7b | 29.8x | 23.4x | 3.7x |
| Sat, 13 Jan 2024 | US$337.3b | US$96.1b | US$15.1b | 25.1x | 22.3x | 3.5x |
| Mon, 11 Dec 2023 | US$315.5b | US$96.1b | US$15.1b | 25.2x | 20.9x | 3.3x |
| Wed, 08 Nov 2023 | US$328.1b | US$94.9b | US$14.7b | 23.4x | 22.4x | 3.5x |
| Fri, 06 Oct 2023 | US$320.9b | US$94.7b | US$14.6b | 23.3x | 21.9x | 3.4x |
| Sun, 03 Sep 2023 | US$351.9b | US$94.7b | US$14.6b | 31x | 24x | 3.7x |
| Tue, 01 Aug 2023 | US$314.5b | US$91.6b | US$13.4b | 24.4x | 23.4x | 3.4x |
| Thu, 29 Jun 2023 | US$311.4b | US$91.4b | US$13.5b | 23.6x | 23.1x | 3.4x |
| Sat, 27 May 2023 | US$310.0b | US$91.2b | US$13.5b | 23x | 23x | 3.4x |
| Mon, 24 Apr 2023 | US$292.1b | US$89.1b | US$13.2b | 25.1x | 22.2x | 3.3x |
| Wed, 22 Mar 2023 | US$315.0b | US$89.0b | US$13.1b | 24.3x | 24x | 3.5x |
| Fri, 17 Feb 2023 | US$310.4b | US$88.5b | US$12.9b | 29.3x | 24.1x | 3.5x |
| Sun, 15 Jan 2023 | US$295.5b | US$86.7b | US$13.0b | 26.9x | 22.7x | 3.4x |
| Tue, 13 Dec 2022 | US$303.1b | US$86.7b | US$13.0b | 30.3x | 23.2x | 3.5x |
| Thu, 10 Nov 2022 | US$272.0b | US$86.0b | US$13.4b | 24.9x | 20.3x | 3.2x |
| Sat, 08 Oct 2022 | US$256.6b | US$84.9b | US$13.5b | 23.5x | 19.1x | 3x |
| Mon, 05 Sep 2022 | US$278.3b | US$85.2b | US$13.4b | 23.1x | 20.7x | 3.3x |
| Wed, 03 Aug 2022 | US$283.6b | US$85.2b | US$14.0b | 21.5x | 20.2x | 3.3x |
| Fri, 01 Jul 2022 | US$259.3b | US$84.6b | US$14.0b | 21.7x | 18.6x | 3.1x |
| Sun, 29 May 2022 | US$281.7b | US$84.6b | US$14.0b | 24.4x | 20.1x | 3.3x |
Price to Earnings Ratio
20.1x
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 37.1x which is higher than its 3-year average PE of 27.5x.
- 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 declined 3.9% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, 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 | 0.50% | |
| Tech | -0.29% | |
| Communications | 0.59% | |
| Communications Equipment | 0.59% | |
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 | |
|---|---|---|---|---|---|
| CSCO Cisco Systems | US$63.20 | 3.1% +US$7.6b | 33.2% | PE25.7x | |
| MSI Motorola Solutions | US$426.44 | 2.7% +US$1.9b | 14.9% | PE34.8x | |
| FFIV F5 | US$286.26 | 1.7% +US$268.2m | 65.3% | PE26.5x | |
| CALX Calix | US$47.02 | 4.8% +US$140.0m | 44.5% | PS3.7x | |
| SATX Satixfy Communications | US$2.92 | 43.1% +US$76.4m | 352.1% | PS12.3x |
