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May 23
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U.S. Communications Industry Analysis
UpdatedMay 24, 2025
DataAggregated Company Financials
Companies79
- 7D-2.5%
- 3M-2.1%
- 1Y31.0%
- YTD-2.8%
Over the last 7 days, the Communications industry has dropped 2.5%, driven by Arista Networks declining 5.4%. Over the past 12 months, the industry was up 31%. 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 |
|---|---|---|---|---|---|---|
| Sat, 24 May 2025 | US$525.4b | US$105.5b | US$14.3b | 25.8x | 36.8x | 5x |
| Mon, 21 Apr 2025 | US$454.4b | US$102.8b | US$12.4b | 24.1x | 36.5x | 4.4x |
| Wed, 19 Mar 2025 | US$499.2b | US$102.8b | US$12.5b | 25.7x | 40.1x | 4.9x |
| Fri, 14 Feb 2025 | US$556.1b | US$104.0b | US$12.1b | 27.7x | 46.1x | 5.3x |
| Sun, 12 Jan 2025 | US$541.9b | US$102.4b | US$12.1b | 23.7x | 44.8x | 5.3x |
| Tue, 10 Dec 2024 | US$543.0b | US$102.5b | US$12.1b | 24.5x | 44.8x | 5.3x |
| Thu, 07 Nov 2024 | US$503.8b | US$102.8b | US$12.0b | 24.6x | 41.9x | 4.9x |
| Sat, 05 Oct 2024 | US$478.7b | US$102.9b | US$12.0b | 25.7x | 39.9x | 4.7x |
| Mon, 02 Sep 2024 | US$456.5b | US$103.1b | US$12.0b | 27.2x | 38.1x | 4.4x |
| Wed, 31 Jul 2024 | US$346.4b | US$92.2b | US$12.2b | 27.8x | 28.3x | 3.8x |
| Fri, 28 Jun 2024 | US$342.0b | US$92.7b | US$12.6b | 26.2x | 27.1x | 3.7x |
| Sun, 26 May 2024 | US$332.1b | US$92.9b | US$12.7b | 27.5x | 26.2x | 3.6x |
| Tue, 23 Apr 2024 | US$377.1b | US$104.8b | US$16.3b | 30.1x | 23.2x | 3.6x |
| Thu, 21 Mar 2024 | US$398.0b | US$104.8b | US$16.3b | 31.8x | 24.4x | 3.8x |
| Sat, 17 Feb 2024 | US$390.8b | US$104.9b | US$16.5b | 30.1x | 23.7x | 3.7x |
| Mon, 15 Jan 2024 | US$337.3b | US$96.1b | US$15.1b | 25.1x | 22.3x | 3.5x |
| Wed, 13 Dec 2023 | US$321.5b | US$96.1b | US$15.1b | 24.8x | 21.3x | 3.3x |
| Fri, 10 Nov 2023 | US$325.4b | US$95.2b | US$13.9b | 23.4x | 23.4x | 3.4x |
| Sun, 08 Oct 2023 | US$324.5b | US$94.7b | US$14.6b | 23.4x | 22.2x | 3.4x |
| Tue, 05 Sep 2023 | US$351.9b | US$94.7b | US$14.6b | 31x | 24x | 3.7x |
| Thu, 03 Aug 2023 | US$323.2b | US$92.1b | US$13.6b | 26.4x | 23.7x | 3.5x |
| Sat, 01 Jul 2023 | US$318.1b | US$91.4b | US$13.5b | 23.8x | 23.6x | 3.5x |
| Mon, 29 May 2023 | US$310.0b | US$91.2b | US$13.5b | 22.8x | 23x | 3.4x |
| Wed, 26 Apr 2023 | US$290.3b | US$89.1b | US$13.2b | 24.9x | 22x | 3.3x |
| Fri, 24 Mar 2023 | US$310.4b | US$89.0b | US$13.1b | 27.3x | 23.7x | 3.5x |
| Sun, 19 Feb 2023 | US$308.3b | US$88.5b | US$13.0b | 29.4x | 23.7x | 3.5x |
| Tue, 17 Jan 2023 | US$295.5b | US$86.7b | US$13.0b | 26.9x | 22.7x | 3.4x |
| Thu, 15 Dec 2022 | US$303.0b | US$86.7b | US$13.0b | 30.1x | 23.2x | 3.5x |
| Sat, 12 Nov 2022 | US$281.1b | US$86.0b | US$13.4b | 27.9x | 21x | 3.3x |
| Mon, 10 Oct 2022 | US$256.6b | US$84.9b | US$13.5b | 23.5x | 19.1x | 3x |
| Wed, 07 Sep 2022 | US$276.8b | US$85.2b | US$13.4b | 22.9x | 20.6x | 3.2x |
| Fri, 05 Aug 2022 | US$287.7b | US$85.2b | US$14.0b | 22.1x | 20.5x | 3.4x |
| Sun, 03 Jul 2022 | US$258.7b | US$84.6b | US$14.0b | 21.8x | 18.5x | 3.1x |
| Tue, 31 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 36.8x 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 5.0x.
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 | -2.68% | |
| Tech | -3.39% | |
| Communications | -2.46% | |
| Communications Equipment | -2.46% | |
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 | |
|---|---|---|---|---|---|
| CALX Calix | US$46.74 | 2.9% +US$84.9m | 42.7% | PS3.7x | |
| SATX Satixfy Communications | US$2.88 | 41.2% +US$73.0m | 355.7% | PS10.6x | |
| CMTL Comtech Telecommunications | US$2.27 | 24.7% +US$13.2m | 2.7% | PS0.1x | |
| SYTA Siyata Mobile | US$5.40 | 133.8% +US$9.3m | -98.2% | PS1.4x | |
| AUDC AudioCodes | US$8.97 | 3.1% +US$8.0m | -10.7% | PE15.3x |
