Why Investors Shouldn't Be Surprised By Comtech Telecommunications Corp.'s (NASDAQ:CMTL) 29% Share Price Plunge
Aug 09
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U.S. Communications Industry Analysis
UpdatedAug 10, 2025
DataAggregated Company Financials
Companies77
- 7D9.8%
- 3M23.7%
- 1Y55.2%
- YTD19.5%
In the last week, the Communications industry is up 9.8%, with Arista Networks up 18%. Meanwhile, Clearfield actually underperformed within the industry, shrinking 20% in the last week. This takes the industry's 12 month performance to a gain of 55%. 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, 10 Aug 2025 | US$626.7b | US$101.6b | US$14.9b | 25x | 42x | 6.2x |
| Tue, 08 Jul 2025 | US$557.9b | US$100.5b | US$14.0b | 28.5x | 39.9x | 5.6x |
| Thu, 05 Jun 2025 | US$533.7b | US$105.5b | US$14.3b | 26.6x | 37.3x | 5.1x |
| Sat, 03 May 2025 | US$499.6b | US$103.3b | US$13.1b | 22.6x | 38x | 4.8x |
| Mon, 31 Mar 2025 | US$490.0b | US$102.8b | US$12.4b | 25.6x | 39.4x | 4.8x |
| Wed, 26 Feb 2025 | US$524.9b | US$104.5b | US$12.3b | 27.8x | 42.8x | 5x |
| Fri, 24 Jan 2025 | US$587.1b | US$102.4b | US$11.9b | 26.4x | 49.2x | 5.7x |
| Sun, 22 Dec 2024 | US$541.1b | US$102.5b | US$12.1b | 25.5x | 44.8x | 5.3x |
| Tue, 19 Nov 2024 | US$509.4b | US$102.4b | US$12.1b | 23.3x | 42x | 5x |
| Thu, 17 Oct 2024 | US$506.6b | US$103.0b | US$12.0b | 28.3x | 42.2x | 4.9x |
| Sat, 14 Sep 2024 | US$451.9b | US$103.0b | US$12.0b | 24.6x | 37.7x | 4.4x |
| Mon, 12 Aug 2024 | US$410.0b | US$102.9b | US$13.7b | 23.4x | 29.9x | 4x |
| Wed, 10 Jul 2024 | US$352.2b | US$92.6b | US$12.6b | 25.1x | 27.9x | 3.8x |
| Fri, 07 Jun 2024 | US$328.4b | US$92.9b | US$12.7b | 27.5x | 25.9x | 3.5x |
| Sun, 05 May 2024 | US$325.0b | US$94.4b | US$14.4b | 28.9x | 22.6x | 3.4x |
| Tue, 02 Apr 2024 | US$404.9b | US$104.8b | US$16.3b | 31.2x | 24.9x | 3.9x |
| Thu, 29 Feb 2024 | US$389.1b | US$104.8b | US$16.4b | 32.2x | 23.8x | 3.7x |
| Sat, 27 Jan 2024 | US$350.3b | US$96.0b | US$14.9b | 27.8x | 23.5x | 3.6x |
| Mon, 25 Dec 2023 | US$329.6b | US$96.1b | US$15.1b | 25.1x | 21.8x | 3.4x |
| Wed, 22 Nov 2023 | US$307.6b | US$96.2b | US$14.9b | 23.1x | 20.7x | 3.2x |
| Fri, 20 Oct 2023 | US$321.2b | US$94.7b | US$14.6b | 20.6x | 21.9x | 3.4x |
| Sun, 17 Sep 2023 | US$336.4b | US$94.7b | US$14.6b | 28.3x | 23x | 3.6x |
| Tue, 15 Aug 2023 | US$328.1b | US$92.4b | US$13.6b | 26.2x | 24.2x | 3.5x |
| Thu, 13 Jul 2023 | US$315.3b | US$91.4b | US$13.5b | 23.8x | 23.4x | 3.4x |
| Sat, 10 Jun 2023 | US$308.4b | US$91.4b | US$13.5b | 21.4x | 22.8x | 3.4x |
| Mon, 08 May 2023 | US$281.7b | US$89.9b | US$13.5b | 23.3x | 20.9x | 3.1x |
| Wed, 05 Apr 2023 | US$320.2b | US$89.0b | US$13.1b | 26.9x | 24.4x | 3.6x |
| Fri, 03 Mar 2023 | US$296.5b | US$88.8b | US$13.1b | 28.8x | 22.6x | 3.3x |
| Sun, 29 Jan 2023 | US$296.0b | US$86.9b | US$13.0b | 27.6x | 22.7x | 3.4x |
| Tue, 27 Dec 2022 | US$288.8b | US$86.7b | US$13.0b | 27.9x | 22.1x | 3.3x |
| Thu, 24 Nov 2022 | US$301.1b | US$86.8b | US$13.1b | 30.7x | 23x | 3.5x |
| Sat, 22 Oct 2022 | US$267.0b | US$84.9b | US$13.5b | 24.2x | 19.8x | 3.1x |
| Mon, 19 Sep 2022 | US$269.6b | US$85.2b | US$13.4b | 24.2x | 20.1x | 3.2x |
| Wed, 17 Aug 2022 | US$297.4b | US$85.2b | US$13.9b | 23.2x | 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 42.0x which is higher than its 3-year average PE of 28.9x.
- The 3-year average PS ratio of 4.0x is lower than the industry's current PS ratio of 6.2x.
Past Earnings Growth
- The earnings for companies in the Communications industry have grown 2.3% per year over the last three years.
- Revenues for these companies have grown 6.0% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.S. Tech industry?
| US Market | 2.39% | |
| Tech | 4.18% | |
| Communications | 9.78% | |
| Communications Equipment | 9.78% | |
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$139.18 | 18.4% +US$27.3b | 65.8% | PE53.8x | |
| CSCO Cisco Systems | US$71.79 | 7.0% +US$18.5b | 57.9% | PE29x | |
| MSI Motorola Solutions | US$453.41 | 3.8% +US$2.6b | 10.4% | PE35.7x | |
| UI Ubiquiti | US$469.21 | 9.8% +US$2.5b | 169.5% | PE51.7x | |
| COMM CommScope Holding Company | US$15.58 | 100.0% +US$1.8b | 444.8% | PE38.2x |