Unpleasant Surprises Could Be In Store For F5, Inc.'s (NASDAQ:FFIV) Shares
Aug 18
U.S. Communications Industry Analysis
UpdatedAug 18, 2024
DataAggregated Company Financials
Companies76
- 7D6.2%
- 3M8.4%
- 1Y15.7%
- YTD14.4%
Over the last 7 days, the Communications industry has risen 6.2%, driven by gains from Cisco Systems of 8.8%. During this same period, the Viasat underperformed, falling 23%. This takes the industry's 12 month performance to a gain of 16%. Looking forward, earnings are forecast to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Sun, 18 Aug 2024 | US$435.2b | US$101.2b | US$11.6b | 24.5x | 37.5x | 4.3x |
| Tue, 16 Jul 2024 | US$355.8b | US$92.6b | US$12.6b | 26.9x | 28.2x | 3.8x |
| Thu, 13 Jun 2024 | US$328.2b | US$92.7b | US$12.6b | 27.7x | 26x | 3.5x |
| Sat, 11 May 2024 | US$334.9b | US$94.4b | US$14.1b | 27.2x | 23.7x | 3.5x |
| Mon, 08 Apr 2024 | US$399.9b | US$104.8b | US$16.3b | 34.3x | 24.6x | 3.8x |
| Wed, 06 Mar 2024 | US$400.4b | US$104.8b | US$16.4b | 32.3x | 24.5x | 3.8x |
| Fri, 02 Feb 2024 | US$340.1b | US$95.9b | US$15.0b | 23.7x | 22.7x | 3.5x |
| Sun, 31 Dec 2023 | US$331.3b | US$96.1b | US$15.1b | 24.6x | 21.9x | 3.4x |
| Tue, 28 Nov 2023 | US$312.6b | US$96.2b | US$14.9b | 23.7x | 21x | 3.2x |
| Thu, 26 Oct 2023 | US$314.1b | US$94.8b | US$14.7b | 20.5x | 21.4x | 3.3x |
| Sat, 23 Sep 2023 | US$323.6b | US$94.7b | US$14.6b | 28.3x | 22.1x | 3.4x |
| Mon, 21 Aug 2023 | US$332.0b | US$94.5b | US$14.6b | 25.6x | 22.7x | 3.5x |
| Wed, 19 Jul 2023 | US$317.9b | US$91.4b | US$13.5b | 27.5x | 23.5x | 3.5x |
| Fri, 16 Jun 2023 | US$317.5b | US$91.4b | US$13.5b | 20.8x | 23.5x | 3.5x |
| Sun, 14 May 2023 | US$283.8b | US$89.8b | US$13.5b | 25.5x | 21.1x | 3.2x |
| Tue, 11 Apr 2023 | US$317.0b | US$89.0b | US$13.2b | 25.5x | 24.1x | 3.6x |
| Thu, 09 Mar 2023 | US$303.4b | US$89.0b | US$13.1b | 28.9x | 23.1x | 3.4x |
| Sat, 04 Feb 2023 | US$299.1b | US$87.0b | US$13.0b | 30.9x | 23x | 3.4x |
| Mon, 02 Jan 2023 | US$290.8b | US$86.7b | US$13.0b | 27.9x | 22.3x | 3.4x |
| Wed, 30 Nov 2022 | US$297.6b | US$86.8b | US$13.1b | 29.6x | 22.7x | 3.4x |
| Fri, 28 Oct 2022 | US$279.2b | US$85.1b | US$13.3b | 25.5x | 20.9x | 3.3x |
| Sun, 25 Sep 2022 | US$254.0b | US$84.9b | US$13.5b | 23x | 18.9x | 3x |
| Tue, 23 Aug 2022 | US$303.6b | US$85.3b | US$13.7b | 23.1x | 22.2x | 3.6x |
| Thu, 21 Jul 2022 | US$272.7b | US$84.6b | US$14.0b | 23.1x | 19.5x | 3.2x |
| Sat, 18 Jun 2022 | US$258.7b | US$84.7b | US$14.0b | 21.5x | 18.5x | 3.1x |
| Mon, 16 May 2022 | US$298.1b | US$84.4b | US$13.9b | 21.7x | 21.4x | 3.5x |
| Wed, 13 Apr 2022 | US$318.4b | US$84.2b | US$14.2b | 26.6x | 22.5x | 3.8x |
| Fri, 11 Mar 2022 | US$341.0b | US$84.9b | US$14.3b | 26.6x | 23.8x | 4x |
| Sun, 06 Feb 2022 | US$349.0b | US$92.1b | US$13.8b | 22.2x | 25.3x | 3.8x |
| Tue, 04 Jan 2022 | US$418.1b | US$93.3b | US$14.1b | 26.6x | 29.6x | 4.5x |
| Thu, 02 Dec 2021 | US$365.7b | US$93.1b | US$14.0b | 28.6x | 26.1x | 3.9x |
| Sat, 30 Oct 2021 | US$342.8b | US$89.8b | US$12.7b | 20.9x | 27.1x | 3.8x |
| Mon, 27 Sep 2021 | US$341.7b | US$91.8b | US$12.7b | 22.6x | 26.8x | 3.7x |
| Wed, 25 Aug 2021 | US$357.8b | US$92.0b | US$12.8b | 20.9x | 28x | 3.9x |
Price to Earnings Ratio
28x
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 37.5x which is higher than its 3-year average PE of 23.5x.
- The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 4.3x.
Past Earnings Growth
- The earnings for companies in the Communications industry have declined 3.2% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.2% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the U.S. Tech industry?
| US Market | 3.89% | |
| Tech | 7.34% | |
| Communications | 6.15% | |
| Communications Equipment | 6.15% | |
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$49.46 | 8.8% +US$16.1b | -10.1% | PE19.3x | |
| ANET Arista Networks | US$353.89 | 5.4% +US$5.7b | 96.0% | PE45.2x | |
| MSI Motorola Solutions | US$421.37 | 2.6% +US$1.8b | 51.7% | PE48x | |
| CIEN Ciena | US$53.80 | 10.2% +US$717.1m | 30.4% | PE50.3x | |
| LITE Lumentum Holdings | US$51.98 | 20.2% +US$605.7m | 8.3% | PS2.6x |
