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U.S. Telecom Sector Analysis
UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies477
- 7D2.8%
- 3M15.9%
- 1Y36.8%
- YTD8.3%
In the last week, the Telecom industry is up 2.8%, with Meta Platforms up 6.4%. In the same time, Comcast was down 11%. This takes the industry's 12 month performance to a gain of 37%. Earnings are forecast to grow by 15% annually.
Sector Valuation and Performance
Has the U.S. Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Feb 2025 | US$6.5t | US$1.6t | US$209.0b | 17.2x | 31.3x | 4.2x |
| Mon, 30 Dec 2024 | US$6.2t | US$1.6t | US$189.8b | 18.5x | 32.4x | 3.9x |
| Wed, 27 Nov 2024 | US$5.8t | US$1.6t | US$189.8b | 20.3x | 30.5x | 3.7x |
| Fri, 25 Oct 2024 | US$5.5t | US$1.5t | US$180.7b | 18.3x | 30.7x | 3.6x |
| Sun, 22 Sep 2024 | US$5.5t | US$1.5t | US$188.2b | 18.1x | 29.2x | 3.6x |
| Tue, 20 Aug 2024 | US$5.3t | US$1.6t | US$189.2b | 19.1x | 28.2x | 3.4x |
| Thu, 18 Jul 2024 | US$5.5t | US$1.5t | US$191.1b | 18.9x | 28.9x | 3.6x |
| Sat, 15 Jun 2024 | US$5.4t | US$1.5t | US$191.0b | 16.4x | 28.2x | 3.5x |
| Mon, 13 May 2024 | US$5.2t | US$1.5t | US$193.7b | 18.5x | 26.8x | 3.4x |
| Wed, 10 Apr 2024 | US$5.2t | US$1.5t | US$176.0b | 19.1x | 29.3x | 3.4x |
| Fri, 08 Mar 2024 | US$4.9t | US$1.5t | US$173.7b | 16.9x | 27.9x | 3.2x |
| Sun, 04 Feb 2024 | US$5.0t | US$1.5t | US$161.9b | 14.8x | 31x | 3.3x |
| Tue, 02 Jan 2024 | US$4.6t | US$1.5t | US$128.1b | 15.7x | 36.2x | 3x |
| Thu, 30 Nov 2023 | US$4.5t | US$1.5t | US$128.3b | 16x | 35.2x | 3x |
| Sat, 28 Oct 2023 | US$4.0t | US$1.5t | US$125.9b | 12.5x | 32x | 2.7x |
| Mon, 25 Sep 2023 | US$4.2t | US$1.5t | US$104.7b | 14.1x | 40.1x | 2.8x |
| Wed, 23 Aug 2023 | US$4.2t | US$1.5t | US$103.4b | 14x | 40.4x | 2.8x |
| Fri, 21 Jul 2023 | US$4.2t | US$1.5t | US$107.1b | 15.6x | 39.1x | 2.8x |
| Sun, 18 Jun 2023 | US$4.2t | US$1.5t | US$107.1b | 17.4x | 38.7x | 2.8x |
| Tue, 16 May 2023 | US$3.9t | US$1.5t | US$105.2b | 17.1x | 37.1x | 2.6x |
| Thu, 13 Apr 2023 | US$3.8t | US$1.5t | US$115.9b | 16.5x | 32.5x | 2.5x |
| Sat, 11 Mar 2023 | US$3.4t | US$1.5t | US$115.0b | 17.8x | 29.5x | 2.3x |
| Mon, 06 Feb 2023 | US$3.8t | US$1.5t | US$129.2b | 19.7x | 29.4x | 2.6x |
| Wed, 04 Jan 2023 | US$3.2t | US$1.5t | US$166.4b | 15.7x | 19.3x | 2.1x |
| Fri, 02 Dec 2022 | US$3.4t | US$1.5t | US$166.5b | 17.4x | 20.6x | 2.3x |
| Sun, 30 Oct 2022 | US$3.3t | US$1.5t | US$168.0b | 15.8x | 19.4x | 2.2x |
| Tue, 27 Sep 2022 | US$3.3t | US$1.5t | US$187.6b | 14.5x | 17.5x | 2.2x |
| Thu, 25 Aug 2022 | US$3.8t | US$1.5t | US$186.8b | 16.5x | 20.4x | 2.6x |
| Sat, 23 Jul 2022 | US$3.9t | US$1.5t | US$214.4b | 17x | 18.3x | 2.7x |
| Mon, 20 Jun 2022 | US$4.2t | US$1.5t | US$214.0b | 16.9x | 19.7x | 2.9x |
| Wed, 18 May 2022 | US$3.9t | US$1.5t | US$218.3b | 18.2x | 18.1x | 2.7x |
| Fri, 15 Apr 2022 | US$4.5t | US$1.4t | US$224.7b | 20.4x | 20.1x | 3.1x |
| Sun, 13 Mar 2022 | US$4.4t | US$1.4t | US$225.8b | 16.7x | 19.4x | 3x |
| Tue, 08 Feb 2022 | US$4.8t | US$1.4t | US$218.4b | 19.6x | 22.2x | 3.4x |
Price to Earnings Ratio
22.2x
Current Industry PE
- Investors are relatively neutral on the American Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 28.4x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.2x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 3.5% 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. Telecom sector?
| US Market | -0.87% | |
| Telecom | 2.78% | |
| Wireless Telecom | 6.05% | |
| Interactive Media and Services | 3.67% | |
| Entertainment | 1.74% | |
| Telecom Services and Carriers | 1.44% | |
| Media | -4.66% | |
Industry PE
- Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 26.2%, which is higher than its past year's earnings decline of 8.3% per year.
- Investors are most pessimistic about the Telecom Services and Carriers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings decline of 8.3% per year.
- In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 11% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| META Meta Platforms | US$689.18 | 6.4% +US$111.6b | 45.1% | PE28x | |
| GOOGL Alphabet | US$204.02 | 1.9% +US$46.6b | 43.3% | PE26.5x | |
| TMUS T-Mobile US | US$232.97 | 6.6% +US$13.0b | 44.0% | PE23.5x | |
| SPOT Spotify Technology | US$548.55 | 7.5% +US$7.7b | 146.6% | PE152.5x | |
| T AT&T | US$23.73 | 4.4% +US$7.3b | 33.1% | PE15.8x |