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U.S. Telecom Sector Analysis

UpdatedAug 19, 2025
DataAggregated Company Financials
Companies483
  • 7D1.9%
  • 3M15.7%
  • 1Y33.1%
  • YTD17.0%

Over the last 7 days, the Telecom industry has risen 1.9%, driven by gains from Alphabet of 1.2%. In the same time, Roblox was down 8.3%. This means that the industry has gained 33% over the past year. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

Has the U.S. Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Aug 2025US$7.1tUS$1.6tUS$286.5b19.6x24.8x4.3x
Thu, 17 Jul 2025US$6.6tUS$1.6tUS$249.6b17.9x26.4x4.1x
Sat, 14 Jun 2025US$6.4tUS$1.6tUS$250.1b17.3x25.7x4x
Mon, 12 May 2025US$5.8tUS$1.6tUS$247.6b17.1x23.3x3.6x
Wed, 09 Apr 2025US$5.2tUS$1.6tUS$227.2b14.6x23x3.3x
Fri, 07 Mar 2025US$6.2tUS$1.6tUS$228.1b16.6x27.2x3.9x
Sun, 02 Feb 2025US$6.6tUS$1.6tUS$209.4b17.2x31.4x4.2x
Tue, 31 Dec 2024US$6.1tUS$1.6tUS$189.8b18.6x32.4x3.9x
Thu, 28 Nov 2024US$5.9tUS$1.6tUS$189.8b20.2x30.9x3.7x
Sat, 26 Oct 2024US$5.6tUS$1.5tUS$180.7b18x30.8x3.6x
Mon, 23 Sep 2024US$5.5tUS$1.5tUS$188.2b18.1x29.2x3.6x
Wed, 21 Aug 2024US$5.4tUS$1.6tUS$189.2b19.3x28.7x3.5x
Fri, 19 Jul 2024US$5.4tUS$1.5tUS$191.1b18.4x28.2x3.5x
Sun, 16 Jun 2024US$5.4tUS$1.5tUS$191.0b16.4x28.3x3.5x
Tue, 14 May 2024US$5.2tUS$1.5tUS$193.8b18.5x26.8x3.4x
Thu, 11 Apr 2024US$5.2tUS$1.5tUS$176.0b18.5x29.4x3.4x
Sat, 09 Mar 2024US$4.9tUS$1.5tUS$173.8b16.7x27.9x3.2x
Mon, 05 Feb 2024US$5.0tUS$1.5tUS$161.9b14.8x31x3.3x
Wed, 03 Jan 2024US$4.6tUS$1.5tUS$128.1b15.6x35.8x3x
Fri, 01 Dec 2023US$4.4tUS$1.5tUS$128.0b16x34.7x2.9x
Sun, 29 Oct 2023US$4.0tUS$1.5tUS$126.0b12.5x31.9x2.7x
Tue, 26 Sep 2023US$4.2tUS$1.5tUS$104.7b14.1x40.3x2.8x
Thu, 24 Aug 2023US$4.2tUS$1.5tUS$103.5b13.9x41.1x2.8x
Sat, 22 Jul 2023US$4.2tUS$1.5tUS$107.1b15x38.9x2.8x
Mon, 19 Jun 2023US$4.2tUS$1.5tUS$107.1b17.4x38.7x2.8x
Wed, 17 May 2023US$3.9tUS$1.5tUS$107.1b17.2x36.2x2.6x
Fri, 14 Apr 2023US$3.8tUS$1.5tUS$115.8b16.9x33.2x2.6x
Sun, 12 Mar 2023US$3.4tUS$1.5tUS$115.0b17.8x29.5x2.3x
Tue, 07 Feb 2023US$3.7tUS$1.5tUS$129.2b19.5x29x2.5x
Thu, 05 Jan 2023US$3.3tUS$1.5tUS$166.4b16.4x19.6x2.2x
Sat, 03 Dec 2022US$3.4tUS$1.5tUS$166.5b18.8x20.7x2.3x
Mon, 31 Oct 2022US$3.3tUS$1.5tUS$168.0b15.8x19.4x2.2x
Wed, 28 Sep 2022US$3.3tUS$1.5tUS$187.6b14.7x17.4x2.2x
Fri, 26 Aug 2022US$3.8tUS$1.5tUS$186.9b17.1x20.6x2.6x
Price to Earnings Ratio

20.6x


Total Market Cap: US$3.8tTotal Earnings: US$186.9bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 29.5x202320242025
Current Industry PE
  • Investors are pessimistic on the American Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 24.8x which is lower than its 3-year average PE of 29.5x.
  • The 3-year average PS ratio of 3.2x is lower than the industry's current PS ratio of 4.3x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 3.3% 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. Telecom sector?

US Market1.26%
Telecom1.93%
Media5.80%
Entertainment3.87%
Telecom Services and Carriers2.80%
Wireless Telecom2.65%
Interactive Media and Services0.97%
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 18.3%, which is lower than the prior year's growth of 20.4% per year.
  • Investors are most pessimistic about the Media industry, which is trading below its 3-year average of 19.4x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Media industry is expected to see its earnings grow by 8.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
VZ Verizon CommunicationsUS$44.943.9%
+US$7.1b		10.0%PE10.4x
TMUS T-Mobile USUS$258.262.4%
+US$6.7b		31.6%PE23.8x
CMCSA ComcastUS$33.895.6%
+US$6.6b		-15.3%PE5.5x
SPOT Spotify TechnologyUS$719.354.4%
+US$6.2b		107.7%PE157.7x
DIS Walt DisneyUS$116.272.2%
+US$4.6b		29.6%PE18.1x

Latest News

TMUS
US$258.26
T-Mobile US
7D
2.4%
1Y
31.6%
T
US$28.98
AT&T
7D
1.8%
1Y
48.7%
KYIV
US$15.17
Kyivstar Group
7D
27.6%
1Y
n/a
GOOGL
US$201.57
Alphabet
7D
-0.9%
1Y
20.6%
SE
US$179.25
Sea
7D
2.9%
1Y
121.1%
GSAT
US$25.18
Globalstar
7D
-10.4%
1Y
32.2%
EA
US$170.68
Electronic Arts
7D
-4.1%
1Y
14.5%
CMCSA
US$33.89
Comcast
7D
5.6%
1Y
-15.3%
DIS
US$116.27
Walt Disney
7D
2.2%
1Y
29.6%
ASTS
US$44.95
AST SpaceMobile
7D
-9.7%
1Y
31.0%
TTWO
US$228.36
Take-Two Interactive Software
7D
-1.8%
1Y
47.5%
META
US$751.48
Meta Platforms
7D
-4.9%
1Y
42.7%
RBLX
US$118.28
Roblox
7D
-8.7%
1Y
191.8%

APAC Expansion And Monetized Content Will Unlock Potential

Roblox's consensus price target surged from $98.82 to $139.82 as analysts raised revenue growth forecasts and assigned a higher future P/E multiple, reflecting increased optimism on the company's growth prospects. What's in the News Roblox issued Q3 2025 revenue guidance of $1,110–$1,160 million and a net loss of $396–$366 million; full-year 2025 revenue guidance is $4,390–$4,490 million with a net loss of $1,261–$1,201 million.
SPOT
US$719.35
Spotify Technology
7D
4.4%
1Y
107.7%
NFLX
US$1,214.15
Netflix
7D
-0.9%
1Y
73.8%
VZ
US$44.94
Verizon Communications
7D
3.9%
1Y
10.0%