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U.S. Telecom Sector Analysis

UpdatedJun 06, 2025
DataAggregated Company Financials
Companies485
  • 7D2.0%
  • 3M4.5%
  • 1Y18.7%
  • YTD4.2%

Over the last 7 days, the Telecom industry has risen 2.0%, driven by gains from Meta Platforms of 6.1%. This takes the industry's 12 month performance to a gain of 19%. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Jun 2025US$6.3tUS$1.6tUS$249.9b17.4x25.3x3.9x
Sun, 04 May 2025US$5.9tUS$1.6tUS$245.7b16.7x24x3.7x
Tue, 01 Apr 2025US$5.7tUS$1.6tUS$227.4b17.8x25x3.6x
Thu, 27 Feb 2025US$6.2tUS$1.6tUS$225.2b17.7x27.6x3.9x
Sat, 25 Jan 2025US$6.3tUS$1.6tUS$190.6b18.8x33.3x4x
Mon, 23 Dec 2024US$6.1tUS$1.6tUS$189.6b17.8x32.2x3.9x
Wed, 20 Nov 2024US$5.9tUS$1.6tUS$189.7b20x31x3.7x
Fri, 18 Oct 2024US$5.6tUS$1.5tUS$188.2b18.5x30x3.7x
Sun, 15 Sep 2024US$5.3tUS$1.5tUS$188.1b18.7x28.2x3.4x
Tue, 13 Aug 2024US$5.3tUS$1.5tUS$189.8b21x27.8x3.4x
Thu, 11 Jul 2024US$5.7tUS$1.5tUS$191.3b17.3x29.6x3.7x
Sat, 08 Jun 2024US$5.4tUS$1.5tUS$191.0b15.3x28.3x3.5x
Mon, 06 May 2024US$5.1tUS$1.5tUS$194.6b18.5x26.3x3.4x
Wed, 03 Apr 2024US$5.1tUS$1.5tUS$176.1b19x29x3.4x
Fri, 01 Mar 2024US$4.8tUS$1.5tUS$174.2b18.2x27.6x3.2x
Sun, 28 Jan 2024US$5.0tUS$1.5tUS$145.5b15.1x34.2x3.3x
Tue, 26 Dec 2023US$4.6tUS$1.5tUS$127.9b15.6x36.3x3x
Thu, 23 Nov 2023US$4.5tUS$1.5tUS$127.3b16.3x35.3x3x
Sat, 21 Oct 2023US$4.3tUS$1.5tUS$102.5b14.9x41.8x2.9x
Mon, 18 Sep 2023US$4.3tUS$1.5tUS$104.4b14.1x41.6x2.9x
Wed, 16 Aug 2023US$4.3tUS$1.5tUS$103.8b14.8x41x2.8x
Fri, 14 Jul 2023US$4.3tUS$1.5tUS$106.8b16.5x40.3x2.9x
Sun, 11 Jun 2023US$4.1tUS$1.5tUS$107.1b15.8x37.9x2.7x
Tue, 09 May 2023US$3.8tUS$1.5tUS$107.0b16x35.5x2.6x
Thu, 06 Apr 2023US$3.8tUS$1.5tUS$115.4b16.8x32.8x2.5x
Sat, 04 Mar 2023US$3.5tUS$1.5tUS$113.7b19.3x31.1x2.4x
Mon, 30 Jan 2023US$3.6tUS$1.5tUS$141.3b19x25.8x2.5x
Wed, 28 Dec 2022US$3.1tUS$1.5tUS$166.4b15.8x18.9x2.1x
Fri, 25 Nov 2022US$3.3tUS$1.5tUS$165.9b18.1x20.1x2.2x
Sun, 23 Oct 2022US$3.4tUS$1.5tUS$187.1b15.6x17.9x2.3x
Tue, 20 Sep 2022US$3.5tUS$1.5tUS$187.6b15.4x18.8x2.4x
Thu, 18 Aug 2022US$4.0tUS$1.5tUS$187.0b17x21.3x2.7x
Sat, 16 Jul 2022US$3.7tUS$1.5tUS$214.3b16.3x17.4x2.6x
Mon, 13 Jun 2022US$4.4tUS$1.5tUS$214.0b17.3x20.6x3x
Price to Earnings Ratio

20.6x


Total Market Cap: US$4.4tTotal Earnings: US$214.0bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 29.1x202320242025
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 25.3x which is lower than its 3-year average PE of 29.1x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 3.9x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 5.3% per year over the last three years.
  • Revenues for these companies have grown 3.1% 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 Market0.81%
Telecom1.99%
Entertainment5.03%
Wireless Telecom2.15%
Interactive Media and Services1.50%
Telecom Services and Carriers1.25%
Media-2.25%
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 21.5%, which is higher than its past year's earnings decline of 3.6% 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 of 0.80x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 3.6% per year.
  • In contrast, the Interactive Media and Services industry is expected to see its earnings grow by 9.3% 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
META Meta PlatformsUS$684.626.1%
+US$99.5b		38.7%PE25.8x
NFLX NetflixUS$1.25k5.5%
+US$27.9b		92.8%PE57.4x
SPOT Spotify TechnologyUS$712.8212.0%
+US$15.6b		123.1%PE109.6x
RBLX RobloxUS$94.2011.1%
+US$6.4b		164.3%PS16.7x
TMUS T-Mobile USUS$244.902.3%
+US$6.4b		36.2%PE23.3x
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IPG

US$22.66

Interpublic Group of Companies

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CHTR

US$391.27

Charter Communications

7D

-1.1%

1Y

40.1%

WBD

US$9.65

Warner Bros. Discovery

7D

-3.9%

1Y

15.7%

LZMH

US$21.70

LZ Technology Holdings

7D

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1Y

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NMAX

US$16.19

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7D

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1Y

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