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U.S. Telecom Services and Carriers Industry Analysis

UpdatedSep 28, 2023
DataAggregated Company Financials
Companies70
  • 7D-4.0%
  • 3M-10.6%
  • 1Y-14.2%
  • YTD-20.0%

Over the last 7 days, the Telecom Services and Carriers industry has dropped 4.0%, driven by declines in Verizon Communications and AT&T of 3.6% and 4.4%, respectively. Meanwhile, IHS Holding actually outperformed within the industry, gaining 20% in the last week. However, the industry is down 14% over the past year. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

Has the U.S. Telecom Services and Carriers Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Sep 2023US$277.8bUS$301.1b-US$2,062,137,286.008.3x-134.7x0.9x
Sat, 26 Aug 2023US$278.0bUS$301.1b-US$2,059,825,723.0010.3x-135x0.9x
Mon, 24 Jul 2023US$286.1bUS$302.2bUS$9.5b12.1x30x0.9x
Wed, 21 Jun 2023US$300.9bUS$302.2bUS$9.5b11.5x31.5x1x
Fri, 19 May 2023US$307.8bUS$302.1bUS$9.5b11.3x32.3x1x
Sun, 16 Apr 2023US$346.7bUS$303.3bUS$11.8b13.1x29.4x1.1x
Tue, 14 Mar 2023US$323.6bUS$303.1bUS$11.9b13.6x27.1x1.1x
Thu, 09 Feb 2023US$351.7bUS$303.3bUS$15.8b14.6x22.2x1.2x
Sat, 07 Jan 2023US$361.0bUS$337.8bUS$43.5b11.1x8.3x1.1x
Mon, 05 Dec 2022US$340.8bUS$337.8bUS$43.4b12.2x7.8x1x
Wed, 02 Nov 2022US$333.1bUS$338.3bUS$41.5b11.2x8x1x
Fri, 30 Sep 2022US$314.6bUS$338.3bUS$41.7b11.8x7.5x0.9x
Sun, 28 Aug 2022US$361.5bUS$338.3bUS$41.7b13.5x8.7x1.1x
Tue, 26 Jul 2022US$369.0bUS$339.8bUS$56.1b10.1x6.6x1.1x
Thu, 23 Jun 2022US$410.9bUS$346.1bUS$57.7b10.3x7.1x1.2x
Sat, 21 May 2022US$407.3bUS$345.7bUS$57.8b10.9x7x1.2x
Mon, 18 Apr 2022US$425.0bUS$357.7bUS$61.5b10x6.9x1.2x
Wed, 16 Mar 2022US$440.5bUS$357.7bUS$61.7b9.4x7.1x1.2x
Fri, 11 Feb 2022US$454.7bUS$354.4bUS$60.5b11.3x7.5x1.3x
Sun, 09 Jan 2022US$479.7bUS$360.1bUS$38.7b15.1x12.4x1.3x
Tue, 07 Dec 2021US$444.2bUS$360.0bUS$38.7b15.7x11.5x1.2x
Thu, 04 Nov 2021US$472.9bUS$364.1bUS$37.1b16x12.7x1.3x
Sat, 02 Oct 2021US$484.1bUS$361.3bUS$31.5b11.2x15.3x1.3x
Mon, 30 Aug 2021US$485.6bUS$361.0bUS$31.6b11.3x15.4x1.3x
Tue, 06 Jul 2021US$503.0bUS$361.0bUS$31.6b11.6x15.9x1.4x
Fri, 09 Apr 2021US$512.1bUS$347.3bUS$13.4b13.4x38.1x1.5x
Thu, 31 Dec 2020US$495.0bUS$344.1bUS$8.6b10.8x57.9x1.4x
Sun, 04 Oct 2020US$492.5bUS$348.9bUS$27.2b10.6x18.1x1.4x
Price to Earnings Ratio

18.1x


Total Market Cap: US$492.5bTotal Earnings: US$27.2bTotal Revenue: US$348.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Services and Carriers Industry Price to Earnings3Y Average 12x202120222023
Current Industry PE
  • Investors are pessimistic on the American Telecom industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.92x.
Past Earnings Growth
  • Total earnings for the Telecom industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 4.8% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market-2.67%
Telecom-1.94%
Telecom Services and Carriers-4.02%
Integrated Telecom Services-3.73%
Alternative Carriers-6.79%
Industry PE
  • Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 18.1x.
    • Analysts are expecting annual earnings growth of 16.3%, which is higher than its past year's earnings decline of 14.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 42% over the next 5 years.
  • However this is lower than its past earnings growth rate of 80% per year.
  • In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 16% 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
IHS IHS HoldingUS$5.7420.1%
+US$320.8m
-5.7%PS0.9x
OOMA OomaUS$13.164.2%
+US$13.6m
1.7%PS1.5x
ATEX AnterixUS$31.691.7%
+US$9.9m
-12.3%PS275.4x
SIFY Sify TechnologiesUS$1.881.1%
+US$3.7m
7.4%PE57.4x
CRGE Charge EnterprisesUS$0.541.8%
+US$2.1m
-69.0%PS0.2x
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Latest News

ATEX

US$31.69

Anterix

7D

1.7%

1Y

-12.3%

IRDM

US$45.60

Iridium Communications

7D

-6.4%

1Y

0.6%

LBTY.A

US$16.92

Liberty Global

7D

-8.2%

1Y

4.1%

IHS

US$5.74

IHS Holding

7D

20.1%

1Y

-5.7%

CRGE

US$0.54

Charge Enterprises

7D

1.8%

1Y

-69.0%

GSAT

US$1.22

Globalstar

7D

-6.2%

1Y

-27.4%

FYBR

US$15.20

Frontier Communications Parent

7D

-3.6%

1Y

-37.1%

OOMA

US$13.16

Ooma

7D

4.2%

1Y

1.7%

SATS

US$16.46

EchoStar

7D

-10.8%

1Y

-2.1%