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U.S. Telecom Services and Carriers Industry Analysis
UpdatedNov 20, 2024
DataAggregated Company Financials
Companies52
- 7D2.0%
- 3M6.7%
- 1Y25.0%
- YTD17.6%
Over the last 7 days, the Telecom Services and Carriers industry has risen 2.0%, driven by gains in Verizon Communications and AT&T of 1.9% and 1.9%, respectively. Meanwhile, Lumen Technologies actually underperformed within the industry, shrinking 13% in the last week. This takes the industry's 12 month performance to a gain of 25%. Earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the U.S. Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 Nov 2024 | US$382.7b | US$281.4b | US$13.3b | 19.1x | 28.9x | 1.4x |
| Fri, 18 Oct 2024 | US$382.3b | US$281.4b | US$21.2b | 18.4x | 18x | 1.4x |
| Sun, 15 Sep 2024 | US$382.6b | US$281.4b | US$21.2b | 18.7x | 18.1x | 1.4x |
| Tue, 13 Aug 2024 | US$346.3b | US$281.3b | US$21.2b | 20.6x | 16.3x | 1.2x |
| Thu, 11 Jul 2024 | US$340.2b | US$281.1b | US$22.7b | 23.1x | 15x | 1.2x |
| Sat, 08 Jun 2024 | US$335.9b | US$281.1b | US$22.7b | 26.9x | 14.8x | 1.2x |
| Mon, 06 May 2024 | US$313.3b | US$281.5b | US$22.7b | 26.8x | 13.8x | 1.1x |
| Wed, 03 Apr 2024 | US$331.4b | US$281.7b | US$22.5b | 27.8x | 14.7x | 1.2x |
| Fri, 01 Mar 2024 | US$321.0b | US$283.9b | US$20.8b | 25.2x | 15.4x | 1.1x |
| Sun, 28 Jan 2024 | US$340.7b | US$300.5b | US$8.4b | 14.3x | 40.8x | 1.1x |
| Tue, 26 Dec 2023 | US$315.6b | US$300.0b | -US$7,362,413,411.00 | 12.9x | -42.9x | 1.1x |
| Thu, 23 Nov 2023 | US$305.5b | US$300.0b | -US$7,363,755,095.00 | 10.1x | -41.5x | 1x |
| Sat, 21 Oct 2023 | US$276.9b | US$301.4b | -US$4,556,318,232.00 | 7.8x | -60.8x | 0.9x |
| Mon, 18 Sep 2023 | US$287.6b | US$301.1b | -US$2,062,129,599.00 | 9.5x | -139.5x | 1x |
| Wed, 16 Aug 2023 | US$279.9b | US$301.0b | -US$992,058,202.00 | 9.8x | -282.1x | 0.9x |
| Fri, 14 Jul 2023 | US$292.0b | US$302.2b | US$9.5b | 12.6x | 30.6x | 1x |
| Sun, 11 Jun 2023 | US$300.6b | US$302.2b | US$9.5b | 10.8x | 31.6x | 1x |
| Tue, 09 May 2023 | US$320.5b | US$302.2b | US$11.5b | 11.1x | 27.9x | 1.1x |
| Thu, 06 Apr 2023 | US$350.2b | US$303.3b | US$11.8b | 13.2x | 29.8x | 1.2x |
| Sat, 04 Mar 2023 | US$338.2b | US$303.1b | US$11.9b | 15x | 28.3x | 1.1x |
| Mon, 30 Jan 2023 | US$359.7b | US$304.4b | US$19.4b | 13.9x | 18.6x | 1.2x |
| Wed, 28 Dec 2022 | US$337.5b | US$337.7b | US$43.5b | 10.9x | 7.8x | 1x |
| Fri, 25 Nov 2022 | US$344.3b | US$337.8b | US$43.4b | 12x | 7.9x | 1x |
| Sun, 23 Oct 2022 | US$311.8b | US$338.3b | US$41.5b | 10.8x | 7.5x | 0.9x |
| Tue, 20 Sep 2022 | US$339.1b | US$338.3b | US$41.7b | 12.4x | 8.1x | 1x |
| Thu, 18 Aug 2022 | US$375.2b | US$338.2b | US$42.0b | 12.5x | 8.9x | 1.1x |
| Sat, 16 Jul 2022 | US$410.0b | US$346.1b | US$57.7b | 10.2x | 7.1x | 1.2x |
| Mon, 13 Jun 2022 | US$414.7b | US$346.1b | US$57.7b | 11.6x | 7.2x | 1.2x |
| Wed, 11 May 2022 | US$390.5b | US$347.2b | US$58.3b | 9.2x | 6.7x | 1.1x |
| Fri, 08 Apr 2022 | US$449.9b | US$357.7b | US$61.5b | 10x | 7.3x | 1.3x |
| Sun, 06 Mar 2022 | US$455.2b | US$357.7b | US$61.7b | 9.3x | 7.4x | 1.3x |
| Tue, 01 Feb 2022 | US$464.9b | US$354.7b | US$57.7b | 11.3x | 8.1x | 1.3x |
| Thu, 30 Dec 2021 | US$460.5b | US$360.1b | US$38.7b | 15.1x | 11.9x | 1.3x |
| Sat, 27 Nov 2021 | US$457.3b | US$360.0b | US$38.7b | 16.4x | 11.8x | 1.3x |
Price to Earnings Ratio
11.8x
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 industry is trading at a PE ratio of 28.9x which is higher than its 3-year average PE of -1.2x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have declined 30% per year over the last three years,
- Revenues have also declined 7.9% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.S. Telecom industry?
| US Market | -1.19% | |
| Telecom | -1.11% | |
| Telecom Services and Carriers | 2.04% | |
| Integrated Telecom Services | 3.00% | |
| Alternative Carriers | -10.06% | |
Industry PE
- Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 15.8x.
- Analysts are expecting annual earnings growth of 16.1%, which is higher than its past year's earnings decline of 12.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 50% over the next 5 years.
- This is better than its past earnings decline of 56% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VZ Verizon Communications | US$41.93 | 1.9% +US$3.3b | 12.3% | PE18x | |
| T AT&T | US$22.73 | 1.9% +US$3.1b | 40.6% | PE18.4x | |
| LBTY.A Liberty Global | US$12.79 | 7.5% +US$318.2m | -19.2% | PS0.6x | |
| LILA Liberty Latin America | US$6.98 | 5.9% +US$76.7m | 2.2% | PS0.3x | |
| IHS IHS Holding | US$2.80 | 8.5% +US$73.3m | -40.8% | PS0.5x |
