Narrative Update • Aug 05

The Integrated Telecom Services industry is up 2.2% in the last week, with Comcast up 5.8%. In contrast, the industry has lost 7.3% in the last 12 months. Looking forward, earnings are forecast to grow by 4.0% annually.
Has the U.S. Integrated Telecom Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | US$453.8b | US$394.7b | US$48.7b | 12.1x | 9.3x | 1.1x |
| Tue, 07 Jul 2026 | US$410.7b | US$394.6b | US$57.2b | 13.7x | 7.2x | 1x |
| Thu, 04 Jun 2026 | US$465.3b | US$397.7b | US$57.8b | 11.2x | 8x | 1.2x |
| Sat, 02 May 2026 | US$485.0b | US$397.5b | US$57.8b | 11.6x | 8.4x | 1.2x |
| Mon, 30 Mar 2026 | US$523.1b | US$393.9b | US$59.4b | 12.4x | 8.8x | 1.3x |
| Wed, 25 Feb 2026 | US$528.8b | US$393.9b | US$58.9b | 9.5x | 9x | 1.3x |
| Fri, 23 Jan 2026 | US$444.4b | US$391.7b | US$64.4b | 9x | 6.9x | 1.1x |
| Sun, 21 Dec 2025 | US$353.4b | US$271.7b | US$41.4b | 8.9x | 8.5x | 1.3x |
| Tue, 18 Nov 2025 | US$372.5b | US$275.4b | US$41.1b | 8.9x | 9.1x | 1.4x |
| Thu, 16 Oct 2025 | US$379.0b | US$274.4b | US$30.3b | 10.9x | 12.5x | 1.4x |
| Sat, 13 Sep 2025 | US$419.0b | US$274.4b | US$30.3b | 10.5x | 13.8x | 1.5x |
| Mon, 11 Aug 2025 | US$402.9b | US$274.3b | US$30.3b | 10.3x | 13.3x | 1.5x |
| Wed, 09 Jul 2025 | US$403.4b | US$270.5b | US$28.9b | 13.8x | 14x | 1.5x |
| Fri, 06 Jun 2025 | US$397.3b | US$270.4b | US$28.9b | 14.8x | 13.8x | 1.5x |
| Sun, 04 May 2025 | US$401.2b | US$270.7b | US$28.7b | 11.6x | 14x | 1.5x |
| Tue, 01 Apr 2025 | US$409.3b | US$269.3b | US$27.5b | 11.4x | 14.9x | 1.5x |
| Thu, 27 Feb 2025 | US$392.9b | US$269.2b | US$27.6b | 10.3x | 14.2x | 1.5x |
| Sat, 25 Jan 2025 | US$345.2b | US$268.3b | US$18.1b | 16.6x | 19x | 1.3x |
| Mon, 23 Dec 2024 | US$349.9b | US$269.4b | US$17.9b | 16.8x | 19.6x | 1.3x |
| Wed, 20 Nov 2024 | US$357.9b | US$266.0b | US$18.2b | 18.2x | 19.6x | 1.3x |
| Fri, 18 Oct 2024 | US$353.2b | US$266.1b | US$23.5b | 14.4x | 15x | 1.3x |
| Sun, 15 Sep 2024 | US$354.8b | US$266.1b | US$23.5b | 14.6x | 15.1x | 1.3x |
| Tue, 13 Aug 2024 | US$321.6b | US$266.0b | US$23.5b | 13.3x | 13.7x | 1.2x |
| Thu, 11 Jul 2024 | US$318.4b | US$265.9b | US$24.5b | 19.1x | 13x | 1.2x |
| Sat, 08 Jun 2024 | US$315.2b | US$265.9b | US$24.5b | 20.2x | 12.9x | 1.2x |
| Mon, 06 May 2024 | US$294.0b | US$265.8b | US$24.5b | 20.3x | 12x | 1.1x |
| Wed, 03 Apr 2024 | US$312.6b | US$266.1b | US$25.6b | 20.5x | 12.2x | 1.2x |
| Fri, 01 Mar 2024 | US$300.3b | US$268.3b | US$23.8b | 17.9x | 12.6x | 1.1x |
| Sun, 28 Jan 2024 | US$315.1b | US$268.5b | US$23.8b | 15.3x | 13.2x | 1.2x |
| Tue, 26 Dec 2023 | US$289.1b | US$267.9b | US$8.1b | 14.7x | 35.8x | 1.1x |
| Thu, 23 Nov 2023 | US$282.1b | US$267.9b | US$8.1b | 10.1x | 34.9x | 1.1x |
| Sat, 21 Oct 2023 | US$253.4b | US$268.6b | US$8.6b | 7.2x | 29.4x | 0.9x |
| Mon, 18 Sep 2023 | US$260.5b | US$268.3b | US$11.1b | 8.7x | 23.5x | 1x |
| Wed, 16 Aug 2023 | US$252.0b | US$268.2b | US$12.2b | 8.8x | 20.7x | 0.9x |
20.7x
How does U.S. Integrated Telecom Services compare with similar industries?
| US Market | 4.18% | |
| Telecom | 4.82% | |
| Telecom Services and Carriers | 17.86% | |
| Integrated Telecom Services | 2.24% | |
| Alternative Carriers | 22.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CMCSA Comcast | US$25.36 | 5.8% +US$5.0b | -19.9% | PE8x | |
| T AT&T | US$23.79 | 2.3% +US$3.7b | -15.3% | PE7.6x | |
| VZ Verizon Communications | US$47.06 | 0.5% +US$1.0b | 9.1% | PE12.1x | |
| ATNI ATN International | US$31.97 | 34.3% +US$121.5m | 112.4% | PE3x | |
| SHEN Shenandoah Telecommunications | US$13.48 | 12.4% +US$79.5m | 10.8% | PS2x |