Narrative Update • Jul 14

AT&T is up 9.9%, leading the way for the Integrated Telecom Services industry, which has gained 5.3%. Meanwhile, Comcast actually underperformed within the industry, shrinking 6.2% in the last week. In contrast, the industry has lost 11% in the last 12 months. Earnings are forecast to grow by 4.2% 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 |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | US$442.1b | US$394.7b | US$48.6b | 14.8x | 9.1x | 1.1x |
| Thu, 25 Jun 2026 | US$439.4b | US$394.6b | US$57.2b | 12.6x | 7.7x | 1.1x |
| Sat, 23 May 2026 | US$472.8b | US$397.6b | US$57.8b | 11.6x | 8.2x | 1.2x |
| Mon, 20 Apr 2026 | US$492.4b | US$394.1b | US$59.4b | 11.3x | 8.3x | 1.2x |
| Wed, 18 Mar 2026 | US$524.1b | US$394.0b | US$58.9b | 9.7x | 8.9x | 1.3x |
| Fri, 13 Feb 2026 | US$528.9b | US$394.0b | US$58.9b | 9.6x | 9x | 1.3x |
| Sun, 11 Jan 2026 | US$460.1b | US$397.8b | US$64.0b | 9x | 7.2x | 1.2x |
| Tue, 09 Dec 2025 | US$364.3b | US$271.7b | US$41.4b | 8.8x | 8.8x | 1.3x |
| Thu, 06 Nov 2025 | US$359.9b | US$275.3b | US$41.4b | 9.1x | 8.7x | 1.3x |
| Sat, 04 Oct 2025 | US$397.4b | US$274.4b | US$30.3b | 10.9x | 13.1x | 1.4x |
| Mon, 01 Sep 2025 | US$416.9b | US$274.3b | US$30.3b | 10.8x | 13.8x | 1.5x |
| Wed, 30 Jul 2025 | US$396.1b | US$274.2b | US$30.3b | 11.7x | 13.1x | 1.4x |
| Fri, 27 Jun 2025 | US$396.9b | US$270.5b | US$28.9b | 15x | 13.7x | 1.5x |
| Sun, 25 May 2025 | US$398.1b | US$270.7b | US$28.9b | 15.2x | 13.8x | 1.5x |
| Tue, 22 Apr 2025 | US$398.2b | US$269.6b | US$27.5b | 10.4x | 14.5x | 1.5x |
| Thu, 20 Mar 2025 | US$394.9b | US$269.2b | US$27.5b | 10.6x | 14.3x | 1.5x |
| Sat, 15 Feb 2025 | US$374.3b | US$269.1b | US$27.7b | 13.4x | 13.5x | 1.4x |
| Mon, 13 Jan 2025 | US$333.1b | US$268.2b | US$18.1b | 15.9x | 18.4x | 1.2x |
| Wed, 11 Dec 2024 | US$364.8b | US$269.4b | US$17.9b | 18x | 20.4x | 1.4x |
| Fri, 08 Nov 2024 | US$345.9b | US$265.9b | US$18.2b | 17.7x | 19x | 1.3x |
| Sun, 06 Oct 2024 | US$355.4b | US$266.1b | US$23.5b | 14.5x | 15.2x | 1.3x |
| Tue, 03 Sep 2024 | US$329.2b | US$266.1b | US$23.5b | 14.1x | 14x | 1.2x |
| Thu, 01 Aug 2024 | US$319.7b | US$266.0b | US$23.5b | 18.1x | 13.6x | 1.2x |
| Sat, 29 Jun 2024 | US$316.1b | US$265.9b | US$24.5b | 18.1x | 12.9x | 1.2x |
| Mon, 27 May 2024 | US$302.8b | US$265.9b | US$24.5b | 20.4x | 12.4x | 1.1x |
| Wed, 24 Apr 2024 | US$294.0b | US$266.2b | US$25.3b | 20.1x | 11.6x | 1.1x |
| Fri, 22 Mar 2024 | US$301.0b | US$266.1b | US$25.6b | 20.1x | 11.8x | 1.1x |
| Sun, 18 Feb 2024 | US$301.7b | US$268.3b | US$24.0b | 18.1x | 12.6x | 1.1x |
| Tue, 16 Jan 2024 | US$292.6b | US$267.9b | US$8.1b | 15.4x | 36.2x | 1.1x |
| Thu, 14 Dec 2023 | US$286.6b | US$267.9b | US$8.1b | 15.5x | 35.4x | 1.1x |
| Sat, 11 Nov 2023 | US$273.6b | US$268.0b | US$8.3b | 7.2x | 32.9x | 1x |
| Mon, 09 Oct 2023 | US$243.0b | US$268.3b | US$11.1b | 7.8x | 21.9x | 0.9x |
| Wed, 06 Sep 2023 | US$258.5b | US$268.3b | US$11.1b | 9.1x | 23.3x | 1x |
| Fri, 04 Aug 2023 | US$251.4b | US$268.2b | US$12.4b | 8.1x | 20.3x | 0.9x |
20.3x
How does U.S. Integrated Telecom Services compare with similar industries?
| US Market | -1.05% | |
| Telecom | -6.27% | |
| Telecom Services and Carriers | -4.60% | |
| Integrated Telecom Services | 5.30% | |
| Alternative Carriers | -7.06% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VZ Verizon Communications | US$47.32 | 8.8% +US$15.0b | 11.7% | PE12.2x | |
| T AT&T | US$24.42 | 11.3% +US$14.8b | -11.5% | PE7.8x | |
| IDT IDT | US$65.74 | 4.3% +US$67.1m | 14.6% | PE20x | |
| GLIB.A Liberty Capital | US$22.92 | 6.3% +US$53.9m | -32.7% | PS0.9x | |
| IHS IHS Holding | US$8.24 | 1.0% +US$26.9m | 29.4% | PE4.3x |