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U.S. Integrated Telecom Services Industry Analysis

UpdatedJan 26, 2026
DataAggregated Company Financials
Companies29
  • 7D2.0%
  • 3M-2.8%
  • 1Y-5.1%
  • YTDn/a

Over the last 7 days, the Integrated Telecom Services industry has risen 2.0%, driven by gains from Comcast of 5.3%. In contrast, the industry has lost 5.1% in the last 12 months. As for the next few years, earnings are forecast to decline by 7.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 26 Jan 2026US$446.4bUS$391.7bUS$64.4b9x6.9x1.1x
Wed, 24 Dec 2025US$355.2bUS$271.7bUS$41.4b8.9x8.6x1.3x
Fri, 21 Nov 2025US$366.8bUS$271.7bUS$41.3b8.8x8.9x1.4x
Sun, 19 Oct 2025US$380.6bUS$274.4bUS$30.3b10.6x12.6x1.4x
Tue, 16 Sep 2025US$418.8bUS$274.4bUS$30.3b10.4x13.8x1.5x
Thu, 14 Aug 2025US$406.3bUS$274.3bUS$30.3b10.1x13.4x1.5x
Sat, 12 Jul 2025US$400.3bUS$270.5bUS$28.9b13.2x13.9x1.5x
Mon, 09 Jun 2025US$405.1bUS$270.4bUS$28.9b14.8x14x1.5x
Wed, 07 May 2025US$399.6bUS$270.7bUS$28.7b12.3x13.9x1.5x
Fri, 04 Apr 2025US$408.3bUS$269.4bUS$27.5b11.4x14.8x1.5x
Sun, 02 Mar 2025US$395.7bUS$269.2bUS$27.5b10.1x14.4x1.5x
Tue, 28 Jan 2025US$348.1bUS$269.1bUS$27.7b14.2x12.6x1.3x
Thu, 26 Dec 2024US$350.8bUS$269.4bUS$17.9b16.7x19.6x1.3x
Sat, 23 Nov 2024US$358.9bUS$266.0bUS$18.2b18.5x19.7x1.3x
Mon, 21 Oct 2024US$354.5bUS$266.1bUS$23.5b14.5x15.1x1.3x
Wed, 18 Sep 2024US$361.6bUS$266.1bUS$23.5b14.5x15.4x1.4x
Fri, 16 Aug 2024US$323.1bUS$266.0bUS$23.5b13.2x13.8x1.2x
Sun, 14 Jul 2024US$319.5bUS$265.9bUS$24.5b19.1x13.1x1.2x
Tue, 11 Jun 2024US$308.0bUS$265.9bUS$24.5b20.1x12.6x1.2x
Thu, 09 May 2024US$297.7bUS$265.8bUS$24.5b20.3x12.2x1.1x
Sat, 06 Apr 2024US$313.6bUS$266.1bUS$25.6b20.3x12.3x1.2x
Mon, 04 Mar 2024US$300.8bUS$268.3bUS$23.8b17.9x12.6x1.1x
Wed, 31 Jan 2024US$313.5bUS$268.5bUS$23.8b15.4x13.2x1.2x
Fri, 29 Dec 2023US$288.9bUS$267.9bUS$8.1b14.9x35.7x1.1x
Sun, 26 Nov 2023US$285.8bUS$267.9bUS$8.1b10.1x35.3x1.1x
Tue, 24 Oct 2023US$249.1bUS$268.6bUS$8.6b6.9x28.9x0.9x
Thu, 21 Sep 2023US$262.2bUS$268.3bUS$11.1b7.6x23.6x1x
Sat, 19 Aug 2023US$250.0bUS$268.3bUS$11.1b10.5x22.5x0.9x
Mon, 17 Jul 2023US$257.8bUS$269.1bUS$12.8b9.3x20.1x1x
Wed, 14 Jun 2023US$274.4bUS$269.1bUS$12.8b10.2x21.4x1x
Fri, 12 May 2023US$291.8bUS$269.0bUS$12.8b9.2x22.7x1.1x
Sun, 09 Apr 2023US$318.9bUS$269.2bUS$13.1b10.6x24.3x1.2x
Tue, 07 Mar 2023US$308.0bUS$269.1bUS$13.3b14.5x23.2x1.1x
Thu, 02 Feb 2023US$333.8bUS$269.2bUS$12.8b13.3x26.1x1.2x
Price to Earnings Ratio

26.1x


Total Market Cap: US$333.8bTotal Earnings: US$12.8bTotal Revenue: US$269.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Integrated Telecom Services Industry Price to Earnings3Y Average 17.4x202420252026
Current Industry PE
  • Investors are pessimistic on the American Integrated Telecommunication 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 6.9x which is lower than its 3-year average PE of 17.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Integrated Telecommunication Services industry have grown 71% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Integrated Telecom Services compare with similar industries?

US Market-0.36%
Telecom0.91%
Telecom Services and Carriers1.75%
Integrated Telecom Services1.97%
Alternative Carriers0.17%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CMCSA ComcastUS$29.305.3%
+US$5.4b		-22.1%PE4.7x
VZ Verizon CommunicationsUS$39.521.6%
+US$2.6b		-0.05%PE8.4x
T AT&TUS$23.590.4%
+US$708.9m		3.8%PE7.5x
IHS IHS HoldingUS$7.691.5%
+US$36.9m		105.6%PE5.5x
ATNI ATN InternationalUS$22.781.1%
+US$3.7m		42.9%PS0.5x

Latest News

SHEN
US$11.12
Shenandoah Telecommunications
7D
-4.5%
1Y
-3.5%
T
US$23.59
AT&T
7D
0.4%
1Y
3.8%
IHS
US$7.69
IHS Holding
7D
1.5%
1Y
105.6%

IHS: Emerging Markets Volatility Will Restrain Upside Despite Q3 Cash Strength

Analysts have nudged their price targets on IHS Holding higher, with recent moves from $8.75 to $9 and from $11 to $12. These changes reflect views that its Q3 operational performance, cash generation, and progress on growth initiatives support slightly better valuation assumptions.
CMCSA
US$29.30
Comcast
7D
5.3%
1Y
-22.1%

CMCSA: Broadband Reset And Versant Spin Off Will Reshape Future Returns

Analysts have trimmed their fair value estimate for Comcast from about $49.43 to $43.62, reflecting lower assumed revenue growth, a slightly higher discount rate, and a reset future P/E multiple following mixed rating changes, reduced price targets, and the impact of the Versant spin off. Analyst Commentary Recent research on Comcast has shifted toward a more cautious stance overall, with several firms cutting price targets and rethinking growth assumptions following the Versant spin off, rising broadband competition, and expectations for higher content costs.
ATNI
US$22.78
ATN International
7D
1.1%
1Y
42.9%

ATNI: Stable Guidance And Completed Buybacks Will Support Future Upside Potential

Analysts have reaffirmed their price target on ATN International at US$39.00, citing stable fair value assumptions that are supported by consistent discount rate, revenue growth, profit margin, and future P/E inputs in their models. What's in the News ATN International reaffirmed its earnings guidance for full year 2025, with revenue excluding construction revenue expected to be in line with last year’s result of US$725 million (company guidance).
VZ
US$39.52
Verizon Communications
7D
1.6%
1Y
-0.05%
UNIT
US$7.40
Uniti Group
7D
-1.5%
1Y
-22.7%

UNIT: Fiber Expansion And Leverage Pressures Will Shape Balanced Long-Term Outlook

Narrative Update Analysts have nudged their fair value estimate for Uniti Group to about US$7.37 per share from roughly US$7.20, reflecting updated views on revenue mix, profit margins, and an adjusted forward P/E assumption informed by recent price target moves clustered around US$6 to US$7. Analyst Commentary Recent Street research on Uniti Group clusters around modest price targets in the US$6 to US$7 range, with differing views on how cleanly the company can shift its business toward higher growth fiber offerings while managing leverage and earnings pressure.
IDT
US$48.32
IDT
7D
-3.4%
1Y
1.8%
GLIB.A
US$37.96
GCI Liberty
7D
-0.3%
1Y
n/a