Narrative Update • Jun 01

Over the last 7 days, the Integrated Telecom Services industry has dropped 1.4%, driven by a pullback from AT&T of 2.8%. On the other hand IDT is actually up 5.8%. However, the industry is down 7.9% over the past year. In the next few years earnings are forecast to be pretty stable.
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, 02 Jun 2026 | US$466.3b | US$397.7b | US$57.8b | 11.5x | 8.1x | 1.2x |
| Thu, 30 Apr 2026 | US$482.9b | US$397.5b | US$57.8b | 11.2x | 8.4x | 1.2x |
| Sat, 28 Mar 2026 | US$523.7b | US$393.9b | US$59.4b | 12.4x | 8.8x | 1.3x |
| Mon, 23 Feb 2026 | US$522.3b | US$393.9b | US$58.9b | 9.3x | 8.9x | 1.3x |
| Wed, 21 Jan 2026 | US$447.5b | US$397.7b | US$64.0b | 9x | 7x | 1.1x |
| Fri, 19 Dec 2025 | US$359.4b | US$271.7b | US$41.4b | 8.9x | 8.7x | 1.3x |
| Sun, 16 Nov 2025 | US$372.5b | US$275.4b | US$41.1b | 8.9x | 9.1x | 1.4x |
| Tue, 14 Oct 2025 | US$374.1b | US$274.3b | US$30.3b | 10.5x | 12.3x | 1.4x |
| Thu, 11 Sep 2025 | US$416.0b | US$274.3b | US$30.3b | 10.5x | 13.7x | 1.5x |
| Sat, 09 Aug 2025 | US$402.0b | US$274.3b | US$30.3b | 10.3x | 13.3x | 1.5x |
| Mon, 07 Jul 2025 | US$406.3b | US$270.5b | US$28.9b | 13.8x | 14.1x | 1.5x |
| Wed, 04 Jun 2025 | US$405.0b | US$270.4b | US$28.9b | 15.2x | 14x | 1.5x |
| Fri, 02 May 2025 | US$403.0b | US$270.6b | US$28.7b | 11.6x | 14x | 1.5x |
| Sun, 30 Mar 2025 | US$409.3b | US$269.2b | US$27.5b | 11.4x | 14.9x | 1.5x |
| Tue, 25 Feb 2025 | US$388.7b | US$269.2b | US$27.6b | 10.3x | 14.1x | 1.4x |
| Thu, 23 Jan 2025 | US$344.2b | US$268.3b | US$18.1b | 16.5x | 19x | 1.3x |
| Sat, 21 Dec 2024 | US$348.8b | US$269.4b | US$17.9b | 16.8x | 19.5x | 1.3x |
| Mon, 18 Nov 2024 | US$353.5b | US$266.0b | US$18.2b | 18.1x | 19.4x | 1.3x |
| Wed, 16 Oct 2024 | US$350.9b | US$266.1b | US$23.5b | 14.3x | 14.9x | 1.3x |
| Fri, 13 Sep 2024 | US$350.5b | US$266.1b | US$23.5b | 14.5x | 14.9x | 1.3x |
| Sun, 11 Aug 2024 | US$321.6b | US$266.0b | US$23.5b | 13.3x | 13.7x | 1.2x |
| Tue, 09 Jul 2024 | US$318.1b | US$265.9b | US$24.5b | 19x | 13x | 1.2x |
| Thu, 06 Jun 2024 | US$316.7b | US$265.9b | US$24.5b | 20.6x | 12.9x | 1.2x |
| Sat, 04 May 2024 | US$293.6b | US$265.8b | US$24.5b | 20.3x | 12x | 1.1x |
| Mon, 01 Apr 2024 | US$312.0b | US$266.1b | US$25.6b | 20.6x | 12.2x | 1.2x |
| Wed, 28 Feb 2024 | US$296.1b | US$268.3b | US$23.8b | 18x | 12.4x | 1.1x |
| Fri, 26 Jan 2024 | US$305.7b | US$268.5b | US$23.8b | 15.3x | 12.8x | 1.1x |
| Sun, 24 Dec 2023 | US$289.1b | US$267.9b | US$8.1b | 14.7x | 35.8x | 1.1x |
| Tue, 21 Nov 2023 | US$278.5b | US$267.9b | US$8.1b | 10.1x | 34.4x | 1x |
| Thu, 19 Oct 2023 | US$243.9b | US$268.3b | US$11.1b | 7.2x | 22x | 0.9x |
| Sat, 16 Sep 2023 | US$256.3b | US$268.3b | US$11.1b | 8.7x | 23.1x | 1x |
| Mon, 14 Aug 2023 | US$254.7b | US$268.2b | US$12.2b | 8.8x | 20.9x | 0.9x |
| Wed, 12 Jul 2023 | US$268.3b | US$269.1b | US$12.8b | 11.6x | 20.9x | 1x |
| Fri, 09 Jun 2023 | US$275.5b | US$269.1b | US$12.8b | 10.6x | 21.5x | 1x |
21.5x
How does U.S. Integrated Telecom Services compare with similar industries?
| US Market | 1.58% | |
| Telecom | 0.19% | |
| Telecom Services and Carriers | -0.54% | |
| Integrated Telecom Services | -1.41% | |
| Alternative Carriers | 5.32% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IDT IDT | US$55.97 | 5.8% +US$77.0m | -7.4% | PE17.1x | |
| UNIT Uniti Group | US$11.13 | 0.8% +US$21.9m | 55.7% | PE2.3x | |
| SHEN Shenandoah Telecommunications | US$16.19 | 2.0% +US$17.1m | 29.5% | PS2.5x | |
| ATNI ATN International | US$28.28 | 3.2% +US$13.3m | 90.6% | PS0.6x |