Analysis Article • May 11
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- 7D-1.9%
- 3M-9.8%
- 1Y1.7%
- YTD3.6%
Over the last 7 days, the Telecom Services and Carriers industry has dropped 1.9%, driven by pullbacks in AT&T and Comcast of 3.2% and 5.7%, respectively. On the other hand AST SpaceMobile is actually up 5.8%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 10% per annum.
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 |
|---|---|---|---|---|---|---|
| Thu, 14 May 2026 | US$526.3b | US$410.2b | US$51.3b | 13.1x | 10.3x | 1.3x |
| Sat, 11 Apr 2026 | US$553.5b | US$406.5b | US$51.3b | 12.4x | 10.8x | 1.4x |
| Mon, 09 Mar 2026 | US$590.6b | US$406.5b | US$50.8b | 10.4x | 11.6x | 1.5x |
| Wed, 04 Feb 2026 | US$544.9b | US$406.3b | US$55.9b | 11.2x | 9.7x | 1.3x |
| Fri, 02 Jan 2026 | US$408.2b | US$286.7b | US$38.5b | 9.7x | 10.6x | 1.4x |
| Sun, 30 Nov 2025 | US$410.9b | US$284.0b | US$38.4b | 9.2x | 10.7x | 1.4x |
| Tue, 28 Oct 2025 | US$411.7b | US$287.0b | US$35.0b | 11.8x | 11.8x | 1.4x |
| Thu, 25 Sep 2025 | US$445.5b | US$286.5b | US$25.5b | 15.3x | 17.5x | 1.6x |
| Sat, 23 Aug 2025 | US$451.3b | US$286.4b | US$25.5b | 15.3x | 17.7x | 1.6x |
| Mon, 21 Jul 2025 | US$414.5b | US$282.4b | US$27.5b | 15.6x | 15x | 1.5x |
| Wed, 18 Jun 2025 | US$425.6b | US$282.3b | US$27.5b | 16.9x | 15.5x | 1.5x |
| Fri, 16 May 2025 | US$407.3b | US$282.3b | US$27.4b | 16.7x | 14.9x | 1.4x |
| Sun, 13 Apr 2025 | US$416.2b | US$282.1b | US$28.1b | 14x | 14.8x | 1.5x |
| Tue, 11 Mar 2025 | US$433.3b | US$281.4b | US$28.2b | 11.2x | 15.4x | 1.5x |
| Thu, 06 Feb 2025 | US$383.6b | US$284.5b | US$22.7b | 16.4x | 16.9x | 1.3x |
| Sat, 04 Jan 2025 | US$377.5b | US$283.6b | US$13.1b | 18.8x | 28.7x | 1.3x |
| Mon, 02 Dec 2024 | US$398.4b | US$281.4b | US$13.3b | 20.2x | 30.1x | 1.4x |
| Wed, 30 Oct 2024 | US$375.5b | US$281.2b | US$16.1b | 18.4x | 23.3x | 1.3x |
| Fri, 27 Sep 2024 | US$381.6b | US$281.4b | US$21.2b | 17.8x | 18x | 1.4x |
| Sun, 25 Aug 2024 | US$350.2b | US$281.4b | US$21.2b | 18.6x | 16.5x | 1.2x |
| Tue, 23 Jul 2024 | US$345.1b | US$281.1b | US$22.7b | 21x | 15.2x | 1.2x |
| Thu, 20 Jun 2024 | US$327.6b | US$281.1b | US$22.7b | 25.7x | 14.4x | 1.2x |
| Sat, 18 May 2024 | US$323.7b | US$281.1b | US$22.7b | 27.3x | 14.3x | 1.2x |
| Mon, 15 Apr 2024 | US$311.5b | US$281.7b | US$22.5b | 26.8x | 13.8x | 1.1x |
| Wed, 13 Mar 2024 | US$323.1b | US$283.8b | US$20.8b | 26.7x | 15.5x | 1.1x |
| Fri, 09 Feb 2024 | US$327.4b | US$285.5b | US$19.9b | 14.4x | 16.5x | 1.1x |
| Sun, 07 Jan 2024 | US$333.3b | US$300.0b | -US$7,362,407,040.00 | 13.2x | -45.3x | 1.1x |
| Tue, 05 Dec 2023 | US$318.8b | US$300.0b | -US$7,362,668,819.00 | 10.2x | -43.3x | 1.1x |
| Thu, 02 Nov 2023 | US$291.0b | US$299.8b | -US$7,148,889,554.00 | 7.1x | -40.7x | 1x |
| Sat, 30 Sep 2023 | US$279.6b | US$301.1b | -US$2,062,130,904.00 | 8.8x | -135.6x | 0.9x |
| Mon, 28 Aug 2023 | US$278.0b | US$301.1b | -US$2,059,826,705.00 | 10.3x | -135x | 0.9x |
| Wed, 26 Jul 2023 | US$285.2b | US$301.1b | US$6.5b | 11.6x | 43.8x | 0.9x |
| Fri, 23 Jun 2023 | US$299.1b | US$302.2b | US$9.5b | 11x | 31.3x | 1x |
| Sun, 21 May 2023 | US$305.4b | US$302.1b | US$9.5b | 10.9x | 32.1x | 1x |
Price to Earnings Ratio
32.1x
Current Industry PE
- Investors are optimistic on the American Telecom industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 10.3x which is higher than its 3-year average PE of 0.59x.
- The industry is trading close to its 3-year average PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 75% per year over the last three years.
- Revenues for these companies have grown 11% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.S. Telecom industry?
| US Market | 0.55% | |
| Telecom | 0.39% | |
| Telecom Services and Carriers | -1.94% | |
| Alternative Carriers | 3.89% | |
| Integrated Telecom Services | -2.59% | |
Industry PE
- Investors are most optimistic about the Integrated Telecom Services industry even though it's trading below its 3-year average PE ratio of 15.9x.
- Analysts are expecting annual earnings growth of 0.4%, which is lower than the prior year's growth of 11.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 91% over the next 5 years.
- This is better than its past earnings decline of 12% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| ASTS AST SpaceMobile | US$83.01 | 27.0% +US$5.3b | 216.3% | PS292x | |
| LUMN Lumen Technologies | US$10.34 | 22.2% +US$1.9b | 147.4% | PS0.9x | |
| IRDM Iridium Communications | US$43.43 | 8.1% +US$342.6m | 69.3% | PE43.5x | |
| BAND Bandwidth | US$52.10 | 7.2% +US$112.7m | 256.8% | PS2.1x | |
| GSAT Globalstar | US$82.08 | 0.7% +US$77.3m | 339.9% | PS37.4x |
