Narrative Update • Jun 01
Over the last 7 days, the Wireless Telecom industry has risen 5.7%, driven by gains from T-Mobile US of 6.0%. During this same period, the Array Digital Infrastructure underperformed, falling 20%. However, the industry is down 14% over the past year. As for the next few years, earnings are expected to grow by 11% per annum.
Has the U.S. Wireless Telecom Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | US$238.5b | US$106.5b | US$13.2b | 18.5x | 18.1x | 2.2x |
| Wed, 13 May 2026 | US$239.2b | US$105.7b | US$13.2b | 18.8x | 18.1x | 2.3x |
| Fri, 10 Apr 2026 | US$250.0b | US$103.4b | US$13.3b | 19.8x | 18.8x | 2.4x |
| Sun, 08 Mar 2026 | US$272.6b | US$105.7b | US$13.3b | 21.3x | 20.4x | 2.6x |
| Tue, 03 Feb 2026 | US$247.6b | US$106.5b | US$14.0b | 17.7x | 17.7x | 2.3x |
| Thu, 01 Jan 2026 | US$254.2b | US$106.5b | US$14.0b | 17.7x | 18.2x | 2.4x |
| Sat, 29 Nov 2025 | US$259.9b | US$106.4b | US$14.2b | 13.6x | 18.3x | 2.4x |
| Mon, 27 Oct 2025 | US$268.6b | US$106.1b | US$14.0b | 19.5x | 19.2x | 2.5x |
| Wed, 24 Sep 2025 | US$292.0b | US$104.3b | US$14.3b | 21.1x | 20.4x | 2.8x |
| Fri, 22 Aug 2025 | US$316.6b | US$103.3b | US$14.0b | 22.6x | 22.6x | 3.1x |
| Sun, 20 Jul 2025 | US$278.9b | US$101.4b | US$12.5b | 21.6x | 22.3x | 2.8x |
| Tue, 17 Jun 2025 | US$280.7b | US$101.4b | US$12.5b | 20.1x | 22.4x | 2.8x |
| Thu, 15 May 2025 | US$288.5b | US$101.3b | US$12.5b | 13.7x | 23.1x | 2.8x |
| Sat, 12 Apr 2025 | US$309.9b | US$100.3b | US$11.8b | 13.3x | 26.2x | 3.1x |
| Mon, 10 Mar 2025 | US$320.9b | US$102.8b | US$12.3b | 11.3x | 26x | 3.1x |
| Wed, 05 Feb 2025 | US$289.3b | US$102.9b | US$11.7b | 11.5x | 24.7x | 2.8x |
| Fri, 03 Jan 2025 | US$273.1b | US$101.5b | US$10.8b | 15.4x | 25.4x | 2.7x |
| Sun, 01 Dec 2024 | US$303.1b | US$101.4b | US$10.4b | 12x | 29x | 3x |
| Tue, 29 Oct 2024 | US$278.8b | US$101.6b | US$10.6b | 14.8x | 26.4x | 2.7x |
| Thu, 26 Sep 2024 | US$250.0b | US$100.7b | US$9.7b | 15.1x | 25.8x | 2.5x |
| Sat, 24 Aug 2024 | US$243.0b | US$100.7b | US$9.7b | 16x | 25.1x | 2.4x |
| Mon, 22 Jul 2024 | US$229.1b | US$100.4b | US$9.1b | 13.5x | 25.2x | 2.3x |
| Wed, 19 Jun 2024 | US$222.8b | US$100.4b | US$8.8b | 20.6x | 25.4x | 2.2x |
| Fri, 17 May 2024 | US$205.2b | US$100.3b | US$9.0b | 18.5x | 22.7x | 2x |
| Sun, 14 Apr 2024 | US$201.5b | US$100.2b | US$8.1b | 19.8x | 24.8x | 2x |
| Tue, 12 Mar 2024 | US$206.1b | US$100.2b | US$8.3b | 16.3x | 24.8x | 2.1x |
| Thu, 08 Feb 2024 | US$202.0b | US$100.2b | US$8.9b | 11.6x | 22.7x | 2x |
| Sat, 06 Jan 2024 | US$199.5b | US$100.9b | US$8.3b | 13.9x | 24x | 2x |
| Mon, 04 Dec 2023 | US$188.7b | US$100.9b | US$8.3b | 15.9x | 22.7x | 1.9x |
| Wed, 01 Nov 2023 | US$178.8b | US$100.8b | US$8.3b | 6.6x | 21.5x | 1.8x |
| Fri, 29 Sep 2023 | US$177.0b | US$100.9b | US$6.7b | 7x | 26.6x | 1.8x |
| Sun, 27 Aug 2023 | US$168.9b | US$100.0b | US$6.4b | 6.7x | 26.3x | 1.7x |
| Tue, 25 Jul 2023 | US$178.9b | US$99.8b | US$4.0b | 15.9x | 44.4x | 1.8x |
| Thu, 22 Jun 2023 | US$168.2b | US$99.8b | US$4.2b | 20.3x | 39.6x | 1.7x |
39.6x
Which industries have driven the changes within the U.S. Telecom industry?
| US Market | 0.50% | |
| Telecom | -0.82% | |
| Wireless Telecom | 5.67% | |
| Wireless Telecom Services | 5.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TMUS T-Mobile US | US$189.10 | 6.0% +US$11.5b | -18.1% | PE19.4x | |
| TIGO Millicom International Cellular | US$93.77 | 12.1% +US$1.7b | 145.0% | PE12.7x | |
| VEON VEON | US$52.42 | 7.0% +US$236.1m | 31.0% | PE6.8x | |
| TDS Telephone and Data Systems | US$40.15 | 2.3% +US$104.7m | 18.2% | PE22.8x | |
| GOGO Gogo | US$3.66 | 5.9% +US$27.7m | -70.9% | PE35.4x |