Narrative Update • Jun 15
The Wireless Telecom industry is up 5.2% in the last week, with T-Mobile US up 5.8%. In the same time, Array Digital Infrastructure was down 22%. 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 |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | US$238.5b | US$106.5b | US$13.2b | 18.4x | 18.1x | 2.2x |
| Thu, 14 May 2026 | US$242.0b | US$106.3b | US$13.1b | 18.8x | 18.4x | 2.3x |
| Sat, 11 Apr 2026 | US$250.5b | US$103.4b | US$13.3b | 19.7x | 18.8x | 2.4x |
| Mon, 09 Mar 2026 | US$272.6b | US$105.7b | US$13.3b | 21.3x | 20.4x | 2.6x |
| Wed, 04 Feb 2026 | US$245.0b | US$106.5b | US$14.0b | 17.7x | 17.5x | 2.3x |
| Fri, 02 Jan 2026 | US$253.4b | US$106.5b | US$14.0b | 17.8x | 18.1x | 2.4x |
| Sun, 30 Nov 2025 | US$259.9b | US$106.4b | US$14.2b | 13.6x | 18.3x | 2.4x |
| Tue, 28 Oct 2025 | US$268.6b | US$106.1b | US$14.0b | 19.8x | 19.2x | 2.5x |
| Thu, 25 Sep 2025 | US$294.6b | US$104.3b | US$14.3b | 21.2x | 20.6x | 2.8x |
| Sat, 23 Aug 2025 | US$313.8b | US$103.3b | US$14.0b | 22.4x | 22.4x | 3x |
| Mon, 21 Jul 2025 | US$278.9b | US$101.4b | US$12.5b | 21.6x | 22.3x | 2.8x |
| Wed, 18 Jun 2025 | US$281.2b | US$101.4b | US$12.5b | 19.2x | 22.4x | 2.8x |
| Fri, 16 May 2025 | US$286.2b | US$101.3b | US$12.5b | 13.7x | 22.9x | 2.8x |
| Sun, 13 Apr 2025 | US$313.0b | US$100.3b | US$11.8b | 13.3x | 26.4x | 3.1x |
| Tue, 11 Mar 2025 | US$320.9b | US$102.8b | US$12.3b | 10.5x | 26x | 3.1x |
| Thu, 06 Feb 2025 | US$288.4b | US$102.9b | US$11.7b | 11.6x | 24.6x | 2.8x |
| Sat, 04 Jan 2025 | US$272.0b | US$101.5b | US$10.8b | 16x | 25.3x | 2.7x |
| Mon, 02 Dec 2024 | US$303.1b | US$101.4b | US$10.4b | 12x | 29x | 3x |
| Wed, 30 Oct 2024 | US$280.5b | US$101.6b | US$10.6b | 14.8x | 26.5x | 2.8x |
| Fri, 27 Sep 2024 | US$252.2b | US$100.7b | US$9.7b | 15.6x | 26x | 2.5x |
| Sun, 25 Aug 2024 | US$246.0b | US$100.7b | US$9.7b | 16x | 25.4x | 2.4x |
| Tue, 23 Jul 2024 | US$229.1b | US$100.4b | US$9.1b | 13.9x | 25.2x | 2.3x |
| Thu, 20 Jun 2024 | US$223.2b | US$100.4b | US$8.8b | 20.6x | 25.5x | 2.2x |
| Sat, 18 May 2024 | US$206.3b | US$100.3b | US$9.0b | 13.9x | 22.8x | 2.1x |
| Mon, 15 Apr 2024 | US$200.6b | US$100.2b | US$8.1b | 19.8x | 24.7x | 2x |
| Wed, 13 Mar 2024 | US$206.1b | US$100.2b | US$8.3b | 17.3x | 24.8x | 2.1x |
| Fri, 09 Feb 2024 | US$202.8b | US$100.2b | US$8.9b | 11.4x | 22.8x | 2x |
| Sun, 07 Jan 2024 | US$201.0b | US$100.9b | US$8.3b | 13.9x | 24.2x | 2x |
| Tue, 05 Dec 2023 | US$188.7b | US$100.9b | US$8.3b | 16x | 22.7x | 1.9x |
| Thu, 02 Nov 2023 | US$178.8b | US$100.8b | US$8.3b | 6.9x | 21.5x | 1.8x |
| Sat, 30 Sep 2023 | US$177.0b | US$100.9b | US$6.7b | 6.8x | 26.6x | 1.8x |
| Mon, 28 Aug 2023 | US$168.9b | US$100.0b | US$6.4b | 6.7x | 26.3x | 1.7x |
| Wed, 26 Jul 2023 | US$180.3b | US$99.7b | US$4.0b | 15.6x | 44.7x | 1.8x |
| Fri, 23 Jun 2023 | US$168.2b | US$99.8b | US$4.2b | 20.8x | 39.6x | 1.7x |
39.6x
Which industries have driven the changes within the U.S. Telecom industry?
| US Market | 2.20% | |
| Telecom | 1.63% | |
| Wireless Telecom | 5.17% | |
| Wireless Telecom Services | 5.17% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TMUS T-Mobile US | US$188.86 | 5.8% +US$11.3b | -18.2% | PE19.4x | |
| TIGO Millicom International Cellular | US$89.45 | 6.9% +US$966.1m | 133.7% | PE12.1x | |
| VEON VEON | US$52.22 | 6.5% +US$221.9m | 30.5% | PE6.8x | |
| TDS Telephone and Data Systems | US$39.83 | 1.5% +US$68.3m | 17.3% | PE22.6x | |
| KYIV Kyivstar Group | US$13.75 | 1.1% +US$34.6m | 27.4% | PE19.2x |