Narrative Update • Jun 02
Over the last 7 days, the Wireless Telecom industry has risen 5.8%, driven by gains from T-Mobile US of 6.2%. In the same time, Array Digital Infrastructure was down 19%. However, the industry is down 12% 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 |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | US$238.5b | US$106.5b | US$13.2b | 18.5x | 18.1x | 2.2x |
| Tue, 12 May 2026 | US$243.0b | US$105.7b | US$13.2b | 18.6x | 18.4x | 2.3x |
| Thu, 09 Apr 2026 | US$252.9b | US$103.4b | US$13.3b | 19.7x | 19x | 2.4x |
| Sat, 07 Mar 2026 | US$271.8b | US$105.7b | US$13.3b | 21.3x | 20.4x | 2.6x |
| Mon, 02 Feb 2026 | US$247.6b | US$106.5b | US$14.0b | 17.8x | 17.7x | 2.3x |
| Wed, 31 Dec 2025 | US$254.1b | US$106.5b | US$14.0b | 17.8x | 18.2x | 2.4x |
| Fri, 28 Nov 2025 | US$257.3b | US$106.4b | US$14.2b | 13.7x | 18.2x | 2.4x |
| Sun, 26 Oct 2025 | US$268.6b | US$106.1b | US$14.0b | 19.5x | 19.2x | 2.5x |
| Tue, 23 Sep 2025 | US$292.2b | US$104.3b | US$14.3b | 21.1x | 20.4x | 2.8x |
| Thu, 21 Aug 2025 | US$320.0b | US$103.3b | US$14.0b | 22.8x | 22.8x | 3.1x |
| Sat, 19 Jul 2025 | US$278.7b | US$101.4b | US$12.5b | 21.6x | 22.2x | 2.7x |
| Mon, 16 Jun 2025 | US$277.3b | US$101.4b | US$12.5b | 21.1x | 22.1x | 2.7x |
| Wed, 14 May 2025 | US$288.4b | US$101.3b | US$12.5b | 13.4x | 23.1x | 2.8x |
| Fri, 11 Apr 2025 | US$308.7b | US$100.3b | US$11.8b | 13.1x | 26.1x | 3.1x |
| Sun, 09 Mar 2025 | US$320.9b | US$102.8b | US$12.3b | 11.3x | 26x | 3.1x |
| Tue, 04 Feb 2025 | US$283.6b | US$102.9b | US$11.7b | 11.7x | 24.2x | 2.8x |
| Thu, 02 Jan 2025 | US$273.1b | US$101.5b | US$10.8b | 18.6x | 25.4x | 2.7x |
| Sat, 30 Nov 2024 | US$303.1b | US$101.4b | US$10.4b | 12x | 29x | 3x |
| Mon, 28 Oct 2024 | US$278.8b | US$101.6b | US$10.6b | 14.8x | 26.4x | 2.7x |
| Wed, 25 Sep 2024 | US$251.0b | US$100.7b | US$9.7b | 15.5x | 25.9x | 2.5x |
| Fri, 23 Aug 2024 | US$241.7b | US$100.7b | US$9.7b | 15.7x | 24.9x | 2.4x |
| Sun, 21 Jul 2024 | US$229.1b | US$100.4b | US$9.1b | 13.5x | 25.2x | 2.3x |
| Tue, 18 Jun 2024 | US$221.4b | US$100.4b | US$8.8b | 20.6x | 25.3x | 2.2x |
| Thu, 16 May 2024 | US$205.0b | US$100.3b | US$9.0b | 18.5x | 22.7x | 2x |
| Sat, 13 Apr 2024 | US$201.5b | US$100.2b | US$8.1b | 19.8x | 24.8x | 2x |
| Mon, 11 Mar 2024 | US$205.1b | US$100.2b | US$8.3b | 15.6x | 24.7x | 2x |
| Wed, 07 Feb 2024 | US$202.0b | US$100.2b | US$8.9b | 11.4x | 22.7x | 2x |
| Fri, 05 Jan 2024 | US$199.5b | US$100.9b | US$8.3b | 13.9x | 24x | 2x |
| Sun, 03 Dec 2023 | US$188.7b | US$100.9b | US$8.3b | 15.9x | 22.7x | 1.9x |
| Tue, 31 Oct 2023 | US$176.0b | US$100.8b | US$8.3b | 6.7x | 21.1x | 1.7x |
| Thu, 28 Sep 2023 | US$176.8b | US$100.9b | US$6.7b | 6.9x | 26.5x | 1.8x |
| Sat, 26 Aug 2023 | US$168.9b | US$100.0b | US$6.4b | 6.7x | 26.3x | 1.7x |
| Mon, 24 Jul 2023 | US$178.2b | US$99.8b | US$4.0b | 14.6x | 44.2x | 1.8x |
| Wed, 21 Jun 2023 | US$166.6b | US$99.8b | US$4.2b | 21.5x | 39.2x | 1.7x |
39.2x
Which industries have driven the changes within the U.S. Telecom industry?
| US Market | 0.81% | |
| Telecom | -1.89% | |
| Wireless Telecom | 5.83% | |
| Wireless Telecom Services | 5.83% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TMUS T-Mobile US | US$189.10 | 6.2% +US$11.9b | -17.1% | PE19.4x | |
| TIGO Millicom International Cellular | US$93.77 | 13.4% +US$1.9b | 148.9% | PE12.7x | |
| TDS Telephone and Data Systems | US$40.15 | 2.5% +US$112.7m | 21.1% | PE22.8x | |
| VEON VEON | US$52.42 | 2.0% +US$70.6m | 37.0% | PE6.8x | |
| SPOK Spok Holdings | US$10.90 | 1.8% +US$4.0m | -33.1% | PE18x |