Narrative Update • Jun 15
Over the last 7 days, the Wireless Telecom industry has risen 2.1%, driven by gains from T-Mobile US of 2.7%. In the same time, Array Digital Infrastructure was down 22%. However, the industry is down 13% 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 |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | US$237.4b | US$106.5b | US$13.2b | 18.1x | 18x | 2.2x |
| Fri, 15 May 2026 | US$239.5b | US$106.5b | US$13.1b | 18.7x | 18.3x | 2.2x |
| Sun, 12 Apr 2026 | US$248.7b | US$103.4b | US$13.3b | 19.7x | 18.7x | 2.4x |
| Tue, 10 Mar 2026 | US$272.6b | US$105.7b | US$13.3b | 21.1x | 20.4x | 2.6x |
| Thu, 05 Feb 2026 | US$248.5b | US$106.5b | US$14.0b | 17.9x | 17.8x | 2.3x |
| Sat, 03 Jan 2026 | US$253.4b | US$106.5b | US$14.0b | 17.5x | 18.1x | 2.4x |
| Mon, 01 Dec 2025 | US$259.9b | US$106.4b | US$14.2b | 13.6x | 18.3x | 2.4x |
| Wed, 29 Oct 2025 | US$272.2b | US$106.1b | US$14.0b | 19.8x | 19.5x | 2.6x |
| Fri, 26 Sep 2025 | US$292.8b | US$104.3b | US$14.3b | 20.9x | 20.4x | 2.8x |
| Sun, 24 Aug 2025 | US$309.9b | US$103.3b | US$14.0b | 22.4x | 22.1x | 3x |
| Tue, 22 Jul 2025 | US$278.9b | US$101.4b | US$12.5b | 22.2x | 22.3x | 2.8x |
| Thu, 19 Jun 2025 | US$269.9b | US$101.4b | US$12.5b | 19.5x | 21.5x | 2.7x |
| Sat, 17 May 2025 | US$292.4b | US$101.3b | US$12.5b | 16.9x | 23.4x | 2.9x |
| Mon, 14 Apr 2025 | US$313.0b | US$100.3b | US$11.8b | 13.3x | 26.4x | 3.1x |
| Wed, 12 Mar 2025 | US$321.5b | US$102.8b | US$12.3b | 10.7x | 26.1x | 3.1x |
| Fri, 07 Feb 2025 | US$294.6b | US$102.9b | US$11.7b | 11.4x | 25.1x | 2.9x |
| Sun, 05 Jan 2025 | US$271.3b | US$101.5b | US$10.8b | 16x | 25.2x | 2.7x |
| Tue, 03 Dec 2024 | US$303.1b | US$101.4b | US$10.4b | 12.1x | 29x | 3x |
| Thu, 31 Oct 2024 | US$278.4b | US$101.6b | US$10.6b | 14.6x | 26.3x | 2.7x |
| Sat, 28 Sep 2024 | US$252.2b | US$100.7b | US$9.7b | 15.7x | 26x | 2.5x |
| Mon, 26 Aug 2024 | US$246.0b | US$100.7b | US$9.7b | 16x | 25.4x | 2.4x |
| Wed, 24 Jul 2024 | US$223.6b | US$100.4b | US$9.1b | 13.9x | 24.6x | 2.2x |
| Fri, 21 Jun 2024 | US$223.2b | US$100.4b | US$8.8b | 20.5x | 25.5x | 2.2x |
| Sun, 19 May 2024 | US$207.0b | US$100.3b | US$9.0b | 13.9x | 22.9x | 2.1x |
| Tue, 16 Apr 2024 | US$200.6b | US$100.2b | US$8.1b | 19.4x | 24.7x | 2x |
| Thu, 14 Mar 2024 | US$204.8b | US$100.2b | US$8.3b | 16.1x | 24.7x | 2x |
| Sat, 10 Feb 2024 | US$203.5b | US$100.2b | US$8.9b | 12.1x | 22.9x | 2x |
| Mon, 08 Jan 2024 | US$201.0b | US$100.9b | US$8.3b | 13.9x | 24.2x | 2x |
| Wed, 06 Dec 2023 | US$188.8b | US$100.9b | US$8.3b | 15.5x | 22.7x | 1.9x |
| Fri, 03 Nov 2023 | US$179.1b | US$100.5b | US$8.3b | 7x | 21.5x | 1.8x |
| Sun, 01 Oct 2023 | US$177.4b | US$100.9b | US$6.7b | 6.8x | 26.6x | 1.8x |
| Tue, 29 Aug 2023 | US$168.9b | US$100.0b | US$6.4b | 6.7x | 26.3x | 1.7x |
| Thu, 27 Jul 2023 | US$180.3b | US$99.7b | US$4.0b | 15.1x | 44.7x | 1.8x |
| Sat, 24 Jun 2023 | US$168.2b | US$99.8b | US$4.2b | 19.3x | 39.6x | 1.7x |
39.6x
Which industries have driven the changes within the U.S. Telecom industry?
| US Market | 2.32% | |
| Telecom | 2.30% | |
| Wireless Telecom | 2.11% | |
| Wireless Telecom Services | 2.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TMUS T-Mobile US | US$184.36 | 2.7% +US$5.3b | -16.7% | PE18.9x | |
| VEON VEON | US$52.83 | 7.2% +US$246.5m | 32.0% | PE6.9x | |
| KYIV Kyivstar Group | US$13.98 | 2.7% +US$85.4m | 30.4% | PE19.6x | |
| GOGO Gogo | US$3.59 | 5.6% +US$25.7m | -75.1% | PE34.8x | |
| TDS Telephone and Data Systems | US$39.36 | 0.08% +US$3.4m | 18.4% | PE22.3x |