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U.S. Telecom Sector Analysis

UpdatedApr 04, 2025
DataAggregated Company Financials
Companies478
  • 7D-7.4%
  • 3M-11.0%
  • 1Y8.8%
  • YTD-10.1%

Over the last 7 days, the Telecom industry has dropped 7.4%, driven by Meta Platforms declining 12%. Over the past 12 months, the industry was up 8.8%. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

Has the U.S. Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 04 Apr 2025US$5.7tUS$1.6tUS$227.3b15.8x25.3x3.6x
Sun, 02 Mar 2025US$6.2tUS$1.6tUS$227.8b16.8x27.2x3.9x
Tue, 28 Jan 2025US$6.3tUS$1.6tUS$200.2b17.3x31.5x4x
Thu, 26 Dec 2024US$6.2tUS$1.6tUS$189.6b18x32.9x4x
Sat, 23 Nov 2024US$5.8tUS$1.6tUS$189.7b20.1x30.6x3.7x
Mon, 21 Oct 2024US$5.7tUS$1.5tUS$188.9b18.5x29.9x3.7x
Wed, 18 Sep 2024US$5.4tUS$1.5tUS$187.3b18.9x28.6x3.5x
Fri, 16 Aug 2024US$5.3tUS$1.6tUS$189.1b20.8x27.9x3.4x
Sun, 14 Jul 2024US$5.5tUS$1.5tUS$191.2b17.3x28.9x3.6x
Tue, 11 Jun 2024US$5.4tUS$1.5tUS$191.0b16.6x28.2x3.5x
Thu, 09 May 2024US$5.2tUS$1.5tUS$194.1b18x26.8x3.4x
Sat, 06 Apr 2024US$5.1tUS$1.5tUS$176.0b19.4x28.9x3.4x
Mon, 04 Mar 2024US$4.9tUS$1.5tUS$174.3b16.9x28x3.2x
Wed, 31 Jan 2024US$5.0tUS$1.5tUS$145.5b15.4x34.5x3.3x
Fri, 29 Dec 2023US$4.6tUS$1.5tUS$128.0b15.1x36.3x3.1x
Sun, 26 Nov 2023US$4.5tUS$1.5tUS$128.3b16x35.2x3x
Tue, 24 Oct 2023US$4.3tUS$1.5tUS$102.5b14.2x42x2.9x
Thu, 21 Sep 2023US$4.3tUS$1.5tUS$104.4b14x41x2.9x
Sat, 19 Aug 2023US$4.2tUS$1.5tUS$102.8b14.5x40.7x2.8x
Mon, 17 Jul 2023US$4.3tUS$1.5tUS$106.8b16.6x40x2.9x
Wed, 14 Jun 2023US$4.1tUS$1.5tUS$107.1b17.2x38.5x2.8x
Fri, 12 May 2023US$3.9tUS$1.5tUS$105.3b17.4x36.9x2.6x
Sun, 09 Apr 2023US$3.8tUS$1.5tUS$115.4b16.3x33.3x2.6x
Tue, 07 Mar 2023US$3.6tUS$1.5tUS$113.7b19x31.4x2.4x
Thu, 02 Feb 2023US$3.7tUS$1.5tUS$141.2b19x26.1x2.5x
Sat, 31 Dec 2022US$3.2tUS$1.5tUS$166.4b15.2x19.1x2.1x
Mon, 28 Nov 2022US$3.3tUS$1.5tUS$165.9b18.2x20x2.2x
Wed, 26 Oct 2022US$3.5tUS$1.5tUS$187.1b15.2x18.5x2.3x
Fri, 23 Sep 2022US$3.4tUS$1.5tUS$187.6b14.6x18x2.3x
Sun, 21 Aug 2022US$3.9tUS$1.5tUS$186.4b17.6x21x2.6x
Tue, 19 Jul 2022US$2.4tUS$1.5tUS$214.3b15.7x11.1x1.6x
Thu, 16 Jun 2022US$4.3tUS$1.5tUS$214.0b17.2x20.2x2.9x
Sat, 14 May 2022US$4.0tUS$1.5tUS$219.2b17.2x18.2x2.7x
Mon, 11 Apr 2022US$4.6tUS$1.4tUS$223.8b20x20.7x3.2x
Price to Earnings Ratio

20.7x


Total Market Cap: US$4.6tTotal Earnings: US$223.8bTotal Revenue: US$1.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 28.8x202320242025
Current Industry PE
  • Investors are pessimistic on the American Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 25.3x which is lower than its 3-year average PE of 28.8x.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 3.6x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 3.3% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.S. Telecom sector?

US Market-5.64%
Telecom-7.38%
Telecom Services and Carriers0.63%
Wireless Telecom-0.28%
Media-5.70%
Entertainment-6.70%
Interactive Media and Services-9.22%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 24.7%, which is higher than its past year's earnings growth of 21.0% per year.
  • Investors are most pessimistic about the Telecom Services and Carriers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 0.35x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Media industry is expected to see its earnings grow by 9.4% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
T AT&TUS$28.601.4%
+US$2.9b		62.8%PE19.1x
VZ Verizon CommunicationsUS$45.621.5%
+US$2.8b		7.5%PE11x
SNRE Sunrise CommunicationsUS$49.704.8%
+US$162.2m		n/aPS1x
EA Electronic ArtsUS$144.850.4%
+US$156.4m		11.2%PE36x
GRND GrindrUS$18.131.3%
+US$47.9m		70.6%PS11x
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Latest News

SNRE

US$49.70

Sunrise Communications

7D

4.8%

1Y

n/a

SPOT

US$558.42

Spotify Technology

7D

-3.8%

1Y

88.7%

T

US$28.60

AT&T

7D

1.4%

1Y

62.8%

VZ

US$45.62

Verizon Communications

7D

1.5%

1Y

7.5%

WBD

US$9.16

Warner Bros. Discovery

7D

-16.8%

1Y

8.5%

NFLX

US$917.05

Netflix

7D

-6.1%

1Y

48.6%

OCG

US$3.16

Oriental Culture Holding

7D

58.8%

1Y

116.4%

A Look At The Intrinsic Value Of Oriental Culture Holding LTD (NASDAQ:OCG)

Apr 02
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META

US$531.62

Meta Platforms

7D

-11.8%

1Y

4.1%

GOOGL

US$150.72

Alphabet

7D

-7.1%

1Y

0.1%

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Apr 01

SE

US$120.05

Sea

7D

-10.1%

1Y

124.7%

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Mar 31
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DIS

US$88.84

Walt Disney

7D

-11.6%

1Y

-24.1%

Disney Stock: Growth Or Just Retreading IP?

Mar 30

CMCSA

US$35.72

Comcast

7D

-4.4%

1Y

-13.1%

Comcast (NASDAQ:CMCSA) Is Increasing Its Dividend To $0.33

Mar 30
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EA

US$144.85

Electronic Arts

7D

0.4%

1Y

11.2%

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Mar 25
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GRND

US$18.13

Grindr

7D

1.3%

1Y

70.6%

LZMH

US$8.34

LZ Technology Holdings

7D

2.1%

1Y

n/a

NEXN

US$8.31

Nexxen International

7D

8.9%

1Y

93.3%