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U.S. Telecom Sector Analysis
UpdatedSep 25, 2024
DataAggregated Company Financials
Companies442
- 7D3.0%
- 3M-0.2%
- 1Y39.3%
- YTD25.8%
Over the last 7 days, the Telecom industry has risen 3.0%, driven by gains from Meta Platforms of 5.0%. This means that the industry has gained 39% over the past year. Earnings are forecast to grow by 15% annually.
Sector Valuation and Performance
Has the U.S. Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 25 Sep 2024 | US$5.5t | US$1.5t | US$188.2b | 18.5x | 29.2x | 3.6x |
| Fri, 23 Aug 2024 | US$5.4t | US$1.6t | US$189.1b | 19x | 28.7x | 3.5x |
| Sun, 21 Jul 2024 | US$5.4t | US$1.5t | US$191.7b | 18.2x | 28x | 3.5x |
| Tue, 18 Jun 2024 | US$5.4t | US$1.5t | US$191.0b | 16.3x | 28.3x | 3.5x |
| Thu, 16 May 2024 | US$5.2t | US$1.5t | US$193.9b | 18.6x | 26.9x | 3.4x |
| Sat, 13 Apr 2024 | US$5.2t | US$1.5t | US$176.0b | 18.4x | 29.6x | 3.5x |
| Mon, 11 Mar 2024 | US$4.9t | US$1.5t | US$173.8b | 16.7x | 27.9x | 3.2x |
| Wed, 07 Feb 2024 | US$4.8t | US$1.5t | US$158.6b | 14.2x | 30.6x | 3.2x |
| Fri, 05 Jan 2024 | US$4.6t | US$1.5t | US$128.1b | 16.6x | 35.6x | 3x |
| Sun, 03 Dec 2023 | US$4.4t | US$1.5t | US$128.1b | 16.4x | 34.5x | 2.9x |
| Tue, 31 Oct 2023 | US$4.1t | US$1.5t | US$126.0b | 12.5x | 32.5x | 2.7x |
| Thu, 28 Sep 2023 | US$4.2t | US$1.5t | US$104.7b | 14x | 40x | 2.8x |
| Sat, 26 Aug 2023 | US$4.2t | US$1.5t | US$104.0b | 13.6x | 40.1x | 2.8x |
| Mon, 24 Jul 2023 | US$4.2t | US$1.5t | US$107.2b | 14.9x | 38.8x | 2.8x |
| Wed, 21 Jun 2023 | US$4.1t | US$1.5t | US$107.1b | 17.1x | 38.6x | 2.8x |
| Fri, 19 May 2023 | US$4.0t | US$1.5t | US$106.1b | 16.4x | 37.8x | 2.7x |
| Sun, 16 Apr 2023 | US$3.9t | US$1.5t | US$115.8b | 16.7x | 33.3x | 2.6x |
| Tue, 14 Mar 2023 | US$3.4t | US$1.5t | US$115.0b | 18x | 29.5x | 2.3x |
| Thu, 09 Feb 2023 | US$3.7t | US$1.5t | US$124.9b | 19.5x | 29.6x | 2.5x |
| Sat, 07 Jan 2023 | US$3.3t | US$1.5t | US$166.4b | 16.9x | 19.8x | 2.2x |
| Mon, 05 Dec 2022 | US$3.4t | US$1.5t | US$166.5b | 18.8x | 20.7x | 2.3x |
| Wed, 02 Nov 2022 | US$3.2t | US$1.5t | US$168.0b | 15.8x | 18.8x | 2.1x |
| Fri, 30 Sep 2022 | US$3.3t | US$1.5t | US$187.6b | 14.7x | 17.4x | 2.2x |
| Sun, 28 Aug 2022 | US$3.7t | US$1.5t | US$186.9b | 16.4x | 20x | 2.5x |
| Tue, 26 Jul 2022 | US$3.7t | US$1.4t | US$212.3b | 16.6x | 17.6x | 2.6x |
| Thu, 23 Jun 2022 | US$4.3t | US$1.5t | US$213.9b | 17.3x | 20.1x | 2.9x |
| Sat, 21 May 2022 | US$3.9t | US$1.5t | US$218.1b | 17.4x | 17.7x | 2.6x |
| Mon, 18 Apr 2022 | US$4.5t | US$1.4t | US$224.6b | 20.4x | 20.1x | 3.1x |
| Wed, 16 Mar 2022 | US$4.4t | US$1.4t | US$225.7b | 16.8x | 19.4x | 3x |
| Fri, 11 Feb 2022 | US$4.9t | US$1.4t | US$222.0b | 19.8x | 22.2x | 3.4x |
| Sun, 09 Jan 2022 | US$5.3t | US$1.4t | US$194.6b | 19.7x | 27.3x | 3.8x |
| Tue, 07 Dec 2021 | US$5.4t | US$1.4t | US$194.4b | 19.9x | 28x | 3.9x |
| Thu, 04 Nov 2021 | US$5.8t | US$1.4t | US$196.5b | 25.8x | 29.6x | 4.2x |
| Sat, 02 Oct 2021 | US$5.8t | US$1.3t | US$179.2b | 25.7x | 32.2x | 4.3x |
Price to Earnings Ratio
32.2x
Current Industry PE
- Investors are relatively neutral on the American Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 28.2x.
- 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 4.7% 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 | 1.90% | |
| Telecom | 2.96% | |
| Entertainment | 3.99% | |
| Interactive Media and Services | 3.29% | |
| Media | 2.58% | |
| Telecom Services and Carriers | 0.27% | |
| Wireless Telecom | -0.53% | |
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 27.5%, which is higher than its past year's earnings growth of 4.1% 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.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings growth rate of 4.1% per year.
- In contrast, the Media industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| META Meta Platforms | US$563.33 | 5.0% +US$68.3b | 88.4% | PE27.7x | |
| GOOGL Alphabet | US$162.29 | 1.9% +US$36.6b | 26.2% | PE22.8x | |
| CMCSA Comcast | US$41.35 | 5.3% +US$8.0b | -6.5% | PE10.6x | |
| SPOT Spotify Technology | US$380.36 | 11.2% +US$7.7b | 149.6% | PE146.7x | |
| SE Sea | US$92.85 | 15.6% +US$7.2b | 131.3% | PS3.7x |