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U.S. Telecom Sector Analysis

UpdatedAug 05, 2026
DataAggregated Company Financials
Companies475
  • 7D7.2%
  • 3M-5.2%
  • 1Y20.3%
  • YTD-1.8%

The Telecom industry is up 7.2% in the last week, with Alphabet up 13%. Meanwhile, Roblox actually underperformed within the industry, shrinking 25% in the last week. This means that the industry has gained 20% over the past year. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Aug 2026US$9.9tUS$1.8tUS$388.0b19.2x25.4x5.5x
Fri, 03 Jul 2026US$9.9tUS$1.7tUS$300.8b18.3x33x5.7x
Sun, 31 May 2026US$8.3tUS$1.7tUS$308.9b16.9x27x4.8x
Tue, 28 Apr 2026US$8.1tUS$1.7tUS$272.8b16.1x29.5x4.8x
Thu, 26 Mar 2026US$7.2tUS$1.7tUS$272.3b16.7x26.5x4.3x
Sat, 21 Feb 2026US$7.5tUS$1.7tUS$276.2b15.7x27.1x4.5x
Mon, 19 Jan 2026US$7.8tUS$1.6tUS$282.2b16x27.7x4.8x
Wed, 17 Dec 2025US$7.7tUS$1.6tUS$280.9b16.5x27.3x4.7x
Fri, 14 Nov 2025US$7.4tUS$1.6tUS$285.3b17.1x26x4.5x
Sun, 12 Oct 2025US$7.1tUS$1.6tUS$286.1b17.6x24.9x4.4x
Tue, 09 Sep 2025US$7.3tUS$1.6tUS$286.2b20.4x25.6x4.5x
Thu, 07 Aug 2025US$6.8tUS$1.6tUS$273.3b18.2x25x4.2x
Sat, 05 Jul 2025US$6.6tUS$1.6tUS$250.2b18.1x26.6x4.1x
Mon, 02 Jun 2025US$6.2tUS$1.6tUS$249.8b17.8x24.9x3.9x
Wed, 30 Apr 2025US$5.7tUS$1.6tUS$240.0b17x23.6x3.6x
Fri, 28 Mar 2025US$5.9tUS$1.6tUS$227.8b17.9x26.1x3.8x
Sun, 23 Feb 2025US$6.4tUS$1.6tUS$225.2b20.4x28.2x4x
Tue, 21 Jan 2025US$6.2tUS$1.6tUS$189.6b19x32.6x3.9x
Thu, 19 Dec 2024US$6.3tUS$1.6tUS$189.7b18.2x33.1x4x
Sat, 16 Nov 2024US$5.9tUS$1.6tUS$189.6b19.3x31x3.7x
Mon, 14 Oct 2024US$5.6tUS$1.5tUS$188.2b18.6x30x3.7x
Wed, 11 Sep 2024US$5.1tUS$1.6tUS$189.1b18.8x27x3.3x
Fri, 09 Aug 2024US$5.1tUS$1.5tUS$196.0b19.7x26.1x3.3x
Sun, 07 Jul 2024US$5.7tUS$1.5tUS$191.3b16.5x29.8x3.7x
Tue, 04 Jun 2024US$5.3tUS$1.5tUS$191.0b16x27.6x3.5x
Thu, 02 May 2024US$5.0tUS$1.5tUS$193.5b18.1x25.8x3.3x
Sat, 30 Mar 2024US$5.1tUS$1.5tUS$175.8b18.9x28.8x3.4x
Mon, 26 Feb 2024US$4.9tUS$1.5tUS$174.7b18.3x28x3.3x
Wed, 24 Jan 2024US$4.8tUS$1.5tUS$118.8b15.2x40.2x3.1x
Fri, 22 Dec 2023US$4.6tUS$1.5tUS$127.9b16.4x35.9x3x
Sun, 19 Nov 2023US$4.5tUS$1.5tUS$127.2b15.4x35.2x2.9x
Tue, 17 Oct 2023US$4.4tUS$1.5tUS$104.7b15.2x41.9x2.9x
Thu, 14 Sep 2023US$4.3tUS$1.5tUS$104.4b13.4x41.5x2.9x
Sat, 12 Aug 2023US$4.3tUS$1.5tUS$102.5b14.9x41.7x2.9x
Price to Earnings Ratio

41.7x


Total Market Cap: US$4.3tTotal Earnings: US$102.5bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 29.5x202420252026
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 25.4x which is lower than its 3-year average PE of 29.5x.
  • The 3-year average PS ratio of 3.9x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 56% per year over the last three years.
  • Revenues for these companies have grown 6.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market4.85%
Telecom7.25%
Interactive Media and Services9.14%
Telecom Services and Carriers8.27%
Media1.45%
Entertainment-1.91%
Wireless Telecom-1.92%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 9.4x.
    • Analysts are expecting annual earnings growth of 20.7%, which is higher than its past year's earnings growth of 0.04% per year.
  • Investors are most pessimistic about the Wireless Telecom industry, which is trading below its 3-year average of 22.9x.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 49% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Interactive Media and Services industry is expected to see its earnings grow by 3.5% 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
GOOGL AlphabetUS$377.6513.2%
+US$537.4b		94.0%PE18.9x
SPCX Space Exploration TechnologiesUS$125.3311.4%
+US$168.4b		n/aPS85.5x
ASTS AST SpaceMobileUS$70.3124.3%
+US$4.1b		33.7%PS247.3x
CMCSA ComcastUS$24.933.1%
+US$2.6b		-23.3%PE7.9x
BIDU BaiduUS$112.587.3%
+US$2.6b		31.1%PE659.5x

Latest News

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US$377.65
Alphabet
7D
13.2%
1Y
94.0%
SNAP
US$5.79
Snap
7D
21.4%
1Y
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SPOT
US$478.17
Spotify Technology
7D
-6.5%
1Y
-26.1%
SPCX
US$125.33
Space Exploration Technologies
7D
11.4%
1Y
n/a
META
US$587.94
Meta Platforms
7D
-0.9%
1Y
-23.0%
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Revenue Grew 28%. Free Cash Flow Fell 91%. Cancel the Limit Order.

Cancel the Order. Not Because the Company Got Worse.
CMCSA
US$24.93
Comcast
7D
3.1%
1Y
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TMUS
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T-Mobile US
7D
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1Y
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ECHO
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EchoStar
7D
6.6%
1Y
242.7%
VZ
US$46.88
Verizon Communications
7D
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1Y
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ASTS
US$70.31
AST SpaceMobile
7D
24.3%
1Y
33.7%
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RDDT
US$159.97
Reddit
7D
-10.4%
1Y
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T
US$23.38
AT&T
7D
-5.2%
1Y
-15.8%
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T: Future Returns Will Balance Fiber Gains With Satellite And Spectrum Uncertainties

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OMC
US$81.81
Omnicom Group
7D
-5.1%
1Y
12.7%
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BIDU
US$112.58
Baidu
7D
7.3%
1Y
31.1%
RBLX
US$37.00
Roblox
7D
-25.3%
1Y
-70.9%
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CHTR
US$153.07
Charter Communications
7D
9.4%
1Y
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