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U.S. Telecom Sector Analysis

UpdatedNov 06, 2025
DataAggregated Company Financials
Companies492
  • 7D-3.2%
  • 3M9.2%
  • 1Y29.2%
  • YTD23.7%

Over the last 7 days, the Telecom industry has dropped 3.2%, driven by Meta Platforms declining 15%. This takes the industry's 12 month performance to a gain of 29%. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025US$7.3tUS$1.6tUS$297.2b17.3x24.5x4.4x
Sat, 04 Oct 2025US$7.3tUS$1.6tUS$286.1b18.9x25.6x4.5x
Mon, 01 Sep 2025US$7.1tUS$1.6tUS$287.3b21.3x24.7x4.3x
Wed, 30 Jul 2025US$6.7tUS$1.6tUS$256.8b18.2x26.1x4.1x
Fri, 27 Jun 2025US$6.5tUS$1.6tUS$250.2b17.3x25.8x4x
Sun, 25 May 2025US$6.1tUS$1.6tUS$248.0b17.1x24.7x3.8x
Tue, 22 Apr 2025US$5.4tUS$1.6tUS$227.8b15.9x23.6x3.4x
Thu, 20 Mar 2025US$5.8tUS$1.6tUS$228.5b16.4x25.3x3.6x
Sat, 15 Feb 2025US$6.6tUS$1.6tUS$218.1b19.1x30.2x4.1x
Mon, 13 Jan 2025US$6.1tUS$1.6tUS$189.3b18.6x32.2x3.9x
Wed, 11 Dec 2024US$6.1tUS$1.6tUS$189.5b18.2x31.9x3.8x
Fri, 08 Nov 2024US$5.8tUS$1.6tUS$187.5b17.9x31.1x3.7x
Sun, 06 Oct 2024US$5.7tUS$1.5tUS$188.2b18.3x30.4x3.7x
Tue, 03 Sep 2024US$5.4tUS$1.6tUS$189.1b18.8x28.4x3.5x
Thu, 01 Aug 2024US$5.3tUS$1.5tUS$197.8b20.6x26.8x3.4x
Sat, 29 Jun 2024US$5.5tUS$1.5tUS$191.3b15.7x29x3.6x
Mon, 27 May 2024US$5.3tUS$1.5tUS$191.3b17.3x27.7x3.5x
Wed, 24 Apr 2024US$5.1tUS$1.5tUS$177.0b18x28.7x3.4x
Fri, 22 Mar 2024US$5.1tUS$1.5tUS$175.9b18.5x28.7x3.4x
Sun, 18 Feb 2024US$4.8tUS$1.5tUS$174.0b16x27.7x3.2x
Tue, 16 Jan 2024US$4.7tUS$1.5tUS$128.1b15.2x36.7x3.1x
Thu, 14 Dec 2023US$4.5tUS$1.5tUS$128.0b16.6x34.8x2.9x
Sat, 11 Nov 2023US$4.3tUS$1.5tUS$125.8b13.1x34.1x2.8x
Mon, 09 Oct 2023US$4.3tUS$1.5tUS$104.7b13.9x41.4x2.9x
Wed, 06 Sep 2023US$4.3tUS$1.5tUS$104.4b14.5x41.4x2.9x
Fri, 04 Aug 2023US$4.3tUS$1.5tUS$104.8b14.5x41x2.9x
Sun, 02 Jul 2023US$4.1tUS$1.5tUS$107.0b17.1x38.7x2.8x
Tue, 30 May 2023US$4.0tUS$1.5tUS$107.1b16.1x37.5x2.7x
Thu, 27 Apr 2023US$3.6tUS$1.5tUS$114.0b16.2x32x2.5x
Sat, 25 Mar 2023US$3.7tUS$1.5tUS$115.3b16.3x32.3x2.5x
Mon, 20 Feb 2023US$3.6tUS$1.5tUS$122.0b20.1x29.4x2.4x
Wed, 18 Jan 2023US$3.4tUS$1.5tUS$166.4b17.5x20.5x2.3x
Fri, 16 Dec 2022US$3.2tUS$1.5tUS$166.5b16.8x19.2x2.1x
Sun, 13 Nov 2022US$3.3tUS$1.5tUS$163.4b18.2x20.2x2.2x
Price to Earnings Ratio

20.2x


Total Market Cap: US$3.3tTotal Earnings: US$163.4bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 30x202320242025
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 24.5x which is lower than its 3-year average PE of 30.0x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 3.1% 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 Market-1.58%
Telecom-3.24%
Media-2.00%
Telecom Services and Carriers-2.24%
Entertainment-2.43%
Interactive Media and Services-3.51%
Wireless Telecom-4.55%
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 17.2%, which is higher than its past year's earnings decline of 2.9% per year.
  • Investors are most pessimistic about the Media industry, which is trading below its 3-year average of 19.4x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings decline of 2.9% per year.
  • In contrast, the Media industry is expected to see its earnings grow by 3.2% 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$284.313.5%
+US$114.8b		61.1%PE27.6x
WBD Warner Bros. DiscoveryUS$22.766.7%
+US$3.5b		171.6%PE73x
DIS Walt DisneyUS$111.361.0%
+US$2.0b		12.6%PE17.3x
FOXA FoxUS$64.786.5%
+US$1.6b		42.4%PE14.1x
FWON.K Formula One GroupUS$101.415.7%
+US$1.4b		22.4%PE92.9x

Latest News

META
US$635.95
Meta Platforms
7D
-15.4%
1Y
11.2%
TMUS
US$204.74
T-Mobile US
7D
-4.8%
1Y
-11.8%
RBLX
US$102.24
Roblox
7D
-23.6%
1Y
93.3%
SPOT
US$620.00
Spotify Technology
7D
-6.9%
1Y
58.5%
PINS
US$25.75
Pinterest
7D
-21.5%
1Y
-23.7%
FUBO
US$4.08
fuboTV
7D
10.6%
1Y
189.4%
WBD
US$22.76
Warner Bros. Discovery
7D
6.7%
1Y
171.6%
GOOGL
US$284.31
Alphabet
7D
3.5%
1Y
61.1%

The Real Power Behind Alphabet’s Growth

Alphabet Stock: Record-Breaking Growth Meets AI Ad Risk Alphabet (NASDAQ: GOOGL, GOOG) just delivered one of the strongest quarters in its history — its first-ever $100 billion quarter. Revenue for Q3 2025 climbed 16% year over year to $102.3 billion , while EPS surged 35% to $2.87.
FOXA
US$64.78
Fox
7D
6.5%
1Y
42.4%

FOXA: Future Earnings Will Depend On Sustaining Advertising And Audience Strength

Fox's analyst price target has increased from $62.97 to $70.50, reflecting analysts' confidence in the company's strong recent earnings beats, robust advertising momentum, and improved outlook on key revenue drivers. Analyst Commentary Following Fox's recent earnings results, several analysts have provided updated perspectives on the outlook for the company.
CHTR
US$225.15
Charter Communications
7D
-6.8%
1Y
-44.8%
DIS
US$111.36
Walt Disney
7D
1.0%
1Y
12.6%
CMCSA
US$27.94
Comcast
7D
-2.1%
1Y
-38.1%

CMCSA: Upcoming Media Deals And Streaming Moves Will Drive Future Momentum

Comcast's fair value estimate has been reduced from $38.91 to $35.75 per share. Analysts cite greater near-term EBITDA pressure and slowing broadband ARPU growth, despite incremental improvements from recent strategic shifts.
T
US$24.56
AT&T
7D
-2.3%
1Y
10.0%
ROKU
US$105.67
Roku
7D
7.2%
1Y
46.2%
GSAT
US$51.13
Globalstar
7D
23.1%
1Y
83.3%
FWON.K
US$101.41
Formula One Group
7D
5.7%
1Y
22.4%