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U.S. Telecom Sector Analysis

UpdatedFeb 05, 2023
DataAggregated Company Financials
Companies540
  • 7D5.0%
  • 3M26.4%
  • 1Y-23.1%
  • YTD19.2%

In the last week, the Telecom industry is up 5.0%, with Meta Platforms up 23%. Meanwhile, Electronic Arts actually underperformed within the industry, shrinking 12% in the last week. In the past year, the industry is down 23%. Earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Feb 2023US$3.8tUS$1.5tUS$136.3b19.7x28x2.6x
Tue, 03 Jan 2023US$3.2tUS$1.5tUS$166.4b15.2x19.1x2.1x
Thu, 01 Dec 2022US$3.4tUS$1.5tUS$166.6b18.4x20.6x2.3x
Sat, 29 Oct 2022US$3.3tUS$1.5tUS$168.0b15.7x19.4x2.2x
Mon, 26 Sep 2022US$3.3tUS$1.5tUS$187.6b14.4x17.7x2.2x
Wed, 24 Aug 2022US$3.8tUS$1.5tUS$186.8b16.8x20.3x2.6x
Fri, 22 Jul 2022US$3.9tUS$1.5tUS$214.4b17x18.3x2.7x
Sun, 19 Jun 2022US$4.2tUS$1.5tUS$214.0b16.9x19.7x2.9x
Tue, 17 May 2022US$4.0tUS$1.5tUS$218.1b17.2x18.1x2.7x
Thu, 14 Apr 2022US$4.6tUS$1.4tUS$224.8b21.3x20.5x3.2x
Sat, 12 Mar 2022US$4.4tUS$1.4tUS$225.8b16.7x19.4x3x
Mon, 07 Feb 2022US$4.9tUS$1.4tUS$218.4b19.7x22.7x3.5x
Wed, 05 Jan 2022US$5.5tUS$1.4tUS$194.6b20x28.1x3.9x
Fri, 03 Dec 2021US$5.3tUS$1.4tUS$194.5b19.2x27.4x3.8x
Sun, 31 Oct 2021US$5.8tUS$1.4tUS$196.4b24.9x29.5x4.2x
Tue, 28 Sep 2021US$5.9tUS$1.3tUS$179.1b23.7x32.9x4.4x
Thu, 26 Aug 2021US$5.9tUS$1.3tUS$179.8b23.9x32.7x4.4x
Fri, 02 Jul 2021US$5.7tUS$1.3tUS$174.1b26.3x32.9x4.3x
Mon, 05 Apr 2021US$5.1tUS$1.3tUS$130.4b27.1x39.4x4.1x
Thu, 07 Jan 2021US$4.7tUS$1.2tUS$98.7b24.4x48x3.9x
Wed, 30 Sep 2020US$4.1tUS$1.2tUS$108.9b18.8x37.2x3.4x
Sat, 04 Jul 2020US$3.7tUS$1.2tUS$102.7b17.9x36x3.1x
Tue, 07 Apr 2020US$3.0tUS$1.2tUS$128.5b14.4x23.4x2.5x
Price to Earnings Ratio

26x


Total Market Cap: US$3.4tTotal Earnings: US$132.0bTotal Revenue: US$1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 30.4x202120222023
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 30.4x.
  • The 3-year average PS ratio of 3.4x is higher than the industry's current PS ratio of 2.6x.
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 7.3% 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 Market1.73%
Telecom5.00%
Interactive Media and Services8.69%
Media2.55%
Telecom Services and Carriers0.96%
Entertainment0.64%
Wireless Telecom-1.00%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 770x.
    • Analysts are expecting annual earnings growth of 28.3%, which is higher than its past year's earnings decline of 12.2% per year.
  • Investors are most pessimistic about the Media industry, which is trading below its 3-year average of 20.8x.
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 decline of 12% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 12% 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
META Meta PlatformsUS$186.5322.9%
+US$91.2b
-21.3%PE21.1x
GOOGL AlphabetUS$104.785.4%
+US$70.0b
-26.9%PE20.2x
SPOT Spotify TechnologyUS$121.1718.5%
+US$3.7b
-30.5%PS1.8x
VZ Verizon CommunicationsUS$41.512.1%
+US$3.7b
-22.1%PE8.2x
DIS Walt DisneyUS$110.711.1%
+US$2.5b
-22.0%PE63.3x
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Latest News

SIRI

US$5.22

Sirius XM Holdings

7D

-11.9%

1Y

-23.1%

GOOGL

US$104.78

Alphabet

7D

5.4%

1Y

-26.9%

TMUS

US$145.19

T-Mobile US

7D

-1.0%

1Y

20.1%

NFLX

US$365.90

Netflix

7D

1.4%

1Y

-10.8%

SPOT

US$121.17

Spotify Technology

7D

18.5%

1Y

-30.5%

META

US$186.53

Meta Platforms

7D

22.9%

1Y

-21.3%

CHTR

US$406.30

Charter Communications

7D

3.0%

1Y

-33.3%

EA

US$113.92

Electronic Arts

7D

-11.6%

1Y

-17.3%

CMCSA

US$39.97

Comcast

7D

0.9%

1Y

-19.0%

MTCH

US$48.45

Match Group

7D

-9.7%

1Y

-58.2%

BILI

US$24.33

Bilibili

7D

-12.4%

1Y

-27.4%

BIDU

US$143.06

Baidu

7D

2.9%

1Y

-9.7%