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U.S. Telecom Sector Analysis
UpdatedNov 28, 2024
DataAggregated Company Financials
Companies458
- 7D-0.5%
- 3M11.3%
- 1Y38.7%
- YTD34.6%
Over the last 7 days, the Telecom industry has remained flat, although notably T-Mobile US gained 4.6%. As for the the longer term, the industry is up 39% over the past 12 months. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 Nov 2024 | US$5.9t | US$1.6t | US$189.8b | 20.2x | 30.9x | 3.7x |
| Sat, 26 Oct 2024 | US$5.6t | US$1.5t | US$180.7b | 18x | 30.8x | 3.6x |
| Mon, 23 Sep 2024 | US$5.5t | US$1.5t | US$188.2b | 18.1x | 29.2x | 3.6x |
| Wed, 21 Aug 2024 | US$5.4t | US$1.6t | US$189.2b | 19.3x | 28.7x | 3.5x |
| Fri, 19 Jul 2024 | US$5.4t | US$1.5t | US$191.1b | 18.4x | 28.2x | 3.5x |
| Sun, 16 Jun 2024 | US$5.4t | US$1.5t | US$191.0b | 16.4x | 28.3x | 3.5x |
| Tue, 14 May 2024 | US$5.2t | US$1.5t | US$193.8b | 18.5x | 26.8x | 3.4x |
| Thu, 11 Apr 2024 | US$5.2t | US$1.5t | US$176.0b | 18.5x | 29.4x | 3.4x |
| Sat, 09 Mar 2024 | US$4.9t | US$1.5t | US$173.8b | 16.7x | 27.9x | 3.2x |
| Mon, 05 Feb 2024 | US$5.0t | US$1.5t | US$161.9b | 14.8x | 31x | 3.3x |
| Wed, 03 Jan 2024 | US$4.6t | US$1.5t | US$128.1b | 15.6x | 35.8x | 3x |
| Fri, 01 Dec 2023 | US$4.4t | US$1.5t | US$128.0b | 16x | 34.7x | 2.9x |
| Sun, 29 Oct 2023 | US$4.0t | US$1.5t | US$126.0b | 12.5x | 31.9x | 2.7x |
| Tue, 26 Sep 2023 | US$4.2t | US$1.5t | US$104.7b | 14.1x | 40.3x | 2.8x |
| Thu, 24 Aug 2023 | US$4.2t | US$1.5t | US$103.5b | 13.9x | 41.1x | 2.8x |
| Sat, 22 Jul 2023 | US$4.2t | US$1.5t | US$107.1b | 15x | 38.9x | 2.8x |
| Mon, 19 Jun 2023 | US$4.2t | US$1.5t | US$107.1b | 17.4x | 38.7x | 2.8x |
| Wed, 17 May 2023 | US$3.9t | US$1.5t | US$107.1b | 17.2x | 36.2x | 2.6x |
| Fri, 14 Apr 2023 | US$3.8t | US$1.5t | US$115.8b | 16.9x | 33.2x | 2.6x |
| Sun, 12 Mar 2023 | US$3.4t | US$1.5t | US$115.0b | 17.8x | 29.5x | 2.3x |
| Tue, 07 Feb 2023 | US$3.7t | US$1.5t | US$129.2b | 19.5x | 29x | 2.5x |
| Thu, 05 Jan 2023 | US$3.3t | US$1.5t | US$166.4b | 16.4x | 19.6x | 2.2x |
| Sat, 03 Dec 2022 | US$3.4t | US$1.5t | US$166.5b | 18.8x | 20.7x | 2.3x |
| Mon, 31 Oct 2022 | US$3.3t | US$1.5t | US$168.0b | 15.8x | 19.4x | 2.2x |
| Wed, 28 Sep 2022 | US$3.3t | US$1.5t | US$187.6b | 14.7x | 17.4x | 2.2x |
| Fri, 26 Aug 2022 | US$3.8t | US$1.5t | US$186.9b | 17.1x | 20.6x | 2.6x |
| Sun, 24 Jul 2022 | US$3.8t | US$1.4t | US$212.3b | 16.5x | 17.7x | 2.6x |
| Tue, 21 Jun 2022 | US$4.2t | US$1.5t | US$214.0b | 16.9x | 19.7x | 2.9x |
| Thu, 19 May 2022 | US$4.0t | US$1.5t | US$217.9b | 17.8x | 18.2x | 2.7x |
| Sat, 16 Apr 2022 | US$4.5t | US$1.4t | US$224.7b | 20.4x | 20.1x | 3.1x |
| Mon, 14 Mar 2022 | US$4.4t | US$1.4t | US$225.8b | 16.7x | 19.4x | 3x |
| Wed, 09 Feb 2022 | US$4.9t | US$1.4t | US$218.3b | 20.1x | 22.3x | 3.4x |
| Fri, 07 Jan 2022 | US$5.3t | US$1.4t | US$194.6b | 19.3x | 27.4x | 3.8x |
| Sun, 05 Dec 2021 | US$5.4t | US$1.4t | US$194.5b | 19.2x | 27.6x | 3.8x |
Price to Earnings Ratio
27.6x
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 28.1x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 3.7x.
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 4.0% 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 | 1.63% | |
| Telecom | -0.54% | |
| Wireless Telecom | 4.41% | |
| Telecom Services and Carriers | 3.47% | |
| Media | 1.28% | |
| Entertainment | 0.62% | |
| Interactive Media and Services | -1.86% | |
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 27.9%, which is higher than its past year's earnings decline of 13.9% per year.
- Investors are most pessimistic about the Interactive Media and Services industry, which is trading close to its 3-year average of 25.7x.
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 14% per year.
- In contrast, the Interactive Media and Services 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TMUS T-Mobile US | US$246.20 | 4.6% +US$12.5b | 64.6% | PE27.5x | |
| META Meta Platforms | US$569.20 | 0.7% +US$9.3b | 71.3% | PE25.9x | |
| VZ Verizon Communications | US$44.38 | 5.1% +US$9.1b | 17.5% | PE19.1x | |
| DIS Walt Disney | US$117.60 | 2.9% +US$6.0b | 27.1% | PE42.8x | |
| T AT&T | US$23.27 | 1.9% +US$3.2b | 42.8% | PE18.9x |
