Should You Think About Buying The Liberty SiriusXM Group (NASDAQ:LSXM.K) Now?
Feb 03
U.S. Telecom Sector Analysis
UpdatedFeb 06, 2023
DataAggregated Company Financials
Companies540
- 7D5.0%
- 3M24.3%
- 1Y-23.1%
- YTD19.2%
The Telecom industry is up 5.0% in the last week, 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%. Looking forward, 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Feb 2023 | US$3.8t | US$1.5t | US$129.2b | 19.7x | 29.4x | 2.6x |
| Wed, 04 Jan 2023 | US$3.2t | US$1.5t | US$166.4b | 15.7x | 19.3x | 2.1x |
| Fri, 02 Dec 2022 | US$3.4t | US$1.5t | US$166.5b | 17.4x | 20.6x | 2.3x |
| Sun, 30 Oct 2022 | US$3.3t | US$1.5t | US$168.0b | 15.8x | 19.4x | 2.2x |
| Tue, 27 Sep 2022 | US$3.3t | US$1.5t | US$187.6b | 14.5x | 17.5x | 2.2x |
| Thu, 25 Aug 2022 | US$3.8t | US$1.5t | US$186.8b | 16.5x | 20.4x | 2.6x |
| Sat, 23 Jul 2022 | US$3.9t | US$1.5t | US$214.4b | 17x | 18.3x | 2.7x |
| Mon, 20 Jun 2022 | US$4.2t | US$1.5t | US$214.0b | 16.9x | 19.7x | 2.9x |
| Wed, 18 May 2022 | US$3.9t | US$1.5t | US$218.3b | 18.2x | 18.1x | 2.7x |
| Fri, 15 Apr 2022 | US$4.5t | US$1.4t | US$224.7b | 20.4x | 20.1x | 3.1x |
| Sun, 13 Mar 2022 | US$4.4t | US$1.4t | US$225.8b | 16.7x | 19.4x | 3x |
| Tue, 08 Feb 2022 | US$4.8t | US$1.4t | US$218.4b | 19.6x | 22.2x | 3.4x |
| Thu, 06 Jan 2022 | US$5.5t | US$1.4t | US$194.7b | 19.5x | 28.1x | 3.9x |
| Sat, 04 Dec 2021 | US$5.4t | US$1.4t | US$194.5b | 19.2x | 27.6x | 3.8x |
| Mon, 01 Nov 2021 | US$5.8t | US$1.4t | US$197.1b | 24.6x | 29.4x | 4.2x |
| Wed, 29 Sep 2021 | US$5.7t | US$1.3t | US$179.1b | 24.2x | 31.9x | 4.2x |
| Fri, 27 Aug 2021 | US$6.0t | US$1.3t | US$179.9b | 23.8x | 33.2x | 4.4x |
| Sat, 03 Jul 2021 | US$5.7t | US$1.3t | US$174.1b | 26.3x | 32.9x | 4.3x |
| Tue, 06 Apr 2021 | US$5.1t | US$1.3t | US$130.4b | 27.1x | 39.4x | 4.1x |
| Fri, 08 Jan 2021 | US$4.7t | US$1.2t | US$98.7b | 24.4x | 48x | 3.9x |
| Thu, 01 Oct 2020 | US$4.1t | US$1.2t | US$108.9b | 18.8x | 37.2x | 3.4x |
| Sun, 05 Jul 2020 | US$3.7t | US$1.2t | US$102.7b | 17.9x | 36x | 3.1x |
| Wed, 08 Apr 2020 | US$3.0t | US$1.2t | US$128.5b | 14.4x | 23.4x | 2.5x |
Price to Earnings Ratio
26x
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 Market | 1.73% | |
| Telecom | 4.99% | |
| Interactive Media and Services | 8.68% | |
| Media | 2.57% | |
| Telecom Services and Carriers | 0.96% | |
| Entertainment | 0.64% | |
| 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 771x.
- 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| META Meta Platforms | US$186.53 | 22.9% +US$85.7b | -21.3% | PE20.8x | |
| GOOGL Alphabet | US$104.78 | 5.4% +US$55.8b | -26.9% | PE22.4x | |
| SPOT Spotify Technology | US$121.17 | 18.5% +US$3.7b | -30.5% | PS1.9x | |
| VZ Verizon Communications | US$41.51 | 2.1% +US$3.7b | -22.1% | PE8.2x | |
| DIS Walt Disney | US$110.71 | 1.1% +US$2.5b | -22.0% | PE63.3x |
