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U.S. Telecom Sector Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies480
  • 7D-3.8%
  • 3M5.4%
  • 1Y24.9%
  • YTD1.2%

Over the last 7 days, the Telecom industry has dropped 3.8%, driven by declines in Alphabet and Meta Platforms of 3.9% and 9.4%, respectively. Over the past 12 months, the industry was up 25%. As for the next few years, earnings are expected to grow by 22% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Jun 2026US$9.6tUS$1.7tUS$299.4b17.8x32.1x5.5x
Sun, 10 May 2026US$8.5tUS$1.7tUS$309.1b17.7x27.6x5x
Tue, 07 Apr 2026US$7.2tUS$1.7tUS$272.4b16x26.6x4.3x
Thu, 05 Mar 2026US$7.6tUS$1.7tUS$272.9b17.7x28x4.5x
Sat, 31 Jan 2026US$8.2tUS$1.7tUS$282.1b16.4x29x4.9x
Mon, 29 Dec 2025US$7.8tUS$1.6tUS$282.2b16.3x27.7x4.7x
Wed, 26 Nov 2025US$7.7tUS$1.6tUS$283.1b16.7x27.1x4.7x
Fri, 24 Oct 2025US$7.4tUS$1.6tUS$295.7b18.3x24.9x4.6x
Sun, 21 Sep 2025US$7.6tUS$1.6tUS$286.1b20.4x26.7x4.7x
Tue, 19 Aug 2025US$7.1tUS$1.6tUS$286.5b19.6x24.8x4.3x
Thu, 17 Jul 2025US$6.6tUS$1.6tUS$249.6b17.9x26.4x4.1x
Sat, 14 Jun 2025US$6.4tUS$1.6tUS$250.1b17.3x25.7x4x
Mon, 12 May 2025US$5.8tUS$1.6tUS$247.6b17.1x23.3x3.6x
Wed, 09 Apr 2025US$5.2tUS$1.6tUS$227.2b14.6x23x3.3x
Fri, 07 Mar 2025US$6.2tUS$1.6tUS$228.1b16.6x27.2x3.9x
Sun, 02 Feb 2025US$6.6tUS$1.6tUS$209.4b17.2x31.4x4.2x
Tue, 31 Dec 2024US$6.1tUS$1.6tUS$189.8b18.6x32.4x3.9x
Thu, 28 Nov 2024US$5.9tUS$1.6tUS$189.8b20.2x30.9x3.7x
Sat, 26 Oct 2024US$5.6tUS$1.5tUS$180.7b18x30.8x3.6x
Mon, 23 Sep 2024US$5.5tUS$1.5tUS$188.2b18.1x29.2x3.6x
Wed, 21 Aug 2024US$5.4tUS$1.6tUS$189.2b19.3x28.7x3.5x
Fri, 19 Jul 2024US$5.4tUS$1.5tUS$191.1b18.4x28.2x3.5x
Sun, 16 Jun 2024US$5.4tUS$1.5tUS$191.0b16.4x28.3x3.5x
Tue, 14 May 2024US$5.2tUS$1.5tUS$193.8b18.5x26.8x3.4x
Thu, 11 Apr 2024US$5.2tUS$1.5tUS$176.0b18.5x29.4x3.4x
Sat, 09 Mar 2024US$4.9tUS$1.5tUS$173.8b16.7x27.9x3.2x
Mon, 05 Feb 2024US$5.0tUS$1.5tUS$161.9b14.8x31x3.3x
Wed, 03 Jan 2024US$4.6tUS$1.5tUS$128.1b15.6x35.8x3x
Fri, 01 Dec 2023US$4.4tUS$1.5tUS$128.0b16x34.7x2.9x
Sun, 29 Oct 2023US$4.0tUS$1.5tUS$126.0b12.5x31.9x2.7x
Tue, 26 Sep 2023US$4.2tUS$1.5tUS$104.7b14.1x40.3x2.8x
Thu, 24 Aug 2023US$4.2tUS$1.5tUS$103.5b13.9x41.1x2.8x
Sat, 22 Jul 2023US$4.2tUS$1.5tUS$107.1b15x38.9x2.8x
Mon, 19 Jun 2023US$4.2tUS$1.5tUS$107.1b17.4x38.7x2.8x
Price to Earnings Ratio

38.7x


Total Market Cap: US$4.2tTotal Earnings: US$107.1bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 29.9x202420252026
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 29.9x.
  • The 3-year average PS ratio of 3.8x 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 41% per year over the last three years.
  • Revenues for these companies have grown 5.4% 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-2.36%
Telecom-3.84%
Wireless Telecom3.95%
Telecom Services and Carriers1.72%
Media0.75%
Entertainment0.33%
Interactive Media and Services-5.36%
Industry PE
  • Investors are most optimistic about the Telecom Services and Carriers industry which is trading above its 3-year average PE ratio of 0.12x.
    • Analysts are expecting annual earnings growth of 47.7%, which is higher than its past year's earnings decline of 6.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 48% over the next 5 years.
  • This is better than its past earnings decline of 6.1% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 11% 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
TMUS T-Mobile USUS$185.825.0%
+US$9.5b		-18.7%PE19.1x
VZ Verizon CommunicationsUS$46.944.6%
+US$8.6b		8.8%PE11.3x
LYV Live Nation EntertainmentUS$172.337.0%
+US$2.6b		22.0%PS1.6x
CMCSA ComcastUS$23.972.7%
+US$2.3b		-32.0%PE4.6x
DIS Walt DisneyUS$100.341.0%
+US$1.7b		-15.4%PE15.5x

Latest News

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