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U.S. Telecom Sector Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies501
  • 7D1.6%
  • 3M-2.6%
  • 1Y27.6%
  • YTD-1.7%

The Telecom industry is up 1.6% in the last week, with Alphabet up 1.5%. During this same period, the Baidu underperformed, falling 8.7%. In the last 12 months, the industry was up 28%. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Feb 2026US$7.7tUS$1.7tUS$274.2b18.7x27.9x4.5x
Sun, 25 Jan 2026US$7.9tUS$1.7tUS$283.0b16.6x27.9x4.8x
Tue, 23 Dec 2025US$7.7tUS$1.6tUS$280.9b16.6x27.4x4.7x
Thu, 20 Nov 2025US$7.4tUS$1.6tUS$283.1b16.1x26.1x4.5x
Sat, 18 Oct 2025US$7.3tUS$1.6tUS$286.1b17.6x25.6x4.5x
Mon, 15 Sep 2025US$7.4tUS$1.6tUS$286.1b20.7x25.8x4.6x
Wed, 13 Aug 2025US$6.9tUS$1.6tUS$285.8b20x24.2x4.2x
Fri, 11 Jul 2025US$6.6tUS$1.6tUS$250.2b18.4x26.4x4.1x
Sun, 08 Jun 2025US$6.4tUS$1.6tUS$250.0b17.2x25.8x4x
Tue, 06 May 2025US$5.9tUS$1.6tUS$243.7b16.9x24.2x3.7x
Thu, 03 Apr 2025US$5.7tUS$1.6tUS$227.4b17.4x25.3x3.6x
Sat, 01 Mar 2025US$6.1tUS$1.6tUS$228.1b17.1x26.9x3.9x
Mon, 27 Jan 2025US$6.4tUS$1.6tUS$198.3b18.8x32.2x4.1x
Wed, 25 Dec 2024US$6.2tUS$1.6tUS$189.6b18x32.9x4x
Fri, 22 Nov 2024US$5.9tUS$1.6tUS$189.7b19.8x31.3x3.8x
Sun, 20 Oct 2024US$5.7tUS$1.5tUS$188.9b18.5x29.9x3.7x
Tue, 17 Sep 2024US$5.3tUS$1.5tUS$187.4b18.7x28.3x3.4x
Thu, 15 Aug 2024US$5.3tUS$1.6tUS$189.6b18.8x28.1x3.4x
Sat, 13 Jul 2024US$5.5tUS$1.5tUS$191.2b17.3x28.9x3.6x
Mon, 10 Jun 2024US$5.3tUS$1.5tUS$191.0b15.3x28x3.5x
Wed, 08 May 2024US$5.2tUS$1.5tUS$193.7b18.2x26.9x3.4x
Fri, 05 Apr 2024US$5.2tUS$1.5tUS$176.0b19.5x29.3x3.4x
Sun, 03 Mar 2024US$4.9tUS$1.5tUS$174.0b16.9x28.1x3.2x
Tue, 30 Jan 2024US$5.0tUS$1.5tUS$145.5b15.3x34.2x3.3x
Thu, 28 Dec 2023US$4.6tUS$1.5tUS$127.9b14.7x36.4x3.1x
Sat, 25 Nov 2023US$4.5tUS$1.5tUS$128.3b16x35.2x3x
Mon, 23 Oct 2023US$4.3tUS$1.5tUS$102.5b14.9x41.7x2.8x
Wed, 20 Sep 2023US$4.4tUS$1.5tUS$104.4b14.3x41.8x2.9x
Fri, 18 Aug 2023US$4.2tUS$1.5tUS$102.7b14.9x41x2.8x
Sun, 16 Jul 2023US$4.3tUS$1.5tUS$106.8b16.6x40x2.9x
Tue, 13 Jun 2023US$4.1tUS$1.5tUS$107.1b15.9x38.3x2.8x
Thu, 11 May 2023US$3.8tUS$1.5tUS$104.6b17.1x36.6x2.6x
Sat, 08 Apr 2023US$3.8tUS$1.5tUS$115.4b16.6x33.3x2.6x
Mon, 06 Mar 2023US$3.6tUS$1.5tUS$113.7b20x31.4x2.4x
Price to Earnings Ratio

31.4x


Total Market Cap: US$3.6tTotal Earnings: US$113.7bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 30.5x202420252026
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 30.5x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 34% per year over the last three years.
  • Revenues for these companies have grown 4.3% 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 Market0.58%
Telecom1.60%
Entertainment4.34%
Interactive Media and Services1.51%
Media0.45%
Telecom Services and Carriers-0.69%
Wireless Telecom-0.73%
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 17.4%, which is higher than its past year's earnings decline of 6.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 2.8% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 4.8% 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$307.381.5%
+US$54.8b		82.4%PE28.1x
META Meta PlatformsUS$657.011.9%
+US$30.9b		-0.2%PE27.5x
NFLX NetflixUS$84.597.5%
+US$25.0b		-13.7%PE32.5x
RBLX RobloxUS$71.4010.8%
+US$4.9b		18.2%PS10.3x
TTWO Take-Two Interactive SoftwareUS$213.295.9%
+US$2.2b		2.4%PS6x

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