Comcast Corporation (NASDAQ:CMCSA) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
Apr 26
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U.S. Telecom Sector Analysis
UpdatedApr 26, 2025
DataAggregated Company Financials
Companies469
- 7D5.9%
- 3M-11.0%
- 1Y12.8%
- YTD-6.3%
In the last week, the Telecom industry is up 5.9%, with Alphabet leading the way, up 7.1%. In the same time, T-Mobile US was down 11%. This takes the industry's 12 month performance to a gain of 13%. Looking forward, earnings are forecast to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Sun, 27 Apr 2025 | US$5.6t | US$1.6t | US$239.9b | 17x | 23.5x | 3.5x |
| Tue, 25 Mar 2025 | US$6.0t | US$1.6t | US$228.1b | 18x | 26.1x | 3.8x |
| Thu, 20 Feb 2025 | US$6.6t | US$1.6t | US$218.3b | 19.4x | 30.3x | 4.2x |
| Sat, 18 Jan 2025 | US$6.1t | US$1.6t | US$189.6b | 19.2x | 32.3x | 3.9x |
| Mon, 16 Dec 2024 | US$6.2t | US$1.6t | US$189.8b | 18.7x | 32.9x | 4x |
| Wed, 13 Nov 2024 | US$5.9t | US$1.6t | US$188.8b | 18.9x | 31.4x | 3.8x |
| Fri, 11 Oct 2024 | US$5.6t | US$1.5t | US$188.2b | 18.4x | 29.9x | 3.7x |
| Sun, 08 Sep 2024 | US$5.1t | US$1.6t | US$189.2b | 18.8x | 27x | 3.3x |
| Tue, 06 Aug 2024 | US$5.2t | US$1.5t | US$202.6b | 19.2x | 25.8x | 3.4x |
| Thu, 04 Jul 2024 | US$5.6t | US$1.5t | US$191.3b | 18.1x | 29.1x | 3.6x |
| Sat, 01 Jun 2024 | US$5.3t | US$1.5t | US$191.0b | 16.4x | 27.5x | 3.4x |
| Mon, 29 Apr 2024 | US$5.1t | US$1.5t | US$192.7b | 17.9x | 26.5x | 3.4x |
| Wed, 27 Mar 2024 | US$5.1t | US$1.5t | US$175.9b | 19.9x | 28.8x | 3.4x |
| Fri, 23 Feb 2024 | US$4.8t | US$1.5t | US$174.0b | 17.5x | 27.7x | 3.2x |
| Sun, 21 Jan 2024 | US$4.8t | US$1.5t | US$128.1b | 15.2x | 37.2x | 3.1x |
| Tue, 19 Dec 2023 | US$4.6t | US$1.5t | US$127.9b | 17x | 35.7x | 3x |
| Thu, 16 Nov 2023 | US$4.4t | US$1.5t | US$126.4b | 14.3x | 34.8x | 2.9x |
| Sat, 14 Oct 2023 | US$4.3t | US$1.5t | US$104.7b | 14.9x | 41.3x | 2.9x |
| Mon, 11 Sep 2023 | US$4.3t | US$1.5t | US$104.3b | 14.1x | 41.1x | 2.9x |
| Wed, 09 Aug 2023 | US$4.3t | US$1.5t | US$101.8b | 15.3x | 42.6x | 2.9x |
| Fri, 07 Jul 2023 | US$4.1t | US$1.5t | US$107.0b | 17x | 38.7x | 2.8x |
| Sun, 04 Jun 2023 | US$4.1t | US$1.5t | US$107.4b | 14.8x | 37.8x | 2.7x |
| Tue, 02 May 2023 | US$3.8t | US$1.5t | US$113.1b | 16.8x | 33.9x | 2.6x |
| Thu, 30 Mar 2023 | US$3.7t | US$1.5t | US$115.4b | 16.5x | 32x | 2.5x |
| Sat, 25 Feb 2023 | US$3.4t | US$1.5t | US$117.4b | 18.7x | 29.2x | 2.3x |
| Mon, 23 Jan 2023 | US$3.5t | US$1.5t | US$165.9b | 17.8x | 21.3x | 2.3x |
| Wed, 21 Dec 2022 | US$3.1t | US$1.5t | US$166.5b | 17.2x | 18.8x | 2.1x |
| Fri, 18 Nov 2022 | US$3.3t | US$1.5t | US$163.0b | 17.1x | 20.3x | 2.2x |
| Sun, 16 Oct 2022 | US$3.2t | US$1.5t | US$187.6b | 14.5x | 17.1x | 2.2x |
| Tue, 13 Sep 2022 | US$3.8t | US$1.5t | US$187.5b | 16.2x | 20.1x | 2.5x |
| Thu, 11 Aug 2022 | US$4.0t | US$1.5t | US$186.0b | 17.1x | 21.4x | 2.7x |
| Sat, 09 Jul 2022 | US$3.9t | US$1.5t | US$214.3b | 17x | 18.3x | 2.7x |
| Mon, 06 Jun 2022 | US$4.6t | US$1.5t | US$214.2b | 17.7x | 21.3x | 3.1x |
| Wed, 04 May 2022 | US$4.1t | US$1.5t | US$217.8b | 18.4x | 18.8x | 2.8x |
Price to Earnings Ratio
18.8x
Current Industry PE
- Investors are pessimistic on the American Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 23.5x which is lower than its 3-year average PE of 28.9x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 3.5x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 3.2% per year over the last three years.
- Revenues for these companies have grown 3.0% 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 | 4.71% | |
| Telecom | 5.86% | |
| Entertainment | 9.19% | |
| Interactive Media and Services | 8.02% | |
| Media | 3.57% | |
| Telecom Services and Carriers | -2.71% | |
| Wireless Telecom | -10.60% | |
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 23.1%, which is lower than the prior year's growth of 27.2% per year.
- Investors are most pessimistic about the Telecom Services and Carriers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 0.51x.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 23% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Media industry is expected to see its earnings grow by 9.4% 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 | |
|---|---|---|---|---|---|
| GOOGL Alphabet | US$161.96 | 7.1% +US$122.7b | -5.8% | PE17.7x | |
| META Meta Platforms | US$547.27 | 9.1% +US$115.6b | 23.5% | PE22.2x | |
| NFLX Netflix | US$1.10k | 13.2% +US$54.7b | 96.3% | PE50.6x | |
| DIS Walt Disney | US$90.28 | 6.4% +US$9.9b | -19.9% | PE29.1x | |
| SPOT Spotify Technology | US$620.72 | 8.1% +US$9.5b | 114.3% | PE98.2x |
