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U.S. Telecom Sector Analysis

UpdatedJul 06, 2025
DataAggregated Company Financials
Companies479
  • 7D-0.3%
  • 3M27.7%
  • 1Y18.5%
  • YTD9.9%

Over the last 7 days, the Telecom industry has remained flat. As for the the longer term, the industry is up 19% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 08 Jul 2025US$6.6tUS$1.6tUS$250.2b18.1x26.6x4.1x
Thu, 05 Jun 2025US$6.2tUS$1.6tUS$249.9b17.5x24.9x3.9x
Sat, 03 May 2025US$5.8tUS$1.6tUS$245.5b16.9x23.6x3.6x
Mon, 31 Mar 2025US$5.7tUS$1.6tUS$227.4b17.3x25x3.6x
Wed, 26 Feb 2025US$6.3tUS$1.6tUS$225.2b17.8x28x4x
Fri, 24 Jan 2025US$6.3tUS$1.6tUS$190.6b18.5x33x4x
Sun, 22 Dec 2024US$6.1tUS$1.6tUS$189.6b17.8x32.2x3.9x
Tue, 19 Nov 2024US$5.8tUS$1.6tUS$189.7b19.7x30.4x3.7x
Thu, 17 Oct 2024US$5.6tUS$1.5tUS$188.2b18.5x30x3.7x
Sat, 14 Sep 2024US$5.3tUS$1.5tUS$188.1b18.7x27.9x3.4x
Mon, 12 Aug 2024US$5.3tUS$1.5tUS$189.8b20.2x27.8x3.4x
Wed, 10 Jul 2024US$5.6tUS$1.5tUS$190.9b17.3x29.5x3.7x
Fri, 07 Jun 2024US$5.4tUS$1.5tUS$191.0b15.4x28.3x3.6x
Sun, 05 May 2024US$5.1tUS$1.5tUS$194.6b18.5x26.3x3.4x
Tue, 02 Apr 2024US$5.1tUS$1.5tUS$176.1b19.2x28.7x3.4x
Thu, 29 Feb 2024US$4.9tUS$1.5tUS$174.2b18.9x27.9x3.3x
Sat, 27 Jan 2024US$5.0tUS$1.5tUS$145.5b15.1x34.1x3.3x
Mon, 25 Dec 2023US$4.6tUS$1.5tUS$127.9b15.6x36.3x3x
Wed, 22 Nov 2023US$4.5tUS$1.5tUS$127.1b16.3x35.1x2.9x
Fri, 20 Oct 2023US$4.3tUS$1.5tUS$102.5b15.1x42.3x2.9x
Sun, 17 Sep 2023US$4.3tUS$1.5tUS$104.4b14.1x41.6x2.9x
Tue, 15 Aug 2023US$4.3tUS$1.5tUS$102.5b14.9x42.1x2.9x
Thu, 13 Jul 2023US$4.2tUS$1.5tUS$106.8b16.4x39.5x2.8x
Sat, 10 Jun 2023US$4.1tUS$1.5tUS$107.1b15.8x37.9x2.7x
Mon, 08 May 2023US$3.7tUS$1.5tUS$107.3b15.9x34.9x2.5x
Wed, 05 Apr 2023US$3.8tUS$1.5tUS$115.4b16.7x32.9x2.6x
Fri, 03 Mar 2023US$3.5tUS$1.5tUS$114.2b19x30.4x2.3x
Sun, 29 Jan 2023US$3.6tUS$1.5tUS$141.3b19x25.8x2.5x
Tue, 27 Dec 2022US$3.2tUS$1.5tUS$166.4b16.1x19x2.1x
Thu, 24 Nov 2022US$3.3tUS$1.5tUS$165.7b17.9x20.2x2.2x
Sat, 22 Oct 2022US$3.4tUS$1.5tUS$187.1b15.6x17.9x2.3x
Mon, 19 Sep 2022US$3.5tUS$1.5tUS$187.6b15.4x18.7x2.4x
Wed, 17 Aug 2022US$4.1tUS$1.5tUS$187.0b18.8x21.8x2.7x
Fri, 15 Jul 2022US$3.7tUS$1.5tUS$214.3b15.7x17.4x2.6x
Price to Earnings Ratio

17.4x


Total Market Cap: US$3.7tTotal Earnings: US$214.3bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 29.2x202320242025
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 29.2x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 5.3% per year over the last three years.
  • Revenues for these companies have grown 3.3% 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 Market1.79%
Telecom-0.29%
Media3.22%
Wireless Telecom2.35%
Telecom Services and Carriers1.58%
Interactive Media and Services-0.47%
Entertainment-1.81%
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 21.8%, which is higher than its past year's earnings decline of 3.6% 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 1.0x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 3.6% per year.
  • In contrast, the Interactive Media and Services industry is expected to see its earnings grow by 9.3% 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$176.790.3%
+US$6.8b		-6.5%PE19.3x
RBLX RobloxUS$107.762.4%
+US$1.7b		170.6%PS19.1x
BIDU BaiduUS$89.794.7%
+US$1.4b		2.1%PE8.7x
WMG Warner Music GroupUS$29.428.0%
+US$1.1b		-3.6%PE34.4x
SATS EchoStarUS$31.3613.2%
+US$1.1b		69.1%PS0.6x

Latest News

SNAP
US$9.19
Snap
7D
5.8%
1Y
-44.3%
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DIS
US$123.16
Walt Disney
7D
-0.7%
1Y
26.5%
VZ
US$42.80
Verizon Communications
7D
-1.1%
1Y
3.1%
RBLX
US$107.76
Roblox
7D
2.4%
1Y
170.6%
NFLX
US$1,289.62
Netflix
7D
-3.7%
1Y
88.1%
SPOT
US$736.29
Spotify Technology
7D
-4.0%
1Y
134.7%

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Jul 02
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EA
US$153.53
Electronic Arts
7D
-3.9%
1Y
9.9%

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Jul 02
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SE
US$151.11
Sea
7D
-5.5%
1Y
107.1%

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BIDU
US$89.79
Baidu
7D
4.7%
1Y
2.1%
META
US$718.35
Meta Platforms
7D
-2.7%
1Y
35.7%
T
US$28.41
AT&T
7D
-1.8%
1Y
51.0%
WMG
US$29.42
Warner Music Group
7D
8.0%
1Y
-3.6%

Warner Music Group Corp.'s (NASDAQ:WMG) Intrinsic Value Is Potentially 27% Above Its Share Price

Jun 26
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TME
US$20.04
Tencent Music Entertainment Group
7D
2.8%
1Y
38.1%

There's Been No Shortage Of Growth Recently For Tencent Music Entertainment Group's (NYSE:TME) Returns On Capital

Jun 26
There's Been No Shortage Of Growth Recently For Tencent Music Entertainment Group's (NYSE:TME) Returns On Capital
GOOGL
US$176.79
Alphabet
7D
0.3%
1Y
-6.5%
TTD
US$73.56
Trade Desk
7D
2.2%
1Y
-25.8%

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Jun 18
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SATS
US$31.36
EchoStar
7D
13.2%
1Y
69.1%