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U.S. Telecom Sector Analysis

UpdatedAug 19, 2026
DataAggregated Company Financials
Companies473
  • 7D0.8%
  • 3M-9.4%
  • 1Y11.7%
  • YTD-4.4%

Over the last 7 days, the Telecom industry has dropped 1.4%, driven by a pullback from Meta Platforms of 9.2%. On the other hand Space Exploration Technologies is actually up 7.5%. In the past year, the industry has gained 9.7%. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Aug 2026US$9.6tUS$1.8tUS$382.7b18.6x25.1x5.4x
Fri, 17 Jul 2026US$10.0tUS$1.7tUS$300.8b19.4x33.4x5.8x
Sun, 14 Jun 2026US$10.0tUS$1.7tUS$299.4b18.5x33.4x5.7x
Tue, 12 May 2026US$8.5tUS$1.7tUS$308.8b16.2x27.6x4.9x
Thu, 09 Apr 2026US$7.4tUS$1.7tUS$272.3b15.4x27.3x4.4x
Sat, 07 Mar 2026US$7.6tUS$1.7tUS$272.1b17.9x28x4.5x
Mon, 02 Feb 2026US$8.1tUS$1.7tUS$279.2b16.7x29.1x4.9x
Wed, 31 Dec 2025US$7.8tUS$1.6tUS$282.5b16.5x27.7x4.7x
Fri, 28 Nov 2025US$7.8tUS$1.6tUS$282.5b17x27.4x4.7x
Sun, 26 Oct 2025US$7.4tUS$1.6tUS$295.3b17.4x25.1x4.6x
Tue, 23 Sep 2025US$7.6tUS$1.6tUS$286.1b20.8x26.6x4.7x
Thu, 21 Aug 2025US$7.0tUS$1.6tUS$286.5b18.8x24.4x4.3x
Sat, 19 Jul 2025US$6.6tUS$1.6tUS$250.6b17.7x26.5x4.1x
Mon, 16 Jun 2025US$6.4tUS$1.6tUS$250.1b17.3x25.5x4x
Wed, 14 May 2025US$6.0tUS$1.6tUS$247.3b17.6x24.1x3.7x
Fri, 11 Apr 2025US$5.7tUS$1.6tUS$227.2b15.4x25x3.6x
Sun, 09 Mar 2025US$6.1tUS$1.6tUS$228.0b16.3x26.6x3.8x
Tue, 04 Feb 2025US$6.6tUS$1.6tUS$209.4b17.8x31.4x4.2x
Thu, 02 Jan 2025US$6.0tUS$1.6tUS$189.8b18.7x31.8x3.8x
Sat, 30 Nov 2024US$5.9tUS$1.6tUS$189.7b20.2x31x3.7x
Mon, 28 Oct 2024US$5.6tUS$1.5tUS$180.7b18x30.9x3.6x
Wed, 25 Sep 2024US$5.5tUS$1.5tUS$188.2b18.5x29.2x3.6x
Fri, 23 Aug 2024US$5.4tUS$1.6tUS$189.1b19x28.7x3.5x
Sun, 21 Jul 2024US$5.4tUS$1.5tUS$191.7b18.2x28x3.5x
Tue, 18 Jun 2024US$5.4tUS$1.5tUS$191.0b16.3x28.3x3.5x
Thu, 16 May 2024US$5.2tUS$1.5tUS$193.9b18.6x26.9x3.4x
Sat, 13 Apr 2024US$5.2tUS$1.5tUS$176.0b18.4x29.6x3.5x
Mon, 11 Mar 2024US$4.9tUS$1.5tUS$173.8b16.7x27.9x3.2x
Wed, 07 Feb 2024US$4.8tUS$1.5tUS$158.6b14.2x30.6x3.2x
Fri, 05 Jan 2024US$4.6tUS$1.5tUS$128.1b16.6x35.6x3x
Sun, 03 Dec 2023US$4.4tUS$1.5tUS$128.1b16.4x34.5x2.9x
Tue, 31 Oct 2023US$4.1tUS$1.5tUS$126.0b12.5x32.5x2.7x
Thu, 28 Sep 2023US$4.2tUS$1.5tUS$104.7b14x40x2.8x
Sat, 26 Aug 2023US$4.2tUS$1.5tUS$104.0b13.6x40.1x2.8x
Price to Earnings Ratio

40.1x


Total Market Cap: US$4.2tTotal Earnings: US$104.0bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 29.3x202420252026
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 25.4x which is lower than its 3-year average PE of 29.3x.
  • The 3-year average PS ratio of 3.9x is lower than the industry's current PS ratio of 5.4x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 54% per year over the last three years.
  • Revenues for these companies have grown 6.1% 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-0.35%
Telecom0.80%
Telecom Services and Carriers6.16%
Entertainment2.11%
Wireless Telecom1.37%
Media0.18%
Interactive Media and Services-1.53%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 12.2x.
    • Analysts are expecting annual earnings growth of 20.7%, which is higher than its past year's earnings growth of 11.6% per year.
  • Investors are most pessimistic about the Wireless Telecom industry, which is trading below its 3-year average of 22.8x.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 46% over the next 5 years.
  • This is better than its past earnings decline of 16% per year.
  • In contrast, the Interactive Media and Services industry is expected to see its earnings grow by 3.8% 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
SPCX Space Exploration TechnologiesUS$143.347.5%
+US$132.5b		n/aPS82x
NFLX NetflixUS$77.774.0%
+US$12.4b		-35.9%PE23.7x
GOOGL AlphabetUS$344.200.2%
+US$8.1b		72.7%PE17.2x
VZ Verizon CommunicationsUS$48.542.7%
+US$5.3b		8.0%PE12.5x
TMUS T-Mobile USUS$182.752.3%
+US$4.5b		-29.2%PE18.6x

Latest News

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1Y
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