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U.S. Telecom Sector Analysis

UpdatedJun 18, 2024
DataAggregated Company Financials
Companies435
  • 7D0.5%
  • 3M8.7%
  • 1Y36.3%
  • YTD23.1%

Over the last 7 days, the Telecom industry has remained flat, although notably Comcast declined by 3.8%. As for the the longer term, the industry is up 36% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Mon, 24 Jul 2023US$4.2tUS$1.5tUS$107.2b14.9x38.8x2.8x
Wed, 21 Jun 2023US$4.1tUS$1.5tUS$107.1b17.1x38.6x2.8x
Fri, 19 May 2023US$4.0tUS$1.5tUS$106.1b16.4x37.8x2.7x
Sun, 16 Apr 2023US$3.9tUS$1.5tUS$115.8b16.7x33.3x2.6x
Tue, 14 Mar 2023US$3.4tUS$1.5tUS$115.0b18x29.5x2.3x
Thu, 09 Feb 2023US$3.7tUS$1.5tUS$124.9b19.5x29.6x2.5x
Sat, 07 Jan 2023US$3.3tUS$1.5tUS$166.4b16.9x19.8x2.2x
Mon, 05 Dec 2022US$3.4tUS$1.5tUS$166.5b18.8x20.7x2.3x
Wed, 02 Nov 2022US$3.2tUS$1.5tUS$168.0b15.8x18.8x2.1x
Fri, 30 Sep 2022US$3.3tUS$1.5tUS$187.6b14.7x17.4x2.2x
Sun, 28 Aug 2022US$3.7tUS$1.5tUS$186.9b16.4x20x2.5x
Tue, 26 Jul 2022US$3.7tUS$1.4tUS$212.3b16.6x17.6x2.6x
Thu, 23 Jun 2022US$4.3tUS$1.5tUS$213.9b17.3x20.1x2.9x
Sat, 21 May 2022US$3.9tUS$1.5tUS$218.1b17.4x17.7x2.6x
Mon, 18 Apr 2022US$4.5tUS$1.4tUS$224.6b20.4x20.1x3.1x
Wed, 16 Mar 2022US$4.4tUS$1.4tUS$225.7b16.8x19.4x3x
Fri, 11 Feb 2022US$4.9tUS$1.4tUS$222.0b19.8x22.2x3.4x
Sun, 09 Jan 2022US$5.3tUS$1.4tUS$194.6b19.7x27.3x3.8x
Tue, 07 Dec 2021US$5.4tUS$1.4tUS$194.4b19.9x28x3.9x
Thu, 04 Nov 2021US$5.8tUS$1.4tUS$196.5b25.8x29.6x4.2x
Sat, 02 Oct 2021US$5.8tUS$1.3tUS$179.2b25.7x32.2x4.3x
Mon, 30 Aug 2021US$6.0tUS$1.3tUS$179.9b24x33.4x4.5x
Tue, 06 Jul 2021US$5.7tUS$1.3tUS$174.1b26.3x32.9x4.3x
Price to Earnings Ratio

32.9x


Total Market Cap: US$5.7tTotal Earnings: US$174.1bTotal Revenue: US$1.3tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 28.6x202220232024
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 28.6x.
  • The 3-year average PS ratio of 3.1x 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 3.1% per year over the last three years.
  • Revenues for these companies have grown 4.4% 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 Market1.61%
Telecom0.52%
Entertainment1.02%
Interactive Media and Services0.96%
Media-1.25%
Telecom Services and Carriers-1.73%
Wireless Telecom-2.06%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio.
    • Analysts expect its future annual earnings growth (29.2%) to be largely in line with prior year's earnings growth.
  • 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.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Telecom Services and Carriers 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
GOOGL AlphabetUS$177.241.3%
+US$27.6b		43.5%PE26.6x
NFLX NetflixUS$675.834.9%
+US$13.5b		56.5%PE45.3x
META Meta PlatformsUS$506.630.8%
+US$10.2b		80.3%PE28.1x
TTD Trade DeskUS$97.685.4%
+US$2.5b		27.8%PE237.4x
CHTR Charter CommunicationsUS$285.953.6%
+US$1.4b		-16.2%PE8.9x
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