Investing IdeasBrowse All StocksMarkets

Have your own idea? Try our Stock Screener

Header cover image

U.S. Telecom Sector Analysis

UpdatedFeb 19, 2025
DataAggregated Company Financials
Companies476
  • 7D0.01%
  • 3M11.0%
  • 1Y37.0%
  • YTD7.6%

Over the last 7 days, the Telecom industry has remained flat, although notably Trade Desk declined by 33%. The past year has been better, since the industry has gained 37% in that time. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Feb 2025US$6.6tUS$1.6tUS$218.3b19.4x30.3x4.2x
Fri, 17 Jan 2025US$6.2tUS$1.6tUS$189.6b19.5x32.5x3.9x
Sun, 15 Dec 2024US$6.2tUS$1.6tUS$189.8b18.7x32.9x4x
Tue, 12 Nov 2024US$5.9tUS$1.6tUS$188.8b18.7x31.2x3.8x
Thu, 10 Oct 2024US$5.7tUS$1.5tUS$188.2b18.3x30.1x3.7x
Sat, 07 Sep 2024US$5.1tUS$1.6tUS$189.2b18.8x27x3.3x
Mon, 05 Aug 2024US$5.2tUS$1.5tUS$202.5b19.9x25.9x3.4x
Wed, 03 Jul 2024US$5.5tUS$1.5tUS$191.3b15.9x28.7x3.6x
Fri, 31 May 2024US$5.2tUS$1.5tUS$191.0b16.7x27.5x3.4x
Sun, 28 Apr 2024US$5.1tUS$1.5tUS$192.7b17.9x26.5x3.4x
Tue, 26 Mar 2024US$5.1tUS$1.5tUS$175.7b18x28.9x3.4x
Thu, 22 Feb 2024US$4.8tUS$1.5tUS$174.0b16.7x27.7x3.2x
Sat, 20 Jan 2024US$4.8tUS$1.5tUS$128.1b15.2x37.2x3.1x
Mon, 18 Dec 2023US$4.6tUS$1.5tUS$128.0b17.1x35.7x3x
Wed, 15 Nov 2023US$4.3tUS$1.5tUS$125.8b14.1x34.6x2.9x
Fri, 13 Oct 2023US$4.4tUS$1.5tUS$104.7b14.7x42.4x3x
Sun, 10 Sep 2023US$4.3tUS$1.5tUS$104.3b14.1x41.1x2.9x
Tue, 08 Aug 2023US$4.4tUS$1.5tUS$102.9b15.5x42.3x2.9x
Thu, 06 Jul 2023US$4.2tUS$1.5tUS$107.0b17x39.1x2.8x
Sat, 03 Jun 2023US$4.1tUS$1.5tUS$107.4b14.8x37.8x2.7x
Mon, 01 May 2023US$3.8tUS$1.5tUS$113.1b16.4x33.9x2.6x
Wed, 29 Mar 2023US$3.7tUS$1.5tUS$115.7b16.1x31.6x2.5x
Fri, 24 Feb 2023US$3.5tUS$1.5tUS$117.6b19.2x29.6x2.4x
Sun, 22 Jan 2023US$3.5tUS$1.5tUS$165.9b17.8x21.3x2.3x
Tue, 20 Dec 2022US$3.1tUS$1.5tUS$166.5b17.1x18.7x2.1x
Thu, 17 Nov 2022US$3.3tUS$1.5tUS$163.0b17x20.4x2.2x
Sat, 15 Oct 2022US$3.2tUS$1.5tUS$187.6b14.5x17.2x2.2x
Mon, 12 Sep 2022US$3.8tUS$1.5tUS$187.5b16.3x20x2.5x
Wed, 10 Aug 2022US$3.9tUS$1.5tUS$191.3b16.9x20.3x2.6x
Fri, 08 Jul 2022US$3.9tUS$1.5tUS$214.3b16.9x18.3x2.7x
Sun, 05 Jun 2022US$4.6tUS$1.5tUS$216.5b17.7x21.4x3.1x
Tue, 03 May 2022US$4.1tUS$1.5tUS$218.3b18.4x18.7x2.8x
Thu, 31 Mar 2022US$4.8tUS$1.4tUS$224.3b19.2x21.5x3.4x
Sat, 26 Feb 2022US$4.6tUS$1.4tUS$225.2b16.3x20.6x3.2x
Price to Earnings Ratio

20.6x


Total Market Cap: US$4.6tTotal Earnings: US$225.2bTotal Revenue: US$1.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 28.5x202320242025
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 28.5x.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.2x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 3.4% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.S. Telecom sector?

US Market1.21%
Telecom0.011%
Telecom Services and Carriers2.72%
Entertainment2.12%
Wireless Telecom1.89%
Interactive Media and Services-0.69%
Media-2.77%
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 25.7%, which is higher than its past year's earnings decline of 3.2% 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 0.04x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 3.2% per year.
  • 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
NFLX NetflixUS$1.04k2.8%
+US$11.9b		80.1%PE50.9x
T AT&TUS$26.073.7%
+US$6.7b		54.2%PE17.4x
TMUS T-Mobile USUS$263.211.7%
+US$5.1b		62.4%PE26.5x
SE SeaUS$138.626.9%
+US$5.1b		210.2%PE818.5x
CMCSA ComcastUS$36.353.2%
+US$4.2b		-12.7%PE8.5x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlans & PricingLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & EnterpriseWhat's New
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

META

US$716.37

Meta Platforms

7D

-0.5%

1Y

51.9%

ROKU

US$95.80

Roku

7D

15.8%

1Y

42.5%

SE

US$138.62

Sea

7D

6.9%

1Y

210.2%

CMCSA

US$36.35

Comcast

7D

3.2%

1Y

-12.7%

Comcast's (NASDAQ:CMCSA) Returns Have Hit A Wall

Feb 16
Comcast's (NASDAQ:CMCSA) Returns Have Hit A Wall

NFLX

US$1,035.85

Netflix

7D

2.8%

1Y

80.1%

Netflix Is Stronger Than Ever; Here's Why It Still Has Room To Run

Feb 15

T

US$26.07

AT&T

7D

3.7%

1Y

54.2%

EDR

US$30.65

Endeavor Group Holdings

7D

-11.3%

1Y

27.6%

TTD

US$80.03

Trade Desk

7D

-33.4%

1Y

-3.1%

Analysts Have Been Trimming Their The Trade Desk, Inc. (NASDAQ:TTD) Price Target After Its Latest Report

Feb 14
Analysts Have Been Trimming Their The Trade Desk, Inc. (NASDAQ:TTD) Price Target After Its Latest Report

RDDT

US$187.13

Reddit

7D

-12.5%

1Y

n/a

VZ

US$41.20

Verizon Communications

7D

1.8%

1Y

1.7%

GOOGL

US$183.77

Alphabet

7D

-0.8%

1Y

30.2%

Alphabet: Why The Google Cloud Selloff Has A Silver Lining (Rating Upgrade)

Feb 11

TMUS

US$263.21

T-Mobile US

7D

1.7%

1Y

62.4%

WBD

US$10.62

Warner Bros. Discovery

7D

7.8%

1Y

7.4%

EA

US$128.35

Electronic Arts

7D

-3.7%

1Y

-9.0%

TKO

US$172.07

TKO Group Holdings

7D

-2.5%

1Y

100.6%

FWON.K

US$97.18

Formula One Group

7D

-2.9%

1Y

44.3%