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U.S. Telecom Sector Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies478
  • 7D6.7%
  • 3M-6.0%
  • 1Y42.4%
  • YTD-5.8%

Over the last 7 days, the Telecom industry has risen 6.4%, driven by gains from Alphabet of 8.1%. In the same time, T-Mobile US was down 5.9%. In the last 12 months, the industry was up 43%. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Apr 2026US$7.2tUS$1.7tUS$272.4b16x26.6x4.3x
Thu, 05 Mar 2026US$7.6tUS$1.7tUS$272.9b17.7x28x4.5x
Sat, 31 Jan 2026US$8.2tUS$1.7tUS$282.1b16.4x29x4.9x
Mon, 29 Dec 2025US$7.8tUS$1.6tUS$282.2b16.3x27.7x4.7x
Wed, 26 Nov 2025US$7.7tUS$1.6tUS$283.1b16.7x27.1x4.7x
Fri, 24 Oct 2025US$7.4tUS$1.6tUS$295.7b18.3x24.9x4.6x
Sun, 21 Sep 2025US$7.6tUS$1.6tUS$286.1b20.4x26.7x4.7x
Tue, 19 Aug 2025US$7.1tUS$1.6tUS$286.5b19.6x24.8x4.3x
Thu, 17 Jul 2025US$6.6tUS$1.6tUS$249.6b17.9x26.4x4.1x
Sat, 14 Jun 2025US$6.4tUS$1.6tUS$250.1b17.3x25.7x4x
Mon, 12 May 2025US$5.8tUS$1.6tUS$247.6b17.1x23.3x3.6x
Wed, 09 Apr 2025US$5.2tUS$1.6tUS$227.2b14.6x23x3.3x
Fri, 07 Mar 2025US$6.2tUS$1.6tUS$228.1b16.6x27.2x3.9x
Sun, 02 Feb 2025US$6.6tUS$1.6tUS$209.4b17.2x31.4x4.2x
Tue, 31 Dec 2024US$6.1tUS$1.6tUS$189.8b18.6x32.4x3.9x
Thu, 28 Nov 2024US$5.9tUS$1.6tUS$189.8b20.2x30.9x3.7x
Sat, 26 Oct 2024US$5.6tUS$1.5tUS$180.7b18x30.8x3.6x
Mon, 23 Sep 2024US$5.5tUS$1.5tUS$188.2b18.1x29.2x3.6x
Wed, 21 Aug 2024US$5.4tUS$1.6tUS$189.2b19.3x28.7x3.5x
Fri, 19 Jul 2024US$5.4tUS$1.5tUS$191.1b18.4x28.2x3.5x
Sun, 16 Jun 2024US$5.4tUS$1.5tUS$191.0b16.4x28.3x3.5x
Tue, 14 May 2024US$5.2tUS$1.5tUS$193.8b18.5x26.8x3.4x
Thu, 11 Apr 2024US$5.2tUS$1.5tUS$176.0b18.5x29.4x3.4x
Sat, 09 Mar 2024US$4.9tUS$1.5tUS$173.8b16.7x27.9x3.2x
Mon, 05 Feb 2024US$5.0tUS$1.5tUS$161.9b14.8x31x3.3x
Wed, 03 Jan 2024US$4.6tUS$1.5tUS$128.1b15.6x35.8x3x
Fri, 01 Dec 2023US$4.4tUS$1.5tUS$128.0b16x34.7x2.9x
Sun, 29 Oct 2023US$4.0tUS$1.5tUS$126.0b12.5x31.9x2.7x
Tue, 26 Sep 2023US$4.2tUS$1.5tUS$104.7b14.1x40.3x2.8x
Thu, 24 Aug 2023US$4.2tUS$1.5tUS$103.5b13.9x41.1x2.8x
Sat, 22 Jul 2023US$4.2tUS$1.5tUS$107.1b15x38.9x2.8x
Mon, 19 Jun 2023US$4.2tUS$1.5tUS$107.1b17.4x38.7x2.8x
Wed, 17 May 2023US$3.9tUS$1.5tUS$107.1b17.2x36.2x2.6x
Fri, 14 Apr 2023US$3.8tUS$1.5tUS$115.8b16.9x33.2x2.6x
Price to Earnings Ratio

33.2x


Total Market Cap: US$3.8tTotal Earnings: US$115.8bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 30.4x202420252026
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 26.6x which is lower than its 3-year average PE of 30.4x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 4.3x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 33% per year over the last three years.
  • Revenues for these companies have grown 4.2% 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 Market4.40%
Telecom6.70%
Interactive Media and Services8.78%
Entertainment4.35%
Media3.57%
Telecom Services and Carriers-0.36%
Wireless Telecom-3.89%
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 18.8%, which is higher than its past year's earnings decline of 10.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 0.02% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 8.3% 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$299.999.7%
+US$320.4b		104.4%PE27.5x
META Meta PlatformsUS$573.026.8%
+US$92.7b		11.0%PE24x
NFLX NetflixUS$98.936.4%
+US$25.2b		14.0%PE38x
ASTS AST SpaceMobileUS$94.8128.4%
+US$6.1b		344.5%PS391.2x
SATS EchoStarUS$126.9513.1%
+US$4.3b		498.5%PS2.4x

Latest News

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