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U.S. Telecom Sector Analysis

UpdatedJan 14, 2025
DataAggregated Company Financials
Companies480
  • 7D-3.2%
  • 3M8.1%
  • 1Y35.4%
  • YTD-0.4%

Last week, the Telecom industry hasn't moved much but Nebius Group is up 6.3% in that time. As for the the longer term, the industry is up 36% over the past 12 months. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jan 2025US$6.1tUS$1.6tUS$189.6b19.1x32.1x3.9x
Thu, 12 Dec 2024US$6.2tUS$1.6tUS$189.5b17.8x32.6x3.9x
Sat, 09 Nov 2024US$5.9tUS$1.6tUS$189.0b19.1x31.4x3.8x
Mon, 07 Oct 2024US$5.7tUS$1.5tUS$188.2b18.3x30.4x3.7x
Wed, 04 Sep 2024US$5.4tUS$1.6tUS$189.1b18.8x28.4x3.5x
Fri, 02 Aug 2024US$5.3tUS$1.5tUS$203.4b20.3x26x3.4x
Sun, 30 Jun 2024US$5.5tUS$1.5tUS$191.3b16x28.8x3.6x
Tue, 28 May 2024US$5.3tUS$1.5tUS$191.3b17.3x27.7x3.5x
Thu, 25 Apr 2024US$5.1tUS$1.5tUS$176.7b17.9x28.8x3.4x
Sat, 23 Mar 2024US$5.1tUS$1.5tUS$175.9b18x28.9x3.4x
Mon, 19 Feb 2024US$4.8tUS$1.5tUS$174.0b16x27.7x3.2x
Wed, 17 Jan 2024US$4.7tUS$1.5tUS$128.1b15.4x36.7x3.1x
Fri, 15 Dec 2023US$4.5tUS$1.5tUS$128.1b16.9x35x2.9x
Sun, 12 Nov 2023US$4.3tUS$1.5tUS$125.7b13.1x34.4x2.9x
Tue, 10 Oct 2023US$4.4tUS$1.5tUS$104.7b14.3x41.8x2.9x
Thu, 07 Sep 2023US$4.3tUS$1.5tUS$104.4b14.5x41.2x2.9x
Sat, 05 Aug 2023US$4.3tUS$1.5tUS$103.3b14.9x41.5x2.9x
Mon, 03 Jul 2023US$4.1tUS$1.5tUS$106.9b17.1x38.7x2.8x
Wed, 31 May 2023US$4.0tUS$1.5tUS$107.1b15.5x37.4x2.7x
Fri, 28 Apr 2023US$3.8tUS$1.5tUS$112.0b16.5x34.1x2.6x
Sun, 26 Mar 2023US$3.7tUS$1.5tUS$115.3b16.3x32.3x2.5x
Tue, 21 Feb 2023US$3.6tUS$1.5tUS$121.7b20x29.4x2.4x
Thu, 19 Jan 2023US$3.4tUS$1.5tUS$166.4b17.6x20.3x2.2x
Sat, 17 Dec 2022US$3.2tUS$1.5tUS$166.5b15.4x19.1x2.1x
Mon, 14 Nov 2022US$3.3tUS$1.5tUS$163.4b18.5x20.2x2.2x
Wed, 12 Oct 2022US$3.3tUS$1.5tUS$187.6b15x17.3x2.2x
Fri, 09 Sep 2022US$3.7tUS$1.5tUS$187.7b15.6x19.5x2.5x
Sun, 07 Aug 2022US$3.9tUS$1.5tUS$190.7b16.5x20.4x2.6x
Tue, 05 Jul 2022US$3.7tUS$1.5tUS$214.3b17.2x17.4x2.6x
Thu, 02 Jun 2022US$4.6tUS$1.5tUS$216.6b17.7x21.2x3.1x
Sat, 30 Apr 2022US$4.0tUS$1.5tUS$217.8b18.4x18.3x2.7x
Mon, 28 Mar 2022US$4.8tUS$1.4tUS$225.0b19.1x21.2x3.3x
Wed, 23 Feb 2022US$4.6tUS$1.4tUS$225.4b16.9x20.3x3.2x
Fri, 21 Jan 2022US$5.1tUS$1.4tUS$194.7b19.6x26.4x3.7x
Price to Earnings Ratio

26.4x


Total Market Cap: US$5.1tTotal Earnings: US$194.7bTotal Revenue: US$1.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 28.3x202320242025
Current Industry PE
  • Investors are optimistic on the American Communication Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.2x which is higher than its 3-year average PE of 28.3x.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 3.9x.
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 3.7% 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 Market-2.55%
Telecom-3.20%
Wireless Telecom0.39%
Interactive Media and Services-3.23%
Entertainment-3.36%
Media-3.77%
Telecom Services and Carriers-4.45%
Industry PE
  • Investors are most optimistic about the Interactive Media and Services industry, which is trading close to its 3-year average PE ratio of 25.6x.
    • Analysts are expecting annual earnings growth of 12.0%, which is higher than its past year's earnings decline of 2.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 8.3% per year.
  • In contrast, the Interactive Media and Services industry is expected to see its earnings grow by 12% 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
DJT Trump Media & Technology GroupUS$42.9118.6%
+US$1.5b		147.7%PS2760.6x
TMUS T-Mobile USUS$213.460.5%
+US$1.3b		31.3%PE23.9x
NBIS Nebius GroupUS$35.7214.4%
+US$1.1b		n/aPE41.6x
LYV Live Nation EntertainmentUS$130.611.0%
+US$309.0m		44.1%PE145.7x
TKO TKO Group HoldingsUS$142.380.5%
+US$60.9m		84.6%PS4.2x
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7D

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T

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