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U.S. Telecom Sector Analysis

UpdatedAug 22, 2025
DataAggregated Company Financials
Companies480
  • 7D-2.4%
  • 3M13.3%
  • 1Y30.6%
  • YTD14.5%

Over the last 7 days, the Telecom industry has dropped 2.4%, driven by Meta Platforms declining 5.5%. This takes the industry's 12 month performance to a gain of 31%. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 Aug 2025US$6.9tUS$1.6tUS$286.7b18.7x24.2x4.3x
Mon, 21 Jul 2025US$6.6tUS$1.6tUS$250.6b17.7x26.3x4.1x
Wed, 18 Jun 2025US$6.5tUS$1.6tUS$250.1b17.1x25.9x4x
Fri, 16 May 2025US$6.1tUS$1.6tUS$248.0b17x24.8x3.8x
Sun, 13 Apr 2025US$5.5tUS$1.6tUS$227.2b15.5x24.2x3.5x
Tue, 11 Mar 2025US$6.1tUS$1.6tUS$228.0b16x26.6x3.8x
Thu, 06 Feb 2025US$6.7tUS$1.6tUS$216.9b19x30.8x4.2x
Sat, 04 Jan 2025US$6.1tUS$1.6tUS$189.8b18.8x32x3.9x
Mon, 02 Dec 2024US$5.9tUS$1.6tUS$189.7b20.2x31x3.7x
Wed, 30 Oct 2024US$5.6tUS$1.5tUS$180.7b18.3x31.2x3.7x
Fri, 27 Sep 2024US$5.5tUS$1.5tUS$188.2b17.8x29.4x3.6x
Sun, 25 Aug 2024US$5.4tUS$1.6tUS$189.2b18.6x28.5x3.5x
Tue, 23 Jul 2024US$5.4tUS$1.5tUS$191.7b20.1x28x3.5x
Thu, 20 Jun 2024US$5.4tUS$1.5tUS$191.0b16.4x28.2x3.5x
Sat, 18 May 2024US$5.3tUS$1.5tUS$191.8b18.4x27.6x3.5x
Mon, 15 Apr 2024US$5.1tUS$1.5tUS$176.0b18.4x29.1x3.4x
Wed, 13 Mar 2024US$4.8tUS$1.5tUS$173.8b17.3x27.9x3.2x
Fri, 09 Feb 2024US$4.8tUS$1.5tUS$171.9b14.4x28.2x3.3x
Sun, 07 Jan 2024US$4.6tUS$1.5tUS$128.1b15.4x35.7x3x
Tue, 05 Dec 2023US$4.4tUS$1.5tUS$128.1b16.3x34.5x2.9x
Thu, 02 Nov 2023US$4.1tUS$1.5tUS$123.7b12.6x33.2x2.7x
Sat, 30 Sep 2023US$4.2tUS$1.5tUS$104.7b14.1x40.4x2.8x
Mon, 28 Aug 2023US$4.2tUS$1.5tUS$104.0b13.6x40.1x2.8x
Wed, 26 Jul 2023US$4.2tUS$1.5tUS$104.0b15.3x40.2x2.8x
Fri, 23 Jun 2023US$4.1tUS$1.5tUS$107.1b17.1x38.1x2.7x
Sun, 21 May 2023US$4.0tUS$1.5tUS$106.1b17.5x37.6x2.7x
Tue, 18 Apr 2023US$3.8tUS$1.5tUS$115.8b16.9x32.9x2.6x
Thu, 16 Mar 2023US$3.5tUS$1.5tUS$114.8b16.9x30.7x2.4x
Sat, 11 Feb 2023US$3.6tUS$1.5tUS$125.1b19.1x28.5x2.4x
Mon, 09 Jan 2023US$3.3tUS$1.5tUS$166.4b16.9x19.8x2.2x
Wed, 07 Dec 2022US$3.3tUS$1.5tUS$166.6b17.3x19.9x2.2x
Fri, 04 Nov 2022US$3.1tUS$1.5tUS$170.0b15.6x18x2.1x
Sun, 02 Oct 2022US$3.2tUS$1.5tUS$187.6b14x17.2x2.2x
Tue, 30 Aug 2022US$3.7tUS$1.5tUS$186.9b16.3x19.9x2.5x
Price to Earnings Ratio

19.9x


Total Market Cap: US$3.7tTotal Earnings: US$186.9bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 29.5x202320242025
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 24.2x which is lower than its 3-year average PE of 29.5x.
  • The 3-year average PS ratio of 3.2x 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 15% per year over the last three years.
  • Revenues for these companies have grown 3.2% 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 Market-1.60%
Telecom-2.41%
Telecom Services and Carriers2.30%
Media0.98%
Wireless Telecom0.83%
Entertainment-1.46%
Interactive Media and Services-3.60%
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 18.3%, which is higher than its past year's earnings decline of 5.9% per year.
  • Investors are most pessimistic about the Media industry, which is trading below its 3-year average of 19.4x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 5.9% per year.
  • In contrast, the Media industry is expected to see its earnings grow by 8.0% 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$206.091.1%
+US$26.5b		24.4%PE21.6x
DIS Walt DisneyUS$118.863.0%
+US$6.2b		31.3%PE18.5x
SE SeaUS$185.534.7%
+US$4.9b		123.0%PE91.9x
CMCSA ComcastUS$34.152.1%
+US$2.6b		-14.2%PE5.5x
PSKY Paramount SkydanceUS$16.0016.6%
+US$2.5b		40.8%PS0.6x

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