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South African (JSE) Telecom Services and Carriers Industry Analysis
UpdatedFeb 19, 2025
DataAggregated Company Financials
Companies4
- 7D-1.3%
- 3M17.7%
- 1Y40.9%
- YTD10.5%
In the last week, the Telecom Services and Carriers industry is up 7.1%, with Telkom SA SOC up 6.6%. This takes the industry's 12 month performance to a gain of 45%. Looking forward, earnings are forecast to grow by 15% annually.
Industry Valuation and Performance
Has the South African Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 19 Feb 2025 | R24.5b | R57.6b | R2.2b | 10.6x | 11.1x | 0.4x |
| Fri, 17 Jan 2025 | R21.3b | R57.6b | R2.2b | 9.6x | 9.7x | 0.4x |
| Sun, 15 Dec 2024 | R23.2b | R57.6b | R2.2b | 10.3x | 10.5x | 0.4x |
| Tue, 12 Nov 2024 | R18.3b | R57.0b | R2.1b | 8.7x | 8.5x | 0.3x |
| Thu, 10 Oct 2024 | R18.6b | R57.0b | R2.1b | 10x | 8.7x | 0.3x |
| Sat, 07 Sep 2024 | R18.1b | R57.0b | R2.1b | 9.5x | 8.5x | 0.3x |
| Mon, 05 Aug 2024 | R15.7b | R59.2b | R2.2b | 9.3x | 7x | 0.3x |
| Wed, 03 Jul 2024 | R15.9b | R59.2b | R2.2b | 9.2x | 7.1x | 0.3x |
| Fri, 31 May 2024 | R16.0b | R60.4b | -R8,873,611,326.00 | 17.7x | -1.8x | 0.3x |
| Sun, 28 Apr 2024 | R16.7b | R60.4b | -R8,873,611,326.00 | 16x | -1.9x | 0.3x |
| Tue, 26 Mar 2024 | R18.3b | R60.4b | -R8,874,561,582.00 | 16.9x | -2.1x | 0.3x |
| Thu, 22 Feb 2024 | R17.8b | R62.6b | -R9,358,303,582.00 | 18.4x | -1.9x | 0.3x |
| Sat, 20 Jan 2024 | R18.8b | R62.6b | -R9,357,802,582.00 | 17.1x | -2x | 0.3x |
| Mon, 18 Dec 2023 | R18.1b | R62.6b | -R9,357,802,582.00 | 17.5x | -1.9x | 0.3x |
| Wed, 15 Nov 2023 | R15.1b | R62.1b | -R9,612,978,582.00 | 17.1x | -1.6x | 0.2x |
| Fri, 13 Oct 2023 | R14.8b | R62.1b | -R9,614,331,844.00 | 15.6x | -1.5x | 0.2x |
| Sun, 10 Sep 2023 | R15.4b | R62.1b | -R9,615,133,713.00 | 9.5x | -1.6x | 0.2x |
| Tue, 08 Aug 2023 | R17.5b | R61.7b | -R9,504,797,687.00 | 6.1x | -1.8x | 0.3x |
| Thu, 06 Jul 2023 | R18.5b | R62.1b | -R9,504,797,687.00 | 6.2x | -1.9x | 0.3x |
| Sat, 03 Jun 2023 | R17.4b | R61.3b | R2.4b | 7x | 7.3x | 0.3x |
| Mon, 01 May 2023 | R20.8b | R61.2b | R2.4b | 8.5x | 8.6x | 0.3x |
| Wed, 29 Mar 2023 | R20.9b | R61.2b | R2.4b | 8.7x | 8.7x | 0.3x |
| Fri, 24 Feb 2023 | R23.3b | R60.5b | R3.0b | 4.4x | 7.8x | 0.4x |
| Sun, 22 Jan 2023 | R21.2b | R60.5b | R3.0b | 4.5x | 7.1x | 0.4x |
| Tue, 20 Dec 2022 | R19.6b | R60.5b | R3.0b | 4.1x | 6.5x | 0.3x |
| Thu, 17 Nov 2022 | R21.9b | R60.6b | R4.1b | 4.5x | 5.3x | 0.4x |
| Sat, 15 Oct 2022 | R26.5b | R60.6b | R4.1b | 4.3x | 6.4x | 0.4x |
| Mon, 12 Sep 2022 | R29.9b | R60.6b | R4.1b | 5x | 7.3x | 0.5x |
| Wed, 10 Aug 2022 | R28.1b | R61.1b | R4.0b | 6.7x | 7x | 0.5x |
| Fri, 08 Jul 2022 | R24.1b | R61.1b | R4.0b | 6.5x | 6x | 0.4x |
| Sun, 05 Jun 2022 | R28.8b | R61.9b | R4.1b | 5.3x | 7.1x | 0.5x |
| Tue, 03 May 2022 | R28.8b | R61.9b | R4.1b | 5.3x | 7.1x | 0.5x |
| Thu, 31 Mar 2022 | R22.2b | R44.0b | R3.1b | 4.6x | 7.1x | 0.5x |
| Sat, 26 Feb 2022 | R20.2b | R44.0b | R3.2b | 7.2x | 6.3x | 0.5x |
Price to Earnings Ratio
6.3x
Current Industry PE
- Investors are optimistic on the South African Telecom industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 11.2x which is higher than its 3-year average PE of 4.4x.
- The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have declined 12% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.4% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the South African Telecom industry?
| ZA Market | 1.28% | |
| Telecom | -1.92% | |
| Telecom Services and Carriers | -1.32% | |
| Alternative Carriers | 4.63% | |
| Integrated Telecom Services | -1.41% | |
Industry PE
- Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 4.7x.
- Analysts are expecting annual earnings growth of 15.2%, which is lower than the prior year's growth of 140.7% per year.
- Investors are most pessimistic about the Alternative Carriers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 7.1x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 15% over the next 5 years.
- However this is lower than its past earnings growth rate of 141% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 15% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HUG Huge Group | R1.90 | 5.6% +R17.3m | -5.0% | PE8.1x |