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- 7D0.6%
- 3M-1.4%
- 1Y49.3%
- YTD-3.9%
The Telecom Services and Carriers industry has been flat over the last week, but Blu Label Unlimited Group has lost 6.0%. The past year has been better, since the industry has gained 55% in that time. As for the next few years, earnings are forecast to decline by 1.2% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 20 Mar 2026 | R38.0b | R61.9b | R558.9m | 109.7x | 68x | 0.6x |
| Sun, 15 Feb 2026 | R37.1b | R58.8b | R6.0b | 7.9x | 6.2x | 0.6x |
| Tue, 13 Jan 2026 | R39.3b | R58.8b | R6.0b | 8.4x | 6.6x | 0.7x |
| Thu, 11 Dec 2025 | R36.1b | R58.8b | R6.0b | 7.5x | 6.1x | 0.6x |
| Sat, 08 Nov 2025 | R34.9b | R58.0b | R5.2b | 8.4x | 6.7x | 0.6x |
| Mon, 06 Oct 2025 | R39.2b | R58.0b | R5.2b | 9.8x | 7.5x | 0.7x |
| Wed, 03 Sep 2025 | R36.8b | R58.0b | R5.2b | 9.1x | 7.1x | 0.6x |
| Fri, 01 Aug 2025 | R44.8b | R58.2b | R3.4b | 23.2x | 13.4x | 0.8x |
| Sun, 29 Jun 2025 | R39.3b | R58.2b | R3.4b | 20x | 11.7x | 0.7x |
| Tue, 27 May 2025 | R29.2b | R57.3b | R2.2b | 14x | 13.3x | 0.5x |
| Thu, 24 Apr 2025 | R25.9b | R57.3b | R2.2b | 11.8x | 11.8x | 0.5x |
| Sat, 22 Mar 2025 | R25.2b | R57.3b | R2.2b | 11.4x | 11.5x | 0.4x |
| Mon, 17 Feb 2025 | R24.2b | R57.6b | R2.2b | 10.6x | 11x | 0.4x |
| Wed, 15 Jan 2025 | R21.2b | R57.6b | R2.2b | 9.7x | 9.6x | 0.4x |
| Fri, 13 Dec 2024 | R23.2b | R57.6b | R2.2b | 10.3x | 10.5x | 0.4x |
| Sun, 10 Nov 2024 | R18.5b | R57.0b | R2.1b | 8.8x | 8.7x | 0.3x |
| Tue, 08 Oct 2024 | R18.4b | R57.0b | R2.1b | 9.5x | 8.6x | 0.3x |
| Thu, 05 Sep 2024 | R17.8b | R57.0b | R2.1b | 9.4x | 8.3x | 0.3x |
| Sat, 03 Aug 2024 | R15.7b | R59.2b | R2.2b | 9.3x | 7x | 0.3x |
| Mon, 01 Jul 2024 | R16.0b | R59.2b | R2.2b | 9.5x | 7.2x | 0.3x |
| Wed, 29 May 2024 | R16.4b | R60.4b | -R8,873,611,326.00 | 17.7x | -1.8x | 0.3x |
| Fri, 26 Apr 2024 | R16.3b | R60.4b | -R8,873,611,326.00 | 15.9x | -1.8x | 0.3x |
| Sun, 24 Mar 2024 | R17.8b | R60.4b | -R8,874,561,582.00 | 16.1x | -2x | 0.3x |
| Tue, 20 Feb 2024 | R17.8b | R62.6b | -R9,358,303,582.00 | 18.2x | -1.9x | 0.3x |
| Thu, 18 Jan 2024 | R18.7b | R62.6b | -R9,357,802,582.00 | 17.4x | -2x | 0.3x |
| Sat, 16 Dec 2023 | R18.1b | R62.6b | -R9,357,802,582.00 | 17.5x | -1.9x | 0.3x |
| Mon, 13 Nov 2023 | R14.9b | R62.1b | -R9,612,978,582.00 | 16.4x | -1.6x | 0.2x |
| Wed, 11 Oct 2023 | R14.9b | R62.1b | -R9,614,331,844.00 | 15.5x | -1.6x | 0.2x |
| Fri, 08 Sep 2023 | R15.8b | R62.1b | -R9,615,133,713.00 | 9.9x | -1.6x | 0.3x |
| Sun, 06 Aug 2023 | R18.2b | R61.7b | -R9,504,797,687.00 | 5.9x | -1.9x | 0.3x |
| Tue, 04 Jul 2023 | R18.7b | R62.1b | -R9,504,797,687.00 | 6.1x | -2x | 0.3x |
| Thu, 01 Jun 2023 | R17.3b | R61.2b | R2.4b | 7x | 7.2x | 0.3x |
| Sat, 29 Apr 2023 | R20.8b | R61.2b | R2.4b | 8.5x | 8.6x | 0.3x |
| Mon, 27 Mar 2023 | R20.5b | R61.2b | R2.4b | 8.4x | 8.5x | 0.3x |
Price to Earnings Ratio
8.5x
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 69.4x which is higher than its 3-year average PE of 6.6x.
- The industry is trading close to its 3-year average PS ratio of 0.41x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have declined 39% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, 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 | -4.18% | |
| Telecom | 3.42% | |
| Telecom Services and Carriers | 0.57% | |
| Alternative Carriers | 2.16% | |
| Integrated Telecom Services | 0.56% | |
Industry PE
- Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 6.4x.
- Analysts are expecting annual earnings decline of 1.2%, which is lower than the prior year's growth of 133.1% per year.
Forecasted Growth
- Despite it being negative, analysts are least pessimistic on the Integrated Telecom Services industry since they expect its earnings to decline by only 1.2% per year over the next 5 years, which isn't as bad as the other industries.
- This is a reversal from its past annual earnings growth rate of 133% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| TKG Telkom SA SOC | R60.00 | 2.4% +R698.6m | 66.5% | PE8.5x | |
| HUG Huge Group | R1.25 | 3.3% +R6.9m | -34.2% | PS8.9x |