1&1 AG Just Missed EPS By 7.1%: Here's What Analysts Think Will Happen Next
May 11
German (DAX) Telecom Sector Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies42
- 7D0.4%
- 3M0.5%
- 1Y4.7%
- YTD1.8%
Over the last 7 days, the Telecom industry has remained flat, although notably Ströer SE KGaA gained 5.7%. As for the the longer term, the industry is up 4.7% over the past 12 months. Looking forward, earnings are forecast to grow by 19% annually.
Sector Valuation and Performance
Has the German Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | €170.0b | €156.1b | €6.6b | 24.3x | 25.7x | 1.1x |
| Tue, 16 Apr 2024 | €165.4b | €155.9b | €6.3b | 25.6x | 26.3x | 1.1x |
| Thu, 14 Mar 2024 | €167.3b | €156.4b | €6.5b | 26.3x | 25.9x | 1.1x |
| Sat, 10 Feb 2024 | €169.9b | €156.6b | €8.4b | 24.7x | 20.3x | 1.1x |
| Mon, 08 Jan 2024 | €211.7b | €158.9b | €9.1b | 27.7x | 23.3x | 1.3x |
| Wed, 06 Dec 2023 | €211.6b | €159.0b | €9.1b | 26.6x | 23.3x | 1.3x |
| Fri, 03 Nov 2023 | €201.3b | €160.2b | €8.5b | 25.4x | 23.7x | 1.3x |
| Sun, 01 Oct 2023 | €193.5b | €160.5b | €8.4b | 24.2x | 23.1x | 1.2x |
| Tue, 29 Aug 2023 | €190.7b | €160.6b | €8.4b | 22.5x | 22.7x | 1.2x |
| Thu, 27 Jul 2023 | €194.0b | €161.0b | €8.6b | 22.7x | 22.6x | 1.2x |
| Sat, 24 Jun 2023 | €193.3b | €160.5b | €8.5b | 23x | 22.6x | 1.2x |
| Mon, 22 May 2023 | €206.7b | €160.5b | €8.6b | 24.6x | 24.1x | 1.3x |
| Wed, 19 Apr 2023 | €180.0b | €158.3b | €10.1b | 21.3x | 17.9x | 1.1x |
| Fri, 17 Mar 2023 | €176.0b | €157.6b | €10.1b | 19x | 17.5x | 1.1x |
| Sun, 12 Feb 2023 | €168.4b | €157.5b | €9.8b | 21.1x | 17.1x | 1.1x |
| Tue, 10 Jan 2023 | €164.6b | €157.5b | €9.8b | 20.4x | 16.7x | 1x |
| Thu, 08 Dec 2022 | €159.9b | €157.4b | €9.8b | 19.5x | 16.3x | 1x |
| Sat, 05 Nov 2022 | €156.7b | €154.3b | €9.7b | 15.4x | 16.2x | 1x |
| Mon, 03 Oct 2022 | €143.5b | €154.3b | €9.7b | 15.7x | 14.8x | 0.9x |
| Wed, 31 Aug 2022 | €147.8b | €154.3b | €9.7b | 18.5x | 15.3x | 1x |
| Fri, 29 Jul 2022 | €148.8b | €151.5b | €10.8b | 18x | 13.8x | 1x |
| Sun, 26 Jun 2022 | €152.3b | €151.4b | €10.8b | 19.2x | 14.1x | 1x |
| Tue, 24 May 2022 | €153.5b | €150.9b | €10.6b | 19.9x | 14.5x | 1x |
| Thu, 21 Apr 2022 | €153.2b | €148.6b | €7.7b | 20.9x | 19.9x | 1x |
| Sat, 19 Mar 2022 | €147.0b | €148.8b | €7.3b | 22.9x | 20.3x | 1x |
| Mon, 14 Feb 2022 | €151.9b | €147.0b | €8.4b | 25.4x | 18.2x | 1x |
| Wed, 12 Jan 2022 | €143.2b | €147.0b | €8.4b | 29.1x | 17.1x | 1x |
| Fri, 10 Dec 2021 | €142.3b | €146.9b | €8.5b | 22.8x | 16.7x | 1x |
| Sun, 07 Nov 2021 | €150.7b | €145.6b | €8.1b | 23.6x | 18.6x | 1x |
| Tue, 05 Oct 2021 | €161.9b | €145.6b | €8.1b | 22.7x | 20x | 1.1x |
| Thu, 02 Sep 2021 | €155.7b | €146.0b | €8.1b | 24.6x | 19.2x | 1.1x |
| Sat, 31 Jul 2021 | €150.6b | €146.0b | €8.1b | 22.1x | 18.6x | 1x |
Price to Earnings Ratio
22.4x
Current Industry PE
- Investors are optimistic on the German Communication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 27.0x which is higher than its 3-year average PE of 19.5x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
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 2.5% 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 German Telecom sector?
| DE Market | -0.43% | |
| Telecom | 0.41% | |
| Media | 3.29% | |
| Wireless Telecom | 2.52% | |
| Interactive Media and Services | 1.07% | |
| Telecom Services and Carriers | 0.18% | |
| Entertainment | -1.26% | |
Industry PE
- Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 24.2x.
- Analysts are expecting annual earnings growth of 26.3%, which is higher than its past year's earnings decline of 27.9% per year.
- Investors are most pessimistic about the Wireless Telecom industry, which is trading close to its 3-year average of 12.7x.
Forecasted Growth
- Analysts are most optimistic on the Media industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings decline of 28% per year.
- In contrast, the Wireless Telecom industry is expected to see its earnings grow by 5.8% 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 | |
|---|---|---|---|---|---|
| SAX Ströer SE KGaA | €66.60 | 5.7% +€200.8m | 42.1% | PE39.4x | |
| 1U1 1&1 | €17.58 | 4.5% +€134.0m | 63.7% | PE10.2x | |
| DTE Deutsche Telekom | €22.00 | 0.1% +€119.0m | 0.7% | PE24.7x | |
| O2D Telefónica Deutschland Holding | €2.27 | 1.5% +€101.1m | n/a | PE24.8x | |
| UTDI United Internet | €23.30 | 1.9% +€76.0m | 61.2% | PE18.5x |
