Universal Music Group (AMS:UMG) Seems To Use Debt Quite Sensibly
May 22
Dutch (AEX) Telecom Sector Analysis
UpdatedMay 29, 2024
DataAggregated Company Financials
Companies6
- 7D0.1%
- 3M5.4%
- 1Y38.6%
- YTD11.3%
The Telecom industry has stayed flat over the last week. The past year has been better, since the industry has gained 39% in that time. As for the next few years, earnings are expected to grow by 12% per annum.
Sector Valuation and Performance
Has the Dutch Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 29 May 2024 | €65.7b | €17.3b | €2.1b | 12.7x | 32x | 3.8x |
| Fri, 26 Apr 2024 | €63.1b | €17.3b | €2.1b | 15.3x | 30.6x | 3.6x |
| Sun, 24 Mar 2024 | €63.8b | €17.3b | €2.1b | 13x | 29.9x | 3.7x |
| Tue, 20 Feb 2024 | €62.9b | €17.0b | €2.1b | 13x | 30.1x | 3.7x |
| Thu, 18 Jan 2024 | €61.4b | €16.9b | €2.1b | 13.9x | 29.8x | 3.6x |
| Sat, 16 Dec 2023 | €60.3b | €16.9b | €2.1b | 14.9x | 29.3x | 3.6x |
| Mon, 13 Nov 2023 | €55.8b | €16.9b | €2.0b | 14.8x | 28.1x | 3.3x |
| Wed, 11 Oct 2023 | €58.9b | €16.9b | €2.0b | 15.5x | 29.6x | 3.5x |
| Fri, 08 Sep 2023 | €55.7b | €16.9b | €2.0b | 14.6x | 27.9x | 3.3x |
| Sun, 06 Aug 2023 | €56.5b | €16.8b | €2.0b | 15.1x | 28.4x | 3.4x |
| Tue, 04 Jul 2023 | €50.9b | €16.4b | €1.6b | 12x | 32.2x | 3.1x |
| Thu, 01 Jun 2023 | €46.9b | €16.4b | €1.5b | 11.7x | 32.2x | 2.9x |
| Sat, 29 Apr 2023 | €49.5b | €16.4b | €1.4b | 17.7x | 34.2x | 3x |
| Mon, 27 Mar 2023 | €54.7b | €16.4b | €1.5b | 13.6x | 37.6x | 3.3x |
| Wed, 22 Feb 2023 | €53.9b | €15.5b | €1.4b | 16.9x | 39.3x | 3.5x |
| Fri, 20 Jan 2023 | €54.1b | €15.4b | €1.3b | 16.5x | 40.7x | 3.5x |
| Sun, 18 Dec 2022 | €52.7b | €15.4b | €1.3b | 15.9x | 39.7x | 3.4x |
| Tue, 15 Nov 2022 | €56.3b | €15.4b | €1.2b | 16.1x | 45.3x | 3.7x |
| Thu, 13 Oct 2022 | €48.3b | €15.4b | €1.2b | 15.8x | 39.7x | 3.1x |
| Sat, 10 Sep 2022 | €53.6b | €15.3b | €1.2b | 18.2x | 44.7x | 3.5x |
| Mon, 08 Aug 2022 | €56.9b | €14.9b | €1.3b | 18.9x | 42.7x | 3.8x |
| Wed, 06 Jul 2022 | €55.2b | €14.0b | €2.2b | 14.7x | 25.6x | 3.9x |
| Fri, 03 Jun 2022 | €52.0b | €14.0b | €2.1b | 14.8x | 24.6x | 3.7x |
| Sun, 01 May 2022 | €53.9b | €14.0b | €2.1b | 14.2x | 25.5x | 3.9x |
| Tue, 29 Mar 2022 | €56.2b | €14.0b | €2.1b | 15.2x | 26.6x | 4x |
| Thu, 24 Feb 2022 | €50.0b | €14.1b | €2.4b | 15.9x | 21.1x | 3.5x |
| Sat, 22 Jan 2022 | €52.7b | €14.1b | €2.4b | 15.1x | 22.3x | 3.7x |
| Mon, 20 Dec 2021 | €56.4b | €14.1b | €2.4b | 14.5x | 23.8x | 4x |
| Wed, 17 Nov 2021 | €59.7b | €14.1b | €2.4b | 14.8x | 25.2x | 4.2x |
| Fri, 15 Oct 2021 | €56.5b | €13.2b | €2.3b | 15.2x | 24.4x | 4.3x |
| Sun, 12 Sep 2021 | €12.0b | €5.4b | €1.2b | 15.2x | 9.6x | 2.2x |
| Tue, 10 Aug 2021 | €11.8b | €5.4b | €1.2b | 15.9x | 9.5x | 2.2x |
Price to Earnings Ratio
13x
Current Industry PE
- Investors are relatively neutral on the Dutch Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 29.3x.
- The industry is trading close to its 3-year average PS ratio of 3.5x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 32% per year over the last three years.
- Revenues for these companies have grown 47% 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 Dutch Telecom sector?
| NL Market | 0.75% | |
| Telecom | 0.12% | |
| Entertainment | 0.28% | |
| Media | 0% | |
| Wireless Telecom | 0% | |
| Telecom Services and Carriers | -0.50% | |
| Interactive Media and Services | -0.77% | |
Industry PE
- Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 95.9x.
- Analysts are expecting annual earnings growth of 13.1%, which is lower than the prior year's growth of 61.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 13% over the next 5 years.
- However this is lower than its past earnings growth rate of 61% per year.
- In contrast, the Interactive Media and Services industry is expected to see its earnings decline by 19% 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 | |
|---|---|---|---|---|---|
| UMG Universal Music Group | €28.34 | 0.3% +€146.3m | 51.5% | PE41.2x |