Zacks Industry Outlook Highlights Verizon, AT&T and Liberty Latin America
View original at finance.yahoo.com“On the basis of the trailing 12-month enterprise value-to-EBITDA (EV/EBITDA), which is the most appropriate multiple for valuing telecom stocks, the industry is currently trading at 9.03X compared with the S&P 500”
O que extraímos desta fonte
The claims Via News extracted from this document. We point to the source; we don't replace it.
Over the past five years, the wireless industry has traded as high as 9.42X EV/EBITDA, as low as 6.33X and at the median of 7.51X
80% confidenceThe Zacks Wireless National industry appears to be plagued by high capital expenditures for infrastructure upgrades, tariff uncertainty, supply-chain disruptions due to the prolonged Russia-Ukraine war, Middle East tensions and high customer inventory levels
80% confidenceVerizon appears to be at a critical inflection point and remains focused on making necessary capital expenditures
80% confidenceVerizon, AT&T, and Liberty Latin America are likely to gain from higher demand for scalable infrastructure for sustainable networks with a wide proliferation of IoT, wireless traction and solid broadband momentum
80% confidenceAT&T is the second largest wireless service provider in North America and one of the world's leading communications service carriers
80% confidenceThe wireless industry is currently trading at EV/EBITDA of 9.03X compared with the S&P 500's 17.21X and the sector's 19.40X
80% confidenceLiberty Latin America is poised to benefit from an end-to-end communications platform, leveraging the power of a sub-sea network, fixed-line networks and mobile platforms
80% confidenceAggressive competition is likely to limit telecom operators' ability to attract and retain customers, affecting operating and financial results
80% confidenceThe Zacks Wireless National industry carries a Zacks Industry Rank #166, placing it in the bottom 32% of more than 250 Zacks industries
80% confidenceThe top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one
80% confidenceThe industry is likely to benefit in the long run from a fast-track 5G deployment and extensive fiber densification
80% confidenceVerizon is likely to retain its lead in promulgating 5G mobile networks nationwide by using virtualized machines, advanced levels of operational automation and adaptability
80% confidenceSince 2000, Zacks' top stock-picking strategies have produced average gains of +48.4%, +50.2% and +56.7% per year versus S&P's +7.7% average gain per year
80% confidenceAT&T is benefiting from increased fiber convergence with accelerated growth in fiber customers in areas where it has solid wireless services
80% confidence