Equities / Sectors / Communication Services

Communication Services

#6 by market cap

Telecom carriers, media, entertainment and interactive content platforms. 112 US-listed equities across 7 industries; the sector accounts for 8.6% of tracked equity market cap and 3.7% of daily volume.

Market Cap$6.941T-0.15%today
Sector Weight8.6%of tracked market cap
Volume 24h$50.66B3.7% of market volume
Revenue TTM$1.639TSum of constituents
Net Income TTM$395.812B24.2% net margin
P/E (TTM)17.5×Market P/E 28.6×
Dividend Yield0.8%Market 1.4%
Employees1.6MAcross 112 companies

Industry breakdown

Share of sector market cap7 industries

Concentration

Share of sector market cap by constituent

92.3%top 10
GOOGL50.6%
META23.6%
NFLX3.8%
Next 714.4%
Other 1027.7%

HHI index
3.2K

Mega caps
4

Median cap
$2.088B

Valuation vs market

Sector totals valued as one company; marker is the all-equities median

P/E (TTM): 17.5× · market 20.6×

P/S: 4.2× · market 2.6×

EV / EBITDA: 13.1× · market 13.2×

Operating margin: 24.2% · market 8.7%

Dividend yield: 0.8% · market 2.3%

Trading at a 39% P/E discount to the all-equities market.

Returns vs market

Cap-weighted price return · spread in percentage points

PeriodSectorMarketSpread
1 day-0.15%-0.37%+0.22pp
1 week+4.68%+0.03%+4.65pp
1 month-12.49%-3.54%-8.95pp
3 months-10.37%-3.28%-7.09pp
Year to date-8.72%+9.45%-18.17pp
1 year-5.23%+9.51%-14.75pp

Constituents

112 equities

Internet Content & Information$3.515T50.6%$287.38-0.27%+3.01%-18.52%$22.026B14.4×
Internet Content & Information$1.635T23.6%$641.66+0.05%+5.76%-13.63%$10.229B24×
Netflix Inc.NFLXUS
Entertainment$263.369B3.8%$63.25-1.10%+1.46%-10.42%$1.363B19.3×
Entertainment$208.856B3%$119.21+0.08%+5.39%+9.88%$580.77M24.3×
Telecom Services$192.387B2.8%$46.31+0.53%+2.80%+8.25%$894.01M11.9×
Telecom Services$181.655B2.6%$169.01+0.18%+5.53%+11.29%$457.95M17.2×
Telecom Services$150.886B2.2%$21.94+0.62%+2.33%-2.45%$793.65M7×
Advertising Agencies$132.588B1.9%$395.44-3.55%+72.79%+45.99%$1.961B30.1×
Telecom Services$87.703B1.3%$24.73+0.90%+3.60%+19.58%$383.64M7.8×
Electronic Gaming & Multimedia$42.011B0.6%$224.66+8.32%+16.95%+7.59%$1.67B-131.1×
Entertainment$41.617B0.6%$178.21+0.89%+0.60%+5.05%$639.65M-161.3×
Electronic Gaming & Multimedia$36.579B0.5%$51.21-0.76%+19.43%+3.29%$347.67M-36.6×
Internet Content & Information$36.404B0.5%$133.91-5.33%-5.29%-36.25%$3.117B858.6×
Entertainment$28.297B0.4%$67.44-0.37%+7.46%+7.75%$711.39M16.8×
Entertainment$26.047B0.4%$103.90+1.04%+19.77%+20.27%$57.18M122.3×
Advertising Agencies$25.304B0.4%$88.85+0.39%+5.79%+15.28%$326.71M64.9×
Entertainment$23.69B0.3%$160.520%+3.48%+5.10%$066.7×
Internet Content & Information$18.978B0.3%$98.68-2.09%+8.48%-38.30%$755.37M21.8×
Entertainment$16.656B0.2%$31.84+0.16%+2.81%+11.13%$3.71M25.1×
Telecom Services$15.988B0.2%$134.04+10.59%+16.01%+30.80%$514.2M3.2×
Telecom Services$14.886B0.2%$88.76+2.31%+14.71%+10.56%$5.97M22.4×
Entertainment$14.8B0.2%$199.12-0.27%+7.55%+14.80%$232.48M64.5×
Entertainment$14.453B0.2%$26.60+0.11%-10.41%-9.46%$87.55M25.2×
Publishing$11.726B0.2%$72.59+0.58%+3.76%+9.85%$5.59M29.9×
Telecom Services$11.192B0.2%$86.38+0.70%+4.15%+4.02%$74.12M-205.4×
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