Communication services in 2026 tracks digital advertising, subscriber economics, content monetization, and telecom investment. Watch how platform businesses convert scale into earnings growth versus lower-growth telecom operators.
Sector AnalysisETF: XLCUpdated Jul 8, 2026
Communication Services Stocks: Performance, Valuations & Industry Comps
Social media giants Alphabet and Meta drive this advertising-heavy sector, trading at 18x Forward P/E. This dashboard tracks valuation trends, equal-weight performance, and sector component data across all 300+ internet and telecom stocks.
Sector Market Cap
$11.97T
Tracks 245 stocks · top 50 by market cap
Median YTD Return
-2.2%
Screener universe · median stock return
Median P/E
18.0x
Screener stocks · excludes outliers
Median Dividend Yield
2.59%
Screener stocks · excludes zeros
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Sector Screener
Rank the Communication Services with daily updated market and fundamental data
Scan the sector leaders, compare valuations and fundamentals, then open the full screener to refine your criteria.
Quick screens:Large Cap Communication→Dividend Communication→Growth Communication→Profitable Communication→
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| Ticker | Company | Price | Mkt Cap | P/E | ROE | Div Yield | |
|---|---|---|---|---|---|---|---|
| Netflix, Inc. | $76.18 | $320.78B | 30.1 | 42.8% | — | ||
| Comcast Holdings Corp. | $64.07 | $231.74B | 11.9 | 21.5% | 2.1% | ||
| T-Mobile US, Inc. | $184.73 | $199.92B | 19.0 | 18.2% | 2% | ||
| Verizon Communications Inc. | $42.59 | $177.84B | 10.5 | 16.6% | 6.4% | ||
| The Walt Disney Company | $97.46 | $169.25B | 14.2 | 11.3% | 1% | ||
| AT&T Inc. | $20.49 | $143.09B | 6.7 | 17.6% | 5.6% | ||
| AT&T Inc. 5.35% GLB NTS 66 | $20.63 | $126.66B | 6.8 | 17.6% | 5.5% | ||
| Spotify Technology S.A. | $493.95 | $101.67B | 41.1 | 31.9% | — | ||
| Comcast Corporation | $23.41 | $85.3B | 4.3 | 21.6% | 5.7% | ||
| DoorDash, Inc. | $195.72 | $85.28B | 91.9 | 10.5% | — | ||
| América Móvil, S.A.B. de C.V. | $26.15 | $78.54B | 17.7 | 18.1% | 2.3% | ||
| Warner Bros. Discovery, Inc. | $26.12 | $65.49B | 90.1 | 2% | — | ||
| RELX Plc | $32.81 | $57.62B | 21.9 | 70.1% | 2.6% | ||
| Nebius Group N.V. | $195.19 | $46.85B | 1774.5 | 2.6% | — | ||
| Live Nation Entertainment, Inc. | $183.92 | $42.74B | -766.3 | 26.4% | — | ||
| Reddit, Inc. | $199.44 | $38.19B | 76.1 | 20.9% | — | ||
| Baidu, Inc. | $112.09 | $38.12B | 64.8 | 1.9% | — | ||
| TKO Group Holdings, Inc. | $193.58 | $37.68B | 85.7 | 2.2% | 1.7% | ||
| Chunghwa Telecom Co., Ltd. | $43.71 | $33.91B | 28.2 | 9.7% | 3.6% | ||
| Twilio Inc. | $211.97 | $32.12B | 1009.4 | 0.4% | — | ||
| Vodafone Group Public Limited Company | $13.05 | $30.11B | -71.4 | -0.7% | 4% | ||
| Formula One Group | $98.83 | $24.77B | 46.0 | 7% | — | ||
| Telefónica, S.A. | $4.33 | $24.41B | -65.1 | -0.2% | 8.5% | ||
| Fox Corporation | $54.92 | $24.08B | 11.2 | 19.3% | 1.1% | ||
| Omnicom Group Inc. | $80.84 | $23.04B | -299.4 | -0.6% | 3.3% | ||
| Fox Corporation | $49.20 | $21.57B | 10.0 | 19.3% | 1.2% | ||
| Telefônica Brasil S.A. | $13.28 | $21.22B | 18.0 | 8.7% | 2% | ||
| Roku, Inc. | $141.21 | $20.86B | 239.3 | 3.4% | — | ||
| BCE Inc. | $21.40 | $19.96B | 4.5 | 31.8% | 7.7% | ||
| Rogers Communications Inc. | $32.48 | $17.55B | 3.6 | 39.7% | 4.2% |
NFLXNetflix, Inc.
$76.18Price
Mkt Cap$320.78B
P/E30.1
ROE42.8%
Div Yield—
CCZComcast Holdings Corp.
$64.07Price
Mkt Cap$231.74B
P/E11.9
ROE21.5%
Div Yield2.1%
TMUST-Mobile US, Inc.
$184.73Price
Mkt Cap$199.92B
P/E19.0
ROE18.2%
Div Yield2%
VZVerizon Communications Inc.
$42.59Price
Mkt Cap$177.84B
P/E10.5
ROE16.6%
Div Yield6.4%
DISThe Walt Disney Company
$97.46Price
Mkt Cap$169.25B
P/E14.2
ROE11.3%
Div Yield1%
TAT&T Inc.
$20.49Price
Mkt Cap$143.09B
P/E6.7
ROE17.6%
Div Yield5.6%
TBBAT&T Inc. 5.35% GLB NTS 66
$20.63Price
Mkt Cap$126.66B
P/E6.8
ROE17.6%
Div Yield5.5%
SPOTSpotify Technology S.A.
$493.95Price
Mkt Cap$101.67B
P/E41.1
ROE31.9%
Div Yield—
CMCSAComcast Corporation
$23.41Price
Mkt Cap$85.3B
P/E4.3
ROE21.6%
Div Yield5.7%
DASHDoorDash, Inc.
$195.72Price
Mkt Cap$85.28B
P/E91.9
ROE10.5%
Div Yield—
AMXAmérica Móvil, S.A.B. de C.V.
$26.15Price
Mkt Cap$78.54B
P/E17.7
ROE18.1%
Div Yield2.3%
WBDWarner Bros. Discovery, Inc.
$26.12Price
Mkt Cap$65.49B
P/E90.1
ROE2%
Div Yield—
RELXRELX Plc
$32.81Price
Mkt Cap$57.62B
P/E21.9
ROE70.1%
Div Yield2.6%
NBISNebius Group N.V.
$195.19Price
Mkt Cap$46.85B
P/E1774.5
ROE2.6%
Div Yield—
LYVLive Nation Entertainment, Inc.
$183.92Price
Mkt Cap$42.74B
P/E-766.3
ROE26.4%
Div Yield—
RDDTReddit, Inc.
$199.44Price
Mkt Cap$38.19B
P/E76.1
ROE20.9%
Div Yield—
BIDUBaidu, Inc.
$112.09Price
Mkt Cap$38.12B
P/E64.8
ROE1.9%
Div Yield—
TKOTKO Group Holdings, Inc.
$193.58Price
Mkt Cap$37.68B
P/E85.7
ROE2.2%
Div Yield1.7%
CHTChunghwa Telecom Co., Ltd.
$43.71Price
Mkt Cap$33.91B
P/E28.2
ROE9.7%
Div Yield3.6%
TWLOTwilio Inc.
$211.97Price
Mkt Cap$32.12B
P/E1009.4
ROE0.4%
Div Yield—
VODVodafone Group Public Limited Company
$13.05Price
Mkt Cap$30.11B
P/E-71.4
ROE-0.7%
Div Yield4%
FWONKFormula One Group
$98.83Price
Mkt Cap$24.77B
P/E46.0
ROE7%
Div Yield—
TEFTelefónica, S.A.
$4.33Price
Mkt Cap$24.41B
P/E-65.1
ROE-0.2%
Div Yield8.5%
FOXAFox Corporation
$54.92Price
Mkt Cap$24.08B
P/E11.2
ROE19.3%
Div Yield1.1%
OMCOmnicom Group Inc.
$80.84Price
Mkt Cap$23.04B
P/E-299.4
ROE-0.6%
Div Yield3.3%
FOXFox Corporation
$49.20Price
Mkt Cap$21.57B
P/E10.0
ROE19.3%
Div Yield1.2%
VIVTelefônica Brasil S.A.
$13.28Price
Mkt Cap$21.22B
P/E18.0
ROE8.7%
Div Yield2%
ROKURoku, Inc.
$141.21Price
Mkt Cap$20.86B
P/E239.3
ROE3.4%
Div Yield—
BCEBCE Inc.
$21.40Price
Mkt Cap$19.96B
P/E4.5
ROE31.8%
Div Yield7.7%
RCIRogers Communications Inc.
$32.48Price
Mkt Cap$17.55B
P/E3.6
ROE39.7%
Div Yield4.2%
Sector Outlook
Communication Services Sector Outlook - Q1 2026
Updated Q1 2026
Leadership may come from companies with stronger user engagement, ad pricing resilience, or disciplined capital returns. Capital-intensive operators depend more on execution and balance sheet management.
Relative valuation works best within the right subgroup rather than across the entire basket.
Learn
Understanding the Communication Services Sector
What Is the Communication Services Sector?
Communication Services includes telecom carriers, cable providers, media, streaming, and large internet platforms. Growth platforms and slower telecom operators sit side by side.
The GICS reshuffle moved major internet and social platforms out of technology. Sector averages can hide big differences in margins, growth, and balance sheet intensity.
Separate advertising and platform economics from telecom and media infrastructure before making valuation comparisons.
How to Invest in Communication Services Stocks
XLC gives broad access, but stock selection matters because the sector contains both asset-heavy telecom and higher-margin digital platforms.
Key risks: ad slowdowns, subscriber churn, content spending, and capital intensity for network operators. Platform companies deserve a different valuation framework than wireline or wireless carriers.
Use the screener to compare growth, profitability, and valuation, then keep business model in context. Sector averages alone are misleading.
Frequently Asked Questions
Telecom carriers, media companies, streaming businesses, broadband operators, and large internet platforms. The screener above shows the sector list.
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