Communication Services
Telecom, media, advertising, entertainment, social platforms. A regulatory- and disruption-heavy sector — but home to some of the best network-effect businesses ever built.
What drives this sector
- Network effects in social + payments are unmatched
- Telecom is capital-intensive with thin moats
- Ad-driven models depend on attention share
- Streaming margins are still developing
Top stocks ranked by Buffett-fit
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).
- 1
VZVerizon Communications Inc.200.4Bmcap0Q - 2
GOGOGogo Inc.588Mmcap0Q - 3
BIDUBaidu, Inc.43.0Bmcap0Q - 4
TBBAT&T Inc. 5.35% GLB NTS 66132.3Bmcap0Q - 5
VIVTelefônica Brasil S.A.25.5Bmcap0Q - 6
DASHDoorDash, Inc.75.6Bmcap0Q - 7
TVGrupo Televisa, S.A.B.1.5Bmcap0Q - 8
RCIRogers Communications Inc.19.4Bmcap0Q - 9
FWONAFormula One Group20.3Bmcap0Q - 10
WMGWarner Music Group Corp.14.7Bmcap0Q - 11
NYTThe New York Times Company12.7Bmcap0Q - 12
TIGOMillicom International Cellular S.A.14.0Bmcap0Q - 13
AMCAMC Entertainment Holdings, Inc.845Mmcap0Q - 14
LLYVALiberty Live Group8.5Bmcap0Q - 15
UZEArray Digital Infrastructure, Inc. 5.500% Senior Notes due 20706.7Bmcap0Q - 16
DJTWWTrump Media & Technology Group Corp.2.2Bmcap0Q - 17
DJTTrump Media & Technology Group Corp.2.5Bmcap0Q - 18
ADArray Digital Infrastructure, Inc.4.2Bmcap0Q - 19
JOYYJOYY, Inc. Sponsored ADR Class A3.1Bmcap0Q - 20
NMAXNewsmax, Inc.532Mmcap0Q - 21
ASSTStrive, Inc.1.4Bmcap0Q - 22
ATEXAnterix Inc.906Mmcap0Q - 23
NFLXNetflix, Inc.385.8Bmcap0Q - 24
CHTChunghwa Telecom Co., Ltd.33.3Bmcap0Q - 25
GOOGAlphabet Inc.4.59Tmcap0Q - 26
GOOGLAlphabet Inc.4.63Tmcap0Q - 27
TMUST-Mobile US, Inc.209.6Bmcap0Q - 28
METAMeta Platforms, Inc.1.53Tmcap0Q - 29
PHIPLDT Inc.4.3Bmcap0Q - 30
TMETencent Music Entertainment Group13.9Bmcap0Q - 31
TKCTurkcell Iletisim Hizmetleri A.S.5.4Bmcap0Q - 32
DISThe Walt Disney Company181.7Bmcap0Q - 33
SIFYSify Technologies Limited1.1Bmcap0Q - 34
CMCSAComcast Corporation96.2Bmcap0Q - 35
CCZComcast Holdings Corp.16.2Bmcap0Q - 36
FYBRFrontier Communications Parent, Inc.9.6Bmcap0Q - 37
AMXAmérica Móvil, S.A.B. de C.V.81.1Bmcap0Q - 38
WBDWarner Bros. Discovery, Inc.67.6Bmcap0Q - 39
EAElectronic Arts Inc.50.6Bmcap0Q - 40
KTKT Corporation10.2Bmcap0Q - 41
TTWOTake-Two Interactive Software, Inc.41.4Bmcap0Q - 42
BCEBCE Inc.22.3Bmcap0Q - 43
CHTRCharter Communications, Inc.20.4Bmcap0Q - 44
TUTELUS Corporation19.7Bmcap0Q - 45
TLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk16.7Bmcap0Q - 46
TEOTelecom Argentina S.A.5.1Bmcap0Q - 47
SKMSK Telecom Co.,Ltd14.0Bmcap0Q - 48
NBISNebius Group N.V.42.3Bmcap0Q - 49
TWLOTwilio Inc.28.7Bmcap0Q - 50
WLYBJohn Wiley & Sons, Inc.2.2Bmcap0Q
Screen all stocks in sector
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).