Tessera Sector
Top Communication Services Stocks
Telecom carriers, media, and internet/social platforms. The sector spans defensive subscription businesses and ad-cycle-sensitive tech.
Communication Services sits meaningfully above the broader Tessera universe on quality metrics, posting a sector median score of 63 against a universe-wide average of 48, suggesting the cohort skews toward more fundamentally stable businesses than the typical screener candidate. The sector's median P/E of 21.1 reflects measured valuations relative to the 68 qualifying members, neither stretched nor deeply discounted in aggregate, which is broadly consistent with a group where quality differentiation rather than valuation multiple tends to drive dispersion.
Within the sector's top-ranked names, ATEX and EVER lead the field with scores of 0.45 and 0.44 respectively, occupying a narrow band that points to clustering near the quality ceiling for this cohort rather than a single dominant standout. TBLA follows at 0.39, rounding out a top tier where even the highest-ranked members score well below a perfect mark, indicating that while relative quality is present, the sector does not produce outlier-grade fundamentals in absolute terms. The spread between these leaders and lower-ranked constituents implies meaningful internal stratification within Communication Services itself.
Taken together, Communication Services ranks as one of the stronger-quality sectors within the Tessera screener universe, with its 63 median score representing a 15-point premium over the all-universe average of 48.
| Ticker | Company | Industry | Score | Mkt Cap | P/E |
|---|---|---|---|---|---|
| ATEX | Anterix Inc. | Telecommunications Services | 73 | $2.0B | 21.1 |
| EVER | EverQuote, Inc. | Internet Content & Information | 72 | $974M | 9.4 |
| TBLA | Taboola.com Ltd. | Internet Content & Information | 70 | $1.5B | 14.6 |
| MAX | MediaAlpha, Inc. | Internet Content & Information | 68 | $771M | 22.3 |
| AMC | AMC Entertainment Holdings, Inc. | Entertainment | 67 | $1.5B | — |
| BATRA | Atlanta Braves Holdings, Inc. | Entertainment | 67 | $3.6B | 48.2 |
| TEO | Telecom Argentina S.A. | Telecommunications Services | 66 | $5.7B | 22.3 |
| WLYB | John Wiley & Sons, Inc. | Publishing | 66 | $2.6B | 11.7 |
| GOOG | Alphabet Inc. | Internet Content & Information | 66 | $4.29T | 26.8 |
| GOOGL | Alphabet Inc. | Internet Content & Information | 66 | $4.26T | 26.8 |
| TZOO | Travelzoo | Advertising Agencies | 64 | $113M | 30.4 |
| SPHR | Sphere Entertainment Co. | Entertainment | 64 | $5.0B | 71.3 |
| EVC | Entravision Communications | Broadcasting | 64 | $1.0B | — |
| CCG | Cheche Group Inc. | Internet Content & Information | 64 | $1.3B | — |
| WLY | John Wiley & Sons, Inc. | Publishing | 63 | $2.6B | 12.0 |
| MANU | Manchester United plc | Entertainment | 63 | $3.8B | — |
| OOMA | Ooma, Inc. | Telecommunications Services | 62 | $576M | 64.7 |
| UNIT | Uniti Group Inc. | Telecommunications Services | 62 | $2.7B | 3.3 |
| QNST | QuinStreet, Inc. | Advertising Agencies | 62 | $983M | 15.3 |
| RDDT | Reddit, Inc. | Internet Content & Information | 61 | $35.0B | 51.5 |
| IHS | IHS Holding Limited | Telecommunications Services | 61 | $2.7B | 15.4 |
| CNK | Cinemark Holdings, Inc. | Entertainment | 61 | $3.7B | 25.8 |
| SPOT | Spotify Technology S.A. | Internet Content & Information | 61 | $101.3B | 40.1 |
| FWONA | Formula One Group | Entertainment | 61 | $22.8B | 27.3 |
| KYIV | Kyivstar Group Ltd. Common Shares | Telecommunications Services | 60 | $3.2B | 19.4 |
| NYT | The New York Times Company | Publishing | 60 | $12.2B | 32.3 |
| ROKU | Roku, Inc. | Entertainment | 60 | $21.4B | 108.4 |
| META | Meta Platforms, Inc. | Internet Content & Information | 60 | $1.64T | 23.5 |
| SIFY | Sify Technologies Limited | Telecommunications Services | 59 | $1.0B | — |
| TDAY | USA TODAY Co. Inc. | Publishing | 58 | $1.2B | 42.1 |