Methodology
Within each industry I'm going to compare the earnings per share growth to the change in price and then take an average. I'm looking for the industry that has had the highest EPS growth but the smallest share price growth.
Telecom Majors
| Security | Earnings Per Share - Fiscal Period (Y) | Earnings Per Share - Fiscal Period (Y-3) | Price (Current) | Price (M-36) | 3 YEAR CHANGE IN EPS | 3 YEAR CHANGE IN PRICE |
| VZ | 7.36 | 2.42 | 54.79 | 46.01 | 2.0413 | 0.1908 |
| T | 4.7652 | 1.19 | 33.03 | 33.2 | 3.0044 | -0.0051 |
| SHEN | 1.33 | 0.695 | 37.45 | 19.345 | 0.9137 | 0.9359 |
| CNSL | 1.07 | 0.3458 | 12.07 | 19.51 | 2.0943 | -0.3813 |
| BCE | 2.4037 | 2.6982 | 41.54 | 40.44 | -0.1091 | 0.0272 |
| ALSK | -0.12 | -0.06 | 1.63 | 2.22 | 1 | -0.2658 |
| ATNI | 1.9425 | 2.9382 | 73.53 | 71.45 | -0.3389 | 0.0291 |
| CBB | 0.58 | 1.55 | 13 | 3.43 | -0.6258 | 2.7901 |
| Average | 0.9974875 | 0.4151125 |
Telecom Specialty
I had to remove a bunch of securities from the portfolio - most because they're now private (STRP, SHOR, LMOS, IQNT, HCOM, LVLT, GNCM.A/B, WSTC), one because it was merged into another company (FRP) and one because it trades too infrequently (SGRB).
After much internal debate I also removed TEUM as it didn't have enough history (in Q3 2016 it was spun out of Elephant Talk Communications, ETAK).
| Security | Earnings Per Share - Fiscal Period (Y) | Earnings Per Share - Fiscal Period (Y-3) | Price (Current) | Price (M-36) | 3 YEAR CHANGE IN EPS | 3 YEAR CHANGE IN PRICE |
| WIN | -62.6 | -13.5 | 5.18 | 7.19 | 3.637 | -0.2796 |
| ZAYO | 0.35 | -0.7502 | 37.96 | 27.97 | -1.4665 | 0.3572 |
| VG | -0.1506 | 0.09 | 14.48 | 5.55 | -2.6733 | 1.609 |
| RNET | -0.9 | 0.87 | 14.3 | 28.83 | -2.0345 | -0.504 |
| NULM | 1.93 | 0.54 | 19.3 | 7.5 | 2.5741 | 1.5733 |
| OOMA | -0.71 | -0.3621 | 16.3 | 8.82 | 0.9608 | 0.8481 |
| LICT | 1063.801 | 444.34 | 14300 | 5250 | 1.3941 | 1.7238 |
| LBRDA | 11.1 | -1.52 | 78.36 | 54.47 | -8.3026 | 0.4386 |
| IDT | 0.35 | 0.82 | 5.43 | 15.62 | -0.5732 | -0.6524 |
| GTT | -1.71 | -0.85 | 38.35 | 21.99 | 1.0118 | 0.744 |
| FSNN | -1.08 | -0.9071 | 3.84 | 2.12 | 0.1906 | 0.8113 |
| FTR | -25.99 | 1.95 | 5.73 | 5.07 | -14.3282 | 0.1302 |
| ENT | -4.07 | -0.78 | 2.68 | 11.77 | 4.2179 | -0.7723 |
| ETAK | -0.7628 | -3.75 | 2.57 | 0.3 | -0.7966 | 7.5667 |
| CTL | 2.21 | 1.36 | 23.86 | 27.04 | 0.625 | -0.1176 |
| CCOI | 0.13 | 0.02 | 52.65 | 27.77 | 5.5 | 0.8959 |
| Average | -0.628975 | 0.8982625 |
Telecom Wireless
| Security | Earnings Per Share - Fiscal Period (Y) | Earnings Per Share - Fiscal Period (Y-3) | Price (Current) | Price (M-36) | 3 YEAR CHANGE IN EPS | 3 YEAR CHANGE IN PRICE |
| USM | 0.14 | -0.51 | 44.55 | 36.92 | -1.2745 | 0.2067 |
| TELDF | -0.1466 | -0.5704 | 4.39 | 5.4079 | -0.743 | -0.18822 |
| TDS | 1.37 | -1.26 | 30.67 | 28.44 | -2.0873 | 0.0784 |
| TMUS | 5.2 | 0.3 | 65.84 | 41.86 | 16.3333 | 0.57286 |
| SBAC | 0.86 | -0.19 | 157.9 | 118.2 | -5.5263 | 0.3359 |
| S | 1.81 | -0.85 | 6.17 | 5.06 | -3.1294 | 0.2194 |
| PDVW | -1.7 | -1.46 | 30.2 | 31.97 | 0.1644 | -0.0554 |
| ORBC | -0.84 | -0.08 | 10.83 | 6.09 | 9.5 | 0.7783 |
| NIHD | -3.0102 | -11.535 | 5.45 | 8.59 | -0.739 | -0.3655 |
| ICTG | 6.64 | 1.64 | 63.25 | 21 | 3.0488 | 2.0119 |
| IMASY | 0.4043 | 0.7569 | 7 | 15 | -0.4658 | -0.5333 |
| I | -1.5 | 1.99 | 22.96 | 9.67 | -1.7538 | 1.3744 |
| IRDM | 1.82 | 0.69 | 20.7 | 7.45 | 1.6377 | 1.7785 |
| GSAT | -0.08 | -0.5 | 0.5343 | 1.76 | -0.84 | -0.6964 |
| FETLF | 1.6419 | 1.7392 | 39.0095 | 2.15 | -0.0559 | 17.144 |
| CEL | 0.3086 | 0.9812 | 6.02 | 5.8443 | -0.6855 | 0.0301 |
| AMX | 0.4672 | 1.0034 | 16.77 | 17.9403 | -0.5344 | -0.0652 |
| SPOK | -0.76 | 0.94 | 15.55 | 16.3911 | -1.8085 | -0.0513 |
| GOGO | -2.17 | -0.99 | 4.55 | 15.89 | 1.1919 | -0.7137 |
| Average | 0.643826316 | 1.150601962 |
Telecom Majors looks like the best industry to start a more in depth analysis.
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