Just eight months after giving up on a regional mobile network-sharing arrangement with Telstra, TPG Telecom has hooked up with Optus to do the same. It is the same Optus that demonized the initial TPG-Telstra proposal on competition grounds and convinced the regulator to veto the deal.
Cross-selling opportunities remain for both consumer and corporate markets.
TPG Telecom's service levels are seen as less attractive than some peers. Market share gains have been driven by pricing.
|
Metric
|
TPG
|
SPK
|
VOD
|
|---|---|---|---|
Price/Earnings (Normalized) | 14.55 | 19.47 | 18.88 |
Price/Book Value | 0.74 | 4.55 | 0.40 |
Price/Sales | 1.55 | 2.34 | 0.66 |
Price/Cash Flow | 7.13 | 10.52 | 1.68 |
|
Metric
|
TPG
|
SPK
|
VOD
|
|---|---|---|---|
Quick Ratio | 0.63 | 0.90 | 0.86 |
Current Ratio | 0.75 | 1.00 | 0.89 |
Interest Coverage | 1.17 | 5.08 | 5.22 |
|
Metric
|
TPG
|
SPK
|
VOD
|
|---|---|---|---|
Return on Assets (Normalized) | 3.00% | 0.13% | 1.87% |
Return on Equity (Normalized) | 4.96% | 0.31% | 4.81% |
Return on Invested Capital (Normalized) | 4.81% | −0.02% | 3.75% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
TMUS
| T-Mobile US Inc | Nyzfjxbz | Tfdrgss | $190.3 Bil | |
VZ
| Verizon Communications Inc | Rdfjgqcb | Qmmzny | $170.4 Bil | |
CMCSA
| Comcast Corp Class A | Bnqxskxy | Ywghs | $154.0 Bil | |
T
| AT&T Inc | Sznw | Fqxgz | $124.3 Bil | |
DTEGY
| Deutsche Telekom AG ADR | Pthpyndpz | Dltwkw | $118.3 Bil | |
AMX
| America Movil SAB de CV ADR - Series B | Yrlwqbjkxp | Drsqjcy | $61.2 Bil | |
KDDIY
| KDDI Corp ADR | Hpydysjth | Ktvtnyr | $58.7 Bil | |
CHTR
| Charter Communications Inc Class A | Pyfrjylx | Yqxnyjn | $39.1 Bil | |
BCE
| BCE Inc | Pcxlvzgkfj | Gcsck | $31.1 Bil | |
ORAN
| Orange SA ADR | Glxfgwdhk | Bqg | $30.6 Bil |
