T-Mobile grew service revenue 6% in the third quarter, or 4%-5% excluding acquisitions, which is roughly in line with the prior quarter. Net postpaid account additions slipped to 274,000 from 396,000 a year ago. Management modestly trimmed its 2026 growth forecast, but increased profit expectations.
After several years of unprecedented success, T-Mobile’s reputation with consumers is as strong as ever. In an increasingly rational competitive environment, the firm will continue growing market share while increasing prices, driving cash flow higher.
T-Mobile will eventually need to step up network investments to keep pace with AT&T and Verizon, which have dense fixed-line networks at their disposal. A costly acquisition could be necessary.
|
Metric
|
TMUS
|
VZ
|
CMCSA
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.16 | 9.90 | 6.19 |
Price/Book Value | 2.95 | 1.76 | 0.89 |
Price/Sales | 1.82 | 1.35 | 0.68 |
Price/Cash Flow | 5.38 | 4.60 | 2.83 |
|
Metric
|
TMUS
|
VZ
|
CMCSA
|
|---|---|---|---|
Quick Ratio | 0.63 | 0.47 | 0.69 |
Current Ratio | 0.91 | 0.63 | 0.82 |
Interest Coverage | 4.59 | 3.82 | 4.29 |
|
Metric
|
TMUS
|
VZ
|
CMCSA
|
|---|---|---|---|
Return on Assets (Normalized) | 6.16% | 4.05% | 5.09% |
Return on Equity (Normalized) | 23.04% | 15.88% | 14.49% |
Return on Invested Capital (Normalized) | 9.23% | 7.57% | 8.95% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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VZ
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United States