T-Mobile’s strong brand and reputation, coupled with its strong spectrum position, should drive strong revenue and profit growth over the next couple of years. Longer term, we expect a rational competitive landscape will allow the firm and its rivals to deliver stable cash flow.
After several years of unprecedented success, T-Mobile has the wind at its back. The firm’s reputation with consumers is as strong as ever, and its network is delivering better service than the other carriers.
As the race to 5G heats up, T-Mobile will need to step up investments, pressuring cash flow, or fall behind AT&T and Verizon, which have dense fixed-line networks at their disposal.
|
Metric
|
TMUS
|
CMCSA
|
VZ
|
|---|---|---|---|
Price/Earnings (Normalized) | 20.12 | 10.68 | 8.02 |
Price/Book Value | 2.81 | 2.07 | 1.67 |
Price/Sales | 2.42 | 1.47 | 1.21 |
Price/Cash Flow | 7.60 | 5.85 | 4.43 |
|
Metric
|
TMUS
|
CMCSA
|
VZ
|
|---|---|---|---|
Quick Ratio | 0.64 | 0.56 | 0.50 |
Current Ratio | 0.86 | 0.70 | 0.68 |
Interest Coverage | 4.11 | 5.97 | 6.42 |
|
Metric
|
TMUS
|
CMCSA
|
VZ
|
|---|---|---|---|
Return on Assets (Normalized) | 4.32% | 6.41% | 5.57% |
Return on Equity (Normalized) | 13.52% | 20.23% | 22.92% |
Return on Invested Capital (Normalized) | 6.54% | 10.66% | 9.18% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|
CMCSA
| Comcast Corp Class A | Kymbm | $169.7 Bil | |
VZ
| Verizon Communications Inc | Jbplbd | $162.5 Bil | |
T
| AT&T Inc | Mfxgkw | $122.2 Bil | |
DTEGY
| Deutsche Telekom AG ADR | Vdbjmxw | $121.0 Bil | |
KDDIY
| KDDI Corp ADR | Qcrdg | $65.5 Bil | |
AMX
| America Movil SAB de CV ADR - Series B | Xyxmcb | $57.9 Bil | |
CHTR
| Charter Communications Inc Class A | Zyqwgjw | $54.5 Bil | |
BCE
| BCE Inc | Jsglxr | $37.2 Bil | |
ORAN
| Orange SA ADR | Ddz | $31.9 Bil |
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