Shares of US wireless carriers and tower firms traded lower after SpaceX claimed that it will use satellite dishes to build a wireless network capable of competing in the US wireless industry. SpaceX also claimed that it will launch 10 times as many V3 broadband satellites as V2.
Following a period of investment, AT&T will hold a nationwide 5G wireless network with deep spectrum behind it and a fiber network capable of reaching around half of the US population. No carrier can match these assets.
The cost of maintaining dominance in the wireless industry by controlling spectrum has been costly. AT&T has spent more than $60 billion since 2020 on licenses with few prospects for incremental growth.
|
Metric
|
T
|
VZ
|
TMUS
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.23 | 10.33 | 16.26 |
Price/Book Value | 1.59 | 2.03 | 3.47 |
Price/Sales | 1.42 | 1.53 | 2.18 |
Price/Cash Flow | 4.69 | 5.15 | 6.42 |
|
Metric
|
T
|
VZ
|
TMUS
|
|---|---|---|---|
Quick Ratio | 0.49 | 0.50 | 0.54 |
Current Ratio | 0.97 | 0.64 | 0.92 |
Interest Coverage | 4.64 | 3.89 | 4.44 |
|
Metric
|
T
|
VZ
|
TMUS
|
|---|---|---|---|
Return on Assets (Normalized) | 4.36% | 4.06% | 5.90% |
Return on Equity (Normalized) | 16.75% | 15.75% | 21.68% |
Return on Invested Capital (Normalized) | 8.68% | 7.53% | 8.82% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Verizon Communications Inc
VZ
| LOCK|c<%<w% | LOCK|m$@&P | $209B | |||
| T-Mobile US Inc
TMUS
| LOCK|P>%f@pN^ | LOCK|yqSR# | $195B | |||
| Deutsche Telekom AG ADR
DTEGY
| LOCK|$Z^FrXYj | LOCK|lm&&! | $157B | |||
| Comcast Corp Class A
CMCSA
| LOCK|HQW>dB& | LOCK|^#n% | $93B | |||
| KDDI Corp ADR
KDDIY
| LOCK|p?BtG^ | LOCK|f#p$t | $72B | |||
| America Movil SAB de CV ADR - Series B
AMX
| LOCK|$&p#&RS | LOCK|^<%n | $69B | |||
| Orange SA ADR
ORANY
| LOCK|z!<X<^N | LOCK|%W | $47B | |||
| Vodafone Group PLC ADR
VOD
| LOCK|$!k%@b | LOCK|VV | $40B | |||
| EchoStar Corp Class A
ECHO
| LOCK|@s | LOCK|bQ | $27B |
United States