Array Digital Infrastructure, Inc. (AD)vsT-Mobile US Inc (TMUS)
AD
Array Digital Infrastructure, Inc.
$46.29
-0.49%
COMMUNICATION SERVICES · Cap: $4.02B
TMUS
T-Mobile US Inc
$211.36
+0.05%
COMMUNICATION SERVICES · Cap: $236.30B
Smart Verdict
WallStSmart Research — data-driven comparison
T-Mobile US Inc generates 54090% more annual revenue ($88.31B vs $162.96M). AD leads profitability with a 29.9% profit margin vs 12.4%. TMUS appears more attractively valued with a PEG of 0.80. AD earns a higher WallStSmart Score of 65/100 (B-).
AD
Strong Buy65
out of 100
Grade: B-
TMUS
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.6%
Fair Value
$90.79
Current Price
$46.29
$44.50 discount
Margin of Safety
-235.8%
Fair Value
$66.10
Current Price
$211.36
$145.26 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 131.3% year-over-year
Keeps 30 of every $100 in revenue as profit
Reasonable price relative to book value
Mega-cap, among the largest globally
Growing faster than its price suggests
Generating 4.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
ROE of 4.8% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Earnings declined 26.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AD
The strongest argument for AD centers on Revenue Growth, Profit Margin, Price/Book. Profitability is solid with margins at 29.9% and operating margin at 16.1%. Revenue growth of 131.3% demonstrates continued momentum.
Bull Case : TMUS
The strongest argument for TMUS centers on Market Cap, PEG Ratio, Free Cash Flow. Revenue growth of 11.3% demonstrates continued momentum. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bear Case : AD
The primary concerns for AD are PEG Ratio, Return on Equity, Free Cash Flow.
Bear Case : TMUS
The primary concerns for TMUS are Debt/Equity, EPS Growth, Altman Z-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk.
Key Dynamics to Monitor
AD profiles as a growth stock while TMUS is a value play — different risk/reward profiles.
TMUS carries more volatility with a beta of 0.41 — expect wider price swings.
AD is growing revenue faster at 131.3% — sustainability is the question.
TMUS generates stronger free cash flow (4.2B), providing more financial flexibility.
Bottom Line
AD scores higher overall (65/100 vs 60/100), backed by strong 29.9% margins and 131.3% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Array Digital Infrastructure, Inc.
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Array Digital Infrastructure, Inc. provides wireless telecommunications services in the United States. The company is headquartered in Chicago, Illinois.
Visit Website →T-Mobile US Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
T-Mobile US, Inc., doing business under the global brand name T-Mobile, is an American wireless network operator. Its headquarters are located in Bellevue, Washington, in the Seattle metropolitan area and Overland Park, Kansas, in the Kansas City metropolitan area.
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