British American Tobacco p.l.c. (BTI)vsT-Mobile US Inc (TMUS)
BTI
British American Tobacco p.l.c.
$58.28
+0.34%
CONSUMER DEFENSIVE · Cap: $125.67B
TMUS
T-Mobile US Inc
$193.63
-0.29%
COMMUNICATION SERVICES · Cap: $210.16B
Smart Verdict
WallStSmart Research — data-driven comparison
T-Mobile US Inc generates 253% more annual revenue ($90.53B vs $25.61B). BTI leads profitability with a 30.3% profit margin vs 11.7%. TMUS appears more attractively valued with a PEG of 0.77. TMUS earns a higher WallStSmart Score of 62/100 (C+).
BTI
Buy60
out of 100
Grade: C+
TMUS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.4%
Fair Value
$78.80
Current Price
$58.28
$20.52 discount
Margin of Safety
-65.0%
Fair Value
$134.49
Current Price
$193.63
$59.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 34.6%
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.0B in free cash flow
Mega-cap, among the largest globally
Growing faster than its price suggests
Strong operational efficiency at 21.5%
Generating 4.6B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 10.1x book value
0.1% revenue growth
1.6% earnings growth
Elevated debt levels
Earnings declined 12.0%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BTI
The strongest argument for BTI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.3% and operating margin at 34.6%.
Bull Case : TMUS
The strongest argument for TMUS centers on Market Cap, PEG Ratio, Operating Margin. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : BTI
The primary concerns for BTI are PEG Ratio, Price/Book, Revenue Growth.
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
TMUS carries more volatility with a beta of 0.32 — expect wider price swings.
TMUS is growing revenue faster at 10.6% — sustainability is the question.
TMUS generates stronger free cash flow (4.6B), providing more financial flexibility.
Monitor TOBACCO industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TMUS scores higher overall (62/100 vs 60/100) and 10.6% revenue growth. BTI offers better value entry with a 23.4% margin of safety. Both earn "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.
British American Tobacco p.l.c.
CONSUMER DEFENSIVE · TOBACCO · USA
British American Tobacco plc offers tobacco and nicotine products to consumers around the world. The company is headquartered in London, the United Kingdom.
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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