WallStSmart

Alphabet Inc Class C (GOOG)vsT-Mobile US Inc (TMUS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Alphabet Inc Class C generates 384% more annual revenue ($445.87B vs $92.19B). GOOG leads profitability with a 54.8% profit margin vs 11.5%. TMUS appears more attractively valued with a PEG of 0.80. GOOG earns a higher WallStSmart Score of 77/100 (B+).

GOOG

Strong Buy

77

out of 100

Grade: B+

Growth: 8.7Profit: 9.5Value: 7.3Quality: 8.5
Piotroski: 4/9Altman Z: 3.91

TMUS

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 7.5Value: 5.3Quality: 4.0
Piotroski: 4/9Altman Z: 1.03
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GOOGUndervalued (+23.7%)

Margin of Safety

+23.7%

Fair Value

$471.78

Current Price

$353.47

$118.31 discount

UndervaluedFair: $471.78Overvalued
TMUSSignificantly Overvalued (-47.3%)

Margin of Safety

-47.3%

Fair Value

$117.78

Current Price

$177.19

$59.41 premium

UndervaluedFair: $117.78Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GOOG6 strengths · Avg: 10.0/10
Market CapQuality
$4.59T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
38.1%10/10

Every $100 of equity generates 38 in profit

Profit MarginProfitability
54.8%10/10

Keeps 55 of every $100 in revenue as profit

Operating MarginProfitability
34.0%10/10

Strong operational efficiency at 34.0%

EPS GrowthGrowth
294.0%10/10

Earnings expanding 294.0% YoY

Altman Z-ScoreHealth
3.9110/10

Safe zone — low bankruptcy risk

TMUS4 strengths · Avg: 8.3/10
Market CapQuality
$190.09B9/10

Large-cap with strong market position

PEG RatioValuation
0.808/10

Growing faster than its price suggests

Operating MarginProfitability
25.2%8/10

Strong operational efficiency at 25.2%

Free Cash FlowQuality
$4.60B8/10

Generating 4.6B in free cash flow

Areas to Watch

GOOG1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-5.86B2/10

Negative free cash flow — burning cash

TMUS2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
1.032/10

Distress zone — elevated risk

Debt/EquityHealth
2.111/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : GOOG

The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 54.8% and operating margin at 34.0%. Revenue growth of 24.2% demonstrates continued momentum.

Bull Case : TMUS

The strongest argument for TMUS centers on Market Cap, PEG Ratio, Operating Margin. PEG of 0.80 suggests the stock is reasonably priced for its growth.

Bear Case : GOOG

The primary concerns for GOOG are Free Cash Flow.

Bear Case : TMUS

The primary concerns for TMUS are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.11 is elevated, increasing financial risk.

Key Dynamics to Monitor

GOOG profiles as a growth stock while TMUS is a value play — different risk/reward profiles.

GOOG carries more volatility with a beta of 1.24 — expect wider price swings.

GOOG is growing revenue faster at 24.2% — sustainability is the question.

TMUS generates stronger free cash flow (4.6B), providing more financial flexibility.

Bottom Line

GOOG scores higher overall (77/100 vs 63/100), backed by strong 54.8% margins and 24.2% 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.

Alphabet Inc Class C

COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA

Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.

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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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