Rogers Communications Inc (RCI)vsT-Mobile US Inc (TMUS)
RCI
Rogers Communications Inc
$33.34
-2.17%
COMMUNICATION SERVICES · Cap: $16.15B
TMUS
T-Mobile US Inc
$162.01
+0.88%
COMMUNICATION SERVICES · Cap: $165.71B
Smart Verdict
WallStSmart Research — data-driven comparison
T-Mobile US Inc generates 315% more annual revenue ($93.82B vs $22.62B). RCI leads profitability with a 27.3% profit margin vs 12.0%. TMUS appears more attractively valued with a PEG of 0.55. RCI earns a higher WallStSmart Score of 87/100 (A).
RCI
Exceptional Buy87
out of 100
Grade: A
TMUS
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.9%
Fair Value
$77.16
Current Price
$33.34
$43.82 discount
Margin of Safety
-28.1%
Fair Value
$122.15
Current Price
$162.01
$39.86 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 59.5% YoY
Keeps 27 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 22.2%
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 24.7%
Earnings expanding 33.6% YoY
Generating 4.3B in free cash flow
Areas to Watch
ROE of 5.3% — below average capital efficiency
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : RCI
The strongest argument for RCI centers on P/E Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 27.3% and operating margin at 22.2%. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bull Case : TMUS
The strongest argument for TMUS centers on Market Cap, PEG Ratio, P/E Ratio. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bear Case : RCI
The primary concerns for RCI are Return on Equity, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 2.82 is elevated, increasing financial risk.
Bear Case : TMUS
The primary concerns for TMUS are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.06 is elevated, increasing financial risk.
Key Dynamics to Monitor
RCI profiles as a mature stock while TMUS is a value play — different risk/reward profiles.
RCI carries more volatility with a beta of 0.84 — expect wider price swings.
RCI is growing revenue faster at 7.7% — sustainability is the question.
TMUS generates stronger free cash flow (4.3B), providing more financial flexibility.
Bottom Line
RCI scores higher overall (87/100 vs 74/100), backed by strong 27.3% margins. Both earn "Exceptional Buy" and "Strong 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.
Rogers Communications Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Rogers Communications Inc. is a communications and media company in Canada. The company is headquartered in Toronto, Canada.
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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