SK Telecom Co Ltd ADR (SKM)vsT-Mobile US Inc (TMUS)
SKM
SK Telecom Co Ltd ADR
$37.44
-8.71%
COMMUNICATION SERVICES · Cap: $15.82B
TMUS
T-Mobile US Inc
$177.02
+1.77%
COMMUNICATION SERVICES · Cap: $204.35B
Smart Verdict
WallStSmart Research — data-driven comparison
SK Telecom Co Ltd ADR generates 18720% more annual revenue ($17.04T vs $90.53B). TMUS leads profitability with a 11.7% profit margin vs 2.1%. TMUS appears more attractively valued with a PEG of 0.74. TMUS earns a higher WallStSmart Score of 62/100 (C+).
SKM
Hold48
out of 100
Grade: D+
TMUS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SKM.
Margin of Safety
-56.6%
Fair Value
$113.97
Current Price
$177.02
$63.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 718.9B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Mega-cap, among the largest globally
Growing faster than its price suggests
Strong operational efficiency at 24.0%
Generating 4.6B in free cash flow
Areas to Watch
ROE of 0.3% — below average capital efficiency
2.1% margin — thin
Premium valuation, high expectations priced in
Revenue declined 1.4%
Earnings declined 12.0%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : SKM
The strongest argument for SKM centers on Free Cash Flow, PEG Ratio, Price/Book. PEG of 0.88 suggests the stock is reasonably priced for its growth.
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 0.74 suggests the stock is reasonably priced for its growth.
Bear Case : SKM
The primary concerns for SKM are Return on Equity, Profit Margin, P/E Ratio. A P/E of 63.4x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : TMUS
The primary concerns for TMUS are EPS Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.11 is elevated, increasing financial risk.
Key Dynamics to Monitor
SKM carries more volatility with a beta of 0.67 — expect wider price swings.
TMUS is growing revenue faster at 10.6% — sustainability is the question.
SKM generates stronger free cash flow (718.9B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TMUS scores higher overall (62/100 vs 48/100) and 10.6% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
SK Telecom Co Ltd ADR
COMMUNICATION SERVICES · TELECOM SERVICES · USA
SK Telecom Co., Ltd. provides wireless telecommunications services in South Korea and internationally. The company is headquartered in Seoul, South Korea.
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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