AT&T Inc (TBB)vsT-Mobile US Inc (TMUS)
TBB
AT&T Inc
$21.58
-0.05%
· Cap: $132.50B
TMUS
T-Mobile US Inc
$211.36
+0.05%
COMMUNICATION SERVICES · Cap: $236.30B
Smart Verdict
WallStSmart Research — data-driven comparison
TMUS leads profitability with a 12.4% profit margin vs 0.0%. TBB trades at a lower P/E of 4.2x. TMUS earns a higher WallStSmart Score of 60/100 (C).
TBB
Avoid25
out of 100
Grade: F
TMUS
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for TBB.
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
Attractively priced relative to earnings
Large-cap with strong market position
Generating 4.5B in free cash flow
Mega-cap, among the largest globally
Growing faster than its price suggests
Generating 4.2B in free cash flow
Areas to Watch
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Elevated debt levels
Earnings declined 26.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : TBB
The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.
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 : TBB
The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 1.57 is elevated, increasing financial risk.
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 is growing revenue faster at 11.3% — sustainability is the question.
TBB generates stronger free cash flow (4.5B), providing more financial flexibility.
Monitor sector industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TMUS scores higher overall (60/100 vs 25/100) and 11.3% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AT&T Inc
· · USA
AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.
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.
Want to dig deeper into these stocks?