Array Digital Infrastructure, Inc. (AD)vsT-Mobile US Inc (TMUS)
AD
Array Digital Infrastructure, Inc.
$35.89
-2.89%
COMMUNICATION SERVICES · Cap: $3.10B
TMUS
T-Mobile US Inc
$182.68
+0.61%
COMMUNICATION SERVICES · Cap: $197.70B
Smart Verdict
WallStSmart Research — data-driven comparison
T-Mobile US Inc generates 48057% more annual revenue ($90.53B vs $187.99M). AD leads profitability with a 110.8% profit margin vs 11.7%. TMUS appears more attractively valued with a PEG of 0.72. AD earns a higher WallStSmart Score of 67/100 (B-).
AD
Strong Buy67
out of 100
Grade: B-
TMUS
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AD.
Margin of Safety
-60.0%
Fair Value
$114.15
Current Price
$182.68
$68.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Keeps 111 of every $100 in revenue as profit
Revenue surging 92.8% year-over-year
Earnings expanding 909.0% YoY
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 24.0%
Generating 4.6B in free cash flow
Areas to Watch
Weak financial health signals
Distress zone — elevated risk
Earnings declined 12.0%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AD
The strongest argument for AD centers on P/E Ratio, Profit Margin, Revenue Growth. Profitability is solid with margins at 110.8% and operating margin at 9.7%. Revenue growth of 92.8% demonstrates continued momentum.
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 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : AD
The primary concerns for AD are Piotroski F-Score, Altman Z-Score.
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
AD profiles as a growth stock while TMUS is a value play — different risk/reward profiles.
TMUS carries more volatility with a beta of 0.30 — expect wider price swings.
AD is growing revenue faster at 92.8% — sustainability is the question.
TMUS generates stronger free cash flow (4.6B), providing more financial flexibility.
Bottom Line
AD scores higher overall (67/100 vs 61/100), backed by strong 110.8% margins and 92.8% 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.
Array Digital Infrastructure, Inc.
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Array Digital Infrastructure, Inc. provides wireless telecommunications services in the United States. The company is headquartered in Chicago, Illinois.
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.
Compare with Other TELECOM SERVICES Stocks
Want to dig deeper into these stocks?