Comcast Corp (CMCSA)vsT-Mobile US Inc (TMUS)
CMCSA
Comcast Corp
$22.91
-3.46%
COMMUNICATION SERVICES · Cap: $89.43B
TMUS
T-Mobile US Inc
$168.18
+1.04%
COMMUNICATION SERVICES · Cap: $195.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 35% more annual revenue ($124.90B vs $92.19B). TMUS leads profitability with a 11.5% profit margin vs 9.0%. TMUS appears more attractively valued with a PEG of 0.63. TMUS earns a higher WallStSmart Score of 63/100 (C+).
CMCSA
Buy58
out of 100
Grade: C
TMUS
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.3%
Fair Value
$93.74
Current Price
$22.91
$70.83 discount
Margin of Safety
-42.2%
Fair Value
$118.30
Current Price
$168.18
$49.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Generating 5.2B in free cash flow
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 25.2%
Generating 4.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Revenue declined 1.2%
Earnings declined 66.8%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bull Case : TMUS
The strongest argument for TMUS centers on Market Cap, PEG Ratio, Operating Margin. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bear Case : CMCSA
The primary concerns for CMCSA are PEG Ratio, Debt/Equity, Revenue Growth.
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
CMCSA carries more volatility with a beta of 0.66 — expect wider price swings.
TMUS is growing revenue faster at 7.9% — sustainability is the question.
CMCSA generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TMUS scores higher overall (63/100 vs 58/100). CMCSA offers better value entry with a 65.3% margin of safety. Both earn "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.
Comcast Corp
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Comcast Corporation is an American telecommunications conglomerate headquartered in Philadelphia, Pennsylvania. It is the second-largest broadcasting and cable television company in the world by revenue (behind AT&T), the largest pay-TV company, the largest cable TV company and largest home Internet service provider in the United States, and the nation's third-largest home telephone service provider. Comcast provides services to U.S. residential and commercial customers in 40 states and in the District of Columbia. As the parent company of the international media company NBCUniversal since 2011, Comcast is a producer of feature films and television programs intended for theatrical exhibition and over-the-air and cable television broadcast, respectively.
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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