GCI Liberty, Inc. - Series A GCI Group (GLIBA)vsT-Mobile US Inc (TMUS)
GLIBA
GCI Liberty, Inc. - Series A GCI Group
$20.50
-3.48%
COMMUNICATION SERVICES · Cap: $865.14M
TMUS
T-Mobile US Inc
$177.02
+0.20%
COMMUNICATION SERVICES · Cap: $204.39B
Smart Verdict
WallStSmart Research — data-driven comparison
T-Mobile US Inc generates 8638% more annual revenue ($90.53B vs $1.04B). TMUS leads profitability with a 11.7% profit margin vs -31.5%. TMUS earns a higher WallStSmart Score of 62/100 (C+).
GLIBA
Hold40
out of 100
Grade: D
TMUS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+83.9%
Fair Value
$238.68
Current Price
$20.50
$218.18 discount
Margin of Safety
-61.8%
Fair Value
$113.97
Current Price
$177.02
$63.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Smaller company, higher risk/reward
ROE of 4.5% — below average capital efficiency
Revenue declined 3.8%
Earnings declined 60.2%
Earnings declined 12.0%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : GLIBA
The strongest argument for GLIBA centers on Price/Book.
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 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : GLIBA
The primary concerns for GLIBA are Market Cap, Return on Equity, Revenue Growth.
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
GLIBA profiles as a turnaround stock while TMUS is a value play — different risk/reward profiles.
TMUS is growing revenue faster at 10.6% — sustainability is the question.
TMUS generates stronger free cash flow (4.6B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TMUS scores higher overall (62/100 vs 40/100) and 10.6% revenue growth. GLIBA offers better value entry with a 83.9% margin of safety. 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.
GCI Liberty, Inc. - Series A GCI Group
COMMUNICATION SERVICES · TELECOM SERVICES · USA
GCI Liberty, Inc. - Series A (GLIBA) is a leading telecommunications and media company, notable for its expansive portfolio that includes cable systems and media properties. The firm is dedicated to leveraging advanced technologies and innovative service delivery to enrich customer experiences in an evolving digital environment. With a strategic focus on growth and operational efficiency, GCI Liberty is well-positioned to capitalize on emerging revenue streams, reinforcing its role as a significant player in the telecommunications sector.
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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