AT&T Inc. (T)vsT-Mobile US Inc (TMUS)
T
AT&T Inc.
$25.40
+0.04%
COMMUNICATION SERVICES · Cap: $178.57B
TMUS
T-Mobile US Inc
$168.18
+1.04%
COMMUNICATION SERVICES · Cap: $195.58B
Smart Verdict
WallStSmart Research — data-driven comparison
AT&T Inc. generates 38% more annual revenue ($127.24B vs $92.19B). T leads profitability with a 16.9% profit margin vs 11.5%. TMUS appears more attractively valued with a PEG of 0.63. T earns a higher WallStSmart Score of 68/100 (B-).
T
Strong Buy68
out of 100
Grade: B-
TMUS
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.1%
Fair Value
$27.74
Current Price
$25.40
$2.34 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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 24.8%
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
2.3% revenue growth
Elevated debt levels
Distress zone — elevated risk
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : T
The strongest argument for T centers on P/E Ratio, Market Cap, Price/Book. Profitability is solid with margins at 16.9% and operating margin at 24.8%.
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 : T
The primary concerns for T are PEG Ratio, Revenue Growth, Debt/Equity.
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
T carries more volatility with a beta of 0.43 — expect wider price swings.
TMUS is growing revenue faster at 7.9% — sustainability is the question.
T generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
T scores higher overall (68/100 vs 63/100), backed by strong 16.9% margins. 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.
AT&T Inc.
COMMUNICATION SERVICES · TELECOM SERVICES · USA
AT&T Inc. is an American multinational conglomerate holding company, Delaware-registered but headquartered at Whitacre Tower in Downtown Dallas, Texas. It is the world largest telecommunications company, and the second largest provider of mobile telephone services.
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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