WallStSmart

Turkcell Iletisim Hizmetleri AS (TKC)vsT-Mobile US Inc (TMUS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Turkcell Iletisim Hizmetleri AS generates 110% more annual revenue ($185.12B vs $88.31B). TMUS leads profitability with a 12.4% profit margin vs 7.3%. TMUS appears more attractively valued with a PEG of 0.80. TMUS earns a higher WallStSmart Score of 60/100 (C).

TKC

Buy

54

out of 100

Grade: C-

Growth: 8.0Profit: 5.0Value: 7.3Quality: 6.3
Piotroski: 5/9Altman Z: 2.69

TMUS

Buy

60

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 1.06
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TKCUndervalued (+66.2%)

Margin of Safety

+66.2%

Fair Value

$20.57

Current Price

$6.11

$14.46 discount

UndervaluedFair: $20.57Overvalued
TMUSSignificantly Overvalued (-235.8%)

Margin of Safety

-235.8%

Fair Value

$66.10

Current Price

$211.36

$145.26 premium

UndervaluedFair: $66.10Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TKC4 strengths · Avg: 9.0/10
Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$20.42B10/10

Generating 20.4B in free cash flow

P/E RatioValuation
13.2x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
23.7%8/10

Earnings expanding 23.7% YoY

TMUS3 strengths · Avg: 8.7/10
Market CapQuality
$236.30B10/10

Mega-cap, among the largest globally

PEG RatioValuation
0.808/10

Growing faster than its price suggests

Free Cash FlowQuality
$4.18B8/10

Generating 4.2B in free cash flow

Areas to Watch

TKC4 concerns · Avg: 2.8/10
Return on EquityProfitability
7.1%3/10

ROE of 7.1% — below average capital efficiency

Profit MarginProfitability
7.3%3/10

7.3% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

PEG RatioValuation
4.372/10

Expensive relative to growth rate

TMUS3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.993/10

Elevated debt levels

EPS GrowthGrowth
-26.6%2/10

Earnings declined 26.6%

Altman Z-ScoreHealth
1.062/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : TKC

The strongest argument for TKC centers on Price/Book, Free Cash Flow, P/E Ratio.

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 : TKC

The primary concerns for TKC are Return on Equity, Profit Margin, Operating Margin.

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

TKC carries more volatility with a beta of 0.86 — expect wider price swings.

TMUS is growing revenue faster at 11.3% — sustainability is the question.

TKC generates stronger free cash flow (20.4B), providing more financial flexibility.

Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TMUS scores higher overall (60/100 vs 54/100) and 11.3% revenue growth. TKC offers better value entry with a 66.2% 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.

Turkcell Iletisim Hizmetleri AS

COMMUNICATION SERVICES · TELECOM SERVICES · USA

Turkcell Iletisim Hizmetleri AS offers digital services in Turkey, Ukraine, Belarus, Azerbaijan, Cyprus, Germany and the Netherlands. The company is headquartered in Istanbul, Turkey.

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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