Shares of US wireless carriers are trading lower after SpaceX agreed to purchase low-band 800 MHz spectrum licenses from Grain Capital, which Grain recently acquired from T-Mobile. SpaceX also says Starlink will build a terrestrial wireless network to supplement satellite with indoor coverage.
After several years of unprecedented success, T-Mobile’s reputation with consumers is as strong as ever. In an increasingly rational competitive environment, the firm will continue growing market share while increasing revenue per customer.
T-Mobile will eventually need to step up network investments to keep pace with AT&T and Verizon, which have dense fixed-line networks at their disposal. A costly acquisition could be necessary.
|
Metric
|
TMUS
|
VZ
|
CMCSA
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.14 | 8.82 | 5.83 |
Price/Book Value | 2.80 | 1.73 | 0.84 |
Price/Sales | 1.76 | 1.32 | 0.64 |
Price/Cash Flow | 5.19 | 4.52 | 2.66 |
|
Metric
|
TMUS
|
VZ
|
CMCSA
|
|---|---|---|---|
Quick Ratio | 0.54 | 0.45 | 0.69 |
Current Ratio | 0.92 | 0.60 | 0.82 |
Interest Coverage | 4.44 | 3.89 | 4.29 |
|
Metric
|
TMUS
|
VZ
|
CMCSA
|
|---|---|---|---|
Return on Assets (Normalized) | 5.90% | — | 5.09% |
Return on Equity (Normalized) | 21.68% | — | 14.49% |
Return on Invested Capital (Normalized) | 8.82% | — | 8.95% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Verizon Communications Inc
VZ
| LOCK|b%<SCgQ | LOCK|zYJ@ | $182B | |||
| AT&T Inc
T
| LOCK|kK | LOCK|L@&#< | $141B | |||
| Deutsche Telekom AG ADR
DTEGY
| LOCK|tmHV?GL | LOCK|$@<%x | $134B | |||
| Comcast Corp Class A
CMCSA
| LOCK|G!<?&k? | LOCK|gv#R | $78B | |||
| America Movil SAB de CV ADR - Series B
AMX
| LOCK|T$$gZ> | LOCK|##jn! | $72B | |||
| KDDI Corp ADR
KDDIY
| LOCK|PgM#<@F | LOCK|t#v@ | $67B | |||
| Orange SA ADR
ORANY
| LOCK|?Fl#BGh | LOCK|ZW | $42B | |||
| Vodafone Group PLC ADR
VOD
| LOCK|h<gTHm | LOCK|Jm | $37B | |||
| EchoStar Corp Class A
ECHO
| LOCK|@R? | LOCK|Qq$ | $26B |
United States