ADV
Advantage Solutions Inc.
ADV trails on the overall score without a compensating advantage in the available component scores.
TMUS
T-Mobile US, Inc.
TMUS has the edge over ADV overall, supported by lower modeled downside and stronger valuation.
ADV Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Healthy | |
| Weak |
ADV's cash flow is currently healthy, and its revenue is stable, but its profitability and balance sheet are under pressure.
TMUS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
TMUS's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
ADV PE Valuation
ADV has no meaningful PE right now: it lost money over the past year.
TMUS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 13x | $171 | — |
| Current | 16x | $171 | — |
| Cheap | 21x | $218 | +27% |
| Fair | 26x | $274 | +60% |
| Expensive | 56x | $581 | +240% |
Historical ranges are pointers, not guarantees.
TMUS's PE is in its cheap range at 16x. If earnings grow as analysts expect, today's price would be 13x next year's earnings.
ADV Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Turning to a loss | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect ADV's earnings to decline, with its revenue and profitability holding steady.
TMUS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
TMUS has the edge over ADV on the outlook, with more favorable earnings and revenue expectations.
ADV Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$24.65 | -$5.53 |
| Q2 2026 | -$21.17 | +$2.71 |
| Q1 2026 | -$18.67 | +$10.62 |
| Q4 2025 | -$17.54 | +$7.88 |
| Q3 2025 | -$19.12 | -$8.87 |
| Q2 2025 | -$23.88 | -$15.13 |
| Q1 2025 | -$29.29 | -$27.54 |
| Q4 2024 | -$25.42 | -$20.42 |
ADV is still losing money, but far less than before: $24.65 per share over the past year, against $118.00 at its worst in late 2023.
TMUS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.49 | +30% |
| Q3 2026 | $10.37 | -0.2% |
| Q2 2026 | $9.56 | -9.7% |
| Q1 2026 | $9.41 | -8.1% |
| Q4 2025 | $9.72 | +0.6% |
| Q3 2025 | $10.39 | +18% |
| Q2 2025 | $10.59 | +33% |
| Q1 2025 | $10.24 | +39% |
| Q4 2024 | $9.66 | +39% |
TMUS has the edge over ADV on earnings quality, reporting a profit while its opponent remains loss making.
ADV Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $913.7M | -0.1% |
| Q2 2026 | $889.5M | +1.8% |
| Q1 2026 | $869.6M | +5.8% |
| Q4 2025 | $932.1M | +4.5% |
| Q3 2025 | $915M | -2.6% |
| Q2 2025 | $873.7M | 0% |
| Q1 2025 | $821.8M | -6.5% |
| Q4 2024 | $892.3M | -17% |
ADV's revenue fell from its 2022 peak and has held roughly level since: $914M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 0.8% | -3.6 points |
| Q2 2026 | 0.2% | -1 points |
| Q1 2026 | 0.5% | +2.3 points |
| Q4 2025 | -17% | +1.7 points |
| Q3 2025 | 4.4% | +4.7 points |
| Q2 2025 | 1.1% | +12 points |
| Q1 2025 | -1.8% | +1.3 points |
| Q4 2024 | -19% | -23 points |
ADV's operating margin was 0.8% last quarter, down 3.6 points from the same quarter a year ago.
TMUS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $23.6B | +7.4% |
| Q2 2026 | $22.8B | +7.9% |
| Q1 2026 | $23.1B | +11% |
| Q4 2025 | $24.3B | +11% |
| Q3 2025 | $22B | +8.9% |
| Q2 2025 | $21.1B | +6.9% |
| Q1 2025 | $20.9B | +6.6% |
| Q4 2024 | $21.9B | +6.8% |
TMUS has the edge over ADV on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 24% | +3.4 points |
| Q2 2026 | 24% | -0.6 points |
| Q1 2026 | 19% | -3.5 points |
| Q4 2025 | 15% | -5.6 points |
| Q3 2025 | 21% | -3.2 points |
| Q2 2025 | 25% | +1.3 points |
| Q1 2025 | 23% | +2.6 points |
| Q4 2024 | 21% | +4 points |
TMUS has the edge over ADV on profitability, with a higher operating margin.
ADV Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $40.6M | -22% |
| Q2 2026 | -$16M | -$5.7M |
| Q1 2026 | $12.3M | +$67.1M |
| Q4 2025 | $67.8M | +33% |
| Q3 2025 | $52.2M | +500% |
| Q2 2025 | -$10.2M | -121% |
| Q1 2025 | -$54.7M | -$30.7M |
| Q4 2024 | $51.2M | +23% |
ADV still generates free cash flow, though less than at its 2025 peak: $105M over the past year.
TMUS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $5.1B | +5.3% |
| Q2 2026 | $4.8B | +4.4% |
| Q1 2026 | $4.6B | +4.6% |
| Q4 2025 | $4.2B | +25% |
| Q3 2025 | $4.8B | +15% |
| Q2 2025 | $4.6B | +32% |
| Q1 2025 | $4.4B | +79% |
| Q4 2024 | $3.3B | +2% |
TMUS has the edge over ADV on cash flow, with more consistent year-over-year improvement.
ADV Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -100K shares |
| 1 year | -5.7% | -777K shares |
| 3 years | -1.3% | -172K shares |
| 5 years | +0.1% | +11.8K shares |
| Available history | +57% | +4.7M shares |
ADV has the edge over TMUS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2.3M |
| Q2 2026 | $14.7M |
| Q1 2026 | $2.3M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | $869,000 |
| Q4 2024 | — |
ADV spent $19M buying back its own shares over the past year, more than ten times what it spent the year before.
TMUS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1% | -10.8M shares |
| 1 year | -4.9% | -55M shares |
| 3 years | -8.8% | -103M shares |
| 5 years | -15% | -182M shares |
| Available history | +24% | +207M shares |
TMUS has 1.1B diluted shares, down 4.9% from a year ago, with $12B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2.4B |
| Q2 2026 | $2.3B |
| Q1 2026 | $4.8B |
| Q4 2025 | $2.4B |
| Q3 2025 | $2.5B |
| Q2 2025 | $2.6B |
| Q1 2025 | $2.5B |
| Q4 2024 | $4.7B |
TMUS spent $12B buying back its own shares over the past year, down 1.7% from the year before.
ADV Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 25.2x | High |
| Q2 2026 | 16.3x | High |
| Q1 2026 | 14.7x | High |
| Q4 2025 | 18.9x | High |
| Q3 2025 | 21.6x | High |
| Q2 2025 | 60.2x | High |
| Q3 2024 | 11.2x | High |
| Q2 2024 | 10.3x | High |
ADV's net debt is more than 20 years of its operating earnings (EBITDA), up from more than 20 years a year ago.
TMUS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.0x | Very low |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | 2.5x | Moderate |
| Q3 2025 | 0.1x | Very low |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | 2.4x | Moderate |
TMUS has the edge over ADV on leverage, with a lower net debt burden relative to earnings.
ADV Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.9 | Neutral |
| Stochastic | 41.3 | Neutral |
ADV's weekly RSI is 49 (neutral) and its Stochastic is 41 (neutral).
TMUS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.9 | Neutral |
| Stochastic | 42.1 | Neutral |
TMUS's weekly RSI is 48 (neutral) and its Stochastic is 42 (neutral).
ADV PE vs Communication Services Sector
| Metric | ADV | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 16x | — |
ADV has no meaningful PE right now: it lost money over the past year.
TMUS PE vs Communication Services Sector
| Metric | TMUS | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 16x | Same PE |
| PE % | 1 | 26 | 25 pts below |
TMUS is trading at 16x earnings, in line with the Communication Services sector's median of 16x.
ADV Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $30.5 | 3.2% above |
| 20 week MA | $33.2 | 5.3% below |
| 50 week MA | $29.3 | 7.2% above |
| 100 week MA | $36.4 | 14% below |
| 200 week MA | $56.1 | 44% below |
ADV has the edge over TMUS on trend strength, trading above more of its moving averages.
TMUS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $159.1 | 7.5% above |
| 20 week MA | $172.0 | 0.5% below |
| 50 week MA | $187.8 | 8.9% below |
| 100 week MA | $212.9 | 20% below |
| 200 week MA | $188.7 | 9.4% below |
TMUS has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 9.4% below its 200-week average.
ADV Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $260.0 | $333.5 | +28% |
| 2021 | $333.5 | $195.5 | -41% |
| 2022 | $195.5 | $46.8 | -76% |
| 2023 | $46.8 | $90.5 | +94% |
| 2024 | $90.5 | $74.3 | -18% |
| 2025 | $74.3 | $22.2 | -70% |
| 2026 YTD | $22.2 | $31.4 | +41% |
ADV has the edge over TMUS on returns for 2026, with the stronger performance.
TMUS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $77.2 | $132.9 | +72% |
| 2021 | $132.9 | $119.9 | -9.8% |
| 2022 | $119.9 | $140.0 | +17% |
| 2023 | $140.0 | $160.3 | +15% |
| 2024 | $160.3 | $223.0 | +39% |
| 2025 | $223.0 | $201.0 | -9.9% |
| 2026 YTD | $201.0 | $171.0 | -15% |
TMUS has finished higher in four of the last six years. It's down 15% so far in 2026.