GOGO
Gogo Inc.
GOGO trails on the overall score without a compensating advantage in the available component scores.
TMUS
T-Mobile US, Inc.
TMUS has the edge over GOGO overall, supported by lower modeled downside and stronger valuation.
GOGO Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Under pressure | |
| Weak |
GOGO's revenue and profitability are currently stable, but its cash flow 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.
GOGO PE Valuation
GOGO 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.
GOGO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Stable | |
| Stable | |
| Stable | |
| Limited | |
| Low |
Analysts expect GOGO's earnings, revenue and profitability to hold roughly steady. However, they disagree widely on these estimates.
TMUS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
TMUS has the edge over GOGO on the outlook, with more favorable earnings and revenue expectations.
GOGO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.11 | — |
| Q3 2026 | -$0.01 | +$0.04 |
| Q2 2026 | $0.00 | -100% |
| Q1 2026 | $0.10 | +$0.14 |
| Q4 2025 | $0.09 | -10% |
| Q3 2022 | $2.34 | +$2.89 |
| Q2 2022 | $2.35 | +$4.03 |
| Q1 2022 | $1.55 | +$3.65 |
| Q4 2021 | $1.28 | +$4.33 |
GOGO lost $0.01 per share over the past year, a smaller loss than the year before.
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 GOGO on earnings quality, reporting a profit while its opponent remains loss making.
GOGO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $213.2M | -4.6% |
| Q2 2026 | $222.8M | -1.4% |
| Q1 2026 | $226.3M | -1.7% |
| Q4 2025 | $230.6M | +67% |
| Q3 2025 | $223.6M | +122% |
| Q2 2025 | $226M | +121% |
| Q1 2025 | $230.3M | +121% |
| Q4 2024 | $137.8M | +41% |
GOGO's revenue is growing: $213M last quarter, down 4.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8% | -4.8 points |
| Q2 2026 | 13% | -2.6 points |
| Q1 2026 | 14% | -1.3 points |
| Q4 2025 | 6.2% | +24 points |
| Q3 2025 | 13% | -6.1 points |
| Q2 2025 | 16% | -5.3 points |
| Q1 2025 | 15% | -18 points |
| Q4 2024 | -18% | -43 points |
GOGO's operating margin was 8% last quarter, down 4.8 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's revenue has grown year over year for 10 quarters in a row: $23.6B last quarter, up 7.4% from the same quarter a year ago.
| 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 GOGO on profitability, with a higher operating margin.
GOGO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $22.7M | -17% |
| Q2 2026 | $22.7M | -32% |
| Q1 2026 | -$33M | -211% |
| Q4 2025 | -$25.4M | +$17.2M |
| Q3 2025 | $27.3M | +32% |
| Q2 2025 | $33.5M | +56% |
| Q1 2025 | $29.7M | +5.4% |
| Q4 2024 | -$42.6M | -278% |
GOGO's free cash flow has turned negative after years in the green: −$13M 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 GOGO on cash generation, producing positive trailing cash flow while its opponent burns cash.
GOGO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +386K shares |
| 1 year | -0.2% | -261K shares |
| 3 years | +65% | +53.9M shares |
GOGO has 137M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $2.4M |
| Q3 2024 | $7.6M |
| Q2 2024 | $13M |
| Q1 2024 | $10.1M |
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 the edge over GOGO on shareholder dilution, with a more favorable share count trend.
| 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.
GOGO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.6x | High |
| Q2 2026 | 4.5x | High |
| Q1 2026 | 4.3x | High |
| Q4 2025 | 4.1x | High |
| Q3 2025 | 5.5x | High |
| Q2 2025 | 6.9x | High |
| Q1 2025 | 9.4x | High |
| Q4 2024 | 11.3x | High |
GOGO's net debt is about 4.6 years of its operating earnings (EBITDA), down from 5.5 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 GOGO on leverage, with a lower net debt burden relative to earnings.
GOGO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.5 | Neutral |
| Stochastic | 50.6 | Neutral |
GOGO's weekly RSI is 52 (neutral) and its Stochastic is 51 (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).
GOGO PE vs Communication Services Sector
| Metric | GOGO | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 16x | — |
GOGO 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.
GOGO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.59 | 32% above |
| 20 week MA | $2.96 | 16% above |
| 50 week MA | $3.87 | 11% below |
| 100 week MA | $6.82 | 50% below |
| 200 week MA | $8.95 | 62% below |
GOGO 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.
GOGO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $6.26 | $10.1 | +62% |
| 2021 | $10.1 | $13.8 | +37% |
| 2022 | $13.8 | $14.9 | +7.3% |
| 2023 | $14.9 | $10.1 | -32% |
| 2024 | $10.1 | $7.69 | -24% |
| 2025 | $7.69 | $4.61 | -40% |
| 2026 YTD | $4.61 | $3.43 | -26% |
GOGO has finished three years in a row lower, and it's down 26% so far in 2026.
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 the edge over GOGO on returns for 2026, with the stronger performance.