STGW
Stagwell Inc.
STGW's outlook is improving despite an expensive valuation.
TMUS
T-Mobile US, Inc.
TMUS has the edge over STGW overall, supported by stronger valuation and stronger modeled upside.
STGW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Healthy | |
| Weak |
STGW's revenue and cash flow are currently healthy, and its profitability is stable, but its balance sheet is weak.
TMUS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
TMUS's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
STGW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.1x | $11.15 | — |
| Cheap | 38x | $1.52 | -86% |
| Fair | 92x | $3.68 | -67% |
| Expensive | 145x | $5.81 | -48% |
| Current | 279x | $11.15 | — |
Historical ranges are pointers, not guarantees.
STGW's PE is in its expensive range at 279x. If earnings grow as analysts expect, today's price would be 9.1x next year's earnings, in its cheap range.
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 has the edge over STGW in the historical PE scenario, which offers more potential upside but is not a forecast.
STGW Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for STGW, with profitability holding steady.
TMUS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
TMUS has the edge over STGW on the outlook, with more favorable profitability expectations.
STGW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.22 | +2958% |
| Q3 2026 | $0.04 | -33% |
| Q2 2026 | $0.06 | +$0.06 |
| Q1 2026 | $0.07 | +$0.08 |
| Q4 2025 | $0.08 | +300% |
| Q3 2025 | $0.06 | +$0.07 |
| Q2 2025 | $0.00 | +$0.04 |
| Q1 2025 | -$0.01 | +$0.04 |
| Q4 2024 | $0.02 | +$0.07 |
STGW has the edge over TMUS on earnings, with more consistent year-over-year improvement.
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 earned $10.37 per share over the past year, about the same as the year before.
STGW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $816M | +9.8% |
| Q2 2026 | $786.3M | +11% |
| Q1 2026 | $704.1M | +8% |
| Q4 2025 | $807.4M | +2.4% |
| Q3 2025 | $743M | +4.5% |
| Q2 2025 | $706.8M | +5.3% |
| Q1 2025 | $651.7M | -2.7% |
| Q4 2024 | $788.7M | +20% |
STGW's revenue has grown year over year for six quarters in a row: $816M last quarter, up 9.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.9% | -2.3 points |
| Q2 2026 | 1.5% | -1.8 points |
| Q1 2026 | 1.4% | -1.4 points |
| Q4 2025 | 7% | +1.5 points |
| Q3 2025 | 8.2% | +2.3 points |
| Q2 2025 | 3.3% | 0 points |
| Q1 2025 | 2.8% | -1 points |
| Q4 2024 | 5.5% | +2.6 points |
STGW's operating margin was 5.9% last quarter, down 2.3 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 STGW 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 STGW on profitability, with a higher operating margin.
STGW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $82.8M | +$121.5M |
| Q2 2026 | $79.2M | -26% |
| Q1 2026 | -$37.2M | +$26.8M |
| Q4 2025 | $242.9M | +16% |
| Q3 2025 | -$38.8M | -$34.4M |
| Q2 2025 | $107.1M | +$130.1M |
| Q1 2025 | -$63.9M | -$5.4M |
| Q4 2024 | $209.9M | +1.6% |
STGW generated $368M in free cash flow over the past year, up 72% from the year before.
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 STGW on cash flow, with more consistent year-over-year improvement.
STGW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.1% | +5.1M shares |
| 1 year | -3.3% | -8.6M shares |
| 3 years | +117% | +136M shares |
| 5 years | +233% | +176M shares |
| Available history | +263% | +182M shares |
STGW has 251M diluted shares, down 3.3% from a year ago, with $120M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2.8M |
| Q2 2026 | $47.2M |
| Q1 2026 | $40.7M |
| Q4 2025 | $29.1M |
| Q3 2025 | $37.7M |
| Q2 2025 | $56.4M |
| Q1 2025 | $11.1M |
| Q4 2024 | $7M |
STGW spent $120M buying back its own shares over the past year, up 6.8% from 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 the edge over STGW 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.
STGW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.2x | High |
| Q2 2026 | 4.3x | High |
| Q1 2026 | 4.1x | High |
| Q4 2025 | 3.7x | Elevated |
| Q3 2025 | 4.5x | High |
| Q2 2025 | 4.5x | High |
| Q1 2025 | 4.7x | High |
| Q4 2024 | 4.3x | High |
STGW's net debt is about 4.2 years of its operating earnings (EBITDA), down from 4.5 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 STGW on leverage, with a lower net debt burden relative to earnings.
STGW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 73.6 | Overbought |
| Stochastic | 89.5 | Overbought |
STGW's weekly RSI is 74 (overbought) and its Stochastic is 90 (overbought).
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).
STGW PE vs Communication Services Sector
| Metric | STGW | Sector median | Relative |
|---|---|---|---|
| PE | 279x | 16x | 1,590% above |
| PE % | 95 | 26 | 69 pts above |
STGW is trading at 279x earnings, a 1590% premium to the Communication Services sector's median of 16x.
TMUS PE vs Communication Services Sector
| Metric | TMUS | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 16x | Same PE |
| PE % | 1 | 26 | 25 pts below |
TMUS has the edge over STGW on valuation relative to its sector.
STGW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.57 | 17% above |
| 20 week MA | $8.82 | 26% above |
| 50 week MA | $7.12 | 57% above |
| 100 week MA | $6.30 | 77% above |
| 200 week MA | $6.35 | 76% above |
STGW 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.
STGW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $2.70 | $2.66 | -1.5% |
| 2021 | $2.66 | $8.98 | +238% |
| 2022 | $8.98 | $6.27 | -30% |
| 2023 | $6.27 | $6.63 | +5.7% |
| 2024 | $6.63 | $6.64 | +0.2% |
| 2025 | $6.64 | $4.98 | -25% |
| 2026 YTD | $4.98 | $11.2 | +124% |
STGW 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.