TMUS
T-Mobile US, Inc.
TMUS has the edge over TV overall, supported by stronger valuation and stronger modeled upside.
TV
Grupo Televisa, S.A.B.
TV's outlook is improving, though it still trails on the overall score.
TMUS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
TMUS's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
TV Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Stable |
TV's revenue, profitability, cash flow and balance sheet are all currently stable.
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.
TV PE Valuation
TV has no meaningful PE right now: it lost money over the past year.
TMUS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
TMUS has the edge over TV on the outlook, with more favorable revenue expectations.
TV Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect TV's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
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 stronger earnings trend. Trailing diluted EPS is down 0.2% for TMUS versus TV down 312%.
TV Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2025 | -$1.08 | -$0.57 |
| Q2 2025 | -$0.83 | -$0.16 |
| Q1 2025 | -$0.88 | -$0.23 |
| Q4 2024 | -$0.82 | $0.00 |
| Q3 2024 | -$0.51 | +$0.79 |
| Q2 2024 | -$0.67 | +$0.44 |
| Q1 2024 | -$0.65 | +$0.17 |
| Q4 2023 | -$0.82 | -121% |
TV is still losing money, but less than at its worst: $1.08 per share over the past year, against $1.30 at its worst in late 2023.
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 TV 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 TV on profitability, with a higher operating margin.
TV Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $766.7M | -3% |
| Q1 2026 | $778.7M | -3.1% |
| Q4 2025 | $780.6M | -4.5% |
| Q3 2025 | $784.8M | -4.8% |
| Q2 2025 | $790.3M | -6.3% |
| Q1 2025 | $803.4M | -6.1% |
| Q4 2024 | $817M | -17% |
| Q3 2024 | $824.3M | -6.4% |
TV's revenue fell from its 2021 peak and has held roughly level since: $767M last quarter, down 3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 12% | +3.4 points |
| Q1 2026 | 11% | +3.9 points |
| Q4 2025 | 13% | +23 points |
| Q3 2025 | 6.7% | +4.3 points |
| Q2 2025 | 8.3% | +7.8 points |
| Q1 2025 | 7.3% | -11 points |
| Q4 2024 | -9.7% | -13 points |
| Q3 2024 | 2.4% | +4.7 points |
TV's operating margin was 12% last quarter, up 3.4 points from the same quarter a year ago.
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 TV on cash flow, with more consistent year-over-year improvement.
TV Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $58.7M | +1085% |
| Q1 2026 | $23.7M | -87% |
| Q4 2025 | $28.5M | -92% |
| Q3 2025 | $60.8M | -81% |
| Q2 2025 | $4.9M | -99% |
| Q1 2025 | $187.7M | +25% |
| Q4 2024 | $378.3M | +249% |
| Q3 2024 | $318.2M | +274% |
TV still generates free cash flow, though less than at its 2024 peak: $172M over the past year.
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.
TV Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -59% | -633M shares |
| 1 year | -20% | -111M shares |
| 3 years | -27% | -160M shares |
| 5 years | -28% | -170M shares |
| Available history | -25% | -144M shares |
TV has the edge over TMUS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $15,347 |
| Q1 2026 | $2.2M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $27.4M |
| Q3 2024 | — |
TV spent $2M buying back its own shares over the past year, down 92% from the year before.
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 TV on leverage, with a lower net debt burden relative to earnings.
TV Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 2.5x | Moderate |
| Q1 2026 | 2.6x | Moderate |
| Q4 2025 | 2.3x | Moderate |
| Q3 2025 | 2.8x | Moderate |
| Q2 2025 | 2.8x | Moderate |
| Q1 2025 | 3.0x | Elevated |
| Q4 2024 | 0.1x | Very low |
| Q3 2024 | 2.5x | Moderate |
TV's net debt is about 2.5 years of its operating earnings (EBITDA), down from 2.8 years a year ago.
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).
TV Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.6 | Neutral |
| Stochastic | 20.8 | Neutral |
TV's weekly RSI is 41 (neutral) and its Stochastic is 21 (neutral).
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.
TV PE vs Communication Services Sector
TV has no meaningful PE right now: it lost money over the past year.
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 the edge over TV on trend strength, trading above more of its moving averages.
TV Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.30 | 3% below |
| 20 week MA | $2.53 | 12% below |
| 50 week MA | $2.79 | 20% below |
| 100 week MA | $2.50 | 11% below |
| 200 week MA | $3.00 | 26% below |
TV is in a downtrend: it's below all five of its weekly moving averages, and 26% below its 200-week average.
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 TV on returns for 2026, with the stronger performance.
TV Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $11.9 | $7.90 | -33% |
| 2021 | $7.90 | $9.48 | +20% |
| 2022 | $9.48 | $4.75 | -50% |
| 2023 | $4.75 | $3.34 | -30% |
| 2024 | $3.34 | $1.77 | -47% |
| 2025 | $1.77 | $2.95 | +67% |
| 2026 YTD | $2.95 | $2.23 | -24% |
TV has finished lower in four of the last six years. It's down 24% so far in 2026.