TMUS
T-Mobile US, Inc.
TMUS has lower modeled downside risk, despite its lower overall score.
TWLO
Twilio Inc.
TWLO has the edge over TMUS overall, supported by stronger fundamentals.
TMUS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
TMUS's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
TWLO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
TWLO's revenue, profitability, cash flow and balance sheet are all currently healthy.
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.
TWLO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 27x | $212 | — |
| Forward | 32x | $212 | — |
| Cheap | 36x | $287 | +35% |
| Fair | 326x | $2,598 | +1124% |
| Expensive | 920x | $7,334 | +3356% |
Historical ranges are pointers, not guarantees.
TWLO has the edge over TMUS in the historical PE scenario, which offers more potential upside but is not a forecast.
TMUS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
TMUS has the edge over TWLO on the outlook, with more favorable valuation expectations.
TWLO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for TWLO, with profitability improving.
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.
TWLO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.60 | -17% |
| Q3 2026 | $7.97 | +1944% |
| Q2 2026 | $7.20 | +7100% |
| Q1 2026 | $0.66 | +$0.89 |
| Q4 2025 | $0.21 | +$0.87 |
| Q3 2025 | $0.39 | +$2.96 |
| Q2 2025 | $0.10 | +$3.39 |
| Q1 2025 | -$0.23 | +$3.78 |
| Q4 2024 | -$0.66 | +$4.88 |
TWLO has the edge over TMUS on earnings, with more consistent year-over-year improvement.
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 TWLO on profitability, with a higher operating margin.
TWLO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.6B | +20% |
| Q2 2026 | $1.5B | +22% |
| Q1 2026 | $1.4B | +20% |
| Q4 2025 | $1.4B | +14% |
| Q3 2025 | $1.3B | +15% |
| Q2 2025 | $1.2B | +13% |
| Q1 2025 | $1.2B | +12% |
| Q4 2024 | $1.2B | +11% |
TWLO has the edge over TMUS on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.5% | +6.4 points |
| Q2 2026 | 5.6% | +2.6 points |
| Q1 2026 | 7.7% | +5.7 points |
| Q4 2025 | 4.2% | +3 points |
| Q3 2025 | 3.1% | +3.6 points |
| Q2 2025 | 3% | +4.8 points |
| Q1 2025 | 2% | +6.1 points |
| Q4 2024 | 1.1% | +35 points |
TWLO's operating margin was 9.5% last quarter, up 6.4 points from the same quarter a year ago, near the top of its range since 2019.
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 generated $18.7B in free cash flow over the past year, up 8.8% from the year before.
TWLO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $389.2M | +48% |
| Q2 2026 | $372.4M | +34% |
| Q1 2026 | $153.2M | -20% |
| Q4 2025 | $271.6M | +150% |
| Q3 2025 | $263.6M | +29% |
| Q2 2025 | $277.1M | +30% |
| Q1 2025 | $191M | +0.5% |
| Q4 2024 | $108.4M | -51% |
TWLO generated $1.2B in free cash flow over the past year, up 41% 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 TWLO 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.
TWLO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.3% | +2M shares |
| 1 year | +1.6% | +2.5M shares |
| 3 years | -11% | -20M shares |
| 5 years | -8.7% | -15.5M shares |
| Available history | +24% | +31.7M shares |
TWLO has 162M diluted shares, up 1.6% from a year ago, despite $647M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $125.2M |
| Q2 2026 | $70M |
| Q1 2026 | $253M |
| Q4 2025 | $198.5M |
| Q3 2025 | $347.2M |
| Q2 2025 | $197M |
| Q1 2025 | $126.3M |
| Q4 2024 | $420.1M |
TWLO spent $647M buying back its own shares over the past year, down 41% 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's net debt is less than a year of its operating earnings (EBITDA).
TWLO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.1x | Net Cash |
| Q2 2026 | 0.4x | Very low |
| Q1 2026 | 1.1x | Healthy |
| Q4 2025 | 0.9x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | 2.4x | Moderate |
| Q4 2024 | 3.7x | Elevated |
TWLO has the edge over TMUS on leverage, with a lower net debt burden relative to earnings.
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).
TWLO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.6 | Neutral |
| Stochastic | 20.6 | Neutral |
TWLO's weekly RSI is 49 (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 has the edge over TWLO on valuation relative to its sector.
TWLO PE vs Communication Services Sector
| Metric | TWLO | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 16x | 61% above |
| PE % | 3 | 26 | 23 pts below |
TWLO is trading at 27x earnings, a 61% premium to the Communication Services sector's median of 16x.
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.
TWLO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $248.2 | 14% below |
| 20 week MA | $232.6 | 8.8% below |
| 50 week MA | $181.9 | 17% above |
| 100 week MA | $147.4 | 44% above |
| 200 week MA | $106.1 | 100% above |
TWLO has the edge over TMUS on trend strength, trading above more of its moving averages.
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.
TWLO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $100.4 | $362.9 | +261% |
| 2021 | $362.9 | $267.2 | -26% |
| 2022 | $267.2 | $44.8 | -83% |
| 2023 | $44.8 | $75.9 | +70% |
| 2024 | $75.9 | $109.3 | +44% |
| 2025 | $109.3 | $140.5 | +29% |
| 2026 YTD | $140.5 | $212.2 | +51% |
TWLO has the edge over TMUS on returns for 2026, with the stronger performance.