T-Mobile US (TMUS) Stock Analysis
This is a peer-relative look at T-Mobile US (TMUS): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Telecommunication Services peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | TMUS |
|---|---|
| Name | T-Mobile US Inc. |
| Country/Region | United States |
| GICS Sector | Communication Services |
| GICS Industry Group | Telecommunication Services |
| GICS Industry | Wireless Telecommunication Services |
| GICS Sub-Industry | Wireless Telecommunication Services |
| Market Capitalization | 194.71 billion USD |
| Currency | USD |
| Exchange | Nasdaq |
| Listing Date | April 19, 2007 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: TMUS | Industry group median |
|---|---|---|
| Total Return (1Y) | -26.48% | 8.50% |
| Total Return (3Y, Annualized) | 11.61% | 12.02% |
| Total Return (5Y, Annualized) | 7.02% | 1.88% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: TMUS | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 29.51% | 39.69% |
| Beta (5Y) | 0.31 | 0.69 |
| Max Drawdown (5Y) | -37.13% | -57.00% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: TMUS | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | -1.04 | 0.15 |
| Sortino Ratio (1Y) | -1.38 | 0.23 |
Profitability
ROE (TTM)
T-Mobile US (TMUS) posts ROE of 17.99%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.
TMUS
Telecommunication Services industry group
17.99%
Group distribution
- Max
- 30.92%
- Q3
- 18.34%
- TMUS
- 17.99%
- Median
- 7.49%
- Q1
- -6.39%
- Min
- -26.46%
Largest peers
- AMX
- 21.58%
- T
- 18.34%
- TMUS
- 17.99%
- VZ
- 15.84%
- CHT
- 10.92%
- VOD
- 0.11%
- SPCX
- --
Net Margin (TTM)
T-Mobile US (TMUS) keeps 11.46% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.
TMUS
Telecommunication Services industry group
11.46%
Group distribution
- Max
- 33.20%
- Q3
- 12.38%
- TMUS
- 11.46%
- Median
- 5.57%
- Q1
- -4.99%
- Min
- -18.49%
Largest peers
- T
- 16.94%
- CHT
- 16.13%
- VZ
- 11.64%
- TMUS
- 11.46%
- AMX
- 9.37%
- VOD
- -0.98%
- SPCX
- -35.66%
Operating Margin (TTM)
T-Mobile US (TMUS) turns 25.22% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.
TMUS
Telecommunication Services industry group
25.22%
Group distribution
- Max
- 36.58%
- TMUS
- 25.22%
- Q3
- 20.68%
- Median
- 11.82%
- Q1
- 0.00%
- Min
- -15.11%
Largest peers
- TMUS
- 25.22%
- T
- 24.79%
- VZ
- 23.00%
- CHT
- 21.61%
- AMX
- 21.49%
- VOD
- 7.78%
- SPCX
- -1.80%
Profitability Metrics
| Metric | Current stock: TMUS | Industry group median |
|---|---|---|
| ROE (TTM) | 17.99% | 7.49% |
| ROA (TTM) | 5.97% | 2.64% |
| Net Margin (TTM) | 11.46% | 5.57% |
| Operating Margin (TTM) | 25.22% | 11.82% |
| Gross Margin (TTM) | 63.05% | 58.41% |
Growth
Revenue Growth
T-Mobile US (TMUS) grew revenue 8.49%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.
EPS Growth
T-Mobile US (TMUS) grew earnings per share 0.62%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.
Growth Metrics
| Metric | Current stock: TMUS | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 8.49% | 4.62% |
| Revenue Growth (3Y CAGR) | 3.53% | 3.53% |
| EPS Growth (YoY) | 0.62% | -0.66% |
| EPS Growth (3Y CAGR) | 67.73% | 16.88% |
Financial Strength
Current Ratio (MRQ)
T-Mobile US (TMUS) has current ratio of 0.92, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.
TMUS
Telecommunication Services industry group
0.92
Group distribution
- Max
- 2.78
- Q3
- 1.73
- Median
- 1.19
- TMUS
- 0.92
- Q1
- 0.85
- Min
- 0.17
Largest peers
- SPCX
- 5.12
- CHT
- 1.22
- VOD
- 1.14
- T
- 0.97
- TMUS
- 0.92
- AMX
- 0.71
- VZ
- 0.60
Debt / Equity (MRQ)
T-Mobile US (TMUS) has debt-to-equity ratio of 2.14, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.
TMUS
Telecommunication Services industry group
2.14
Group distribution
- Max
- 3.79
- Q3
- 2.19
- TMUS
- 2.14
- Median
- 0.99
- Q1
- 0.67
- Min
- 0.00
Largest peers
- TMUS
- 2.14
- VZ
- 1.84
- AMX
- 1.58
- T
- 1.29
- VOD
- 1.00
- SPCX
- 0.31
- CHT
- 0.10
Financial Strength Metrics
| Metric | Current stock: TMUS | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 0.92 | 1.19 |
| Debt / Equity (MRQ) | 2.14 | 0.99 |
| Net Debt / EBITDA | 3.42 | 3.69 |
Dividends
Dividend Yield (TTM)
T-Mobile US (TMUS) has dividend yield of 2.17%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.
TMUS
Telecommunication Services industry group
2.17%
Group distribution
- Max
- 11.88%
- Q3
- 5.09%
- TMUS
- 2.17%
- Median
- 0.14%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- CHT
- 11.88%
- VZ
- 5.52%
- T
- 4.24%
- AMX
- 2.33%
- TMUS
- 2.17%
- VOD
- 0.28%
- SPCX
- 0.00%
Dividend Payout Ratio (TTM)
T-Mobile US (TMUS) has payout ratio of 41.21%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.
TMUS
Telecommunication Services industry group
41.21%
Group distribution
- Max
- 101.44%
- Q3
- 47.45%
- TMUS
- 41.21%
- Median
- 1.70%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- VOD
- 101.44%
- VZ
- 72.79%
- TMUS
- 41.21%
- T
- 36.63%
- AMX
- 35.16%
- SPCX
- 0.00%
- CHT
- 0.00%
Dividend Metrics
| Metric | Current stock: TMUS | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 2.17% | 0.14% |
| Dividend Payout Ratio (TTM) | 41.21% | 1.70% |
Valuation
P/E Ratio (TTM)
T-Mobile US (TMUS) trades at P/E ratio of 18.97, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.
TMUS
Telecommunication Services industry group
18.97
Group distribution
- Max
- 27.84
- Q3
- 20.95
- TMUS
- 18.97
- Median
- 12.60
- Q1
- 8.59
- Min
- 2.65
Largest peers
- CHT
- 27.39
- TMUS
- 18.97
- AMX
- 13.14
- VZ
- 13.06
- T
- 8.48
- SPCX
- --
- VOD
- --
P/S Ratio (TTM)
T-Mobile US (TMUS) trades at 2.11 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.
TMUS
Telecommunication Services industry group
2.11
Group distribution
- Max
- 3.46
- TMUS
- 2.11
- Q3
- 1.95
- Median
- 0.91
- Q1
- 0.37
- Min
- 0.00
Largest peers
- SPCX
- 84.58
- TMUS
- 2.11
- VZ
- 1.50
- T
- 1.38
- VOD
- 0.97
- CHT
- 0.14
- AMX
- 0.07
P/B Ratio (MRQ)
T-Mobile US (TMUS) trades at 3.47 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.
TMUS
Telecommunication Services industry group
3.47
Group distribution
- Max
- 5.90
- TMUS
- 3.47
- Q3
- 3.41
- Median
- 1.76
- Q1
- 0.72
- Min
- 0.01
Largest peers
- SPCX
- 15.32
- CHT
- 11.77
- TMUS
- 3.47
- AMX
- 3.11
- VZ
- 2.00
- T
- 1.60
- VOD
- 1.34
Valuation Metrics
| Metric | Current stock: TMUS | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 18.97 | 12.60 |
| P/S Ratio (TTM) | 2.11 | 0.91 |
| P/B Ratio (MRQ) | 3.47 | 1.76 |
| Free Cash Flow Yield (TTM) | 5.82% | 11.80% |