$TMUS

1 thesis
bullish 100%neutral 0%bearish 0%
Avg return (1w)
+3.8%
Win rate (1w)
100% (1 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 10, 4:31 PM ET
$TMUSr/ValueInvestingDiscussionbullish
u/LectureForsaken6782 · 42d ago1 prior · awaiting results

Looking at $TMUS as a value pick - looks good to me, Schwab, Morningstar, CFRA, and Argus but I want opinions

T-Mobile is a high-quality telecom compounder trading at a modest premium (19x P/E vs. 8-11x for AT&T/Verizon) with superior fundamentals: double-digit EBITDA growth (~10% YoY), higher ROE (~19%), 9.0% FCF yield, normalized CapEx, and aggressive capital returns through dividends and buybacks. The market rationally prices TMUS above legacy telecom peers, reflecting stronger operational execution and cash conversion post-Sprint integration.

At post $172.35Now $177.16+2.8% since postedas of Sep 10, 4:31 PM ET
1d-0.4%
3d-0.4%
1w+3.8%
1m+5.2%
3m
6m
1y
original post →

End of results.