How Does AT&T Stock Stack Up Against Its Peers?

+15.77%
Upside
24.66
Market
28.55
Trefis
T: AT&T logo
T
AT&T

AT&T‘s stock has outperformed some peers over the past year. As of December 19, 2025, a closer look reveals AT&T boasts moderate profitability and modest revenue growth, coupled with a reasonable valuation compared to many in the sector, suggesting a stable but not rapidly expanding outlook. However, the telecommunications sector faces evolving landscapes, with competitive intensity ratcheting up and firms pushing to maintain growth as wireless and broadband markets mature.

  • T’s 19.5% operating margin reflects strong core profitability, despite lagging VZ (23.0%), which benefits from better expense control.
  • T’s 2.0% revenue growth is low, lagging TMUS/VZ’s 5G/fiber expansions and CMCSA’s gains, yet surpasses struggling LUMN/ATNI.
  • T’s 11.8% stock gain, with a 7.8 P/E, suggests undervaluation or lower growth, despite LUMN/ATNI’s stronger returns from niche plays.

Here’s how AT&T stacks up across size, valuation, and profitability versus key peers.

  T TMUS VZ CMCSA LUMN ATNI
Market Cap ($ Bil) 172.8 221.1 168.4 110.0 8.2 0.3
Revenue ($ Bil) 124.5 85.8 137.5 124.2 12.7 0.7
PE Ratio 7.8 18.6 8.5 4.8 -4.9 -42.2
LTM Revenue Growth 2.0% 7.3% 2.4% 2.5% -4.6% -3.1%
LTM Operating Margin 19.5% 22.6% 23.0% 18.1% 1.3% 5.5%
LTM FCF Margin 16.0% 16.1% 15.0% 13.4% 9.7% 5.9%
12M Market Return 11.8% -8.3% 6.5% -17.9% 35.1% 41.5%

For more details on AT&T, read Buy or Sell T Stock. Below we compare T’s growth, margin, and valuation with peers across years

Revenue Growth Comparison

Relevant Articles
  1. AT&T Stock Pays Out $85 Bil – Investors Take Note
  2. RCI Tops AT&T Stock on Price & Potential
  3. AT&T Stock To $18?
  4. AT&T Stock Can Sink, Here Is How
  5. 10 Communication Services Stocks Set to Outpace the Sector
  6. AT&T Stock To $18?

  LTM 2024 2023 2022
T 2.0% -0.1% 1.4% -9.9%
TMUS 7.3% 3.6% -1.3% -0.7%
VZ 2.4% 0.6% -2.1% 2.4%
CMCSA 2.5% 1.8% 0.1% 4.3%
LUMN -4.6% -10.0% -16.7% -11.2%
ATNI -3.1% -4.3% 5.0% 20.4%

Operating Margin Comparison

  LTM 2024 2023 2022
T 19.5% 19.7% 20.1% 19.0%
TMUS 22.6% 22.1% 18.1% 10.2%
VZ 23.0% 21.3% 21.4% 22.3%
CMCSA 18.1% 18.8% 19.2% 18.6%
LUMN 1.3% 3.6% 8.4% 18.8%
ATNI 5.5% 4.1% 3.5% 2.4%

PE Ratio Comparison

  LTM 2024 2023 2022
T 7.8 15.0 8.4 -15.5
TMUS 18.6 22.8 22.8 67.6
VZ 8.5 9.6 13.7 7.8
CMCSA 4.8 9.0 11.7 28.7
LUMN -4.9 -95.4 -0.2 -3.4
ATNI -42.2 -9.7 -41.8 -126.4

Still not sure about T stock? Consider portfolio approach.

Smart Investing Begins With Portfolios

Stocks soar and sink – the key is staying invested. A balanced portfolio keeps you in the market, boosts gains and reduces single stock risk

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.