T-Mobile US Stock vs Competition: Who Wins?
T-Mobile US stock has underperformed many peers over the past year, as of February 23, 2026. However, how does it truly stack up against rivals in the competitive telecom landscape? A closer look at the provided data reveals robust free cash flow margins of 17.47% and solid operating profitability at 21.01%, coupled with leading revenue growth of 8.49% among major peers. However, its premium valuation, with a PE ratio of 22.23, suggests limited upside if subscriber momentum slows.
- TMUS’s 21.0% operating margin, high from 5G/Sprint efficiencies, is below CHTR’s 24.3%, indicating cable’s infrastructure leverage.
- TMUS’s 8.5% revenue growth, driven by 5G leadership and postpaid adds, outpaces most peers but lags TDS’s fiber expansion and tower monetization.
- TMUS’s 15.8% stock decline reflects valuation multiple contraction due to rising competition and underperforming peers, despite its 22.2 PE premium.
Here’s how T-Mobile US stacks up across size, valuation, and profitability versus key peers.
| TMUS | T | VZ | CMCSA | CHTR | TDS | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 244.3 | 202.4 | 210.1 | 114.8 | 28.9 | 5.1 |
| Revenue ($ Bil) | 88.3 | 125.6 | 138.2 | 123.7 | 54.8 | 6.6 |
| PE Ratio | 22.2 | 9.2 | 12.2 | 5.7 | 5.8 | -88.8 |
| LTM Revenue Growth | 8.5% | 2.7% | 2.5% | -0.0% | -0.6% | 59.7% |
| LTM Operating Margin | 21.0% | 19.9% | 21.2% | 16.7% | 24.3% | 4.4% |
| LTM FCF Margin | 17.5% | 15.5% | 14.2% | 15.5% | 8.1% | -1.9% |
| 12M Market Return | -15.8% | 11.8% | 24.1% | -3.2% | -37.0% | 15.8% |
For more details on T-Mobile US, read Buy or Sell TMUS Stock. Below we compare TMUS’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TMUS | 8.5% | 8.5% | 3.6% | -1.3% | |
| T | 2.7% | 2.7% | -0.1% | 1.4% | |
| VZ | 2.5% | 2.5% | 0.6% | -2.1% | |
| CMCSA | -0.0% | -0.0% | 1.8% | 0.1% | |
| CHTR | -0.6% | -0.6% | 0.9% | 1.1% | |
| TDS | 59.7% | – | -3.8% | -4.7% | 1.6% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TMUS | 21.0% | 21.0% | 22.1% | 18.1% | |
| T | 19.9% | 19.9% | 19.7% | 20.1% | |
| VZ | 21.2% | 21.2% | 21.3% | 21.4% | |
| CMCSA | 16.7% | 16.7% | 18.8% | 19.2% | |
| CHTR | 24.3% | 24.3% | 24.0% | 22.9% | |
| TDS | 4.4% | – | 3.3% | 3.1% | 2.8% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TMUS | 22.2 | 20.8 | 22.8 | 22.8 | |
| T | 9.2 | 8.1 | 15.0 | 8.4 | |
| VZ | 12.2 | 10.0 | 9.6 | 13.7 | |
| CMCSA | 5.7 | 5.5 | 9.0 | 11.7 | |
| CHTR | 5.8 | 5.7 | 9.6 | 12.7 | |
| TDS | -88.8 | – | -166.9 | -7.7 | 33.7 |
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