How Does T-Mobile US Stock Stack Up Against Its Peers?
T-Mobile US (TMUS) stock has seen mixed performance over the past year, lagging some peers, but how does it truly stack up against telecom and cable rivals amid a transforming industry landscape? As of March 10, 2026, TMUS demonstrates leading revenue growth and robust operating and free cash flow (FCF) margins compared to many competitors. However, it also carries a notably higher valuation, suggesting that while it shows strong operational performance and growth prospects, its upside may be tempered by intense competition and mature market dynamics.
- TMUS’s 21.0% operating margin, high vs. peers but below CHTR’s 24.3%, implies differing cost structures or pricing power.
- TMUS’s 8.5% revenue growth, outpacing all peers, reflects effective subscriber acquisition in a competitive telecom market.
- TMUS’s 1-year 16.5% stock drop, underperforming peers at a 22.1 PE, suggests investor concerns about future growth amid market shifts.
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) | 243.0 | 196.7 | 214.5 | 112.8 | 27.9 | 5.1 |
| Revenue ($ Bil) | 88.3 | 125.6 | 138.2 | 123.7 | 54.8 | 3.0 |
| PE Ratio | 22.1 | 9.0 | 12.5 | 5.6 | 5.6 | -809.8 |
| LTM Revenue Growth | 8.5% | 2.7% | 2.5% | -0.0% | -0.6% | -4.6% |
| LTM Operating Margin | 21.0% | 19.9% | 21.2% | 16.7% | 24.3% | 2.2% |
| LTM FCF Margin | 17.5% | 15.5% | 14.2% | 15.5% | 8.1% | 5.8% |
| 12M Market Return | -16.5% | 6.0% | 16.5% | -4.6% | -41.3% | 38.3% |
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
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| 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 | -4.6% | -5.3% | -4.3% | -75.0% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| 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 | 2.2% | -5.0% | -8.1% | -9.8% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| TMUS | 22.1 | 20.8 | 22.8 | 22.8 |
| T | 9.0 | 8.1 | 15.0 | 8.4 |
| VZ | 12.5 | 10.0 | 9.6 | 13.7 |
| CMCSA | 5.6 | 5.5 | 9.0 | 11.7 |
| CHTR | 5.6 | 5.7 | 9.6 | 12.7 |
| TDS | -809.8 | -757.3 | -140.0 | -4.1 |
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