Verdict: Side-by-side breakdown using the Bull Rankings model. AD scored 67.9, TIMB scored 59.9 — AD leads.
Compare another set
Different reporting periods. AD's fundamentals are as of June 2026, but TIMB's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AD
Array Digital Infrastructure, Inc.
Telecom Services · Quality-Growth
67.9
$33.39 · $2.9B
fundamentals as of
Score gap
8.0
AD leads
TIMB
TIM S.A.
Telecom Services · Quality-Growth
59.9
$17.98 · $8.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthAD+58.3%
Strongest balance sheetTIMB0.66
Highest qualityTIMB83 / 100
Largest discount to fair valueTIMB-72%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
AD
stronger →← stronger
TIMB
57
Qualityreturns · margins · balance sheet
83
69
Growthrevenue & earnings expansion
56
79
Valuevaluation vs sector peers
64
AD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AD
TIMB
-$338mF
FCF
$1.8bC+
+58.3%A
Rev
+4.6%C+
0.94B
D/E
0.66B
13.5xD
P/S
—
14.30D
PEG
1.35B
—
P/E
10.6xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AD
TIMB
—
Price vs fair valuelower is cheaper
72% below
—
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-23%/yr
—
1-yr DCF upside
+234%
—
5-yr DCF upside
+258%
—
10-yr DCF upside
+295%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AD
No notable signals flagged.
TIMB
Why this score
Durable high returns
Cut its dividend
Foreign reporter (BRL)
The companies
ADArray Digital Infrastructure, Inc.
Telecom Services · $33.39 · beta 0.30
Why now
Telecom Services · market cap $2.9b. Down 45% from 52-week high of $60.82 — deep drawdown territory. Revenue growing +58% — in hypergrowth territory. 3 sell-side analysts publish a mean 1-yr target of $43.33 (implying +30% upside).
Moat
ROE 23% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Free cash flow is negative (-$338m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 45% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. P/S 13.5x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
TIMBTIM S.A.
Telecom Services · $17.98 · beta 0.09
Why now
Telecom Services · market cap $8.5b. Down 36% from 52-week high of $28.22 — deep drawdown territory. 8 sell-side analysts rate this a Hold with a mean 1-yr target of $24.24 (implying +35% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income, mostly because of depreciation and amortization ($1.4b) — non-cash charges that hold down reported earnings while cash generation stays strong.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 88% of earnings on a 8.4% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AD and TIMB diverge
On the headline score the gap is 8.0 points in favor of AD. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
QualityAD 57.1 · TIMB 82.5TIMB +25.4
ValueAD 79.1 · TIMB 64.0AD +15.1
GrowthAD 69.2 · TIMB 56.0AD +13.2
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is AD or TIMB the better stock?
AD scores higher: AD 67.9, TIMB 59.9 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do AD and TIMB differ most?
The widest gap is quality, where TIMB leads by 25 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are AD and TIMB scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.