COMPARE · Reviewed July 29, 2026
GSAT vs TIMB
Verdict: Side-by-side breakdown using the Bull Rankings model. GSAT scored 62.8, TIMB scored 60.7 — GSAT leads.
Compare another set
GSAT
Globalstar, Inc.
62.8
$80.02 · $10.3B
fundamentals as of
Score gap
2.1
GSAT leads
TIMB
TIM S.A.
60.7
$19.21 · $9.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
GSAT
stronger →← stronger
TIMB
40
Qualityreturns · margins · balance sheet
83
80
Growthrevenue & earnings expansion
68
77
Valuevaluation vs sector peers
54
GSAT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GSAT
TIMB
$600mC+
FCF
$1.8bC+
+11.5%B
Rev
+4.6%C+
1.57C
D/E
0.66B
36.4xD
P/S
—
0.50A
PEG
1.30B
—
P/E
11.0xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
GSAT
TIMB
100% above
Price vs fair valuelower is cheaper
75% below
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-22%/yr
-45%
1-yr DCF upside
+229%
-50%
5-yr DCF upside
+299%
-56%
10-yr DCF upside
+429%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GSAT
No notable signals flagged.
TIMB
Why this score
- Durable high returns
- Cut its dividend
- Foreign reporter (BRL)
The companies
GSATGlobalstar, Inc.
Why now
Telecom Services · market cap $10.3b. 6% off the 52-week high of $84.70. Revenue growing +11%, comfortably above the S&P median. PEG 0.50 — paying under fair value for the growth rate. 3 sell-side analysts publish a mean 1-yr target of $90.00 (implying +12% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -3.1%) — path to GAAP profitability is the core thesis risk. Beta 1.54 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 36.4x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
TIMBTIM S.A.
Why now
Telecom Services · market cap $9.2b. Down 32% 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 $25.39 (implying +32% 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% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Down 32% 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 89% of earnings on a 8.1% 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.