COMPARE · Reviewed July 29, 2026
GSAT vs TMUS
Verdict: Side-by-side breakdown using the Bull Rankings model. GSAT scored 62.8, TMUS scored 71.7 — TMUS leads.
Compare another set
GSAT
Globalstar, Inc.
62.8
$80.02 · $10.3B
fundamentals as of
Score gap
8.9
TMUS leads
TMUS
T-Mobile US, Inc.
71.7
$174.74 · $187.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
GSAT
stronger →← stronger
TMUS
40
Qualityreturns · margins · balance sheet
74
80
Growthrevenue & earnings expansion
74
77
Valuevaluation vs sector peers
68
GSAT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GSAT
TMUS
$600mC+
FCF
$18.4bA-
+11.5%B
Rev
+9.7%B
1.57C
D/E
2.14C
36.4xD
P/S
—
0.50A
PEG
0.84B+
—
P/E
18.3xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
GSAT
TMUS
100% above
Price vs fair valuelower is cheaper
52% below
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-6%/yr
-45%
1-yr DCF upside
+68%
-50%
5-yr DCF upside
+109%
-56%
10-yr DCF upside
+186%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GSAT
No notable signals flagged.
TMUS
Why this score
- Buying back stock
- Raising its dividend
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.
TMUST-Mobile US, Inc.
Why now
Telecom Services · market cap $187.4b. Down 33% from 52-week high of $261.56 — deep drawdown territory. PEG 0.84 — paying under fair value for the growth rate. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $243.08 (implying +39% upside).
Moat
ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 174% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $187.4b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
D/E 2.14 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.