COMPARE · Reviewed July 29, 2026
KYIV vs TIMB
Verdict: Side-by-side breakdown using the Bull Rankings model. KYIV scored 68.5, TIMB scored 60.7 — KYIV leads.
Compare another set
KYIV
Kyivstar Group Ltd.
68.5
$14.05 · $3.2B
fundamentals as of
Score gap
7.8
KYIV leads
TIMB
TIM S.A.
60.7
$19.21 · $9.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
KYIV
stronger →← stronger
TIMB
67
Qualityreturns · margins · balance sheet
83
94
Growthrevenue & earnings expansion
68
51
Valuevaluation vs sector peers
54
TIMB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
KYIV
TIMB
$311mC
FCF
$1.8bC+
+25.9%A-
Rev
+4.6%C+
0.39B+
D/E
0.66B
19.8xB
P/E
11.0xA-
1.36B
PEG
1.30B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
KYIV
TIMB
49% below
Price vs fair valuelower is cheaper
75% below
~-5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-22%/yr
+62%
1-yr DCF upside
+229%
+97%
5-yr DCF upside
+299%
+161%
10-yr DCF upside
+429%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
KYIV
Why this score
- Diluting shareholders
- Short track record
TIMB
Why this score
- Durable high returns
- Cut its dividend
- Foreign reporter (BRL)
The companies
KYIVKyivstar Group Ltd.
Why now
Telecom Services · market cap $3.2b. 15% off the 52-week high of $16.55. Revenue growing +26% — in hypergrowth territory. 9 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $17.74 (implying +26% upside).
Moat
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
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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.