COMPARE · Reviewed July 2, 2026
META vs TMUS
Verdict: Side-by-side breakdown using the Bull Rankings model. META scored 82.2, TMUS scored 72.8 — META ahead by 9.400000000000006.
META
Meta Platforms, Inc.
82.2
$582.90
Score gap
9.400000000000006
META leads
TMUS
T-Mobile US, Inc.
72.8
$177.52
The companies
METAMeta Platforms, Inc.
Why now
Internet Content & Information · market cap $1.5T. Down 27% from 52-week high of $796.25 — deep drawdown territory. Revenue growing +22%, comfortably above the S&P median. PEG 0.81 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $828.13 (implying +42% upside).
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 29% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $1.5T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
TMUST-Mobile US, Inc.
Why now
Telecom Services · market cap $192.1b. Down 32% from 52-week high of $261.56 — deep drawdown territory. PEG 0.66 — paying under fair value for the growth rate. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $259.08 (implying +46% 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 173% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $192.1b 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 2.19 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. 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.
Base grades (each contributes ~14.3% of base composite)
| META | Component | TMUS |
|---|---|---|
| A95 | FCF | A-90 |
| A-90 | Rev | B80 |
| B+85 | D/E | C65 |
| B80 | P/E or P/S | B80 |
| B+85 | PEG | A-90 |
| Supplemental signals · feed the score, not on the row card | ||
| B80 | FCF Yield | A-90 |
| A-90 | ROE | B+85 |
| 85.9 | Base composite | 83.3 |
Adjustments (signed deltas applied on top of base)
META
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (90% buy/strong-buy)+2
DCF cross-check (avg upside -50%)-1
Total+2
TMUS
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (86% buy/strong-buy)+2
covered yield (2.4% at 40% payout)+1
forward P/E cheaper (19 → 13)+1
DCF cross-check (avg upside 137%)+2
Total+7
DCF cross-check (per-share value vs. live price)
| META upside | Horizon | TMUS upside |
|---|---|---|
| -56% | 1Y | +68% |
| -51% | 5Y | +120% |
| -42% | 10Y | +224% |
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.