COMPARE · Reviewed July 29, 2026
TIMB vs TMUS
Verdict: Side-by-side breakdown using the Bull Rankings model. TIMB scored 60.7, TMUS scored 71.7 — TMUS leads.
Compare another set
TIMB
TIM S.A.
60.7
$19.21 · $9.2B
fundamentals as of
Score gap
11.0
TMUS leads
TMUS
T-Mobile US, Inc.
71.7
$174.74 · $187.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
TIMB
stronger →← stronger
TMUS
83
Qualityreturns · margins · balance sheet
74
68
Growthrevenue & earnings expansion
74
54
Valuevaluation vs sector peers
68
TMUS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
TIMB
TMUS
$1.8bC+
FCF
$18.4bA-
+4.6%C+
Rev
+9.7%B
0.66B
D/E
2.14C
11.0xA-
P/E
18.3xB
1.30B
PEG
0.84B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
TIMB
TMUS
75% below
Price vs fair valuelower is cheaper
52% below
~-22%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-6%/yr
+229%
1-yr DCF upside
+68%
+299%
5-yr DCF upside
+109%
+429%
10-yr DCF upside
+186%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TIMB
Why this score
- Durable high returns
- Cut its dividend
- Foreign reporter (BRL)
TMUS
Why this score
- Buying back stock
- Raising its dividend
The companies
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.
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.