Verdict: Side-by-side breakdown using the Bull Rankings model. TLK scored 51.9, TMUS scored 71.9 — TMUS leads.
Compare another set
TLK
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk
Telecom Services · Quality-Growth
51.9
$12.83 · $12.6B
fundamentals as of
Score gap
20.0
TMUS leads
TMUS
T-Mobile US, Inc.
Telecom Services · Quality-Growth
71.9
$148.58 · $159.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestTLK12.5x
Fastest growthTMUS+9.7%
Strongest balance sheetTLK0.60
Highest qualityTLK80 / 100
Largest discount to fair valueTLK-60%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
TLK
stronger →← stronger
TMUS
80
Qualityreturns · margins · balance sheet
74
34
Growthrevenue & earnings expansion
71
71
Valuevaluation vs sector peers
71
TLK and TMUS split the three pillars evenly.
Fundamentals, head-to-head
TLK
TMUS
$2.3bB
FCF
$18.4bA-
-2.2%D+
Rev
+9.7%B
0.60B
D/E
2.14C
12.5xB+
P/E
17.9xB
2.76C
PEG
0.61A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
TLK
TMUS
60% below
Price vs fair valuelower is cheaper
49% below
~-19%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-9%/yr
+159%
1-yr DCF upside
+81%
+150%
5-yr DCF upside
+95%
+138%
10-yr DCF upside
+118%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TLK
Why this score
Raising its dividend
Durable high returns
Foreign reporter (IDR)
TMUS
Why this score
Buying back stock
Raising its dividend
The companies
TLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk
Telecom Services · $12.83 · beta 0.15
Why now
Telecom Services · market cap $12.6b. Down 45% from 52-week high of $23.52 — deep drawdown territory.
Moat
Net margin 12% 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% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 45% 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 117% of earnings on a 9.5% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
TMUST-Mobile US, Inc.
Telecom Services · $148.58 · beta 0.32
Why now
Telecom Services · market cap $159.4b. Down 36% from 52-week high of $230.65 — deep drawdown territory. PEG 0.61 — paying under fair value for the growth rate. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $241.24 (implying +62% upside).
Moat
ROE 19% is above 15% — 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. $159.4b 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 36% 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
TMUS leads TLK by 26.3 points (71.5 to 45.2), its sharpest advantage coming in PEG (grade B+). A contrarian could still prefer TLK, which trades about 51% below our DCF fair value — a margin of safety the score doesn't reward. Note they play different roles — TLK screens as growth, TMUS screens as value — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where TLK and TMUS diverge
On the headline score the gap is 20.0 points in favor of TMUS. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
GrowthTLK 33.9 · TMUS 71.0TMUS +37.1
QualityTLK 80.1 · TMUS 73.9TLK +6.2
ValueTLK 70.7 · TMUS 71.0level
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is TMUS or TLK the better stock?
TMUS scores higher: TMUS 71.9, TLK 51.9 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do TMUS and TLK differ most?
The widest gap is growth, where TMUS leads by 37 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are TMUS and TLK scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.