COMPARE · Data as of August 21, 2026
TMUS vs VZ
Verdict: Side-by-side breakdown using the Bull Rankings model. TMUS scored 71.4, VZ scored 55.4 — TMUS leads.
Compare another set
TMUS
T-Mobile US, Inc.
71.4
$183.04 · $196.3B
fundamentals as of
Score gap
16.0
TMUS leads
VZ
Verizon Communications Inc.
55.4
$49.45 · $205.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestVZ12.9x
- Fastest growthTMUS+9.7%
- Strongest balance sheetVZ1.84
- Highest qualityTMUS74 / 100
- Largest discount to fair valueTMUS-48%
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)
TMUS
stronger →← stronger
VZ
74
Qualityreturns · margins · balance sheet
71
74
Growthrevenue & earnings expansion
52
67
Valuevaluation vs sector peers
46
TMUS is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
TMUS
VZ
$18.4bA-
FCF
$21.8bA
+9.7%B
Rev
+1.4%C
2.14C
D/E
1.84C
19.2xB
P/E
12.9xB+
0.84B+
PEG
0.93B+
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
TMUS
VZ
48% below
Price vs fair valuelower is cheaper
39% below
~-5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-8%/yr
+59%
1-yr DCF upside
+60%
+93%
5-yr DCF upside
+65%
+157%
10-yr DCF upside
+72%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TMUS
Why this score
- Buying back stock
- Raising its dividend
VZ
No notable signals flagged.
The companies
TMUST-Mobile US, Inc.
Why now
Telecom Services · market cap $196.3b. Down 29% from 52-week high of $258.66 — deep drawdown territory. PEG 0.84 — paying under fair value for the growth rate. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $243.38 (implying +33% 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. $196.3b 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.
VZVerizon Communications Inc.
Why now
Telecom Services · market cap $205.5b. 4% off the 52-week high of $51.68. PEG 0.93 — paying under fair value for the growth rate. 23 sell-side analysts publish a mean 1-yr target of $51.56 (implying +4% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 131% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $205.5b 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
Dividend payout 73% of earnings on a 5.7% 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.
Where TMUS and VZ diverge
On the headline score the gap is 16.0 points in favor of TMUS. The widest single difference is Growth, where TMUS leads by 22.2 points.
- GrowthTMUS 73.9 · VZ 51.7TMUS +22.2
- ValueTMUS 66.8 · VZ 46.4TMUS +20.4
- QualityTMUS 73.6 · VZ 71.1level
Pillars run 0–100 against sector peers, so a 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.