T-Mobile US Inc

T-Mobile US Inc

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Market Cap$196.6B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
T-Mobile US IncT-Mobile US Inc192.17%19%2.32.1

Earnings Call Q1 2026

April 28, 2026 - AI Summary

Strong operating momentum & “differentiation” narrative (investor-positive): - Management emphasized widening differentiation across best network / best value / best experience driving growth. - NPS: reported industry-leading 45, >20% higher than the next closest competitor (key KPI they use to validate experience leadership). - Postpaid net adds: 217,000 in Q1, +6% YoY. - Postpaid service revenue: +15% YoY. - Total service revenue: +11% YoY, described as ~4x the growth rate of the next closest competitor. - Core adjusted EBITDA: +12% YoY; free cash flow margins: 24%. - Reported shareholder returns in quarter: $6B via dividends + share buybacks.
Guidance raised across accounts, revenue, EBITDA, and FCF (investor-positive): - Total postpaid net account additions (FY 2026): raised to 950,000–1,050,000. - FY 2026 service revenue: ~$77B, ~8% growth. - Q2 service revenue outlook: ~$19B, +9% YoY. - Postpaid ARPA growth (FY): 2.5%–3% (management frames as continuing “back-book pricing advantage”). - Core adjusted EBITDA (FY 2026): $37.1B–$37.5B (raised by $100M at the low end). - Q2 core adjusted EBITDA: ~$9.4B, +10% YoY. - Cash CapEx (FY): unchanged at ~$10B (still disciplined / differentiated network investment). - Adjusted free cash flow (FY): $18.1B–$18.7B (raised by $100M at the low end). - Capital return authorization: increased by up to $3.6B to up to $18.2B for 2026.
Customer metrics & churn dynamics: stable line churn; account churn higher for “math” reasons (mixed / watch closely): - Management said postpaid account churn is doing what was expected. - Underlying postpaid phone/line churn: up ~3 bps (described as stable/good). - Why account churn > line churn: accounts weight two higher-churn groups more heavily—new customers and broadband-only customers. - Why account churn increased more than line churn: broadband has higher churn structurally and is the fastest-growing component. - Surprising detail: they said churn improved moving into March (not just “December vs March” seasonality), implying better near-term dynamics—but investors should still monitor whether that persists into Q2.

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$252.17

Target Price by Analysts

36.6% upsideT-Mobile US Target Price DetailsTarget Price
$176.02

Current Fair Value

4.6% downside

Overvalued by 4.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$196.60 Billion
Enterprise Value$312.27 Billion
Dividend Yield$4.08 (2.17%)
Earnings per Share$9.75
Beta0.3
Outstanding Shares1,100,174,000

Return

Return on Equity18.87%ROE
Return on Assets4.91%
Return on Invested Capital6.85%

Valuation & Multiples

P/E Ratio18.96P/E Ratio
PEG-124.68PEG
Price to Sales2.25Price to Sales
Price to Book Ratio3.69Price to Book Ratio
Enterprise Value to Revenue3.45
Enterprise Value to EBIT23.47
Enterprise Value to Net Income29
Total Debt to Enterprise0.38
Debt to Equity2.13Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 28, 2026
EPS Estimate
$2.01
Average shareholder expectation
Revenue Estimate
$22.98 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 22, 2026
EPS Estimate
$2.57
Average shareholder expectation
Revenue Estimate
$23.00 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9054▲ 1.03%
Total Calls5,321,195▼ 3.50%
Total Puts4,817,567▼ 2.38%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %39.41%▼ 1.72%
Total Invested$93.29B▼ 0.55%
Investors Holding1,784▲ 2.00%

ESG Score

No data

About T-Mobile US Inc

CEO: G. Michael Sievert

Relevant Senate Committees

Finance

This powerful committee controls taxation and trade policy, which directly impacts T-Mobile's corporate profitability, investment incentives, and the cost of equipment through tariffs and supply chain regulations.

Judiciary

This committee's oversight of antitrust laws and the DOJ is highly relevant to T-Mobile, particularly given its past major mergers (e.g., Sprint) and ongoing scrutiny of competition in the telecommunications market.

Select Committee on Intelligence

As a critical infrastructure provider, T-Mobile's network and data handling capabilities are directly relevant to national security and intelligence operations, potentially exposing committee members to non-public information regarding cyber threats or data security affecting the company.

Commerce, Science, and Transportation

This committee directly regulates interstate commerce, the FCC, and FTC, making it a primary oversight body for telecommunications, spectrum policy, net neutrality, privacy, and consumer protection issues vital to T-Mobile.