TMUS

T-Mobile US, Inc.
Communication ServicesTelecom ServicesNASDAQ
$211.23
+$4.71 (2.23%)today
Conviction
0/ 10
Fair Value$268.68
Upside+27.20%
Signal0
Market Cap$239.3B
52W Range$181.36–$272.60
Next EarningsApr 28

Price History

FAIR VALUE ANALYSISMonte Carlo · 3,000 runs · 99% valid
Fair Value$334.52
Current Price$214.82
Upside / Down+55.7%
P(Undervalued)91.0%
P(20%+ Up)79.4%
P(15%+ Down)4.0%

Fair Value Distribution — percentile bands

91.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

-2.4%/yr

±4.9% · revenue growth to justify current price

FCF-Based Reverse DCF

-1.6%/yr

±3.2% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

T-Mobile US, Inc., together with its subsidiaries, provides wireless communications services in the United States, Puerto Rico, and the United States Virgin Islands.

Trailing P/E22.0x
Forward P/E15.2x
P/S2.7x
EPS (TTM)$9.72
Analyst Target$268.68
Analyst Upside27.2%

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Bull Case

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Bear Case

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Research Feed

sec_10kFeb 28
Conviction: unchanged
T-Mobile US FY2025 10-K: Dominant Market Share, UScellular Integration, New CEO Risk

TMUS delivered industry-best results in FY2025: service revenue +8% to $71.3B, Core Adjusted EBITDA +7% to $33.9B, FCF $18.0B. Postpaid phone net adds of 3.3M and total net adds of 7.8M were industry-...