T-Mobile US (TMUS) Stock Insights
TMUS$146.47-0.36 -0.25%
$157.11B
Market Cap
15.34
P/E
13.41
Forward P/E
59
Score
T-Mobile US (TMUS) Stock Insights
TMUS price $146.47 -0.36 -0.25%
- Ticker
- TMUS
- Price
- $146.47
- Change
- -0.36 -0.25%
- Market cap ?
- $157.11B
- P/E ?
- 15.34
- Forward P/E ?
- 13.41
- Dividend yield ?
- 2.78%
- Beta ?
- 0.32
- Sector
- Communication Services
- Industry
- Telecommunications Services
- Stocklytics score
- 59
- Value
- 74
- Quality
- 41
- Growth
- 63
Stocklytics score rationale: value 74, quality 41, growth 63.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 37490000000 | 40604000000 | 43310000000 | 44998000000 | 68397000000 | 80118000000 | 79571000000 | 78558000000 | 81400000000 | 88309000000 |
T-Mobile US, Inc., alongside its subsidiaries, offers mobile telecommunications services across the United States, Puerto Rico, and the U.S. Virgin Islands. Catering to approximately 108.7 million subscribers, the company delivers essential voice, messaging, and data connectivity to customers in postpaid, prepaid, and wholesale segments. Beyond services, T-Mobile also supplies a broad array of wireless devices, such…
Fair value
TMUS fair value $281.82. Price $146.47. Price is 48% below fair value.
Below fair value, and cheaper than usual. A larger discount than on more than 99% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 11.05B. Growth 16.47%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 1.07B. Net debt 116.67B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-28 | — | 2.89 | — | 23.15B |
| 2026-07-23 | 2.99 | 2.59 | 22.79B | 22.95B |
| 2026-04-28 | 2.27 | 2.01 | 23.11B | 22.98B |
| 2026-02-11 | 1.88 | 2.05 | 24.33B | 24.17B |
| 2025-10-23 | 2.59 | 2.40 | 21.96B | 21.91B |
| 2025-07-23 | 2.84 | 2.67 | 21.13B | 21.04B |
| 2025-04-24 | 2.58 | 2.47 | 20.89B | 20.63B |
| 2025-01-29 | 2.57 | 2.29 | 21.87B | 21.33B |
| 2024-10-23 | 2.61 | 2.42 | 20.16B | 20.01B |
| 2024-07-31 | 2.49 | 2.28 | 19.77B | 19.61B |
| 2024-04-25 | 2.00 | 1.87 | 19.59B | 19.83B |
| 2024-01-25 | 1.67 | 1.90 | 20.48B | 19.64B |
| 2023-10-25 | 1.82 | 1.74 | 19.25B | 18.22B |
| 2023-07-27 | 1.86 | 1.69 | 19.20B | 19.36B |
| 2023-04-27 | 1.58 | 1.48 | 19.63B | 19.81B |
| 2023-02-01 | 1.18 | 1.10 | 20.27B | 20.64B |
| 2022-10-27 | 0.40 | 0.04 | 19.48B | 20.00B |
| 2022-07-27 | -0.09 | 0.22 | 19.70B | 20.10B |
| 2022-04-27 | 0.57 | 0.33 | 20.12B | 20.13B |
| 2022-02-02 | 1.10 | 0.16 | 20.79B | 20.58B |
| 2021-11-02 | 0.55 | 0.53 | 19.62B | 20.06B |
| 2021-07-29 | 0.78 | 0.53 | 19.95B | 19.34B |
| 2021-05-04 | 0.74 | 0.57 | 19.76B | 18.94B |
| 2021-02-04 | 1.03 | 0.51 | 20.34B | 19.90B |
| 2020-11-05 | 1.00 | 0.43 | 19.27B | 15.53B |
| 2020-08-06 | 0.61 | 0.11 | 17.67B | 13.74B |
| 2020-05-06 | 1.10 | 1.02 | 11.11B | 10.30B |
| 2020-02-06 | 0.87 | 0.83 | 11.88B | 11.33B |
| 2019-10-28 | 1.01 | 0.96 | 11.06B | 10.51B |
| 2019-07-25 | 1.09 | 0.97 | 10.98B | 9.77B |
| 2019-04-25 | 1.06 | 0.91 | 11.08B | 9.51B |
| 2019-02-07 | 0.75 | 0.69 | 11.45B | 10.53B |
| 2018-10-30 | 0.93 | 0.85 | 10.84B | 9.91B |
| 2018-08-01 | 0.92 | 0.87 | 10.57B | 10.00B |
| 2018-05-01 | 0.78 | 0.71 | 10.46B | 9.52B |
| 2018-02-08 | 0.48 | 0.37 | 10.76B | 9.36B |
| 2017-10-23 | 0.63 | 0.46 | 10.02B | 7.32B |
| 2017-07-19 | 0.67 | 0.38 | 10.21B | 8.98B |
| 2017-04-24 | 0.46 | 0.35 | 9.61B | 6.80B |
| 2017-02-14 | 0.45 | 0.30 | 10.18B | 6.82B |
Dividends
Yield 2.79%. Payout ratio 41.13%. Frequency Quarterly.
Safety score 88/100 · Safe. Payout ratio is 41% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 5 separate years. Yield is 2.8%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-11-25 | $1.17 | 2026-11-25 | 2026-12-10 | Quarterly |
| 2026-08-28 | $1.02 | 2026-08-28 | 2026-09-10 | Quarterly |
| 2026-05-29 | $1.02 | 2026-05-29 | 2026-06-11 | Quarterly |
| 2026-02-27 | $1.02 | 2026-02-27 | 2026-03-12 | Quarterly |
| 2025-11-26 | $1.02 | 2025-11-26 | 2025-12-11 | Quarterly |
| 2025-08-29 | $0.88 | 2025-08-29 | 2025-09-11 | Quarterly |
| 2025-05-30 | $0.88 | 2025-05-30 | 2025-06-12 | Quarterly |
| 2025-02-28 | $0.88 | 2025-02-28 | 2025-03-13 | Quarterly |
| 2024-11-27 | $0.88 | 2024-11-27 | 2024-11-28 | Quarterly |
| 2024-08-30 | $0.65 | 2024-08-30 | 2024-09-12 | Quarterly |
| 2024-05-31 | $0.65 | 2024-05-31 | 2024-06-01 | Quarterly |
| 2024-02-29 | $0.65 | 2024-03-01 | 2024-03-14 | Quarterly |
| 2023-11-30 | $0.65 | 2023-12-01 | 2023-12-15 | Annual |
| 2013-05-01 | $4.06 | 2013-05-01 | 2013-07-01 | Irregular |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-24 | Drobac Daniel James | Buy | 2.77K | — | — |
| 2026-09-10 | Nelson Mark Wolfe | Buy | 103 | $178.14 | 18.34K |
| 2026-09-10 | Drobac Daniel James | Buy | 2 | $178.14 | 315 |
| 2026-09-10 | Drobac Daniel James | Sell | 772 | $178.33 | 137.67K |
| 2026-09-01 | Almeida Andre | Sell | 530 | $182.16 | 96.62K |
| 2026-08-25 | Drobac Daniel James | Sell | 171 | $181.61 | 31.13K |
| 2026-08-15 | Drobac Daniel James | Sell | 88 | $182.61 | 16.01K |
| 2026-08-01 | Sambar Christopher | Buy | 40.97K | — | — |
| 2026-08-01 | Sambar Christopher | Other | 0 | — | — |
| 2026-06-16 | CLAURE RAUL MARCELO | Buy | 1.38K | — | — |
| 2026-06-16 | Datar Srikant M. | Buy | 1.38K | — | — |
| 2026-06-16 | KAVANAUGH JAMES J | Buy | 1.38K | — | — |
| 2026-06-16 | Taylor Teresa | Buy | 1.38K | — | — |
| 2026-06-16 | Dannenfeldt Thomas | Buy | 1.38K | — | — |
| 2026-06-16 | Long Letitia A | Buy | 272 | — | — |
| 2026-06-16 | Long Letitia A | Buy | 1.38K | — | — |
| 2026-06-11 | Nelson Mark Wolfe | Buy | 98 | $187.02 | 18.24K |
| 2026-06-06 | Dannenfeldt Thomas | Sell | 311 | $178.10 | 55.46K |
| 2026-05-21 | Freier Jon | Sell | 4.80K | $190.00 | 911.81K |
| 2026-05-01 | Drobac Daniel James | Sell | 37 | $196.06 | 7.16K |
| 2026-05-01 | Almeida Andre | Buy | 5.10K | $196.18 | 1.00M |
| 2026-05-01 | Katz Michael J. | Sell | 5.00K | $195.81 | 979.05K |
| 2026-03-12 | Nelson Mark Wolfe | Buy | 86 | $211.58 | 18.15K |
| 2026-03-10 | Datar Srikant M. | Sell | 1.00K | $218.25 | 218.25K |
| 2026-03-04 | Datar Srikant M. | Sell | 3.29K | $221.10 | 727.64K |
| 2026-03-01 | Gopalan Srini | Sell | 2.84K | $217.09 | 615.46K |
| 2026-03-01 | Almeida Andre | Sell | 367 | $217.09 | 79.60K |
| 2026-02-25 | Drobac Daniel James | Sell | 389 | $218.66 | 85.03K |
| 2026-02-24 | SIEVERT G MICHAEL | Sell | 1.09K | $221.85 | 241.59K |
| 2026-02-24 | Nelson Mark Wolfe | Sell | 2.33K | $222.38 | 517.97K |
| 2026-02-23 | SIEVERT G MICHAEL | Sell | 13.91K | $220.07 | 3.06M |
| 2026-02-19 | SIEVERT G MICHAEL | Sell | 80.00K | $214.94 | 17.20M |
| 2026-02-18 | Osvaldik Peter | Sell | 27.00K | $214.86 | 5.80M |
| 2026-02-18 | Nelson Mark Wolfe | Sell | 6.27K | $219.69 | 1.38M |
| 2026-02-17 | Nelson Mark Wolfe | Sell | 10.24K | $220.80 | 2.26M |
| 2026-02-15 | Drobac Daniel James | Buy | 3.84K | — | — |
| 2026-02-15 | SAW JOHN | Buy | 4.41K | — | — |
| 2026-02-15 | SAW JOHN | Buy | 7.83K | — | — |
| 2026-02-15 | SAW JOHN | Sell | 1.74K | $219.50 | 381.08K |
| 2026-02-15 | SAW JOHN | Sell | 2.84K | $219.50 | 623.36K |
| 2026-02-15 | Osvaldik Peter | Buy | 12.29K | — | — |
| 2026-02-15 | Osvaldik Peter | Buy | 19.09K | — | — |
| 2026-02-15 | Osvaldik Peter | Sell | 4.83K | $219.50 | 1.06M |
| 2026-02-15 | Osvaldik Peter | Sell | 8.08K | $219.50 | 1.77M |
| 2026-02-15 | Nelson Mark Wolfe | Buy | 12.29K | — | — |
| 2026-02-15 | Nelson Mark Wolfe | Sell | 4.26K | $219.50 | 934.34K |
| 2026-02-15 | Nelson Mark Wolfe | Buy | 19.58K | — | — |
| 2026-02-15 | Nelson Mark Wolfe | Sell | 6.95K | $219.50 | 1.53M |
| 2026-02-15 | King Deeanne | Buy | 4.43K | — | — |
| 2026-02-15 | King Deeanne | Buy | 9.42K | — | — |
| 2026-02-15 | King Deeanne | Sell | 1.74K | $219.50 | 382.81K |
| 2026-02-15 | King Deeanne | Sell | 3.11K | $219.50 | 682.18K |
| 2026-02-15 | Katz Michael J. | Buy | 9.08K | — | — |
| 2026-02-15 | Katz Michael J. | Buy | 32.37K | — | — |
| 2026-02-15 | Katz Michael J. | Sell | 3.57K | $219.50 | 783.92K |
| 2026-02-15 | Katz Michael J. | Sell | 7.14K | $219.50 | 1.57M |
| 2026-02-15 | Freier Jon | Buy | 8.07K | — | — |
| 2026-02-15 | Freier Jon | Buy | 23.49K | — | — |
| 2026-02-15 | Freier Jon | Sell | 3.17K | $219.50 | 696.77K |
| 2026-02-15 | Freier Jon | Sell | 6.17K | $219.50 | 1.35M |
| 2026-02-15 | Almeida Andre | Buy | 13.65K | — | — |
| 2026-02-15 | Gopalan Srini | Buy | 60.03K | — | — |
| 2026-02-15 | Gopalan Srini | Sell | 2.71K | $219.50 | 593.78K |
| 2026-02-12 | CLAURE RAUL MARCELO | Sell | 550.00K | $217.57 | 119.66M |
| 2025-12-11 | Nelson Mark Wolfe | Buy | 68 | $195.69 | 13.37K |
| 2025-12-09 | Osvaldik Peter | Sell | 1.20K | — | — |
| 2025-12-05 | Long Letitia A | Sell | 1.46K | $210.32 | 306.44K |
| 2025-12-03 | SIEVERT G MICHAEL | Sell | 65.50K | — | — |
| 2025-11-18 | SIEVERT G MICHAEL | Sell | 22.50K | $214.25 | 4.82M |
| 2025-11-17 | SIEVERT G MICHAEL | Sell | 22.50K | $216.97 | 4.88M |
| 2025-11-17 | Katz Michael J. | Sell | 2.50K | $215.91 | 539.77K |
| 2025-11-10 | SIEVERT G MICHAEL | Sell | 43.32K | — | — |
| 2025-11-09 | SIEVERT G MICHAEL | Buy | 135.91K | — | — |
| 2025-11-09 | SIEVERT G MICHAEL | Sell | 53.48K | $207.00 | 11.07M |
| 2025-11-09 | SIEVERT G MICHAEL | Sell | 44.14K | $207.00 | 9.14M |
| 2025-11-06 | Gopalan Srini | Buy | 9.80K | $201.82 | 1.98M |
| 2025-11-01 | Gopalan Srini | Buy | 6.37K | — | — |
| 2025-11-01 | Gopalan Srini | Buy | 35.09K | — | — |
| 2025-11-01 | Drobac Daniel James | Sell | 59 | $210.05 | 12.32K |
| 2025-10-29 | DEUTSCHE TELEKOM AG | Sell | 1.33K | $220.44 | 294.06K |
| 2025-10-29 | DEUTSCHE TELEKOM AG | Sell | 40 | $221.26 | 8.85K |
| 2025-10-28 | DEUTSCHE TELEKOM AG | Sell | 37.63K | $220.48 | 8.30M |
| 2025-10-28 | DEUTSCHE TELEKOM AG | Sell | 15.07K | $221.42 | 3.34M |
| 2025-10-28 | DEUTSCHE TELEKOM AG | Sell | 808 | $222.04 | 179.41K |
| 2025-10-27 | DEUTSCHE TELEKOM AG | Sell | 50.25K | $220.53 | 11.08M |
| 2025-10-27 | DEUTSCHE TELEKOM AG | Sell | 14.18K | $221.23 | 3.14M |
| 2025-10-24 | DEUTSCHE TELEKOM AG | Sell | 856 | $220.03 | 188.34K |
| 2025-10-23 | DEUTSCHE TELEKOM AG | Sell | 18.62K | $220.14 | 4.10M |
| 2025-10-23 | DEUTSCHE TELEKOM AG | Sell | 7.35K | $221.61 | 1.63M |
| 2025-10-23 | DEUTSCHE TELEKOM AG | Sell | 6.66K | $222.48 | 1.48M |
| 2025-10-23 | DEUTSCHE TELEKOM AG | Sell | 1.32K | $223.37 | 295.74K |
| 2025-10-23 | DEUTSCHE TELEKOM AG | Sell | 81 | $224.02 | 18.15K |
| 2025-10-23 | DEUTSCHE TELEKOM AG | Sell | 683 | $225.75 | 154.19K |
| 2025-10-22 | DEUTSCHE TELEKOM AG | Sell | 868 | $220.23 | 191.16K |
| 2025-10-22 | DEUTSCHE TELEKOM AG | Sell | 1.27K | $221.57 | 280.51K |
| 2025-10-22 | DEUTSCHE TELEKOM AG | Sell | 3.51K | $223.24 | 783.12K |
| 2025-10-22 | DEUTSCHE TELEKOM AG | Sell | 4.23K | $223.94 | 947.25K |
| 2025-10-22 | DEUTSCHE TELEKOM AG | Sell | 3.64K | $225.14 | 820.18K |
| 2025-10-22 | DEUTSCHE TELEKOM AG | Sell | 13.11K | $226.24 | 2.97M |
| 2025-10-22 | DEUTSCHE TELEKOM AG | Sell | 37.62K | $227.06 | 8.54M |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 1.74K, holders -57 vs prior quarter. Ownership 42.74%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 39.50M | 383.77K | +0.98% | 6.63B |
| INVESCO LTD. | 31.88M | 8.76M | +37.87% | 5.35B |
| VANGUARD CAPITAL MANAGEMENT LLC | 29.36M | -366.46K | -1.23% | 4.92B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 25.48M | -3.01M | -10.57% | 4.27B |
| STATE STREET CORP | 25.02M | 1.30M | +5.49% | 4.20B |
| MORGAN STANLEY | 14.52M | 135.11K | +0.94% | 2.44B |
| GEODE CAPITAL MANAGEMENT, LLC | 12.76M | 326.56K | +2.63% | 2.13B |
| GOLDMAN SACHS GROUP INC | 11.83M | 5.55M | +88.34% | 1.98B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.37M | 430.39K | +4.33% | 1.74B |
| SOFTBANK GROUP CORP. | 10.00M | 0 | 0.00% | 1.68B |
| WELLINGTON MANAGEMENT GROUP LLP | 8.62M | -8.58M | -49.88% | 1.45B |
| FMR LLC | 8.15M | -4.38M | -34.92% | 1.37B |
| NORGES BANK | 7.91M | 7.91M | New | 1.33B |
| GOLDMAN SACHS GROUP INC | 7.10M | 815.66K | +12.99% | 1.19B |
| FRANKLIN TEMPLETON INC | 6.71M | -337.48K | -4.79% | 1.13B |
| DODGE & COX | 6.34M | 177.98K | +2.89% | 1.06B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5.71M | 4.58M | +405.14% | 958.36M |
| BANK OF NEW YORK MELLON CORP | 5.00M | -110.27K | -2.16% | 839.19M |
| JANE STREET GROUP, LLC | 4.93M | 4.13M | +520.17% | 826.34M |
| NUVEEN, LLC | 4.84M | 469.50K | +10.74% | 812.05M |
| BANK OF AMERICA CORP /DE/ | 4.52M | 1.37M | +43.49% | 758.98M |
| TWO SIGMA INVESTMENTS, LP | 4.44M | 552.33K | +14.19% | 745.36M |
| AQR CAPITAL MANAGEMENT LLC | 4.47M | 1.78M | +66.29% | 744.24M |
| NORTHERN TRUST CORP | 4.41M | -184.37K | -4.01% | 739.68M |
| BARCLAYS PLC | 4.13M | -2.48M | -37.54% | 692.54M |
Insights
- Revenue by product
| Period | Value |
|---|---|
| FY2018 | Branded Postpaid Revenue: 20862000000.0, Branded Prepaid Revenue: 9598000000.0, Product and Service, Other: 1309000000.0, Product, Equipment: 10009000000.0, Roaming and Other Service Revenue: 349000000.0, Wholesale Service Revenue: 1183000000.0 |
| FY2019 | Branded Postpaid Revenue: 22673000000.0, Branded Prepaid Revenue: 9543000000.0, Product and Service, Other: 1164000000.0, Product, Equipment: 9840000000.0, Roaming and Other Service Revenue: 499000000.0, Wholesale Service Revenue: 1279000000.0 |
| FY2020 | Branded Postpaid Revenue: 36306000000.0, Branded Prepaid Revenue: 9421000000.0, Product and Service, Other: 690000000.0, Product, Equipment: 17312000000.0, Roaming and Other Service Revenue: 2078000000.0, Wholesale Service Revenue: 2590000000.0 |
| FY2021 | Branded Postpaid Revenue: 42562000000.0, Branded Prepaid Revenue: 9733000000.0, Product and Service, Other: 1022000000.0, Product, Equipment: 20727000000.0, Wholesale Service Revenue: 3751000000.0 |
| FY2022 | Branded Postpaid Revenue: 45919000000.0, Branded Prepaid Revenue: 9857000000.0, Product and Service, Other: 1118000000.0, Product, Equipment: 17130000000.0, Wholesale Service Revenue: 5547000000.0 |
| FY2023 | Branded Postpaid Revenue: 48692000000.0, Branded Prepaid Revenue: 9767000000.0, Product and Service, Other: 1179000000.0, Product, Equipment: 14138000000.0, Wholesale Service Revenue: 4782000000.0 |
| FY2024 | Branded Postpaid Revenue: 52340000000.0, Branded Prepaid Revenue: 10399000000.0, Product and Service, Other: 959000000.0, Product, Equipment: 14263000000.0, Wholesale Service Revenue: 3439000000.0 |
| FY2025 | Branded Postpaid Revenue: 57932000000.0, Branded Prepaid Revenue: 10497000000.0, Product and Service, Other: 1031000000.0, Product, Equipment: 15972000000.0, Wholesale Service Revenue: 2877000000.0 |
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