T Mobile Us Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of T Mobile Us Inc (TMUS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: T Mobile Us Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 90,530M vs 522,591M combined for tracked competitors (14.8% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+2.1% annualized vs trailing 12 months), vs decelerating (-8.4%) for its tracked peer group.
- Growth: T Mobile Us Inc generated 10.6% revenue growth year over year in Q1 2026, vs -24.6% for its tracked competitors combined.
- Profitability: Its 10.8% net margin compares with 8.3% for the peer group.
- Scale: T Mobile Us Inc ranks #2 of 58 companies by market capitalization in the Communications Services industry, holding 17.8% of industry market cap.
- Peer revenue share: T Mobile Us Inc accounted for 16.2% of combined revenue among its tracked peer group, up from 11.6% a year earlier.
- Peer differentiation: Revenue per employee of $1.21M compares with $0.56M for the peer group (2.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
TMUS Sales vs. its Competitors, Q1 2026
T Mobile Us Inc reported revenue growth of 10.63 % year on year in Q1 2026, above its competitors' combined revenue change of -24.63 %.
With a net margin of 10.84 %, T Mobile Us Inc achieved higher profitability than its competitors (8.30 %).
T Mobile Us Inc generated 16.19 % of the combined sales of its peer group, up from 11.63 % a year earlier.
T Mobile Us Inc vs. its Competitors, Q1 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across T Mobile Us Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| T mobile Us Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (17) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across T Mobile Us Inc's competitor groups requires a Commercial License.
For context: the Communications Services industry grew revenue 7.4% year over year, combined, vs 10.6% for T Mobile Us Inc. T Mobile Us Inc's share of combined industry revenue moved from 1.92% to 1.98%, a gain of 0.06 percentage points.
T Mobile Us Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| T mobile Us Inc | Yes | Yes | Yes | No |
| Competitors combined (20) | ||||
| High-Confidence Competitors (22) | ||||
| Similar-Size Competitors (6) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
TMUS Stock Performance relative to its Competitors
TMUS Stock Performance relative to High-Confidence Competitors
TMUS Stock Performance relative to Similar-Size Competitors
TMUS Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Atn International inc | 282.9% | Outperformed |
| 2 | Sk Telecom Co Ltd | 282.9% | Outperformed |
| 3 | Vodafone Group Public Limited Company | 282.9% | Outperformed |
| 4 | Liberty Latin America Ltd | 282.9% | Outperformed |
| 5 | Frontier Communications Parent Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for T Mobile Us Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
T Mobile Us Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of T mobile Us Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| T mobile Us Inc | 183,436.76 | 90,530.00 |
| Verizon Communications Inc | 194,702.28 | 138,895.00 |
| At and t Inc | 173,094.32 | 127,239.00 |
| Comcast corporation | 77,790.30 | 124,904.00 |
| America Movil Sab De Cv | 72,171.12 | 52,521.00 |
| Vodafone Group Public Limited Company | 39,846.71 | 41,941.76 |
| SUBTOTAL | 840,823.06 | 747,530.36 |
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Sources: T mobile Us Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on T mobile Us Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
T Mobile Us Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Optimum Communications Inc | Named by the company | 85% |
| Comcast corporation | Named by the company | 85% |
| Charter Communications, Inc. | Named by the company | 85% |
| Verizon Communications, Inc. | Named by the company | 85% |
| Old Market Capital Corp | Named by the company | 85% |
| Altice USA, Inc. | Named by the company | 85% |
| EchoStar Corporation | Named by the company | 85% |
| T-Mobile | Named by the company | 85% |
| Boston Omaha Corp | Named by the company | 85% |
| Digi International Inc | Named by the company | 85% |
| Spok Holdings Inc | Named by the company | 85% |
| Cox Communications, Inc. | Named by the company | 85% |
| Verizon Communications Inc | Named by the company | 85% |
| Anterix Inc | Named by the company | 85% |
| Cuentas Inc | Named by the company | 85% |
| AT&T Inc. | Named by the company | 85% |
| TracFone Wireless, Inc. | Named by the company | 85% |
| Kore Group Holdings Inc | Named by the company | 85% |
| Telephone And Data Systems Inc | Named by the company | 85% |
| DISH | Named by the company | 85% |
| Wytec International Inc | Named by the company | 85% |
| ATUS | Named by the company | 85% |
| Konatel Inc | Named by the company | 85% |
| Dna X Inc | Named by the company | 85% |
| Ast Spacemobile Inc | Named by the company | 85% |
| Csg Systems International Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for T Mobile Us Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
T Mobile Us Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| T mobile Us Inc | Wireless 100.00 % |
| Verizon Communications Inc | Verizon Consumer Group 76.61 % |
| At and t Inc | Advanced Connectivity 90.37 % |
| Comcast corporation | Residential Connectivity and Platforms 57.19 % |
| Frontier Communications Parent Inc | Consumer 53.29 % |
| Lumen Technologies inc | Business 87.13 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
T Mobile Us Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| T mobile Us Inc | 183,437 | 1,207,067 | 140,573 |
| Verizon Communications Inc | 194,702 | 1,544,994 | 184,638 |
| At and t Inc | 173,094 | 956,468 | 173,074 |
| Comcast corporation | 77,790 | 697,788 | 60,145 |
| America Movil Sab De Cv | 72,171 | 262,605 | 24,525 |
| Vodafone Group Public Limited Company | 39,847 | 403,286 | -40,342 |
| PEERS TOTAL | 657,386 | 561,102 | 50,309 |
T Mobile Us Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Liberty Latin America Ltd | Networks and Latin America 9.11 % |
| Spok Holdings Inc | United States 98.16 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
T Mobile Us Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 56 companies in T Mobile Us Inc's industry classification, broader than the peer set above. Market cap in millions of $.T Mobile Us Inc ranks #2 of 56 companies by market capitalization in its industry, holding 17.84 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,247, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Verizon Communications Inc | 194,702 | 19.28 % |
| 2 | T mobile Us Inc | 180,167 | 17.84 % |
| 3 | At and t Inc | 173,094 | 17.14 % |
| 4 | Veon ltd | 124,522 | 12.33 % |
| 5 | America Movil Sab De Cv | 1,234 | 5.2% |
| 6 | Tim S a | 1,234 | 5.2% |
| 7 | Vodafone Group Public Limited Company | 1,234 | 5.2% |
| 8 | Chunghwa Telecom Co Ltd | 1,234 | 5.2% |
| 9 | Ast Spacemobile Inc | 1,234 | 5.2% |
| 10 | Millicom International Cellular Sa | 1,234 | 5.2% |
Market cap and industry share for the rest of T Mobile Us Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
T Mobile Us Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Verizon Communications Inc | 194,702 | 7.77 % |
| 2 | T mobile Us Inc | 180,167 | -30.53 % |
| 3 | At and t Inc | 173,094 | -11.33 % |
| 4 | Veon ltd | 1,234 | 12.3% |
| 5 | America Movil Sab De Cv | 1,234 | 12.3% |
| 6 | Tim S a | 1,234 | 12.3% |
| 7 | Vodafone Group Public Limited Company | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of T Mobile Us Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
T Mobile Us Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Communications Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (85 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 86.77 % | 45.44 % (avg) | +41.3 pp |
| Operating Margin | 22.13 % | industry median | +20.9 pp |
| EBITDA Margin | 38.14 % | 4.17 % (avg) | +34.0 pp |
| Capital Intensity (Capex / Revenue) | 15.12 % | 14.44 % (avg) | +0.7 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
T Mobile Us Inc's Valuation vs Competitive Position
Valuation multiples vs the Communications Services industry average (85 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 23.6x | 25.6x | -2.0x |
| EV / EBITDA | - | 12.5x | - |
| P/B | - | 3.6x | - |
| Return on Equity | 18.09 % | industry aggregate | 5.29 % |
| Return on Invested Capital | 9.12 % | 4.49 % (avg) | 4.63 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
T Mobile Us Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 8.42 % | 13.48 % | 11.96 % | 6.66 % | 3.90 % | 52.00 % | 17.14 % | -0.68 % |
| Operating Margin | 6.44 % | 10.68 % | 12.04 % | 12.26 % | 12.72 % | 9.70 % | 8.60 % | 8.22 % |
| Return on Invested Capital | 4.57 % | 7.47 % | 7.45 % | 6.21 % | 5.71 % | 3.28 % | 2.75 % | 2.81 % |
| P/E | 46.6x | 32.1x | 11.9x | 19.9x | 19.6x | 46.4x | 47.5x | 71.2x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
T Mobile Us Inc's Strategic Group Map
Every company in T Mobile Us Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. T Mobile Us Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
T Mobile Us Inc's BCG Growth-Share Matrix
Relative market share (vs T Mobile Us Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
T Mobile Us Inc falls in the Dog quadrant: relative market share of 0.93x vs its largest competitor, in an industry growing revenue 0.4% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
T Mobile Us Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,247 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 15.12 % vs industry average 14.44 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See T Mobile Us Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See T Mobile Us Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
T Mobile Us Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
T Mobile Us Inc falls in the Low attractiveness / High strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
T Mobile Us Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 20.9 points above the industry median.
- Return on equity 5.3 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+2.1% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
- Trades at a lower P/E than the industry average (23.6x vs 25.6x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-8.4% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
T Mobile Us Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| T mobile Us Inc | 0.25 | 1.04 | 1.42 |
| Verizon Communications Inc | 0.15 | 0.72 | 1.52 |
| At and t Inc | 0.32 | 0.95 | 1.10 |
| Comcast corporation | 0.27 | 0.86 | 1.27 |
| America Movil Sab De Cv | 0.07 | 0.74 | 1.01 |
| Vodafone Group Public Limited Company | 0.19 | 0.58 | 0.84 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
T Mobile Us Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| T mobile Us Inc | Q1 2026 | +10.6 % | -15.2 % |
| Verizon Communications Inc | Q2 2026 | -0.7 % | -22.9 % |
| At and t Inc | Q2 2026 | +2.3 % | +3.1 % |
| Comcast corporation | Q2 2026 | -1.2 % | -69.0 % |
| America Movil Sab De Cv | Q4 2025 | +22.5 % | +260.1 % |
| Vodafone Group Public Limited Company | Q1 2026 | - | - |
| PEERS TOTAL | -10.3 % | +36.8 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
T Mobile Us Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| T mobile Us Inc | Q1 2026 | +28.7 % | +5.0 % |
| Verizon Communications Inc | Q2 2026 | - | +29.6 % |
| At and t Inc | Q2 2026 | -1.7 % | +16.4 % |
| Comcast corporation | Q2 2026 | - | +5.3 % |
| America Movil Sab De Cv | Q4 2025 | +21.8 % | +14.2 % |
| Vodafone Group Public Limited Company | Q1 2026 | - | +0.6 % |
T Mobile Us Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| T mobile Us Inc | 4.88% | 7.63% | 17.82% |
| Verizon Communications Inc | 4.10% | 5.08% | 15.74% |
| At and t Inc | 5.44% | 5.04% | 18.23% |
| Comcast corporation | 4.05% | 5.22% | 11.56% |
| America Movil Sab De Cv | 4.90% | 6.76% | 20.60% |
| Vodafone Group Public Limited Company | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
T Mobile Us Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| T mobile Us Inc | 17.75 | 2.03 |
| Verizon Communications Inc | 11.82 | 1.40 |
| At and t Inc | 8.28 | 1.36 |
| Comcast corporation | 7.23 | 0.62 |
| America Movil Sab De Cv | 309.43 | 1.37 |
| Vodafone Group Public Limited Company | 352.47 | 0.95 |
| PEERS AVERAGE | 12.11 | 1.12 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.