META vs TMUS
Meta Platforms Inc. Class A Common Stock vs T-Mobile US Inc. Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$META vs $TMUS — META Wins on Quality, TMUS on Value
$META is the stronger business; $TMUS is the cheaper stock. The edge goes to $META.
$META's fundamentals are exceptional: revenue grew 33.1% year-over-year, earnings surged 62.4%, ROE sits at 32.9%, and net margin is 32.8% — all reflected in a perfect Growth and Quality score of 100/100 each. Its ACCE composite of 72/100 dwarfs $TMUS's 53/100. The analyst consensus target of $827.91 implies significant upside from $666.29.
The catch: $META's 6-model fair value of $566.77 puts it 14.9% above intrinsic value at current prices, and its 1-year return of -8.4% reflects that premium compression risk.
$TMUS tells a different story. Its 6-model fair value of $232.37 sits 25.1% above its $185.81 price — genuine margin of safety. FCF yield of 9.2% dwarfs META's 2.9%, and a 2.2% dividend adds income. But earnings fell 12.0% YoY, net margin is just 11.7%, and D/E of 1.46 signals a leveraged balance sheet.
Winner: $META. The growth trajectory and quality metrics justify the premium for long-term compounders. $TMUS suits income-focused, value-oriented mandates.