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GOOGL vs TMUS

Alphabet Inc. Class A Common Stock vs T-Mobile US Inc. Common Stock. Puntuaciones ACCE, valoración, rentabilidad y crecimiento, frente a frente.

GOOGL
Alphabet Inc. Class A Common Stock
Communication Services
354,97
4,27 B
TMUS
T-Mobile US Inc. Common Stock
Communication Services
165,27
180.402 M
Puntuaciones ACCE
GOOGL
TMUS
Puntuación compuesta
Sobre 100
81
54
Crecimiento
88
40
Valor
51
83
Calidad
100
75
Momentum
84
17
Valoración
GOOGL
TMUS
Precio
354,97
165,27
Capitalización
4,27 B
180.402 M
PER actual
17,55
17,61
PER estimado
23,15
11,92
VE / EBITDA
12,65
9,21
Rentabilidad por dividendo
0,2 %
2,5 %
Rentabilidad
GOOGL
TMUS
ROE
48,7 %
18,0 %
Margen neto
54,8 %
11,5 %
Deuda / patrimonio
0,11
1,46
Flujo de caja libre
73.266 M
17.995 M
Crecimiento
GOOGL
TMUS
Crecimiento de ingresos (interanual)
24,2 %
7,9 %
Crecimiento de beneficios (interanual)
2,9 %
5,3 %
Precio objetivo de analistas
428,16
243,38
Veredicto ACCE

$GOOGL vs $TMUS: Alphabet Wins on Fundamentals

$GOOGL is the clear pick for most portfolios. At $381.95 with a $4.61T market cap, it trades at a forward P/E of 26.2 — a premium to $TMUS's 13.4 — but that premium is earned. Alphabet posted 82.0% earnings growth year-over-year alongside 21.8% revenue growth. Its net margin of 37.9% and ROE of 38.9% dwarf T-Mobile's 11.6% and 18.0%, respectively. The ACCE composite score of 72 versus $TMUS's 53 reflects this quality gap, and the perfect 100 quality sub-score for $GOOGL is the standout figure. Analysts target $430.72, implying meaningful upside from current levels.

$TMUS has its merits: a forward P/E of 13.4, EV/EBITDA of 9.49, and a 2.2% dividend yield make it the value play. But earnings declined 12.0% year-over-year, and a D/E ratio of 218.57 signals a heavily leveraged balance sheet. The ACCE growth score of 40 versus $GOOGL's 88 tells the story.

For growth and quality, $GOOGL dominates. $TMUS suits income-focused, value-oriented mandates only.

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