GOOG vs TMUS
Alphabet Inc. Class C Capital Stock vs T-Mobile US Inc. Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$GOOG Wins
$GOOG is the clear pick here. The numbers tell a decisive story: revenue up 21.8% year-over-year and earnings up 82.0%, against $TMUS posting revenue growth of just 10.6% and an earnings decline of 12.0%. That earnings contraction is a red flag for a stock already carrying a D/E ratio of 1.46 — a leverage load that dwarfs $GOOG's lean 0.11.
On profitability, $GOOG's 37.9% net margin and 38.9% ROE are in a different league from $TMUS's 11.7% margin and 18.0% ROE. The ACCE composite score reflects this gap: 79 vs. 63, with $GOOG's quality score a perfect 100.
$TMUS does trade cheaper — PE of 18.9 vs. 27.9, and EV/EBITDA of 9.73 vs. 20.45 — and its 2.2% dividend yield beats $GOOG's token 0.2%. But valuation discounts mean little when earnings are shrinking. Analysts see $GOOG reaching $407.22 from its current $366.73, implying meaningful upside. $TMUS's analyst target of $260.81 from $178.27 looks generous given the deteriorating earnings trajectory.
$GOOG is the stronger buy on growth, quality, and momentum.