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GOOGL vs TMUS

Alphabet Inc. Class A Common Stock vs T-Mobile US Inc. Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.

GOOGL
Alphabet Inc. Class A Common Stock
Communication Services
354,97
4,27 Bn
TMUS
T-Mobile US Inc. Common Stock
Communication Services
165,27
180,40 Md
Scores ACCE
GOOGL
TMUS
Score composite
Sur 100
81
54
Croissance
88
40
Valeur
51
83
Qualité
100
75
Momentum
84
17
Valorisation
GOOGL
TMUS
Cours
354,97
165,27
Capitalisation
4,27 Bn
180,40 Md
PER glissant
17,55
17,61
PER prévisionnel
23,15
11,92
VE / EBITDA
12,65
9,21
Rendement du dividende
0,2 %
2,5 %
Rentabilité
GOOGL
TMUS
ROE
48,7 %
18,0 %
Marge nette
54,8 %
11,5 %
Dette / capitaux propres
0,11
1,46
Flux de trésorerie disponible
73,27 Md
18,00 Md
Croissance
GOOGL
TMUS
Croissance du chiffre d'affaires (sur 1 an)
24,2 %
7,9 %
Croissance des bénéfices (sur 1 an)
2,9 %
5,3 %
Objectif des analystes
428,16
243,38
Verdict 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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