A Look At T-Mobile US (TMUS) Valuation After Record Q3 Growth And Fiber Expansion Plans

Simply Wall St.01-25

T-Mobile US (TMUS) just logged its best Q3 in over a decade, with record postpaid phone and account additions, raised synergy guidance, and accelerated broadband and fiber expansion under incoming CEO...

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See our latest analysis for T-Mobile US. Despite the recent Q3 beat and plans for debt redemption and fiber expansion, T-Mobile’s 30 day share price return of 6.53% and 90 day share price return of 14.57% decline point to fading short term momentum. At the same time, the 3 year total shareholder return of 31.23% and 5 year total shareholder return of 52.73% still reflect a healthier longer term picture. If T-Mobile’s latest moves have you thinking about where connectivity is headed next, it could be a good moment to look across high growth tech and AI stocks as potential next ideas. With the share price pulling back over the past year despite solid revenue and net income growth, and with some large investors turning cautious in options markets, you have to ask: is T-Mobile quietly undervalued here, or is the market already baking in its next leg of growth? AdvertisementMost Popular Narrative: 30.6% Undervalued With T-Mobile US last closing at $186.03 against a most followed fair value estimate of $268.22, the narrative firmly points to a sizeable valuation gap that hinges on how its 5G and fiber plans translate into future earnings power.  The launch and expansion of T-Fiber following the acquisition of Lumos, along with further expansion plans via Metronet, could lead to incremental service revenue growth and enhance long-term profitability.  Read the complete narrative. Curious what kind of revenue mix and margin profile this implies. The fair value hinges on specific earnings, cash flow, and future P/E assumptions. Want to see exactly what they are. Result: Fair Value of $268.22 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you also need to factor in risks like higher handset tariffs or heavier competitor promotions, which could pressure customer growth, margins, or near term earnings. Find out about the key risks to this T-Mobile US narrative. Another View: What Do Earnings Multiples Say? While the narrative fair value of $268.22 implies meaningful upside, T-Mobile trades on a P/E of 17.5x, which is very close to its fair ratio of 17.5x and below both the global wireless industry at 19x and peer average at 31.9x. Does that tighter range signal limited rerating potential or a margin of safety if earnings keep growing? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:TMUS P/E Ratio as at Jan 2026 Build Your Own T-Mobile US Narrative If you look at the numbers and reach a different conclusion, or just want to run your own checks from scratch, you can build a custom view in a few minutes with Do it your way. A great starting point for your T-Mobile US research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you only focus on one stock, you could miss other opportunities that fit your style, so use the Simply Wall Street Screener to widen your options thoughtfully.  Spot potential value by scanning these 873 undervalued stocks based on cash flows that align with your expectations on cash flows and pricing. Capture growth themes early by checking out these 24 AI penny stocks that are tied to artificial intelligence trends. Add diversification by reviewing these 13 dividend stocks with yields > 3% that offer income focused payout profiles.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if T-Mobile US might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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