T-Mobile US (TMUS) Valuation Check After AI Network Launch Earnings Update And Euro Bond Issuance

Simply Wall St.02-19

AdvertisementEarnings, AI launch, and bond deals put T-Mobile US (TMUS) in focus T-Mobile US (TMUS) is back in the spotlight after unveiling a real-time agentic AI platform inside its network, pairing...

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See our latest analysis for T-Mobile US. The share price has been strong in the near term, with a 14.45% 1 month share price return and a 6.85% year to date share price return, while the 1 year total shareholder return of a 17.76% decline contrasts with 3 year and 5 year total shareholder returns of 49.82% and 84.90%. Recent earnings, the new AI platform and sizeable euro bond issuance help frame that mix of short term momentum and longer term shareholder outcomes. If this AI push has you looking across the sector, it could be a good moment to scan other telecom and infrastructure names through our screener of 34 AI infrastructure stocks. With shares up over the past month but a 1 year total return still in decline, along with a quoted intrinsic discount of around 59%, the key question is whether TMUS is attractively priced or if the market already reflects expectations for its future growth. Most Popular Narrative: 5.7% Overvalued At a last close of $213.25 against a narrative fair value of $201.69, T-Mobile US screens as slightly overpriced according to the most followed valuation, setting up a closer look at the growth and margin story behind that view.  3-Year Outlook • Revenue: Expected to grow at about 4.3% per annum, reaching approximately $60 billion by 2027. • Profit Margins: Current net profit margins are around 11.95%, with potential for slight improvement as operational efficiencies from the Sprint merger take effect. • Valuation Multiple: The Price-to-Earnings (P/E) ratio is currently around 25.4, which may stabilize or slightly decrease as growth slows, potentially aligning closer to 24-26.  Read the complete narrative. Want to see what sits under that growth and margin script according to WallStreetWontons? The whole valuation leans on steady revenue gains, thicker profitability and a future earnings multiple that assumes T-Mobile holds its current position. Curious how those moving parts stack up against today’s $213.25 price tag without giving away every assumption upfront? Result: Fair Value of $201.69 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that script could quickly change if customer churn ticks higher, or if expected cost efficiencies from the Sprint merger and new AI investments disappoint. Find out about the key risks to this T-Mobile US narrative. Another Take: Cash Flows Point the Other Way The user narrative flags T-Mobile US as about 5.7% overvalued at $213.25 versus a $201.69 fair value, but our DCF model points in the opposite direction, indicating the shares trade roughly 59.5% below an estimated future cash flow value of $526.53. Which story feels more convincing to you: earnings multiples or cash flows? Look into how the SWS DCF model arrives at its fair value. TMUS Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out T-Mobile US for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 53 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps The split between earnings-based and cash flow-based views is clear, so act quickly, check the full picture and weigh 3 key rewards and 2 important warning signs for yourself. Looking for more investment ideas? If TMUS has sharpened your thinking, do not stop here. Use the Simply Wall St Screener to line up more concrete ideas before the next move passes you by.  Target resilience with 80 resilient stocks with low risk scores that aim to keep downside in check while you focus on the bigger picture. Zero in on value by reviewing 53 high quality undervalued stocks that pair stronger fundamentals with prices that may not fully reflect them. Strengthen your income focus by checking 13 dividend fortresses that combine higher yields with a focus on robustness.   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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