Análisis Argos
TMUS
TMUSCara
T-Mobile US, Inc. · Communication Services
US$ 177.52
precio al 2026-07-04
Valor justo Argos*
US$ 98–108
vs. su valor justo
65% por encima
Score Argos
49/100
LA RESPUESTA
El mercado le pide crezca 22.6% al año — más de lo que ha demostrado (4.8%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO3/6PASADO3/6SALUD2/6DIVIDENDO5/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO3/6SALUD2/6DIVIDENDO5/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos49de 100Cara
Ingresos8%
US$ 88.3 B
Margen operativo4%
21.2%
Flujo de caja libre80%
US$ 18 B
Deuda neta
US$ 116.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 192.1B
P/E17.5x
EV/EBITDA9.6x
FCF yield9.4%
ROIC8.2%
Margen operativo21.2%
Crecim. ingresos+8.5%/año
Piotroski F6/9
Novedades

Noticias recientes

seekingalpha.com · 30 jun
T-Mobile: Why We're Buying Hundreds Of Shares
T-Mobile remains a compelling long-term investment despite a double-digit YTD decline and competitive threats. TMUS delivered strong quarterly results: 6% YoY postpaid account growth, 3.9% ARPA growth, and a 10% adjusted FCF yield. The US Cellular acquisition adds valuable spectrum, customers, and towers, reinforcing TMUS's strategic market position.
barrons.com · 30 jun
A $1.6 Trillion Disruption: Why Wall Street Is Worried About a SpaceX Phone
Verizon stock falls while AT&T and T-Mobile also decline as the investors continue to worry about Elon Musk and SpaceX encroaching into the sector.
barrons.com · 29 jun
SpaceX Might Bring Mobile Phone to Market, and Verizon, AT&T, and T-Mobile Are Down
Verizon, AT&T, and T-Mobile all fall. Elon Musk's SpaceX may be looking to enter the mobile phone market, which could put pressure on the cellular service providers.
invezz.com · 29 jun
VZ, TMUS, T: why telecom stocks are crashing on Comcast's split announcement
US telecom stocks Verizon (VZ), T-Mobile (TMUS), and AT&T (T) are slipping this morning after Comcast (CMCSA) announced plans of splitting itself into two independent, public companies. The corporate overhaul will decouple CMCSA's core telecom infrastructure from its huge media and entertainment segments through a tax-free spin-off to existing shareholders.
zacks.com · 29 jun
Here's Why T-Mobile (TMUS) is a Strong Value Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
wsj.com · 26 jun
Verizon, T-Mobile Big Winners in FCC Spectrum Auction
The Federal Communications Commission's first spectrum auction after a four-year hiatus. brought in upwards of $3.5 billion in total, the agency said.
forbes.com · 25 jun
SpaceX Could Acquire T-Mobile As It Expands Into Wireless, Analyst Says
Starlink accounted for 69% of SpaceX's revenue through its first quarter, and the company's connectivity arm—which includes Starlink Mobile—was its only profitable unit after its space unit lost $619 million and its AI arm shed $2.5 billion.
247wallst.com · 25 jun
Could SpaceX Buy T-Mobile? A TD Cowen Analyst Floats the Idea
Today's widely discussed smart-money signal on a SpaceX (NASDAQ:SPCX)-T-Mobile (NASDAQ:TMUS | TMUS Price Prediction) tie-up comes from a single TD Cowen analyst, not consensus.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.