Shenandoah Telecommunications vs T-Mobile US
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KIRA’s take AI analyst
I put Shenandoah Telecommunications and T-Mobile US side by side, using each one’s latest annual report. Here is what stands out:
- T-Mobile US is the larger business, with $88.3B of revenue in fiscal 2025 against $358M for Shenandoah Telecommunications, about 247 times as much.
- Shenandoah Telecommunications grew revenue faster (9.1%, against 8.5%).
- T-Mobile US kept more of each dollar of sales as operating profit (20.7% operating margin, against −6.5%).
- T-Mobile US turned more of its sales into free cash flow (20.4% FCF margin, against −72.1%).
- T-Mobile US earned a higher return on the capital invested in it (9.8%, against −1.3%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Shenandoah Telecommunications
SHEN
2/10
Revenue growth5-year growth
T-Mobile US
TMUS
8/10
Operating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | SHEN FY25 | TMUS FY25 |
|---|---|---|
| Size | ||
| Market cap | $575M | $159.0B |
| Revenue | $358M | $88.3B |
| Free cash flow | −$258M | $18.0B |
| Net income | −$32.9M | $11.0B |
| Growth | ||
| Revenue growth | 9.1% | 8.5% |
| 5-year growth | 10.1% | 5.2% |
| Share count change | 2.6% | −3.6% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | −6.5% | 20.7% |
| Net margin | −9.2% | 12.5% |
| FCF margin | −72.1% | 20.4% |
| Return on capital | −1.3% | 9.8% |
| Return on equity | −3.7% | 18.2% |
| Balance sheet | ||
| Net debt | $617M | $88.1B |
| Net debt / EBITDA | 5.8x | 2.8x |
| Dividends and buybacks | $6.4M | $14.1B |
| Valuation & quality | ||
| P/E | — | 15.4x |
| Piotroski F-score | 3 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.