Disney
DIS · Movies & Entertainment
$112.52
0.5%T-Mobile US
TMUS · Wireless Telecommunication Services
$146.54
7.7%The short version
- Disney is the larger business, with $94.4B of revenue in fiscal 2025 against $88.3B for T-Mobile US.
- T-Mobile US grew revenue faster (8.5%, against 3.4%).
- T-Mobile US kept more of each dollar of sales as operating profit (20.7% operating margin, against 18.6% operating margin).
- T-Mobile US turned more of its sales into free cash flow (20.4% FCF margin, against 10.7% FCF margin).
- Disney earned a higher return on the capital invested in it (11.8%, against 9.8%).
- Investors pay more for each dollar of Disney’s earnings: a P/E of 23.2x against 15.3x for T-Mobile US.
| Latest fiscal year | DIS · FY25 | TMUS · FY25 |
|---|---|---|
| Size | ||
| Market cap | $196.1B | $158.6B |
| Revenue | $94.4B | $88.3B |
| Free cash flow | $10.1B | $18.0B |
| Net income | $12.4B | $11.0B |
| Growth | ||
| Revenue growth | 3.4% | 8.5% |
| 5-year growth | 7.6% | 5.2% |
| Share count change | −1.1% | −3.6% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 18.6% | 20.7% |
| Net margin | 13.1% | 12.5% |
| FCF margin | 10.7% | 20.4% |
| Return on capital | 11.8% | 9.8% |
| Return on equity | 11.8% | 18.2% |
| Balance sheet | ||
| Net debt | $36.5B | $88.1B |
| Net debt / EBITDA | 1.6x | 2.8x |
| Dividends and buybacks | $5.3B | $14.1B |
| Valuation & quality | ||
| P/E | 23.2x | 15.3x |
| Piotroski F-score | 7 | 6 |
FY16
DIS —
TMUS $37.5B
FY17
DIS $55.1B
TMUS $40.6B
FY18
DIS $59.4B
TMUS $43.3B
FY19
DIS $69.6B
TMUS $45.0B
FY20
DIS $65.4B
TMUS $68.4B
FY21
DIS $67.4B
TMUS $80.1B
FY22
DIS $82.7B
TMUS $79.6B
FY23
DIS $88.9B
TMUS $78.6B
FY24
DIS $91.4B
TMUS $81.4B
FY25
DIS $94.4B
TMUS $88.3B
DIS
TMUS
FY16
DIS —
TMUS 10.8%
FY17
DIS 26.8%
TMUS 12.0%
FY18
DIS 26.4%
TMUS 12.3%
FY19
DIS 21.3%
TMUS 12.7%
FY20
DIS 12.4%
TMUS 9.7%
FY21
DIS 11.5%
TMUS 8.6%
FY22
DIS 14.7%
TMUS 8.2%
FY23
DIS 14.5%
TMUS 18.2%
FY24
DIS 17.1%
TMUS 22.1%
FY25
DIS 18.6%
TMUS 20.7%
DIS
TMUS
FY16
DIS —
TMUS −$1.9B
FY17
DIS $8.7B
TMUS −$1.4B
FY18
DIS $9.8B
TMUS −$1.6B
FY19
DIS $1.1B
TMUS $433M
FY20
DIS $3.6B
TMUS −$2.4B
FY21
DIS $2.0B
TMUS $1.6B
FY22
DIS $1.1B
TMUS $2.8B
FY23
DIS $4.9B
TMUS $8.8B
FY24
DIS $8.6B
TMUS $13.5B
FY25
DIS $10.1B
TMUS $18.0B
DIS
TMUS
FY16
DIS —
TMUS 7.9%
FY17
DIS —
TMUS 14.4%
FY18
DIS —
TMUS 11.2%
FY19
DIS 11.3%
TMUS 9.5%
FY20
DIS 4.8%
TMUS 5.5%
FY21
DIS 5.9%
TMUS 4.5%
FY22
DIS 6.1%
TMUS 3.8%
FY23
DIS 6.7%
TMUS 7.6%
FY24
DIS 8.4%
TMUS 9.9%
FY25
DIS 11.8%
TMUS 9.8%
DIS
TMUS
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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.