Disney vs T-Mobile US
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KIRA’s take AI analyst
I put Disney and T-Mobile US side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- T-Mobile US turned more of its sales into free cash flow (20.4% FCF margin, against 10.7%).
- 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 22.8x against 15.4x for T-Mobile US.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Disney
DIS
5/10
5-year growthNet marginReturn on capitalPiotroski F-scoreNet debt / EBITDA
T-Mobile US
TMUS
5/10
Revenue growthOperating marginFCF marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | DIS FY25 | TMUS FY25 |
|---|---|---|
| Size | ||
| Market cap | $192.4B | $159.0B |
| 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 | 22.8x | 15.4x |
| Piotroski F-score | 7 | 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.