Sphere Entertainment vs Telephone and Data Systems
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KIRAβs take AI analyst
I put Sphere Entertainment and Telephone and Data Systems side by side, using each oneβs latest annual report. Here is what stands out:
- Telephone and Data Systems is the larger business, with $1.2B of revenue in fiscal 2025 against $1.2B for Sphere Entertainment.
- Sphere Entertainment grew revenue faster (18.8%, against β5.3%).
- Telephone and Data Systems kept more of each dollar of sales as operating profit (β7.9% operating margin, against β18.8%).
- Telephone and Data Systems earned a higher return on the capital invested in it (β1.5%, against β4.8%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Sphere Entertainment
SPHR
5/9
Revenue growth5-year growthNet marginReturn on equityPiotroski F-score
Telephone and Data Systems
TDS
4/9
Operating marginReturn on capitalNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | SPHR FY25 | TDS FY25 |
|---|---|---|
| Size | ||
| Market cap | $3.9B | $4.1B |
| Revenue | $1.2B | $1.2B |
| Free cash flow | β | $199M |
| Net income | $33.4M | β$6.2M |
| Growth | ||
| Revenue growth | 18.8% | β5.3% |
| 5-year growth | β3.2% | β25.1% |
| Share count change | 28.3% | 4.3% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β18.8% | β7.9% |
| Net margin | 2.7% | β0.5% |
| FCF margin | β | 16.2% |
| Return on capital | β4.8% | β1.5% |
| Return on equity | 1.4% | β0.1% |
| Balance sheet | ||
| Net debt | $171M | $62.6M |
| Net debt / EBITDA | 1.6x | 0.3x |
| Dividends and buybacks | $50.0M | $196M |
| Valuation & quality | ||
| P/E | β | 11.7x |
| Piotroski F-score | 7 | 5 |
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.