Deutsche Telekom Mid-Single-Digit EBITDAaL Growth Continues While Shares Remain Undervalued
Germany and the US are the only two markets that matter for Deutsche Telekom, as combined they represent more than 90% of the company's EBITDA after leases.
Germany and the US are the only two markets that matter for Deutsche Telekom, as combined they represent more than 90% of the company's EBITDA after leases.
The US is a structurally better market than most European countries, allowing for larger scale, network efficiencies, and pricing power.
The core 2.5 GHz spectrum T-Mobile US is using is composed of many small regional licenses that are leased from educational institutions. Other firms have been trying to acquire some of this spectrum.
|
Metric
|
DTE
|
VZ
|
T
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.03 | 9.42 | 10.66 |
Price/Book Value | 2.07 | 1.85 | 1.51 |
Price/Sales | 1.05 | 1.39 | 1.35 |
Price/Cash Flow | 2.97 | 4.70 | 4.45 |
|
Metric
|
DTE
|
VZ
|
T
|
|---|---|---|---|
Quick Ratio | 0.79 | 0.50 | 0.49 |
Current Ratio | 1.03 | 0.64 | 0.97 |
Interest Coverage | 3.55 | 3.89 | 4.64 |
|
Metric
|
DTE
|
VZ
|
T
|
|---|---|---|---|
Return on Assets (Normalized) | 3.53% | 4.06% | 4.36% |
Return on Equity (Normalized) | 16.67% | 15.75% | 16.75% |
Return on Invested Capital (Normalized) | 6.11% | 7.53% | 8.68% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Verizon Communications Inc
VZ
| LOCK|?R<<Vt | LOCK|BBPFX | $191B | |||
| T-Mobile US Inc
TMUS
| LOCK|@DjB??c | LOCK|#$hd | $173B | |||
| AT&T Inc
T
| LOCK|CZ | LOCK|!y$Y | $167B | |||
| Deutsche Telekom AG ADR
DTEGY
| LOCK|%PRCl&n | LOCK|Y?JM | $141B | |||
| Comcast Corp Class A
CMCSA
| LOCK|sY&V%r | LOCK|t%?x | $77B | |||
| KDDI Corp ADR
KDDIY
| LOCK|tvpKHmQ | LOCK|fy^j^ | $69B | |||
| America Movil SAB de CV ADR - Series B
AMX
| LOCK|dQnxcKJ | LOCK|wsS? | $63B | |||
| Orange SA ADR
ORANY
| LOCK|ydNrqzd | LOCK|wWT | $42B | |||
| Vodafone Group PLC ADR
VOD
| LOCK|<>&F&f | LOCK|#Q | $38B | |||
| EchoStar Corp Class A
ECHO
| LOCK|>& | LOCK|V! | $26B |