- Entry
- $191.15
- Now
- $183.06 -4.2%
- Target
- —
- Score
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I came across $TMUS as a solid medium/long-term value compounder and wanted to get the community's take on my thesis. To me, it looks like a high-quality business trading at a compelling price. The Fundamental Picture Free Cash Flow (FCF) Generation: Full-year 2026 adjusted FCF guidance was recently bumped up to \~$18.4B–$18.8B, backed by \~$77B in service revenue (+8% YoY). FCF Yield: Currently sitting around 9.0% (vs. its historical average of \~3.5%), giving management substantial financial flexibility. Capital Return: They …
— ORIGINAL POST ·
Looking at $TMUS as a value pick - looks good to me, Schwab, Morningstar, CFRA, and Argus but I want opinions
· r/ValueInvesting
· Jul 31, 2026