Boeing vs. T-Mobile US: With Return Forecast Of 16%, Boeing Is A Better Bet

Last Updated: 12/17/2024

We Forecast Higher Stock Return For Boeing vs. T-Mobile US

Boeing is trading at a cheaper P/S valuation vs. T-Mobile US and it makes sense to pay less for Boeing for a higher return

BA and TMUS have similar revenue

3-Year Return Depends On [1] Revenue Growth [2] P/S

[1] How Much Can Revenue Grow In Next 3 Years

We forecast annual revenue growth of 3.0% for BA and 0.0% for TMUS

[2] Which P/S Scenarios Make Sense

We forecast P/S of 1.5 for BA and 3.1 for TMUS based on below plausible scenarios

Are Current P/S Ratios Justified

A higher P/S is justified by higher margin, higher revenue growth, better margin expansion, and lower risk

P/S Ratio

Revenue Growth & Operating Margin

Financial & Market Risk

Note On P/S Justification

Past Market Return Comparison vs. Benchmarks

Since 2019, Boeing and T-Mobile US returned -46% and 276% respectively vs. 143% for S&P 500 and 560% for Trefis Reinforced Value Portfolio

 

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