Telecommunications Services
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OPTU vs LUMN vs SHEN vs OOMA vs ATUS
Revenue, margins, valuation, and 5-year total return — side by side.
Telecommunications Services
Telecommunications Services
Telecommunications Services
Telecommunications Services
OPTU vs LUMN vs SHEN vs OOMA vs ATUS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Telecommunications Services | Telecommunications Services | Telecommunications Services | Telecommunications Services | Telecommunications Services |
| Market Cap | $566M | $8.71B | $898M | $517M | $539M |
| Revenue (TTM) | $8.59B | $12.12B | $266M | $274M | $8.59B |
| Net Income (TTM) | $-1.87B | $-1.74B | $-36M | $6M | $-1.87B |
| Gross Margin | 69.3% | 35.2% | 37.9% | 61.1% | 51.6% |
| Operating Margin | -1.3% | -2.6% | -10.3% | 1.9% | -1.3% |
| Forward P/E | — | — | — | 14.8x | — |
| Total Debt | $26.46B | $17.71B | $642M | $17M | $250M |
| Cash & Equiv. | $1.12B | $1.00B | $27M | $20M | $1.01B |
OPTU vs LUMN vs SHEN vs OOMA vs ATUS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Optimum Communicati… (OPTU) | 100 | 4.7 | -95.3% |
| Lumen Technologies,… (LUMN) | 100 | 86.1 | -13.9% |
| Shenandoah Telecomm… (SHEN) | 100 | 30.8 | -69.2% |
| Ooma, Inc. (OOMA) | 100 | 151.5 | +51.5% |
| Altice USA, Inc. (ATUS) | 100 | 6.4 | -93.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OPTU vs LUMN vs SHEN vs OOMA vs ATUS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Among these 5 stocks, OPTU doesn't own a clear edge in any measured category.
LUMN ranks third and is worth considering specifically for momentum.
- +100.0% vs OPTU's -54.3%
SHEN carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 3 yrs, beta 0.89, yield 0.7%
- Rev growth 9.1%, EPS growth -120.1%, 3Y rev CAGR 12.9%
- Beta 0.89, yield 0.7%, current ratio 0.90x
- 9.1% revenue growth vs LUMN's -5.4%
OOMA is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 194.6% 10Y total return vs SHEN's 21.6%
- Lower volatility, beta 1.01, Low D/E 18.7%, current ratio 0.93x
- 2.4% margin vs ATUS's -21.8%
- 3.8% ROA vs ATUS's -156.2%, ROIC 3.7% vs -0.8%
ATUS is the clearest fit if your priority is value.
- Better valuation composite
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.1% revenue growth vs LUMN's -5.4% | |
| Value | Better valuation composite | |
| Quality / Margins | 2.4% margin vs ATUS's -21.8% | |
| Stability / Safety | Beta 0.89 vs LUMN's 2.74 | |
| Dividends | 0.7% yield, 3-year raise streak, vs LUMN's 0.0%, (3 stocks pay no dividend) | |
| Momentum (1Y) | +100.0% vs OPTU's -54.3% | |
| Efficiency (ROA) | 3.8% ROA vs ATUS's -156.2%, ROIC 3.7% vs -0.8% |
OPTU vs LUMN vs SHEN vs OOMA vs ATUS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
OPTU vs LUMN vs SHEN vs OOMA vs ATUS — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
OOMA leads in 2 of 6 categories
ATUS leads 1 • SHEN leads 1 • OPTU leads 0 • LUMN leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
OOMA leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LUMN is the larger business by revenue, generating $12.1B annually — 45.5x SHEN's $266M. OOMA is the more profitable business, keeping 2.4% of every revenue dollar as net income compared to ATUS's -21.8%. On growth, OOMA holds the edge at +14.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $8.6B | $12.1B | $266M | $274M | $8.6B |
| EBITDAEarnings before interest/tax | $1.6B | $2.4B | $104M | $20M | $1.6B |
| Net IncomeAfter-tax profit | -$1.9B | -$1.7B | -$36M | $6M | -$1.9B |
| Free Cash FlowCash after capex | -$119M | $5.4B | -$276M | -$42M | $163M |
| Gross MarginGross profit ÷ Revenue | +69.3% | +35.2% | +37.9% | +61.1% | +51.6% |
| Operating MarginEBIT ÷ Revenue | -1.3% | -2.6% | -10.3% | +1.9% | -1.3% |
| Net MarginNet income ÷ Revenue | -21.8% | -14.3% | -13.7% | +2.4% | -21.8% |
| FCF MarginFCF ÷ Revenue | -1.4% | +44.9% | -103.5% | -15.3% | +1.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -2.3% | -8.9% | -100.0% | +14.6% | -2.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -25.0% | 0.0% | -18.2% | — | -25.0% |
Valuation Metrics
ATUS leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, ATUS's 7.7x EV/EBITDA is more attractive than OOMA's 27.7x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $566M | $8.7B | $898M | $517M | $539M |
| Enterprise ValueMkt cap + debt − cash | $25.9B | $25.4B | $1.5B | $514M | $25.6B |
| Trailing P/EPrice ÷ TTM EPS | -0.30x | -4.83x | -22.86x | 82.61x | -8.59x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | — | 14.78x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 7.92x | 9.91x | 13.80x | 27.66x | 7.70x |
| Price / SalesMarket cap ÷ Revenue | 0.07x | 0.70x | 2.51x | 1.89x | 0.06x |
| Price / BookPrice ÷ Book value/share | — | — | 0.92x | 5.69x | — |
| Price / FCFMarket cap ÷ FCF | — | 23.49x | — | — | 3.61x |
Profitability & Efficiency
OOMA leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
OOMA delivers a 7.2% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $-79 for LUMN. OOMA carries lower financial leverage with a 0.19x debt-to-equity ratio, signaling a more conservative balance sheet compared to SHEN's 0.66x. On the Piotroski fundamental quality scale (0–9), OOMA scores 6/9 vs SHEN's 3/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | — | -79.4% | -3.7% | +7.2% | — |
| ROA (TTM)Return on assets | -6.0% | -5.3% | -2.0% | +3.8% | -156.2% |
| ROICReturn on invested capital | +5.0% | -0.8% | -1.1% | +3.7% | -0.8% |
| ROCEReturn on capital employed | +5.4% | -0.6% | -1.3% | +3.4% | -0.8% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 4 | 3 | 6 | 5 |
| Debt / EquityFinancial leverage | — | — | 0.66x | 0.19x | — |
| Net DebtTotal debt minus cash | $25.3B | $16.7B | $614M | -$3M | -$762M |
| Cash & Equiv.Liquid assets | $1.1B | $1.0B | $27M | $20M | $1.0B |
| Total DebtShort + long-term debt | $26.5B | $17.7B | $642M | $17M | $250M |
| Interest CoverageEBIT ÷ Interest expense | 0.88x | -1.12x | -0.65x | — | — |
Total Returns (Dividends Reinvested)
Evenly matched — LUMN and OOMA each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in OOMA five years ago would be worth $11,585 today (with dividends reinvested), compared to $326 for OPTU. Over the past 12 months, LUMN leads with a +100.0% total return vs OPTU's -54.3%. The 3-year compound annual growth rate (CAGR) favors LUMN at 54.4% vs OPTU's -26.1% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -29.7% | +10.0% | +43.5% | +70.6% | +9.9% |
| 1-Year ReturnPast 12 months | -54.3% | +100.0% | +41.3% | +48.7% | -28.7% |
| 3-Year ReturnCumulative with dividends | -59.7% | +267.8% | -13.6% | +60.9% | -37.0% |
| 5-Year ReturnCumulative with dividends | -96.7% | -28.8% | -27.9% | +15.9% | -94.9% |
| 10-Year ReturnCumulative with dividends | -96.3% | -35.7% | +21.6% | +194.6% | -88.0% |
| CAGR (3Y)Annualised 3-year return | -26.1% | +54.4% | -4.8% | +17.2% | -14.3% |
Risk & Volatility
Evenly matched — SHEN and OOMA each lead in 1 of 2 comparable metrics.
Risk & Volatility
SHEN is the less volatile stock with a 0.89 beta — it tends to amplify market swings less than LUMN's 2.74 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. OOMA currently trades 98.7% from its 52-week high vs OPTU's 40.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.52x | 2.74x | 0.89x | 1.01x | 1.80x |
| 52-Week HighHighest price in past year | $2.98 | $11.95 | $17.34 | $19.26 | $2.98 |
| 52-Week LowLowest price in past year | $1.14 | $3.37 | $9.66 | $9.79 | $1.59 |
| % of 52W HighCurrent price vs 52-week peak | +40.6% | +70.8% | +93.6% | +98.7% | +63.4% |
| RSI (14)Momentum oscillator 0–100 | 41.5 | 73.4 | 55.2 | 82.2 | 57.9 |
| Avg Volume (50D)Average daily shares traded | 2.5M | 12.5M | 300K | 266K | 956K |
Analyst Outlook
SHEN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: OPTU as "Hold", LUMN as "Hold", SHEN as "Buy", OOMA as "Buy", ATUS as "Buy". Consensus price targets imply 78.7% upside for SHEN (target: $29) vs -16.3% for LUMN (target: $7). SHEN is the only dividend payer here at 0.72% yield — a key consideration for income-focused portfolios.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $2.00 | $7.08 | $29.00 | $18.00 | $2.50 |
| # AnalystsCovering analysts | 4 | 28 | 8 | 15 | 36 |
| Dividend YieldAnnual dividend ÷ price | — | +0.0% | +0.7% | — | — |
| Dividend StreakConsecutive years of raises | 3 | 0 | 3 | — | 3 |
| Dividend / ShareAnnual DPS | — | $0.00 | $0.12 | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | +3.2% | 0.0% |
OOMA leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ATUS leads in 1 (Valuation Metrics). 2 tied.
OPTU vs LUMN vs SHEN vs OOMA vs ATUS: Key Questions Answered
9 questions · data-driven answers · updated daily
01Is OPTU or LUMN or SHEN or OOMA or ATUS a better buy right now?
For growth investors, Shenandoah Telecommunications Company (SHEN) is the stronger pick with 9.
1% revenue growth year-over-year, versus -5. 4% for Lumen Technologies, Inc. (LUMN). Ooma, Inc. (OOMA) offers the better valuation at 82. 6x trailing P/E (14. 8x forward), making it the more compelling value choice. Analysts rate Shenandoah Telecommunications Company (SHEN) a "Buy" — based on 8 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — OPTU or LUMN or SHEN or OOMA or ATUS?
Over the past 5 years, Ooma, Inc.
(OOMA) delivered a total return of +15. 9%, compared to -96. 7% for Optimum Communications, Inc. (OPTU). Over 10 years, the gap is even starker: OOMA returned +194. 6% versus OPTU's -96. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — OPTU or LUMN or SHEN or OOMA or ATUS?
By beta (market sensitivity over 5 years), Shenandoah Telecommunications Company (SHEN) is the lower-risk stock at 0.
89β versus Lumen Technologies, Inc. 's 2. 74β — meaning LUMN is approximately 210% more volatile than SHEN relative to the S&P 500. On balance sheet safety, Ooma, Inc. (OOMA) carries a lower debt/equity ratio of 19% versus 66% for Shenandoah Telecommunications Company — giving it more financial flexibility in a downturn.
04Which is growing faster — OPTU or LUMN or SHEN or OOMA or ATUS?
By revenue growth (latest reported year), Shenandoah Telecommunications Company (SHEN) is pulling ahead at 9.
1% versus -5. 4% for Lumen Technologies, Inc. (LUMN). On earnings-per-share growth, the picture is similar: Ooma, Inc. grew EPS 188. 5% year-over-year, compared to -30. 4% for Lumen Technologies, Inc.. Over a 3-year CAGR, SHEN leads at 12. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — OPTU or LUMN or SHEN or OOMA or ATUS?
Ooma, Inc.
(OOMA) is the more profitable company, earning 2. 4% net margin versus -21. 8% for Altice USA, Inc. — meaning it keeps 2. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OPTU leads at 18. 3% versus -6. 2% for SHEN. At the gross margin level — before operating expenses — OOMA leads at 61. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is OPTU or LUMN or SHEN or OOMA or ATUS more undervalued right now?
Analyst consensus price targets imply the most upside for SHEN: 78.
7% to $29. 00.
07Which pays a better dividend — OPTU or LUMN or SHEN or OOMA or ATUS?
In this comparison, SHEN (0.
7% yield) pays a dividend. OPTU, LUMN, OOMA, ATUS do not pay a meaningful dividend and should not be held primarily for income.
08Is OPTU or LUMN or SHEN or OOMA or ATUS better for a retirement portfolio?
For long-horizon retirement investors, Shenandoah Telecommunications Company (SHEN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
89), 0. 7% yield). Lumen Technologies, Inc. (LUMN) carries a higher beta of 2. 74 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SHEN: +21. 6%, LUMN: -35. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between OPTU and LUMN and SHEN and OOMA and ATUS?
Both stocks operate in the Communication Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
SHEN pays a dividend while OPTU, LUMN, OOMA, ATUS do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
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- Sector: Communication Services
- Market Cap > $100B
- Gross Margin > 22%
- Dividend Yield > 0.5%
- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 7%
- Gross Margin > 36%
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