SHEN vs LUMN

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). 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.

Over the past 5 years, Lumen Technologies, Inc.

(LUMN) delivered a total return of -16. 0%, compared to -27. 3% for Shenandoah Telecommunications Company (SHEN). Over 10 years, the gap is even starker: SHEN returned +21. 7% versus LUMN's -32. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

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.

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: Shenandoah Telecommunications Company grew EPS -120. 1% 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.

Shenandoah Telecommunications Company (SHEN) is the more profitable company, earning -11.

0% net margin versus -14. 0% for Lumen Technologies, Inc. — meaning it keeps -11. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LUMN leads at -1. 5% versus -6. 2% for SHEN. At the gross margin level — before operating expenses — SHEN leads at 26. 9%, 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.

In this comparison, SHEN (0.

7% yield) pays a dividend. LUMN does not pay a meaningful dividend and should not be held primarily for income.

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. 7%, LUMN: -32. 9%), 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.

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 LUMN does 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.