Telecommunications Services
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5 / 10Stock Comparison
SHEN vs LUMN vs TDS vs CABO vs WOW
Revenue, margins, valuation, and 5-year total return — side by side.
Telecommunications Services
Telecommunications Services
Telecommunications Services
Telecommunications Services
SHEN vs LUMN vs TDS vs CABO vs WOW — 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 | $898M | $8.71B | $4.84B | $345M | $446M |
| Revenue (TTM) | $266M | $12.12B | $2.98B | $1.47B | $591M |
| Net Income (TTM) | $-36M | $-1.74B | $-6M | $-260M | $-78M |
| Gross Margin | 37.9% | 35.2% | 49.4% | 39.0% | 61.0% |
| Operating Margin | -10.3% | -2.6% | 0.5% | 26.0% | 1.2% |
| Forward P/E | — | — | — | 2.6x | — |
| Total Debt | $642M | $17.71B | $1.95B | $3.19B | $1.04B |
| Cash & Equiv. | $27M | $1.00B | $766M | $153M | $39M |
SHEN vs LUMN vs TDS vs CABO vs WOW — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Shenandoah Telecomm… (SHEN) | 100 | 30.8 | -69.2% |
| Lumen Technologies,… (LUMN) | 100 | 86.1 | -13.9% |
| Telephone and Data … (TDS) | 100 | 222.1 | +122.1% |
| Cable One, Inc. (CABO) | 100 | 3.2 | -96.8% |
| WideOpenWest, Inc. (WOW) | 100 | 79.6 | -20.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SHEN vs LUMN vs TDS vs CABO vs WOW
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SHEN ranks third and is worth considering specifically for growth exposure.
- Rev growth 9.1%, EPS growth -120.1%, 3Y rev CAGR 12.9%
- 9.1% revenue growth vs TDS's -75.3%
LUMN is the clearest fit if your priority is momentum.
- +100.0% vs CABO's -65.2%
TDS is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 122.9% 10Y total return vs SHEN's 21.6%
- Lower volatility, beta 0.64, Low D/E 37.1%, current ratio 2.10x
- Beta 0.64, yield 1.7%, current ratio 2.10x
- -0.2% margin vs CABO's -17.7%
CABO carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 0 yrs, beta 0.42, yield 5.0%
- Better valuation composite
- Beta 0.42 vs LUMN's 2.74
- 5.0% yield, vs SHEN's 0.7%, (1 stock pays no dividend)
Among these 5 stocks, WOW doesn't own a clear edge in any measured category.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.1% revenue growth vs TDS's -75.3% | |
| Value | Better valuation composite | |
| Quality / Margins | -0.2% margin vs CABO's -17.7% | |
| Stability / Safety | Beta 0.42 vs LUMN's 2.74 | |
| Dividends | 5.0% yield, vs SHEN's 0.7%, (1 stock pays no dividend) | |
| Momentum (1Y) | +100.0% vs CABO's -65.2% | |
| Efficiency (ROA) | -0.1% ROA vs LUMN's -5.3%, ROIC -0.5% vs -0.8% |
SHEN vs LUMN vs TDS vs CABO vs WOW — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SHEN vs LUMN vs TDS vs CABO vs WOW — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
CABO leads in 2 of 6 categories
TDS leads 2 • SHEN leads 0 • LUMN leads 0 • WOW leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
CABO 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. TDS is the more profitable business, keeping -0.2% of every revenue dollar as net income compared to CABO's -17.7%. On growth, CABO holds the edge at -7.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $266M | $12.1B | $3.0B | $1.5B | $591M |
| EBITDAEarnings before interest/tax | $104M | $2.4B | $664M | $730M | $212M |
| Net IncomeAfter-tax profit | -$36M | -$1.7B | -$6M | -$260M | -$78M |
| Free Cash FlowCash after capex | -$276M | $5.4B | $2.7B | -$167M | -$68M |
| Gross MarginGross profit ÷ Revenue | +37.9% | +35.2% | +49.4% | +39.0% | +61.0% |
| Operating MarginEBIT ÷ Revenue | -10.3% | -2.6% | +0.5% | +26.0% | +1.2% |
| Net MarginNet income ÷ Revenue | -13.7% | -14.3% | -0.2% | -17.7% | -13.2% |
| FCF MarginFCF ÷ Revenue | -103.5% | +44.9% | +89.4% | -11.3% | -11.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -100.0% | -8.9% | -73.3% | -7.3% | -8.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -18.2% | 0.0% | +4.4% | +12.3% | -59.3% |
Valuation Metrics
CABO leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, CABO's 4.6x EV/EBITDA is more attractive than TDS's 20.8x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $898M | $8.7B | $4.8B | $345M | $446M |
| Enterprise ValueMkt cap + debt − cash | $1.5B | $25.4B | $6.0B | $3.4B | $1.4B |
| Trailing P/EPrice ÷ TTM EPS | -22.86x | -4.83x | -68.94x | -0.96x | -7.22x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | — |