REIT - Specialty
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UNIT vs ATUS vs LUMN vs CABO
Revenue, margins, valuation, and 5-year total return — side by side.
Telecommunications Services
Telecommunications Services
Telecommunications Services
UNIT vs ATUS vs LUMN vs CABO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | REIT - Specialty | Telecommunications Services | Telecommunications Services | Telecommunications Services |
| Market Cap | $2.64B | $539M | $8.71B | $345M |
| Revenue (TTM) | $2.23B | $8.59B | $12.12B | $1.47B |
| Net Income (TTM) | $1.27B | $-1.87B | $-1.74B | $-260M |
| Gross Margin | 47.1% | 51.6% | 35.2% | 39.0% |
| Operating Margin | 21.2% | -1.3% | -2.6% | 26.0% |
| Forward P/E | 2.3x | — | — | 2.6x |
| Total Debt | $10.02B | $250M | $17.71B | $3.19B |
| Cash & Equiv. | $134M | $1.01B | $1.00B | $153M |
UNIT vs ATUS vs LUMN vs CABO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Uniti Group Inc. (UNIT) | 100 | 81.2 | -18.8% |
| Altice USA, Inc. (ATUS) | 100 | 6.4 | -93.6% |
| Lumen Technologies,… (LUMN) | 100 | 86.1 | -13.9% |
| Cable One, Inc. (CABO) | 100 | 3.2 | -96.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: UNIT vs ATUS vs LUMN vs CABO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
UNIT carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 91.5%, EPS growth 6.6%, 3Y rev CAGR 25.6%
- -30.5% 10Y total return vs LUMN's -35.7%
- 91.5% FFO/revenue growth vs LUMN's -5.4%
- Better valuation composite
ATUS lags the leaders in this set but could rank higher in a more targeted comparison.
LUMN is the clearest fit if your priority is momentum.
- +100.0% vs CABO's -65.2%
CABO is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 0 yrs, beta 0.42, yield 5.0%
- Lower volatility, beta 0.42, current ratio 0.40x
- Beta 0.42, yield 5.0%, current ratio 0.40x
- Beta 0.42 vs LUMN's 2.74
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 91.5% FFO/revenue growth vs LUMN's -5.4% | |
| Value | Better valuation composite | |
| Quality / Margins | 56.8% margin vs ATUS's -21.8% | |
| Stability / Safety | Beta 0.42 vs LUMN's 2.74 | |
| Dividends | 5.0% yield, vs LUMN's 0.0%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +100.0% vs CABO's -65.2% | |
| Efficiency (ROA) | 14.5% ROA vs ATUS's -156.2%, ROIC 5.2% vs -0.8% |
UNIT vs ATUS vs LUMN vs CABO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
UNIT vs ATUS vs LUMN vs CABO — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
CABO leads in 2 of 6 categories
UNIT leads 0 • ATUS leads 0 • LUMN leads 0 • 4 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — UNIT and CABO each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LUMN is the larger business by revenue, generating $12.1B annually — 8.2x CABO's $1.5B. UNIT is the more profitable business, keeping 56.8% of every revenue dollar as net income compared to ATUS's -21.8%. On growth, UNIT holds the edge at +2.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $2.2B | $8.6B | $12.1B | $1.5B |
| EBITDAEarnings before interest/tax | $1.1B | $1.6B | $2.4B | $730M |
| Net IncomeAfter-tax profit | $1.3B | -$1.9B | -$1.7B | -$260M |
| Free Cash FlowCash after capex | -$460M | $163M | $5.4B | -$167M |
| Gross MarginGross profit ÷ Revenue | +47.1% | +51.6% | +35.2% | +39.0% |
| Operating MarginEBIT ÷ Revenue | +21.2% | -1.3% | -2.6% | +26.0% |
| Net MarginNet income ÷ Revenue | +56.8% | -21.8% | -14.3% | -17.7% |
| FCF MarginFCF ÷ Revenue | -20.6% | +1.9% | +44.9% | -11.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.1% | -2.3% | -8.9% | -7.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -10.5% | -25.0% | 0.0% | +12.3% |
Valuation Metrics
CABO leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, CABO's 4.6x EV/EBITDA is more attractive than UNIT's 11.0x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $2.6B | $539M | $8.7B | $345M |
| Enterprise ValueMkt cap + debt − cash | $12.5B | $25.6B | $25.4B | $3.4B |
| Trailing P/EPrice ÷ TTM EPS | 2.28x | -8.59x | -4.83x | -0.96x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | — | 2.63x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 10.99x | 7.70x | 9.91x | 4.60x |
| Price / SalesMarket cap ÷ Revenue | 1.18x | 0.06x | 0.70x | 0.23x |
| Price / BookPrice ÷ Book value/share | 7.79x | — | — | 0.24x |
| Price / FCFMarket cap ÷ FCF | — | 3.61x | 23.49x | 1.24x |
Profitability & Efficiency
CABO leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
UNIT delivers a 3.4% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $-79 for LUMN. CABO carries lower financial leverage with a 2.23x debt-to-equity ratio, signaling a more conservative balance sheet compared to UNIT's 26.35x. On the Piotroski fundamental quality scale (0–9), UNIT scores 5/9 vs CABO's 3/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +3.4% | — | -79.4% | -18.3% |
| ROA (TTM)Return on assets | +14.5% | -156.2% | -5.3% | -4.6% |
| ROICReturn on invested capital | +5.2% | -0.8% | -0.8% | +6.1% |
| ROCEReturn on capital employed | +6.5% | -0.8% | -0.6% | +7.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 4 | 3 |
| Debt / EquityFinancial leverage | 26.35x | — | — | 2.23x |
| Net DebtTotal debt minus cash | $9.9B | -$762M | $16.7B | $3.0B |
| Cash & Equiv.Liquid assets | $134M | $1.0B | $1.0B | $153M |
| Total DebtShort + long-term debt | $10.0B | $250M | $17.7B | $3.2B |
| Interest CoverageEBIT ÷ Interest expense | 0.79x | — | -1.12x | 3.06x |
Total Returns (Dividends Reinvested)
Evenly matched — UNIT and LUMN each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in UNIT five years ago would be worth $7,946 today (with dividends reinvested), compared to $509 for ATUS. Over the past 12 months, LUMN leads with a +100.0% total return vs CABO's -65.2%. The 3-year compound annual growth rate (CAGR) favors LUMN at 54.4% vs CABO's -50.3% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +62.8% | +9.9% | +10.0% | -41.7% |
| 1-Year ReturnPast 12 months | +53.8% | -28.7% | +100.0% | -65.2% |
| 3-Year ReturnCumulative with dividends | +96.3% | -37.0% | +267.8% | -87.7% |
| 5-Year ReturnCumulative with dividends | -20.5% | -94.9% | -28.8% | -93.9% |
| 10-Year ReturnCumulative with dividends | -30.5% | -88.0% | -35.7% | -70.3% |
| CAGR (3Y)Annualised 3-year return | +25.2% | -14.3% | +54.4% | -50.3% |
Risk & Volatility
Evenly matched — UNIT and CABO each lead in 1 of 2 comparable metrics.
Risk & Volatility
CABO is the less volatile stock with a 0.42 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. UNIT currently trades 91.3% from its 52-week high vs CABO's 32.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.79x | 1.80x | 2.74x | 0.42x |
| 52-Week HighHighest price in past year | $12.18 | $2.98 | $11.95 | $186.54 |
| 52-Week LowLowest price in past year | $5.30 | $1.59 | $3.37 | $53.94 |
| % of 52W HighCurrent price vs 52-week peak | +91.3% | +63.4% | +70.8% | +32.6% |
| RSI (14)Momentum oscillator 0–100 | 57.9 | 57.9 | 73.4 | 23.1 |
| Avg Volume (50D)Average daily shares traded | 2.4M | 956K | 12.5M | 151K |
Analyst Outlook
Evenly matched — ATUS and CABO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: UNIT as "Hold", ATUS as "Buy", LUMN as "Hold", CABO as "Hold". Consensus price targets imply 32.3% upside for ATUS (target: $3) vs -16.3% for LUMN (target: $7). CABO is the only dividend payer here at 5.03% yield — a key consideration for income-focused portfolios.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $11.00 | $2.50 | $7.08 | $80.00 |
| # AnalystsCovering analysts | 13 | 36 | 28 | 14 |
| Dividend YieldAnnual dividend ÷ price | — | — | +0.0% | +5.0% |
| Dividend StreakConsecutive years of raises | 1 | 3 | 0 | 0 |
| Dividend / ShareAnnual DPS | — | — | $0.00 | $3.06 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
CABO leads in 2 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 4 categories are tied.
UNIT vs ATUS vs LUMN vs CABO: Key Questions Answered
9 questions · data-driven answers · updated daily
01Is UNIT or ATUS or LUMN or CABO a better buy right now?
For growth investors, Uniti Group Inc.
(UNIT) is the stronger pick with 91. 5% revenue growth year-over-year, versus -5. 4% for Lumen Technologies, Inc. (LUMN). Uniti Group Inc. (UNIT) offers the better valuation at 2. 3x trailing P/E, making it the more compelling value choice. Analysts rate Altice USA, Inc. (ATUS) a "Buy" — based on 36 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 — UNIT or ATUS or LUMN or CABO?
Over the past 5 years, Uniti Group Inc.
(UNIT) delivered a total return of -20. 5%, compared to -94. 9% for Altice USA, Inc. (ATUS). Over 10 years, the gap is even starker: UNIT returned -30. 5% versus ATUS's -88. 0%. 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 — UNIT or ATUS or LUMN or CABO?
By beta (market sensitivity over 5 years), Cable One, Inc.
(CABO) is the lower-risk stock at 0. 42β versus Lumen Technologies, Inc. 's 2. 74β — meaning LUMN is approximately 558% more volatile than CABO relative to the S&P 500. On balance sheet safety, Cable One, Inc. (CABO) carries a lower debt/equity ratio of 2% versus 26% for Uniti Group Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — UNIT or ATUS or LUMN or CABO?
By revenue growth (latest reported year), Uniti Group Inc.
(UNIT) is pulling ahead at 91. 5% versus -5. 4% for Lumen Technologies, Inc. (LUMN). On earnings-per-share growth, the picture is similar: Uniti Group Inc. grew EPS 660. 9% year-over-year, compared to -30. 4% for Lumen Technologies, Inc.. Over a 3-year CAGR, UNIT leads at 25. 6% 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 — UNIT or ATUS or LUMN or CABO?
Uniti Group Inc.
(UNIT) is the more profitable company, earning 58. 4% net margin versus -23. 7% for Cable One, Inc. — meaning it keeps 58. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CABO leads at 26. 5% versus -1. 5% for LUMN. At the gross margin level — before operating expenses — ATUS leads at 51. 6%, 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 UNIT or ATUS or LUMN or CABO more undervalued right now?
Analyst consensus price targets imply the most upside for ATUS: 32.
3% to $2. 50.
07Which pays a better dividend — UNIT or ATUS or LUMN or CABO?
In this comparison, CABO (5.
0% yield) pays a dividend. UNIT, ATUS, LUMN do not pay a meaningful dividend and should not be held primarily for income.
08Is UNIT or ATUS or LUMN or CABO better for a retirement portfolio?
For long-horizon retirement investors, Cable One, Inc.
(CABO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 42), 5. 0% 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 (CABO: -70. 3%, 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 UNIT and ATUS and LUMN and CABO?
These companies operate in different sectors (UNIT (Real Estate) and ATUS (Communication Services) and LUMN (Communication Services) and CABO (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: UNIT is a small-cap high-growth stock; ATUS is a small-cap quality compounder stock; LUMN is a small-cap quality compounder stock; CABO is a small-cap income-oriented stock. CABO pays a dividend while UNIT, ATUS, LUMN 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.
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- Sector: Communication Services
- Market Cap > $100B
- Gross Margin > 23%
- Dividend Yield > 2.0%
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