VOD vs TMUS

For growth investors, T-Mobile US, Inc.

(TMUS) is the stronger pick with 8. 5% revenue growth year-over-year, versus 2. 0% for Vodafone Group Public Limited Company (VOD). T-Mobile US, Inc. (TMUS) offers the better valuation at 19. 9x trailing P/E (18. 4x forward), making it the more compelling value choice. Analysts rate Vodafone Group Public Limited Company (VOD) a "Buy" — based on 25 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.

On forward P/E, Vodafone Group Public Limited Company is actually cheaper at 17.

9x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, T-Mobile US, Inc.

(TMUS) delivered a total return of +45. 0%, compared to +2. 0% for Vodafone Group Public Limited Company (VOD). Over 10 years, the gap is even starker: TMUS returned +409. 8% versus VOD's -15. 0%. 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), T-Mobile US, Inc.

(TMUS) is the lower-risk stock at -0. 28β versus Vodafone Group Public Limited Company's 0. 36β — meaning VOD is approximately -228% more volatile than TMUS relative to the S&P 500. On balance sheet safety, Vodafone Group Public Limited Company (VOD) carries a lower debt/equity ratio of 99% versus 2% for T-Mobile US, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), T-Mobile US, Inc.

(TMUS) is pulling ahead at 8. 5% versus 2. 0% for Vodafone Group Public Limited Company (VOD). On earnings-per-share growth, the picture is similar: T-Mobile US, Inc. grew EPS 0. 6% year-over-year, compared to -481. 0% for Vodafone Group Public Limited Company. Over a 3-year CAGR, TMUS leads at 3. 5% 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.

T-Mobile US, Inc.

(TMUS) is the more profitable company, earning 12. 4% net margin versus -11. 1% for Vodafone Group Public Limited Company — meaning it keeps 12. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TMUS leads at 21. 2% versus -1. 1% for VOD. At the gross margin level — before operating expenses — TMUS leads at 47. 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.

On forward earnings alone, Vodafone Group Public Limited Company (VOD) trades at 17.

9x forward P/E versus 18. 4x for T-Mobile US, Inc. — 0. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TMUS: 31. 5% to $254. 08.

All stocks in this comparison pay dividends.

Vodafone Group Public Limited Company (VOD) offers the highest yield at 5. 0%, versus 1. 9% for T-Mobile US, Inc. (TMUS).

For long-horizon retirement investors, T-Mobile US, Inc.

(TMUS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 28), 1. 9% yield, +409. 8% 10Y return). Both have compounded well over 10 years (TMUS: +409. 8%, VOD: -15. 0%), 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.

In terms of investment character: VOD is a mid-cap income-oriented stock; TMUS is a large-cap quality compounder stock. 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.