7 companies · median 21 of 36 checks · prices as of 2026-10-23
Telecom stocks.
Sorted by how many checks each one passes. Sort by any column to see who is cheapest, who is growing, or who has the strongest balance sheet - and how that compares with what is normal for the industry.
Ranked by checks passed
7 companies in this sector→The telecoms companies we cover are not one trade: Comcast (CMCSA) passes 25 of its 36 checks and AST SpaceMobile (ASTS) passes 5, with a median of 21.
→VZ, TMUS, T are 79% of the $608.9B we cover here, so a sector average says more about them than about the rest.
| Save | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
 ComcastCMCSARuns Xfinity cable and broadband, NBCUniversal, Peacock and the Universal theme parks.Report | -0.7% | -13.2% | 6 | 2 | 5 | 3 | 6 | 3 | 25/36 | |
 RokuROKURuns a TV streaming platform, earning mostly from ads and fees on the content it carries.Report | -0.9% | +65.1% | 3 | 6 | 3 | 5 | 1 | 6 | 24/36 | |
 T-MobileTMUSRuns one of the three US wireless networks, the one winning the most subscribers.Report | -7.7% | -34.2% | 6 | 4 | 5 | 3 | 4 | 0 | 22/36 | |
 Sirius XMSIRISells satellite radio subscriptions in cars and runs the ad-supported Pandora app.Report | +0.3% | +32.7% | 6 | 2 | 5 | 2 | 3 | 3 | 21/36 | |
 VerizonVZRuns one of the three US wireless networks, plus fiber broadband.Report | -1.2% | +19.7% | 4 | 2 | 5 | 3 | 4 | 2 | 20/36 | |
 AT&TTRuns one of the three US wireless networks and a growing fiber broadband business.Report | -8.0% | -14.2% | 4 | 3 | 5 | 2 | 4 | 0 | 18/36 | |
 AST SpaceMobileASTSBuilding a satellite network to connect ordinary phones directly from space.Report | +2.6% | -44.2% | 0 | 3 | 0 | 2 | 0 | 0 | 5/36 |
The filings behind this table close between 2026-06-30 and 2026-09-30, because these companies do not share a fiscal calendar; prices are the close of 2026-10-23. Each name links to its full report; every score is a count of pass-or-fail checks read from that company's own filings.
Where the sector falls short
median score per axis→Trend is where the telecoms companies we cover come up short most often, at a median of 2 of 6, while Quality runs at 5.
| Value | ●●●●○○ | 4 of 6 |
| Growth | ●●●○○○ | 3 of 6 |
| Quality | ●●●●●○ | 5 of 6 |
| Financial health | ●●●○○○ | 3 of 6 |
| Shareholder returns | ●●●●○○ | 4 of 6 |
| Trend | ●●○○○○ | 2 of 6 |
What a normal margin looks like here
sector percentiles · 62 filers→Operating margin clusters among telecoms companies, from -10% to 12% across the middle of the field, with a midpoint of 2% measured over 62 filers.
| Metric | Bottom third | Midpoint | Top third |
|---|---|---|---|
| Operating margin n=62 | -10.4% | 2.0% | 11.7% |
| Net margin n=64 | -17.6% | -2.7% | 4.4% |
| Return on equity n=50 | -12.2% | -0.1% | 7.2% |
Who grows, and who keeps it
every company in the industry→VZ, T, TMUS do both: growing faster than this industry's middle and keeping more of each sale than it does. The industry's middle is -0% growth on a 1% margin.
A year of price
not a fact about the business→3 of 7 are up over twelve months and the median move is -13.2% - Roku (ROKU) at +65.1% against AST SpaceMobile (ASTS) at -44.2%. Price is not a fact about a business, and the Trend chapter of each report says what it is measured on.
Head to head
3 pairsThe table above gives the order. These put two of them in one column each, so you can see where the difference actually is.