PLDT Inc. (PHI) vs Telephone and Data Systems, Inc. (TDS)

PLDT Inc. and Telephone and Data Systems, Inc. are both Telecom Services companies. PLDT Inc. and Telephone and Data Systems, Inc. are of similar size ($3.9B and $3.8B). PLDT Inc. trades at the lower P/E: 8.1× against 11.7×. Telephone and Data Systems, Inc. grew revenue faster over the last twelve months: 304.9% against −1.98%. Telephone and Data Systems, Inc. has the higher net margin (27.7% vs 12.1%) and the higher return on invested capital (7.49% vs 5.94%). Both pay a dividend; PLDT Inc. yields more (7.74% vs 3.99%). Across the 22 metrics below, PLDT Inc. leads on 11 and Telephone and Data Systems, Inc. on 11.

Valuation

Metric PHI TDS Telecom Services median
P/E 8.12 11.72 13.27
P/S 0.99 3.26 0.95
P/B 1.69 0.95 1.47
Price to free cash flow 4.98 n/m 8.72
EV/EBITDA 4.74 3.15 6.85
EV/Sales 2.24 2.06 1.87
Earnings yield 12.31% 8.54% 1.66%
Free cash flow yield 20.09% (11.07%) 5.53%

Profitability

Metric PHI TDS Telecom Services median
Gross margin 85.00% 59.35% 51.26%
Operating margin 17.50% 37.03% 7.62%
Net margin 12.12% 27.70% 4.22%
Free cash flow margin 21.75% (35.96%) 4.73%
Return on equity 20.51% 7.68% 5.80%
Return on assets 4.19% 3.18% 0.00%
Return on invested capital 5.94% 7.49% 3.41%

Growth

Metric PHI TDS Telecom Services median
Revenue growth (TTM) (1.98%) 304.86% 3.31%
EPS growth (last fiscal year) (7.66%) 23.53% —
Revenue growth, 5-year CAGR 0.77% (25.14%) 1.50%
Net income growth, 5-year CAGR 0.29% 0.00% 0.00%

Health

Metric PHI TDS Telecom Services median
Debt to equity 2.20 0.13 0.63
Current ratio 0.44 3.82 1.13
Net debt to EBITDA 2.68 0.25 1.86

Dividend

Metric PHI TDS Telecom Services median
Dividend yield 7.74% 3.99% 4.06%
Payout ratio 2.38 1.74 0.00

Size

Metric PHI TDS Telecom Services median
Market cap 3.77b 3.91b 3.06b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack