Looking at relative values among telcos, as Comcast touches new high

Tom Paine

Comcast reached a new high of $47.35 in the final hour of trading Friday, coming during the intro presentation of its new streaming service Peacock.

I thought it would a good time to look at the relative values of the major broadband & wireless players at this point. Many analysts have speculated that there is going to be some merger activity between some members of this group at some point.

Of course, Sprint and T-Mobile are awaiting final judgment on their merger plans in Federal Court.

($Billions)Equity ValueLong Term DebtTotal Capitalization
As of 9/19
CMCSAcomcast216.199.8315.9
CHTRcharter10871.4179.4
VZverizon248.7105.9354.6
TAT&T260.4165.1425.5
TMUST-Mobile70.311.481.7
($Billions)Equity ValueLong Term DebtTotal Capitalization

Sprint guy on borrowed time?

I thought it was a neat gimmick when Sprint brought in  Paul Marcarelli, the former Verizon guy, for its ads. Just a gimmick.

But now, three or four years later, he’s still their spokesperson. And doesn’t add much, in my opinion.

Now, if and when the Sprint/ T-Mobile deal gets finalized, I imagine he will be retired again. Though probably not hurting.

But maybe the new Dish wireless competitor will pick him up.