Telephone and Data Systems, Inc (TDS) Fair Value & Analysis
Communication Services · US · Market cap $3.9B
Telephone and Data Systems, Inc
TDS · US
Fair value as of: Jul 16, 2026
From 12 valuation models · updated 25 days ago
Share price −5.2% over the past month.
Below-average quality, and screening another 35% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($29.73). The favourable scenario is already priced in.
- Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($13.37 to $29.73) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range $4.76 – $47.50 · fair‑value band $13.37 – $29.73 · the $32.98 price screens above the $21.55 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Telephone and Data Systems, Inc (TDS) currently trades at $32.98, while our model-based Fair Value estimate is $21.55, implying the stock looks roughly 34.7% overvalued today. The Quality Score stands at 46/100 (below-average quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Telephone and Data Systems, Inc generated revenue of $1.2B at a net margin of 10.5%. Revenue grew 6.5% year over year. It earns a return on equity of 6.0%. Net debt stands at $1.2B. Fundamentals as of Jul 16, 2026
Our scenario range runs from $13.37 (bear case) to $29.73 (bull case); at $32.98, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 33% below its 52-week high and 32% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 32% fair-value upside, at -35%, TDS screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 12 models by family
Widest divergence: Asset-Based ($33.20) versus Dividend Discount ($7.89). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 47 · Market factors (momentum, volatility) 43
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Telephone and Data Systems, Inc., a telecommunications company, provides communications services to residential, commercial, and wholesale customers in the United States. It operates through two segments: TDS Telecom and Array.
Full company description
Telephone and Data Systems, Inc., a telecommunications company, provides communications services to residential, commercial, and wholesale customers in the United States. It operates through two segments: TDS Telecom and Array. The company offers internet connections and all-home Wi-Fi services, fiber internet, security, and support services; advanced home TV entertainment combined with a digital video recording (DVR) services; TDS TV+, an integrated cloud TV platform that combines linear and on-demand programming, mobile device interfaces, personalized recommendations, and network-based DVR; digital television; local and long-distance telephone service, voice over internet protocol, and enhanced services; wireless services to customers; broadband, IP-based services, and hosted voice and video collaboration services to small- and medium-sized businesses; carrying data and voice traffic services; wholesale services; and communication services in underserved areas. The company is also leases tower spaces to tenants; provides ancillary services. The company sells and distributes its products through third-party direct sales, retail stores, sales agents, and an online platform to sell services and products. Telephone and Data Systems, Inc. was incorporated in 1968 and is headquartered in Chicago, Illinois.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Telephone and Data Systems, Inc reported revenue of $1.2B in FY2025 versus $5.3B in FY2021, a compound −30.7%/yr. Reported net income was −$6.2M in FY2025.
TDS screens 35% overvalued. Compare with China Mobile Limited →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- TDS and Array to release second quarter operating results and host conference call on August 7, 2026
- A Look At Telephone And Data Systems (TDS) Valuation After Recent Share Price Weakness
Peer Group
Telecom Services · 252 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Telecom Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Telecom Services stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| China Mobile Limited 600941 | ¥89.98 | ¥109.88 | +22% |
| T-Mobile US, Inc TMUS | $187.61 | $172.67 | -8% |
| Bharti Airtel Limited BHARTIARTL | ₹1,922 | ₹941.55 | -51% |
| China Telecom Corporation 601728 | ¥6.01 | ¥8.36 | +39% |
| América Móvil, S.A. AMXB | 23.07 MXN | 30.35 MXN | +32% |
| Vodafone Group VODN | 259.50 MXN | 507.27 MXN | +95% |
| Advanced Info Service Public Company ADVANC | 379.00 THB | 286.77 THB | -24% |
| Chunghwa Telecom Co 2412 | 133.50 TWD | 100.00 TWD | -25% |
| China Unicom (Hong Kong) Limited 0762 | HK$6.50 | HK$13.03 | +100% |
| Telefónica, S.A TEFN | 75.67 MXN | 111.01 MXN | +47% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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