Verizon Communications Inc
KeyBanc has a price target of $45 on the stock, indicating an upside of 13.74% from current price levels.
The telecommunications giant is one of the three dominant players in the Wireless Carriers sub-space. While Verizon commands just over $163 billion in market cap, AT&T Inc
However, Verizon's enterprise value (EV) trumps the other two. Verizon's business commands $339 billion in enterprise value. AT&T has about $294 billion and T-Mobile around $296 billion.
In his note, KeyBanc analyst Nispel mentioned: "VZ has higher quality cash flows compared to T
given T's cash flow from DIRECTV." Verizon currently has a TTM Free Cash Flow/Share of $3.25. This figure is $2.76 in AT&T's case. Let's see how these stocks compare on performance.
While AT&T stock is down 1.77% over the past 12-month period, Verizon stock is up 4.03%. So, if you'd invested $1000 in each of these stocks a year back, here's how your investment would have fared.
On the valuation front, Nispel believes that VZ stock is currently trading at historically low absolute/
relative EV/EBITDA.
Catalysts cited to work in Verizon's favor include improving Wireless KPIs and financial metrics. KeyBanc believes "investors are likely to see a deleveraging story with the potential for share repurchases into
'25."
On current parameters, however, AT&T stock may appear to be more attractively valued, relative to Verizon stock.
ValuationVZTTMUSEV/EBITDA (FWD)7.106.8010.09EV/EBITDA (TTM)7.057.0010.87Data Source: Seeking Alpha
It's not surprising thus, that BofA Securities' analysts rank AT&T as their top telecom pick for 2024. The stock also features amid Citi's 9 buy-rated stocks in the Communication Services sector list.