PortfoliosLab logoPortfoliosLab logo
SHEN vs. TMUS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SHEN vs. TMUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Shenandoah Telecommunications Company (SHEN) and T-Mobile US, Inc. (TMUS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SHEN achieves a 39.45% return, which is significantly higher than TMUS's -11.38% return. Over the past 10 years, SHEN has underperformed TMUS with an annualized return of -2.60%, while TMUS has yielded a comparatively higher 15.59% annualized return.


SHEN

1D
1.32%
1M
-0.62%
YTD
39.45%
6M
42.78%
1Y
23.05%
3Y*
-5.49%
5Y*
-12.39%
10Y*
-2.60%

TMUS

1D
0.61%
1M
-7.30%
YTD
-11.38%
6M
-14.17%
1Y
-25.91%
3Y*
13.16%
5Y*
5.20%
10Y*
15.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHEN vs. TMUS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SHEN
Shenandoah Telecommunications Company
39.45%-7.42%-41.26%36.64%-37.45%-6.07%4.70%-5.21%31.78%24.66%
TMUS
T-Mobile US, Inc.
-11.38%-6.58%39.70%15.02%20.71%-13.99%71.96%23.28%0.16%10.43%

Correlation

The correlation between SHEN and TMUS is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Apr 20, 2007

0.31

Over the past year, the correlation between SHEN and TMUS has dropped to 0.05 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

SHEN:

$895.53M

TMUS:

$196.28B

EPS

SHEN:

-$0.81

TMUS:

$9.41

PS Ratio

SHEN:

3.29

TMUS:

2.20

PB Ratio

SHEN:

1.03

TMUS:

3.51

Total Revenue (TTM)

SHEN:

$270.52M

TMUS:

$90.53B

Gross Profit (TTM)

SHEN:

$71.53M

TMUS:

$34.92B

EBITDA (TTM)

SHEN:

$117.97M

TMUS:

$28.22B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SHEN vs. TMUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SHEN
SHEN Risk / Return Rank: 5757
Overall Rank
SHEN Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
SHEN Sortino Ratio Rank: 5656
Sortino Ratio Rank
SHEN Omega Ratio Rank: 5656
Omega Ratio Rank
SHEN Calmar Ratio Rank: 5656
Calmar Ratio Rank
SHEN Martin Ratio Rank: 5656
Martin Ratio Rank

TMUS
TMUS Risk / Return Rank: 66
Overall Rank
TMUS Sharpe Ratio Rank: 44
Sharpe Ratio Rank
TMUS Sortino Ratio Rank: 66
Sortino Ratio Rank
TMUS Omega Ratio Rank: 88
Omega Ratio Rank
TMUS Calmar Ratio Rank: 88
Calmar Ratio Rank
TMUS Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SHEN vs. TMUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shenandoah Telecommunications Company (SHEN) and T-Mobile US, Inc. (TMUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SHENTMUSDifference
Sharpe ratioReturn per unit of total volatility

+1.67

Sortino ratioReturn per unit of downside risk

+2.53

Omega ratioGain probability vs. loss probability

1.14

0.83

+0.30

Calmar ratioReturn relative to maximum drawdown

0.64

-0.86

+1.49

Martin ratioReturn relative to average drawdown

1.35

-1.48

+2.83

SHEN vs. TMUS - Sharpe Ratio Comparison

The current SHEN Sharpe Ratio is 0.63, which is higher than the TMUS Sharpe Ratio of -1.04. The chart below compares the historical Sharpe Ratios of SHEN and TMUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


SHENTMUSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.63

-1.04

+1.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.29

0.22

-0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.06

0.60

-0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.20

+0.05

Drawdowns

SHEN vs. TMUS - Drawdown Comparison

The maximum SHEN drawdown since its inception was -73.55%, smaller than the maximum TMUS drawdown of -86.29%. Use the drawdown chart below to compare losses from any high point for SHEN and TMUS.


Loading charts...

Drawdown Indicators


SHENTMUSDifference

Max Drawdown

Largest peak-to-trough decline

-73.55%

-86.29%

+12.74%

Max Drawdown (1Y)

Largest decline over 1 year

-36.32%

-30.37%

-5.95%

Max Drawdown (3Y)

Largest decline over 3 years

-59.15%

-33.65%

-25.50%

Max Drawdown (5Y)

Largest decline over 5 years

-73.55%

-33.65%

-39.90%

Max Drawdown (10Y)

Largest decline over 10 years

-73.55%

-33.65%

-39.90%

Current Drawdown

Current decline from peak

-56.93%

-33.25%

-23.68%

Average Drawdown

Average peak-to-trough decline

-27.36%

-25.96%

-1.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.15%

17.54%

-0.39%

Volatility

SHEN vs. TMUS - Volatility Comparison

Shenandoah Telecommunications Company (SHEN) and T-Mobile US, Inc. (TMUS) have volatilities of 6.94% and 6.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SHENTMUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.94%

6.95%

-0.01%

Volatility (6M)

Calculated over the trailing 6-month period

25.26%

19.14%

+6.12%

Volatility (1Y)

Calculated over the trailing 1-year period

36.58%

25.03%

+11.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.74%

23.86%

+18.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.16%

26.08%

+15.08%

Dividends

SHEN vs. TMUS - Dividend Comparison

SHEN's dividend yield for the trailing twelve months is around 0.68%, less than TMUS's 2.21% yield.


PositionTTM20252024202320222021202020192018201720162015
SHEN
Shenandoah Telecommunications Company
0.68%0.95%0.79%0.42%0.50%73.80%0.79%0.70%0.61%0.77%0.92%1.11%
TMUS
T-Mobile US, Inc.
2.21%1.80%1.28%0.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

SHEN vs. TMUS - Financials Comparison

This section allows you to compare key financial metrics between Shenandoah Telecommunications Company and T-Mobile US, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B25.00B20222023202420252026
92.15M
23.11B
(SHEN) Total Revenue
(TMUS) Total Revenue
Values in USD except per share items

SHEN vs. TMUS - Profitability Comparison

The chart below illustrates the profitability comparison between Shenandoah Telecommunications Company and T-Mobile US, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
27.5%
0
Portfolio components
SHEN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shenandoah Telecommunications Company reported a gross profit of 25.36M and revenue of 92.15M. Therefore, the gross margin over that period was 27.5%.

TMUS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, T-Mobile US, Inc. reported a gross profit of 0.00 and revenue of 23.11B. Therefore, the gross margin over that period was 0.0%.

SHEN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shenandoah Telecommunications Company reported an operating income of -8.03M and revenue of 92.15M, resulting in an operating margin of -8.7%.

TMUS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, T-Mobile US, Inc. reported an operating income of 4.50B and revenue of 23.11B, resulting in an operating margin of 19.5%.

SHEN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shenandoah Telecommunications Company reported a net income of -17.33M and revenue of 92.15M, resulting in a net margin of -18.8%.

TMUS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, T-Mobile US, Inc. reported a net income of 2.50B and revenue of 23.11B, resulting in a net margin of 10.8%.


Frequently Asked Questions


SHEN and TMUS have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TMUS has higher volatility (6.95%) compared to SHEN (6.94%). In terms of maximum drawdown, SHEN dropped -73.55% vs TMUS's -86.29%.

SHEN currently has the higher Sharpe Ratio (0.63 vs -1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SHEN and TMUS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer