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Trefis Has A Price Estimate Of $39 For AT&T's Stock
Trefis Stock Price Estimate
What Does AT&T Offer?
Communications: This includes Mobility which provides wireless service and equipment, Entertainment and Business Wireless which provides video, internet, and voice communications services to residential customers and business customers, respectively.
Warner Media: It develops, produces and distributes feature films, television, gaming and other content over various physical and digital formats.
Latin America Segment : It provides Pay TV services in Latin America and wireless service and equipment in Mexico.
Xandr: It provides advertising services.
We arrive at the stock price estimate for AT&T as:
Stock Price = (Total Revenue x Net Income Margin / Shares Outstanding) x P/E Multiple
Trefis Stock Price Estimate
Net Income Margin
AT&T Revenues: How Does AT&T Make Money?
What's The Revenue Potential For AT&T's HBO Max Streaming Service In The U.S.?
Why AT&T Would Have To Divest DirecTV At A Discount
#1.Estimating AT&T's Total Revenues:
Total Revenues have increased from $160.5 billion in 2017 to $181.2 billion in 2019, however it is expected to increase further to $182 billion in 2020 and $182.6 billion in 2021
Our Interactive Dashboard Analysis AT&T Revenues: How Does AT&T Make Money? Provides An In Depth View Of The Company's Revenues.
Total Revenue [A+B+C+D-E]
Communications Revenue [A]
Xandr Revenue [B]
Latin America Revenue [C]
Time Warner Revenue [D]
#2. Deriving AT&T's Net Income:
Net Income decreased from $29.4 billion in 2017 to $13.9 billion in 2019, led by acquisition-related costs and write-off of certain copper facilities. We expect net income to increase to $14.6 billion in 2020 and further to $16.4 billion in 2021 on account of acquisition-related synergies and strong performance expected of its streaming operations.
Net Income [A x B]
Total Revenue [A]
Net Income Margin [B]
#3. Determining AT&T's EPS:
EPS has decreased from $4.76 in 2017 to $1.89 in 2019. We estimate it to be $1.95 and $2.19 in 2020 and 2021, respectively
Higher EPS in 2020 and 2021 can be attributed to higher Net Income, partially offset by marginally higher share count.
EPS [A / B]
Net Income [A]
Shares Outstanding [B]
#4. Estimating AT&T's Share Price:
Our Price Estimate of $39 For AT&T's Stock is based on our Detailed Valuation Model, and implies a 20x P/E Multiple on expected 2020 EPS of $1.95
Trefis Stock Price Estimate [A x B]
P/E Multiple [B]
Comparing AT&T's Historical P/E Multiple With That of Its Peers
P/E Multiples are based on Share Price at the end of December 2019, and reported (or expected) Adjusted Earnings for the full year
AT&T P/E Multiple
Verizon P/E Multiple
Disney P/E Multiple
Our Complete Set Of Analyses On AT&T