Communications stocks, ranked
6 communications companies carry a curated rating, out of 70 we list in the sector. The table ranks them by our overall rating; the gap between price and DCF fair value is the argument, and the moat score is how defensible the business behind it is.
Data as of Jul 20, 2026, free, no account.
| Company | Price | DCF upside | Moat | Yield | Rating |
|---|---|---|---|---|---|
META Meta Platforms | $720.00 | +8% | 85 | 0.4% | 77 |
GOOGL Alphabet Inc. | $178.90 | +15% | 84 | 0.4% | 76 |
NFLX Netflix Inc. | $1,100.00 | +5% | 78 | 0 | 70 |
DIS Walt Disney Co. | $115.00 | +17% | 75 | 0.8% | 64 |
MTN.JO MTN Group | R126.00 | +19% | 65 | 2.6% | 63 |
VOD.L Vodafone Group | £0.72 | +18% | 55 | 5.5% | 55 |
The top three, argued properly
Every clause below is computed from the table above, and every reason comes with its risk in the same breath. No name gets a case without a counter case.
Rated 77 overall, on a moat score of 85, a price 8% below our DCF fair value and 35% return on equity on modest leverage. The rating blends valuation, quality and stability, so read the parts before you trust the total.
A fair value model is an argument, not a measurement. Most of its output sits in assumptions about the future that nobody can verify today.
Rated 76 overall, on a moat score of 84, a price 15% below our DCF fair value and 30% return on equity on modest leverage. The rating blends valuation, quality and stability, so read the parts before you trust the total.
A fair value model is an argument, not a measurement. Most of its output sits in assumptions about the future that nobody can verify today.
Rated 70 overall, on a moat score of 78, a price 5% below our DCF fair value and 35% return on equity on modest leverage. The rating blends valuation, quality and stability, so read the parts before you trust the total.
A fair value model is an argument, not a measurement. Most of its output sits in assumptions about the future that nobody can verify today.
Run your own numbers
A table is a starting point. These free calculators let you test what the numbers above mean for an actual position.
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Educational information, not financial advice, and not a recommendation to buy anything. Ratings, moat scores and fair values are model outputs with real limitations, spelled out in the disclaimer and the methodology.