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AT&T vs Verizon Stock: Telecom Comparison

Compare AT&T and Verizon stock, wireless subscribers, dividend yields, and which telecom company is the better investment.

AT&T vs Verizon Overview

AT&T and Verizon are America’s largest telecommunications companies, competing primarily in wireless services. Both are known for their high dividend yields and stable business models.

Company Comparison

MetricAT&TVerizon
Market Cap~$150B~$180B
Revenue (2025)~$125B~$135B
Founded1983 (current form)1983
HeadquartersDallas, TXNew York, NY
Dividend Yield~5%~6%

Wireless Subscribers

MetricAT&TVerizon
Postpaid Phone~70M~95M
Prepaid~18M~22M
Total Connections~240M~300M

Verizon leads in postpaid wireless, the most valuable segment.

Business Segments

AT&T

SegmentRevenue %
Wireless~65%
Business Wireline~25%
Consumer Wireline~10%

Verizon

SegmentRevenue %
Wireless~75%
Wireline/Business~25%

Financial Comparison

MetricAT&TVerizon
Revenue Growth~1%~1%
EBITDA Margin~35%~37%
Free Cash Flow~$18B~$20B
Debt~$130B~$150B
Debt/EBITDA~3.0x~2.8x

Dividend Analysis

MetricAT&TVerizon
Dividend Yield~5%~6%
Payout Ratio (vs FCF)~45%~55%
Consecutive Years Paid30+ years30+ years
Recent Dividend TrendCut in 2022 (post spin-off)Stable growth

Note: AT&T cut its dividend after spinning off WarnerMedia.

5G Investment

Both companies have invested heavily in 5G:

FactorAT&TVerizon
5G StrategyMid-band focusMix of all bands
C-Band Investment~$23B~$53B
CoverageExpandingExpanding

Competitive Position

AT&T Strengths

  • Strong fiber expansion program
  • FirstNet (public safety network)
  • Lower debt after WarnerMedia spin
  • Improving wireless net adds

Verizon Strengths

  • Best network reputation
  • Largest postpaid subscriber base
  • Higher-value customer mix
  • Fixed wireless momentum

Risks

RiskAT&TVerizon
Debt levelsHighHigh
Competition (T-Mobile)HighHigh
Cord cuttingMediumMedium
5G return on investmentUncertainUncertain

T-Mobile Competition

T-Mobile has gained significant market share, pressuring both AT&T and Verizon on pricing and subscriber growth.

Valuation

MetricAT&TVerizon
P/E Ratio~10x~10x
EV/EBITDA~6x~6x
Price/FCF~8x~9x

Both trade at similar, low valuations typical for mature telecoms.

Which Stock to Buy?

PreferenceChoose
Higher dividend yieldVerizon
Better network perceptionVerizon
Turnaround potentialAT&T
Fiber growth storyAT&T
Lower debt ratioAT&T

For income investors, both offer attractive yields with similar risk profiles.

Stock data as of early 2026. This comparison is for informational purposes only and does not constitute investment advice.