TDS vs Z
Telephone and Data Systems, Inc. vs Zillow Group, Inc. Class C — AI-powered side-by-side comparison
TDS
Telephone and Data Systems, Inc.
54
Watch
VS
Z
Zillow Group, Inc. Class C
60
Watch
| Metric | TDS | Z |
|---|
| AI Score |
54
|
60
|
| Price |
$33.38
|
$34.14
|
| P/E Ratio |
7.84×
|
146.62×
|
| ROE |
-0.1%
|
0.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.7%
|
72.9%
|
| Debt / Equity |
0.24×
|
0.13×
|
| Dividend Yield |
31.2%
|
0.0%
|
| RSI (14) |
41.1
|
53.1
|
| Beta |
0.347
|
1.981
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for TDS versus Z.
Z leads by 6 points.
Z scores 60/100 (Watch) versus TDS at 54/100 (Watch).
TDS Committee View
50% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock. Growth Analyst remains cautious — revenue declining -56.0% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 0.9x is a discount to asset value — Value
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 26.7 is moderate-to-rich — Value
- ROE of only 2.7% -- cheap may mean cheap for a reason — Value
- Revenue declining -56.0% YoY -- this is not a growth story right now — Growth
Z Committee View
67% agreement
6 analysts
Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.07) -- balance sheet can absorb a shock — Risk
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 142.1 is expensive by classic value standards — Value
- ROE of only 1.2% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 19.7% signals elevated volatility — Risk