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$Lumen Technologies (LUMN.US)$$Frontier Communications (FYBR...
$Lumen Technologies (LUMN.US)$ $Frontier Communications (FYBR.US)$ $LUMN
Revenue and Debt Comparison
• Frontier Communications (FYBR):
• Revenue: $5.8 billion
• Debt: $11 billion
• Valuation: $20 billion (from a recent all-cash deal)
• Lumen Technologies (LUMN):
• Revenue: $13.72 billion (almost three times FYBR)
• Debt: $18 billion (higher than FYBR but in proportion to its revenue)
• Valuation: $5.5 billion (based on current stock price of $5.50 and 1 billion shares outstanding)
The Valuation Gap
On paper, Lumen generates far more revenue and only has marginally higher debt compared to FYBR. Given this, Lumen’s market valuation seems disproportionately low. If FYBR is valued at $20 billion, one could argue that Lumen, with nearly triple the revenue, should also be valued similarly or higher.
Revenue and Debt Comparison
• Frontier Communications (FYBR):
• Revenue: $5.8 billion
• Debt: $11 billion
• Valuation: $20 billion (from a recent all-cash deal)
• Lumen Technologies (LUMN):
• Revenue: $13.72 billion (almost three times FYBR)
• Debt: $18 billion (higher than FYBR but in proportion to its revenue)
• Valuation: $5.5 billion (based on current stock price of $5.50 and 1 billion shares outstanding)
The Valuation Gap
On paper, Lumen generates far more revenue and only has marginally higher debt compared to FYBR. Given this, Lumen’s market valuation seems disproportionately low. If FYBR is valued at $20 billion, one could argue that Lumen, with nearly triple the revenue, should also be valued similarly or higher.
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