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28.74 (1y: +27%)
Market Cap 4.28 B P/E(ttm) 60.60
Enterprise Value 5.13 B P/B 3.93
TWTC- NAS (USA)
tw telecom inc
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$28.74
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry		 vs
history
Cash to Debt 0.554
TWTC's Cash to Debt is ranked lower than
56% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 1.14 vs. TWTC: 0.554 )
TWTC' s 10-Year Cash to Debt Range
Min: 0.22   Max: 0.65
Current: 0.55
0.22
0.65
Equity to Asset 0.211
TWTC's Equity to Asset is ranked higher than
53% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 0.22 vs. TWTC: 0.211 )
TWTC' s 10-Year Equity to Asset Range
Min: 0.03   Max: 0.37
Current: 0.21
0.03
0.37
Interest Coverage 2.4
TWTC's Interest Coverage is ranked lower than
71% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 14.30 vs. TWTC: 2.4 )
TWTC' s 10-Year Interest Coverage Range
Min: 0   Max: 2
Current: 2.4
0
2
F-Score: 6
Z-Score: 1.58
M-Score: -2.99
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry		 vs
history
Operating margin (%) 15.40
TWTC's Operating margin (%) is ranked higher than
65% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 10.10 vs. TWTC: 15.40 )
TWTC' s 10-Year Operating margin (%) Range
Min: -37.5   Max: 15.4
Current: 15.4
-37.5
15.4
Net-margin (%) 5.2
TWTC's Net-margin (%) is ranked higher than
53% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 5.00 vs. TWTC: 5.2 )
TWTC' s 10-Year Net-margin (%) Range
Min: -52.6   Max: 21.3
Current: 5.2
-52.6
21.3
ROE (%) 6.9
TWTC's ROE (%) is ranked lower than
53% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 10.60 vs. TWTC: 6.9 )
TWTC' s 10-Year ROE (%) Range
Min: -62.5   Max: 27.6
Current: 6.9
-62.5
27.6
ROA (%) 2.4
TWTC's ROA (%) is ranked lower than
54% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 4.00 vs. TWTC: 2.4 )
TWTC' s 10-Year ROA (%) Range
Min: -17   Max: 10.2
Current: 2.4
-17
10.2
ROC (Joel Greenblatt) (%) 16.20
TWTC's ROC (Joel Greenblatt) (%) is ranked higher than
54% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 18.60 vs. TWTC: 16.20 )
TWTC' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -21.4   Max: 16.2
Current: 16.2
-21.4
16.2
Revenue Growth (%) 4.9
TWTC's Revenue Growth (%) is ranked higher than
70% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 2.90 vs. TWTC: 4.9 )
TWTC' s 10-Year Revenue Growth (%) Range
Min: -3.4   Max: 21.3
Current: 4.9
-3.4
21.3
EBITDA Growth (%) 5.6
TWTC's EBITDA Growth (%) is ranked higher than
74% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 4.60 vs. TWTC: 5.6 )
TWTC' s 10-Year EBITDA Growth (%) Range
Min: 1.9   Max: 13.8
Current: 5.6
1.9
13.8
EPS Growth (%) 29.1
TWTC's EPS Growth (%) is ranked higher than
94% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 2.70 vs. TWTC: 29.1 )
TWTC' s 10-Year EPS Growth (%) Range
Min: -29.8   Max: 58.6
Current: 29.1
-29.8
58.6
» TWTC's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

TWTC Guru Trades in Q2 2012

Mario Gabelli 11,000 sh (New)
Paul Tudor Jones 10,900 sh (New)
Pioneer Investments 100,000 sh (New)
Jim Simons 2,064,696 sh (+48.81%)
Steven Cohen 37,408 sh (+4.81%)
Columbia Wanger 13,017,500 sh (-0.54%)
Mason Hawkins 16,088,266 sh (-39.81%)
Louis Moore Bacon 60,000 sh (-86.67%)
» More
Q3 2012

TWTC Guru Trades in Q3 2012

George Soros 369,445 sh (New)
Mario Gabelli 21,000 sh (+90.91%)
Pioneer Investments 125,000 sh (+25%)
Columbia Wanger 13,017,500 sh (unchged)
Louis Moore Bacon Sold Out
Jim Simons Sold Out
Paul Tudor Jones Sold Out
Mason Hawkins 13,426,466 sh (-16.54%)
Steven Cohen 17,761 sh (-52.52%)
» More
Q4 2012

TWTC Guru Trades in Q4 2012

Steven Cohen 471,196 sh (+2552.98%)
George Soros 405,934 sh (+9.88%)
Mario Gabelli 22,900 sh (+9.05%)
Pioneer Investments 125,000 sh (unchged)
Columbia Wanger 12,959,500 sh (-0.45%)
Mason Hawkins 12,738,166 sh (-5.13%)
» More
Q1 2013

TWTC Guru Trades in Q1 2013

Jim Simons 4,672,100 sh (New)
Steven Cohen 1,236,866 sh (+162.5%)
Mario Gabelli 27,700 sh (+20.96%)
Pioneer Investments 125,000 sh (unchged)
Columbia Wanger 12,827,500 sh (-1.02%)
Mason Hawkins 11,784,166 sh (-7.49%)
George Soros 325,013 sh (-19.93%)
» More
» Details

Insider Trades

Latest Guru Trades with TWTC

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Mario Gabelli 2013-03-31 Add 20.96%$24.5 - $27.99 $ 28.7410%27700
George Soros 2012-09-30 New Buy0.16%$23.74 - $26.49 $ 28.7414%369445
Mario Gabelli 2012-09-30 Add 90.91%$23.74 - $26.49 $ 28.7414%21000
Mason Hawkins 2012-06-30 Reduce -39.81%1%$21.11 - $25.84 $ 28.7425%16088266
Mario Gabelli 2012-06-30 New Buy$21.11 - $25.84 $ 28.7425%11000
Ray Dalio 2011-12-31 Sold Out 0.02%$15.57 - $19.45 $ 28.7460%0
Ray Dalio 2011-09-30 Add 129.66%0.01%$16.05 - $21.49 $ 28.7453%95400
Mason Hawkins 2011-03-31 Add 8.73%0.18%$16.9 - $19.48 $ 28.7460%29941111
Mario Gabelli 2011-03-31 Sold Out $16.9 - $19.48 $ 28.7460%0
Mario Gabelli 2010-12-31 Add 65.16%0.02%$16.23 - $18.96 $ 28.7466%553300
Mario Gabelli 2010-09-30 New Buy0.03%$17.19 - $19.5 $ 28.7457%335000
Mason Hawkins 2010-06-30 Add 13.32%0.28%$16.05 - $18.63 $ 28.7464%28281435
George Soros 2010-06-30 Sold Out 0.05%$16.05 - $18.63 $ 28.7464%0
Ron Baron 2010-06-30 Sold Out 0.02%$16.05 - $18.63 $ 28.7464%0
Mario Gabelli 2010-06-30 Sold Out $16.05 - $18.63 $ 28.7464%0
George Soros 2010-03-31 Add 915.82%0.05%$14.66 - $18.45 $ 28.7472%187927
Ron Baron 2010-03-31 Reduce -23.24%$14.66 - $18.45 $ 28.7472%142000
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about tw telecom inc

Weekly CFO Sells Highlight: TWTC, FIS, TNS, CRAY
February 24, 2013
According to GuruFocus Insider Data, the largest CFO sells during the past week were: TW Telecom Inc, Fidelity National Information Services Inc., TNS Inc. and Cray Inc. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 60.60
TWTC's P/E(ttm) is ranked lower than
61% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 18.81 vs. TWTC: 60.60 )
TWTC' s 10-Year P/E(ttm) Range
Min: 10.38   Max: 7775
Current: 60.6
10.38
7775
P/B 3.93
TWTC's P/B is ranked lower than
72% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 1.84 vs. TWTC: 3.93 )
TWTC' s 10-Year P/B Range
Min: 0.1   Max: 21.84
Current: 3.93
0.1
21.84
P/S 2.91
TWTC's P/S is ranked lower than
82% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 1.10 vs. TWTC: 2.91 )
TWTC' s 10-Year P/S Range
Min: 0.12   Max: 28.53
Current: 2.91
0.12
28.53
PFCF 42.90
TWTC's PFCF is ranked lower than
77% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 13.60 vs. TWTC: 42.90 )
TWTC' s 10-Year PFCF Range
Min: 17.07   Max: 579.5
Current: 42.9
17.07
579.5
EV-to-EBIT 22.92
TWTC's EV-to-EBIT is ranked higher than
57% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 13.57 vs. TWTC: 22.92 )
TWTC' s 10-Year EV-to-EBIT Range
Min: 18.6   Max: 6755.5
Current: 22.92
18.6
6755.5
PEG 7.97
TWTC's PEG is ranked lower than
100% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 1.10 vs. TWTC: 7.97 )
TWTC' s 10-Year PEG Range
Min: 1.84   Max: 33.55
Current: 7.97
1.84
33.55
Shiller P/E 59.62
TWTC's Shiller P/E is ranked higher than
80% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 7.74 vs. TWTC: 59.62 )
TWTC' s 10-Year Shiller P/E Range
Min: 51.33   Max: 2232
Current: 59.62
51.33
2232

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 64.7
TWTC's Price/Net Current Asset Value is ranked higher than
92% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 12.00 vs. TWTC: 64.7 )
TWTC' s 10-Year Price/Net Current Asset Value Range
Min: 6.8   Max: 122
Current: 64.7
6.8
122
Price/Tangible Book 6.4
TWTC's Price/Tangible Book is ranked higher than
89% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 2.80 vs. TWTC: 6.4 )
TWTC' s 10-Year Price/Tangible Book Range
Min: 0.4   Max: 31.6
Current: 6.4
0.4
31.6
Price/DCF (Projected) 2.6
TWTC's Price/DCF (Projected) is ranked higher than
95% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 0.90 vs. TWTC: 2.6 )
TWTC' s 10-Year Price/DCF (Projected) Range
Min: 2.2   Max: 16.9
Current: 2.6
2.2
16.9
Price/Median PS Value 1.4
TWTC's Price/Median PS Value is ranked higher than
86% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 0.90 vs. TWTC: 1.4 )
TWTC' s 10-Year Price/Median PS Value Range
Min: 0.2   Max: 6.5
Current: 1.4
0.2
6.5
Price/Peter Lynch Fair Value 7.2
TWTC's Price/Peter Lynch Fair Value is ranked lower than
95% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 1.50 vs. TWTC: 7.2 )
TWTC' s 10-Year Price/Peter Lynch Fair Value Range
Min: 2.1   Max: 17.3
Current: 7.2
2.1
17.3
Price/Graham Number 4
TWTC's Price/Graham Number is ranked higher than
95% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 1.50 vs. TWTC: 4 )
TWTC' s 10-Year Price/Graham Number Range
Min: 1.6   Max: 68.2
Current: 4
1.6
68.2
Earnings Yield (Greenblatt) 4.40
TWTC's Earnings Yield (Greenblatt) is ranked higher than
73% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 7.80 vs. TWTC: 4.40 )
TWTC' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.2   Max: 5.4
Current: 4.4
0.2
5.4
Forward Rate of Return (Yacktman) 9.15
TWTC's Forward Rate of Return (Yacktman) is ranked higher than
68% of the 252 Companies
in the Global Telecom Services industry.

( Industry Median: 11.33 vs. TWTC: 9.15 )
TWTC' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -9.6   Max: 17.8
Current: 9.15
-9.6
17.8

Business Description

tw telecom inc. was organized in 1998. The Company is a national provider of managed network services, specializing in business Ethernet, data networking, Converged, IP-based virtual private network or "IP VPN", Internet access, voice, including voice over Internet Protocol or "VoIP", and network security services to enterprise organizations, including public sector entities, and carriers throughout the U.S., including their global locations. The Company's revenue is derived from business communication services, including data, high-speed Internet access, network and voice services. Through its subsidiaries, it serves 75 U.S. metropolitan markets with its extensive fiber facilities that are connected by the Company's regional fiber facilities and national IP backbone. As of December 31, 2011, its fiber network spanned approximately 27,000 route miles (including approximately 21,000 metropolitan route miles), connecting to 15,438 buildings served directly by the Company's local fiber facilities. The Company's customers include, among others, enterprise organizations in the distribution, health care, finance, service and manufacturing industries, state, local and federal government entities, system integrators, and communication service providers, including incumbent local exchange carriers, competitive local exchange carriers, wireless communications companies and cable companies. Its primary competition comes from the ILECs, CLECs and cable companies. The ILECs, primarily AT&T Inc., Verizon Communications, Inc., and Qwest Communications Inc., and some of the other CLECs offer services that are substantially similar to those it offers.
Company Website
SEC Reports
Industry: Telecom Services
Compare:CHU, VOD, T, VZ, AMOV
» More Articles for TWTC

Headlines

Articles On GuruFocus.com
Weekly CEO Sells Highlight: News Corporation, Support.com Inc., TW Telecom Inc., Masco Corporation Feb 25 2013 
Weekly CFO Sells Highlight: TWTC, FIS, TNS, CRAY Feb 24 2013 
Longleaf Partners Second-Quarter Letter from Mason Hawkins Jul 13 2012 
Weekly CFO Sells Highlight: RRR, DHI, TWTC, FTNT Feb 05 2012 
Mason Hawkins on His Favorite Investments for the Next Few Years Feb 02 2012 
Earthlink – Mr. Market Looking Through the Looking Glass Dec 14 2011 
Stocks Mason Hawkins of Longleaf Partners Keeps Buying May 20 2011 
Longleaf Funds Q1 Portfolio Update May 16 2011 
Longleaf Funds Buys Campbell Soup Company, Loews Corp., Verizon Communications, Sells Marriott Inter Aug 15 2010 
TW TELECOM INC. (TWTC) COO John Blount sells 8,837 Shares Aug 09 2010 

More From Our Partners
UPDATE: Morgan Stanley Downgrades TW Telecom on Slower Revenue Growth May 16 2013 - BENZINGA

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