3 Catalysts For NTT To Outperform AT&T And Verizon


  • NTT is a Japanese global telecoms provider, part owned by the government.
  • The company has been steadily improving their global position while US-based names suffer from various issues.
  • I find NTT is the better option for a stable telecoms play, as stability is the reason for the asset class in the first place.
  • This article highlights the important catalysts behind my bullish view.

NTT Data office building in Bucharest downtown, Romania.

Panama7/iStock Editorial via Getty Images

Catalysts for Stability, Rather than Upside

Telecoms are quite the paradox. They offer some of the most stable, slowest moving investments in the market, perfect for dividend growth or yield seekers, but often face the most noise and scrutiny. Therefore, it

1 Year Price performance of NTT, VZ, and T


A summary of NTT's global leadership position in communication services.

NTT Website

A discussion of the top data center participants


A summary of the new consolidation of revenue segments that will drive growth and profitability.

NTT August Investor Presentation

A summary of the new data centers being opened.


Wall St Price Targets for Verizon

Wall St Price Targets for Verizon (Seeking Alpha)

Price Target from Wall St analysts for AT&T

AT&T Wall St Price Targets (Seeking Alpha)

A 10 Year Total Return Chart of NTT, T, and VZ


15 Year Total Return chart of NTT, VZ, and T


A correlation matrix between NTT, VZ, T, and SPY

Portfolio Visualizer

Yen to USD conversion information


A summary of the global services division


AT&T revenue by country


A summary of FY2022 1Q earnings


NTT Credit Ratings

NTT Credit Ratings (NTT Website)

Credit Ratings of AT&T

Credit Ratings of AT&T (AT&T Website)

Credit Ratings of Verizon

Credit Ratings of Verizon (Verizon Website)

Total Debt /Ebitda and Payout Ratio comparison between NTT, VZ, and T.


A summary of changes in EPS and shares outstanding.


Comparison of shares outstanding between NTT, T, and VZ


An image showing sports that NTT sponsors

The big sports that have NTT as a major sponsor. (NTT Website)

Valuation comparison between NTT, VZ, and T


A summary of the principal shareholders of NTT

NTT Website

This article was written by

Hello, I am an individual investor with an interest in bringing diversification of viewpoints to stock analysis and investing. This brings to point the Japanese proverb 他山之石 -ta-zan-no-ishi- which translates to "another-mountain's-rock" and denotes the importance of diversifying the sources of your knowledge in order to gain the advantage of multiple perspectives. Further, a rock represents the foundational aspects of the world a mountain supports, signifying the importance of understanding the simple fundamentals in order to succeed. As such, I cover a wide range of assets in order to find the best of every type of investing. Please consider following so we can continue down this path of knowledge together, and hopefully, I am able to provide some novel insights for you with every article. Thanks for reading.

Disclosure: I/we have a beneficial long position in the shares of NTTYY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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