Marvin Stock Watch guide

Top 15 Communication Services Stocks by Marvin Score

Marvin's rules selected 15 Communication Services stocks, ranked by Overall score within their industries. Taboola, TKO Group and Verizon lead the list, which spans internet, telecom, media and entertainment companies.

Updated 2026-10-19 · 15 stocks · Scores are Marvin's own

Communication Services covers companies that connect people and deliver content: phone and wireless carriers, streaming and entertainment businesses, publishers, broadcasters, and internet and advertising platforms. These businesses can look very different on paper, so a single list needs context.

This list shows the 15 stocks that ranked highest on Marvin's Overall score in the sector as of 2026-10-19. Each blurb below highlights growth, profit margins, returns and debt where the data exists, along with one caution.

Keep in mind that the scores compare each company with others in its own industry, not with the whole market. A telecom company and an advertising platform have very different typical margins and debt levels. A high score is a description of today's data, not a forecast.

The list

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How Marvin ranked these stocks

Marvin included companies above a minimum size threshold and ranked them by Overall score, highest first, within the Communication Services sector, with no more than 4 stocks from any one industry. Overall, Quality and Opportunity scores are relative to each company's own industry, so a high score means a company compares well with its industry peers today. It does not mean it beats every other company on the list in absolute terms.

Companies above about $300 million in size, ranked by Marvin scores (0-100, relative to each company's own industry). The Communication Services sector, highest Overall score first; at most 4 per industry.

The stocks, one by one

Taboola.com Ltd. TBLA

Communication Services · Internet Content & Information
Overall 89 Business 74 Opportunity 97

Taboola tops the list with an overall score of 89 and an opportunity score of 97. Revenue grew 8.3% last year, and debt is low at 0.17 times equity. The caution: operating margin is only 6.5%, so profits are thin.

TKO Group Holdings, Inc. TKO

Communication Services · Entertainment
Overall 95 Business 96 Opportunity 92

TKO Group has a quality score of 96 and an operating margin of 18.8%, which points to solid profitability. The cautions: revenue growth was -3.1%, meaning sales shrank, and debt is 1.46 times equity. Free cash flow data is not available.

Verizon Communications Inc. VZ

Communication Services · Telecommunications Services
Overall 95 Business 88 Opportunity 91

Verizon scores 95 overall, with an operating margin of 20.5% and a return on equity of 15.4%, suggesting steady profits. Revenue growth is modest at 2.5%. The caution: debt is fairly heavy at 1.79 times equity.

QuinStreet, Inc. QNST

Communication Services · Advertising Agencies
Overall 89 Business 79 Opportunity 94

QuinStreet grew revenue 18.3% last year and earns a return on equity of 25.1%, with debt low at 0.24 times equity. The caution: operating margin is just 2.7% and gross margin is 11.3%, so there is little cushion if costs rise.

Sirius XM Holdings Inc. SIRI

Communication Services · Broadcasting
Overall 94 Business 93 Opportunity 94

Sirius XM has a quality score of 93, a free cash flow margin of 18.0% and a gross margin of 52.8%, which suggests it turns sales into cash well. The caution: revenue growth was -1.6%, so sales slipped last year.

Alphabet Inc. GOOGL

Communication Services · Internet Content & Information
Overall 96 Business 97 Opportunity 86

Alphabet (GOOGL) combines a quality score of 97 with an operating margin of 33.1%, a return on equity of 38.1% and low debt at 0.19 times equity. Growth was 15.1%. The caution: its opportunity score of 86 is lower than its quality score.

Netflix, Inc. NFLX

Communication Services · Entertainment
Overall 92 Business 93 Opportunity 62

Netflix shows revenue growth of 15.9%, an operating margin of 29.7% and a free cash flow margin of 23.1%, a strong mix of growth and profit. The caution: its opportunity score is only 62, well below its quality score of 93.

Anterix Inc. ATEX

Communication Services · Telecommunications Services
Overall 91 Business 95 Opportunity 76

Anterix has a quality score of 95, a return on equity of 23.0% and growth of 7.8%. The caution: its operating margin of 1011.3% and free cash flow margin of 151.0% are unusually extreme, so read them carefully. Debt data is not available.

Alphabet Inc. GOOG

Communication Services · Internet Content & Information
Overall 94 Business 95 Opportunity 84

GOOG is the other listed share class of Alphabet, with the same financials: an operating margin of 33.1%, a return on equity of 38.1% and growth of 15.1%. The caution: its overall score of 94 is a little below GOOGL, and owning both adds no diversification.

The New York Times Company NYT

Communication Services · Publishing
Overall 91 Business 92 Opportunity 60

The New York Times grew revenue 9.2% and earns an operating margin of 16.0% and a free cash flow margin of 20.9%, a healthy cash profile for a publisher. The caution: its opportunity score is only 60, and debt data is not available.

EverQuote, Inc. EVER

Communication Services · Internet Content & Information
Overall 86 Business 79 Opportunity 94

EverQuote stands out for fast growth of 38.5%, a gross margin of 97.6% and a return on equity of 44.6%. The caution: its operating margin is a more modest 11.0%, and debt data is not available, so balance-sheet strength is unclear.

The Trade Desk, Inc. TTD

Communication Services · Advertising Agencies
Overall 84 Business 94 Opportunity 74

The Trade Desk combines growth of 18.5% with a gross margin of 76.9% and a free cash flow margin of 28.9%, pointing to a profitable business. The caution: its opportunity score is 74, and debt data is not available.

The Walt Disney Company DIS

Communication Services · Entertainment
Overall 88 Business 86 Opportunity 59

Walt Disney has an operating margin of 18.4% and debt of 0.42 times equity, a moderate level. Revenue growth was modest at 3.4%. The caution: return on equity is only 7.8%, and its opportunity score is 59.

fuboTV Inc. FUBO

Communication Services · Broadcasting
Overall 88 Business 82 Opportunity 88

fuboTV has an overall score of 88 and revenue growth of 18.6%, with a quality score of 82. The caution: margins, returns and debt figures are not available, so it is hard to judge how profitable or indebted the company is.

AT&T Inc. T

Communication Services · Telecommunications Services
Overall 80 Business 76 Opportunity 87

AT&T has an operating margin of 20.1% and a return on equity of 17.1%, signs of steady profitability. Revenue growth is slow at 2.7%. The caution: debt is 1.29 times equity, and its quality score of 76 is the lowest on this list.

Common questions

What does Marvin's Overall score mean?

It summarizes how a company compares with other companies in its own industry today, combining quality and opportunity measures. It describes current data and is not a prediction of future returns.

Why does Alphabet appear twice on this list?

Alphabet has two publicly traded share classes, GOOGL and GOOG. They belong to the same company and share the same financial figures, but they trade separately and receive slightly different scores.

Why are some figures missing for certain stocks?

Not every company reports every measure in a form Marvin can use. Some companies, such as telecom carriers, have no free cash flow or gross margin figure available. A missing figure means the data is unavailable, not that the result is good or bad.

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Marvin's scores (0-100) compare each company with others in its industry today. Growth and margin figures come from SEC filings. This is general information, not personal investment advice or a recommendation to buy or sell anything. Do your own research.