Rogers Communications (RCI.B) Competitors

Rogers Communications (TSE:RCI.B) and TELUS (TSE:T) are both large-cap telecom services industry companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, analyst recommendations, valuation, dividends and media sentiment.

Is RCI.B or T a better dividend stock?

Rogers Communications pays an annual dividend of C$2.00 per share and has a dividend yield of 4.3%. TELUS pays an annual dividend of C$1.56 per share and has a dividend yield of 7.0%. Rogers Communications pays out 122.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. TELUS pays out 253.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Do institutionals and insiders hold more shares of RCI.B or T?

61.8% of Rogers Communications shares are owned by institutional investors. Comparatively, 56.0% of TELUS shares are owned by institutional investors. 11.3% of Rogers Communications shares are owned by insiders. Comparatively, 0.0% of TELUS shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Is RCI.B or T more profitable?

TELUS has a net margin of 4.62% compared to Rogers Communications' net margin of 4.30%. Rogers Communications' return on equity of 7.93% beat TELUS's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Rogers Communications	4.30%	7.93%	4.20%
TELUS	4.62%	5.80%	3.58%

Do analysts rate RCI.B or T?

Rogers Communications currently has a consensus target price of C$53.29, indicating a potential upside of 15.45%. TELUS has a consensus target price of C$23.04, indicating a potential upside of 2.73%. Given Rogers Communications' stronger consensus rating and higher possible upside, research analysts clearly believe Rogers Communications is more favorable than TELUS.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Rogers Communications	0 Sell rating(s)	2 Hold rating(s)	8 Buy rating(s)	0 Strong Buy rating(s)	2.80
TELUS	0 Sell rating(s)	7 Hold rating(s)	5 Buy rating(s)	0 Strong Buy rating(s)	2.42

Which has more volatility & risk, RCI.B or T?

Rogers Communications has a beta of 0.62, indicating that its share price is 38% less volatile than the S&P 500. Comparatively, TELUS has a beta of 0.72, indicating that its share price is 28% less volatile than the S&P 500.

Which has stronger valuation & earnings, RCI.B or T?

TELUS has lower revenue, but higher earnings than Rogers Communications. Rogers Communications is trading at a lower price-to-earnings ratio than TELUS, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Rogers Communications	C$20.42B	0.95	C$879M	C$1.63	28.32
TELUS	C$20.15B	1.68	C$931.40M	C$0.62	36.39

Does the media refer more to RCI.B or T?

In the previous week, Rogers Communications had 5 more articles in the media than TELUS. MarketBeat recorded 15 mentions for Rogers Communications and 10 mentions for TELUS. Rogers Communications' average media sentiment score of 0.70 beat TELUS's score of 0.05 indicating that Rogers Communications is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Rogers Communications	3 Very Positive mention(s)	4 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
TELUS	1 Very Positive mention(s)	4 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	1 Very Negative mention(s)	Neutral

Summary

Rogers Communications beats TELUS on 12 of the 18 factors compared between the two stocks.