Thomson Reuters (TRI) Competitors

Yellow Pages (TSE:Y) and Thomson Reuters (TSE:TRI) are both printing and publishing companies, but which is the better stock? We will contrast the two businesses based on the strength of their risk, analyst recommendations, earnings, valuation, institutional ownership, dividends, media sentiment and profitability.

Do insiders and institutionals have more ownership in Y or TRI?

84.5% of Yellow Pages shares are owned by institutional investors. Comparatively, 20.7% of Thomson Reuters shares are owned by institutional investors. 0.1% of Yellow Pages shares are owned by insiders. Comparatively, 69.8% of Thomson Reuters shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Does the media favor Y or TRI?

In the previous week, Thomson Reuters had 2 more articles in the media than Yellow Pages. MarketBeat recorded 3 mentions for Thomson Reuters and 1 mentions for Yellow Pages. Yellow Pages' average media sentiment score of 0.59 beat Thomson Reuters' score of 0.16 indicating that Yellow Pages is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Yellow Pages	0 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Thomson Reuters	1 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Which has more volatility & risk, Y or TRI?

Yellow Pages has a beta of 0.86, suggesting that its stock price is 14% less volatile than the S&P 500. Comparatively, Thomson Reuters has a beta of 0.4, suggesting that its stock price is 60% less volatile than the S&P 500.

Which has higher valuation and earnings, Y or TRI?

Thomson Reuters has higher revenue and earnings than Yellow Pages. Yellow Pages is trading at a lower price-to-earnings ratio than Thomson Reuters, 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
Yellow Pages	C$222.65M	0.69	C$34.99M	C$2.53	4.43
Thomson Reuters	C$4.59B	16.30	C$1.47B	C$6.64	35.64

Do analysts recommend Y or TRI?

Yellow Pages presently has a consensus price target of C$10.50, indicating a potential downside of 6.25%. Thomson Reuters has a consensus price target of C$263.80, indicating a potential upside of 11.46%. Given Thomson Reuters' stronger consensus rating and higher possible upside, analysts clearly believe Thomson Reuters is more favorable than Yellow Pages.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Yellow Pages	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00
Thomson Reuters	0 Sell rating(s)	4 Hold rating(s)	2 Buy rating(s)	2 Strong Buy rating(s)	2.75

Is Y or TRI more profitable?

Thomson Reuters has a net margin of 32.12% compared to Yellow Pages' net margin of 15.71%. Yellow Pages' return on equity of 63.35% beat Thomson Reuters' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Yellow Pages	15.71%	63.35%	15.88%
Thomson Reuters	32.12%	20.19%	6.15%

Is Y or TRI a better dividend stock?

Yellow Pages pays an annual dividend of C$1.00 per share and has a dividend yield of 8.9%. Thomson Reuters pays an annual dividend of C$2.93 per share and has a dividend yield of 1.2%. Yellow Pages pays out 39.5% of its earnings in the form of a dividend. Thomson Reuters pays out 44.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Yellow Pages is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Thomson Reuters beats Yellow Pages on 12 of the 19 factors compared between the two stocks.