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TU vs. BCE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TU vs. BCE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TELUS Corporation (TU) and BCE Inc. (BCE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TU achieves a -9.66% return, which is significantly lower than BCE's -2.47% return. Over the past 10 years, TU has outperformed BCE with an annualized return of 2.43%, while BCE has yielded a comparatively lower -1.06% annualized return.


TU

1D
-1.73%
1M
-6.89%
YTD
-9.66%
6M
-5.95%
1Y
-22.48%
3Y*
-9.60%
5Y*
-6.99%
10Y*
2.43%

BCE

1D
-2.71%
1M
-6.74%
YTD
-2.47%
6M
2.21%
1Y
9.86%
3Y*
-14.08%
5Y*
-8.44%
10Y*
-1.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TU vs. BCE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TU
TELUS Corporation
-9.66%4.99%-18.39%-2.40%-14.32%24.49%7.29%22.32%-8.23%25.82%
BCE
BCE Inc.
-2.47%10.25%-35.53%-4.16%-10.62%28.62%-1.95%23.38%-13.02%16.52%

Correlation

The correlation between TU and BCE is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.53

Correlation (3Y)
Calculated over the trailing 3-year period

0.66

Correlation (5Y)
Calculated over the trailing 5-year period

0.73

Correlation (10Y)
Calculated over the trailing 10-year period

0.73

Correlation (All Time)
Calculated using the full available price history since Jun 11, 1996

0.48

The correlation between TU and BCE shifts across timeframes, from 0.48 (all time) to 0.73 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

TU:

$17.71B

BCE:

$21.12B

EPS

TU:

CA$0.60

BCE:

CA$6.75

PE Ratio

TU:

26.65

BCE:

4.76

PS Ratio

TU:

1.21

BCE:

1.21

PB Ratio

TU:

1.61

BCE:

1.48

Total Revenue (TTM)

TU:

CA$20.49B

BCE:

CA$24.70B

Gross Profit (TTM)

TU:

CA$8.67B

BCE:

CA$8.56B

EBITDA (TTM)

TU:

CA$7.67B

BCE:

CA$15.98B

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Return for Risk

TU vs. BCE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TU
TU Risk / Return Rank: 55
Overall Rank
TU Sharpe Ratio Rank: 11
Sharpe Ratio Rank
TU Sortino Ratio Rank: 55
Sortino Ratio Rank
TU Omega Ratio Rank: 55
Omega Ratio Rank
TU Calmar Ratio Rank: 77
Calmar Ratio Rank
TU Martin Ratio Rank: 44
Martin Ratio Rank

BCE
BCE Risk / Return Rank: 5656
Overall Rank
BCE Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
BCE Sortino Ratio Rank: 5252
Sortino Ratio Rank
BCE Omega Ratio Rank: 5050
Omega Ratio Rank
BCE Calmar Ratio Rank: 6060
Calmar Ratio Rank
BCE Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TU vs. BCE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TELUS Corporation (TU) and BCE Inc. (BCE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TUBCEDifference
Sharpe ratioReturn per unit of total volatility

-1.83

Sortino ratioReturn per unit of downside risk

-2.55

Omega ratioGain probability vs. loss probability

0.78

1.10

-0.31

Calmar ratioReturn relative to maximum drawdown

-0.89

0.81

-1.69

Martin ratioReturn relative to average drawdown

-1.58

1.60

-3.18

TU vs. BCE - Sharpe Ratio Comparison

The current TU Sharpe Ratio is -1.29, which is lower than the BCE Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of TU and BCE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TU vs. BCE - Drawdown Comparison

The maximum TU drawdown since its inception was -88.28%, which is greater than BCE's maximum drawdown of -60.67%. Use the drawdown chart below to compare losses from any high point for TU and BCE.


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Drawdown Indicators


TUBCEDifference

Max Drawdown

Largest peak-to-trough decline

-88.28%

-60.67%

-27.61%

Max Drawdown (1Y)

Largest decline over 1 year

-25.42%

-12.27%

-13.15%

Max Drawdown (3Y)

Largest decline over 3 years

-27.67%

-46.88%

+19.21%

Max Drawdown (5Y)

Largest decline over 5 years

-44.87%

-55.42%

+10.55%

Max Drawdown (10Y)

Largest decline over 10 years

-44.87%

-55.42%

+10.55%

Current Drawdown

Current decline from peak

-44.87%

-48.32%

+3.45%

Average Drawdown

Average peak-to-trough decline

-19.30%

-12.86%

-6.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.29%

6.17%

+8.12%

Volatility

TU vs. BCE - Volatility Comparison

The current volatility for TELUS Corporation (TU) is 4.03%, while BCE Inc. (BCE) has a volatility of 5.65%. This indicates that TU experiences smaller price fluctuations and is considered to be less risky than BCE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TUBCEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.03%

5.65%

-1.62%

Volatility (6M)

Calculated over the trailing 6-month period

13.81%

13.17%

+0.64%

Volatility (1Y)

Calculated over the trailing 1-year period

17.50%

18.60%

-1.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.69%

19.03%

-0.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.28%

19.24%

+0.04%

Dividends

TU vs. BCE - Dividend Comparison

TU's dividend yield for the trailing twelve months is around 10.73%, more than BCE's 5.55% yield.


PositionTTM20252024202320222021202020192018201720162015
BCE
BCE Inc.
5.55%6.98%12.47%7.29%6.39%5.37%5.82%5.16%5.84%4.63%5.15%6.00%
TU
TELUS Corporation
10.73%9.01%8.35%6.02%5.39%4.31%4.51%4.37%5.19%5.20%5.78%6.08%

Financials

TU vs. BCE - Financials Comparison

This section allows you to compare key financial metrics between TELUS Corporation and BCE Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


4.00B4.50B5.00B5.50B6.00B6.50B20222023202420252026
5.00B
6.18B
(TU) Total Revenue
(BCE) Total Revenue
Values in CAD except per share items

TU vs. BCE - Profitability Comparison

The chart below illustrates the profitability comparison between TELUS Corporation and BCE Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%20222023202420252026
16.5%
30.0%
Portfolio components
TU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, TELUS Corporation reported a gross profit of 826.13M and revenue of 5.00B. Therefore, the gross margin over that period was 16.5%.

BCE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BCE Inc. reported a gross profit of 1.86B and revenue of 6.18B. Therefore, the gross margin over that period was 30.0%.

TU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, TELUS Corporation reported an operating income of 826.13M and revenue of 5.00B, resulting in an operating margin of 16.5%.

BCE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BCE Inc. reported an operating income of 1.28B and revenue of 6.18B, resulting in an operating margin of 20.7%.

TU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, TELUS Corporation reported a net income of 136.35M and revenue of 5.00B, resulting in a net margin of 2.7%.

BCE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BCE Inc. reported a net income of 654.69M and revenue of 6.18B, resulting in a net margin of 10.6%.


Frequently Asked Questions


TU and BCE have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BCE has higher volatility (5.65%) compared to TU (4.03%). In terms of maximum drawdown, TU dropped -88.28% vs BCE's -60.67%.

BCE currently has the higher Sharpe Ratio (0.53 vs -1.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for TU and BCE

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