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TU vs. BCE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between TU and BCE is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


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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Key characteristics

Sharpe Ratio

TU:

0.22

BCE:

-1.08

Sortino Ratio

TU:

0.46

BCE:

-1.34

Omega Ratio

TU:

1.06

BCE:

0.82

Calmar Ratio

TU:

0.10

BCE:

-0.45

Martin Ratio

TU:

0.50

BCE:

-1.12

Ulcer Index

TU:

8.74%

BCE:

22.30%

Daily Std Dev

TU:

20.51%

BCE:

23.97%

Max Drawdown

TU:

-88.49%

BCE:

-60.67%

Current Drawdown

TU:

-30.22%

BCE:

-51.48%

Fundamentals

Market Cap

TU:

$22.82B

BCE:

$19.72B

EPS

TU:

$0.49

BCE:

$0.13

PE Ratio

TU:

30.76

BCE:

164.54

PEG Ratio

TU:

0.69

BCE:

0.20

PS Ratio

TU:

1.13

BCE:

0.81

PB Ratio

TU:

2.01

BCE:

2.01

Total Revenue (TTM)

TU:

$15.27B

BCE:

$18.40B

Gross Profit (TTM)

TU:

$7.12B

BCE:

$10.26B

EBITDA (TTM)

TU:

$5.18B

BCE:

$5.61B

Returns By Period

In the year-to-date period, TU achieves a 20.03% return, which is significantly higher than BCE's 0.85% return. Over the past 10 years, TU has outperformed BCE with an annualized return of 4.25%, while BCE has yielded a comparatively lower -0.68% annualized return.


TU

YTD

20.03%

1M

13.65%

6M

5.85%

1Y

4.53%

5Y*

5.01%

10Y*

4.25%

BCE

YTD

0.85%

1M

8.14%

6M

-15.24%

1Y

-25.73%

5Y*

-4.72%

10Y*

-0.68%

*Annualized

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Risk-Adjusted Performance

TU vs. BCE — Risk-Adjusted Performance Rank

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

TU
The Risk-Adjusted Performance Rank of TU is 5555
Overall Rank
The Sharpe Ratio Rank of TU is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of TU is 5050
Sortino Ratio Rank
The Omega Ratio Rank of TU is 5050
Omega Ratio Rank
The Calmar Ratio Rank of TU is 5757
Calmar Ratio Rank
The Martin Ratio Rank of TU is 5858
Martin Ratio Rank

BCE
The Risk-Adjusted Performance Rank of BCE is 1313
Overall Rank
The Sharpe Ratio Rank of BCE is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of BCE is 88
Sortino Ratio Rank
The Omega Ratio Rank of BCE is 88
Omega Ratio Rank
The Calmar Ratio Rank of BCE is 2323
Calmar Ratio Rank
The Martin Ratio Rank of BCE is 2323
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TU vs. BCE - Risk-Adjusted Performance 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.


The current TU Sharpe Ratio is 0.22, which is higher than the BCE Sharpe Ratio of -1.08. The chart below compares the historical Sharpe Ratios of TU and BCE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

TU vs. BCE - Dividend Comparison

TU's dividend yield for the trailing twelve months is around 7.08%, less than BCE's 12.65% yield.


TTM20242023202220212020201920182017201620152014
TU
TELUS Corporation
7.08%8.36%6.02%5.39%4.31%4.51%4.73%4.84%4.01%4.42%4.68%3.81%
BCE
BCE Inc.
12.65%12.58%7.28%6.43%5.33%5.76%5.16%5.84%4.63%4.83%5.19%4.84%

Drawdowns

TU vs. BCE - Drawdown Comparison

The maximum TU drawdown since its inception was -88.49%, 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. For additional features, visit the drawdowns tool.


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Volatility

TU vs. BCE - Volatility Comparison


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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


4.00B4.50B5.00B5.50B6.00B6.50BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
5.33B
6.42B
(TU) Total Revenue
(BCE) Total Revenue
Values in USD 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%30.0%40.0%50.0%60.0%70.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
59.9%
64.4%
(TU) Gross Margin
(BCE) Gross Margin
TU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, TELUS Corporation reported a gross profit of 3.20B and revenue of 5.33B. Therefore, the gross margin over that period was 59.9%.

BCE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BCE Inc. reported a gross profit of 4.14B and revenue of 6.42B. Therefore, the gross margin over that period was 64.4%.

TU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, TELUS Corporation reported an operating income of 759.00M and revenue of 5.33B, resulting in an operating margin of 14.2%.

BCE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BCE Inc. reported an operating income of 1.36B and revenue of 6.42B, resulting in an operating margin of 21.1%.

TU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, TELUS Corporation reported a net income of 358.00M and revenue of 5.33B, resulting in a net margin of 6.7%.

BCE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BCE Inc. reported a net income of 504.00M and revenue of 6.42B, resulting in a net margin of 7.9%.