PortfoliosLab logoPortfoliosLab logo
TU vs. RCI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TU vs. RCI - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, TU achieves a -9.66% return, which is significantly lower than RCI's -2.12% return. Over the past 10 years, TU has underperformed RCI with an annualized return of 2.43%, while RCI has yielded a comparatively higher 2.98% 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%

RCI

1D
-3.51%
1M
-0.01%
YTD
-2.12%
6M
0.47%
1Y
35.75%
3Y*
-2.77%
5Y*
-3.64%
10Y*
2.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TU vs. RCI - 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%
RCI
Rogers Communications Inc.
-2.12%28.55%-31.89%3.37%1.59%5.64%-2.99%-0.19%3.94%37.47%

Correlation

The correlation between TU and RCI is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.45

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

0.50

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

0.55

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

0.40

Over the past year, the correlation between TU and RCI has dropped to 0.16 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

TU:

$17.71B

RCI:

$19.68B

EPS

TU:

CA$0.60

RCI:

CA$12.89

PE Ratio

TU:

26.65

RCI:

3.99

PS Ratio

TU:

1.21

RCI:

1.34

PB Ratio

TU:

1.61

RCI:

1.55

Total Revenue (TTM)

TU:

CA$20.49B

RCI:

CA$20.68B

Gross Profit (TTM)

TU:

CA$8.67B

RCI:

CA$8.39B

EBITDA (TTM)

TU:

CA$7.67B

RCI:

CA$14.25B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

TU vs. RCI — 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

RCI
RCI Risk / Return Rank: 7777
Overall Rank
RCI Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
RCI Sortino Ratio Rank: 7979
Sortino Ratio Rank
RCI Omega Ratio Rank: 7878
Omega Ratio Rank
RCI Calmar Ratio Rank: 7373
Calmar Ratio Rank
RCI Martin Ratio Rank: 7878
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. RCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TELUS Corporation (TU) and Rogers Communications Inc. (RCI). 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.


TURCIDifference
Sharpe ratioReturn per unit of total volatility

-2.64

Sortino ratioReturn per unit of downside risk

-3.83

Omega ratioGain probability vs. loss probability

0.78

1.27

-0.49

Calmar ratioReturn relative to maximum drawdown

-0.89

1.79

-2.67

Martin ratioReturn relative to average drawdown

-1.58

5.43

-7.00

TU vs. RCI - Sharpe Ratio Comparison

The current TU Sharpe Ratio is -1.29, which is lower than the RCI Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of TU and RCI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

TU vs. RCI - Drawdown Comparison

The maximum TU drawdown since its inception was -88.28%, which is greater than RCI's maximum drawdown of -84.00%. Use the drawdown chart below to compare losses from any high point for TU and RCI.


Loading charts...

Drawdown Indicators


TURCIDifference

Max Drawdown

Largest peak-to-trough decline

-88.28%

-84.00%

-4.28%

Max Drawdown (1Y)

Largest decline over 1 year

-25.42%

-20.10%

-5.32%

Max Drawdown (3Y)

Largest decline over 3 years

-27.67%

-48.21%

+20.54%

Max Drawdown (5Y)

Largest decline over 5 years

-44.87%

-56.92%

+12.05%

Max Drawdown (10Y)

Largest decline over 10 years

-44.87%

-56.92%

+12.05%

Current Drawdown

Current decline from peak

-44.87%

-30.10%

-14.77%

Average Drawdown

Average peak-to-trough decline

-19.30%

-25.36%

+6.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.29%

6.61%

+7.68%

Volatility

TU vs. RCI - Volatility Comparison

The current volatility for TELUS Corporation (TU) is 4.03%, while Rogers Communications Inc. (RCI) has a volatility of 7.82%. This indicates that TU experiences smaller price fluctuations and is considered to be less risky than RCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


TURCIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.03%

7.82%

-3.79%

Volatility (6M)

Calculated over the trailing 6-month period

13.81%

22.05%

-8.24%

Volatility (1Y)

Calculated over the trailing 1-year period

17.50%

26.60%

-9.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.69%

22.58%

-3.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.28%

23.10%

-3.82%

Dividends

TU vs. RCI - Dividend Comparison

TU's dividend yield for the trailing twelve months is around 10.73%, more than RCI's 4.00% yield.


PositionTTM20252024202320222021202020192018201720162015
RCI
Rogers Communications Inc.
4.00%3.81%4.74%3.14%3.27%3.36%3.26%3.03%3.08%3.77%4.98%5.57%
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. RCI - Financials Comparison

This section allows you to compare key financial metrics between TELUS Corporation and Rogers Communications 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


3.00B4.00B5.00B6.00B20222023202420252026
5.00B
3.94B
(TU) Total Revenue
(RCI) Total Revenue
Values in CAD except per share items

TU vs. RCI - Profitability Comparison

The chart below illustrates the profitability comparison between TELUS Corporation and Rogers Communications 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%20222023202420252026
16.5%
20.9%
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%.

RCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rogers Communications Inc. reported a gross profit of 821.73M and revenue of 3.94B. Therefore, the gross margin over that period was 20.9%.

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%.

RCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rogers Communications Inc. reported an operating income of 821.73M and revenue of 3.94B, resulting in an operating margin of 20.9%.

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%.

RCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rogers Communications Inc. reported a net income of 314.89M and revenue of 3.94B, resulting in a net margin of 8.0%.


Frequently Asked Questions


TU and RCI have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RCI has higher volatility (7.82%) compared to TU (4.03%). In terms of maximum drawdown, TU dropped -88.28% vs RCI's -84.00%.

RCI currently has the higher Sharpe Ratio (1.35 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 RCI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer