TSE:T

Telus Corp (T.TO)

13.75
+0.36 (2.69%)
as of Aug 5, 2026, 8:00:00 pm Market Open.
1397 watching
0
Investor Insights
star iconAug 5, 2026, 12:00 am

This summary was created by AI, based on 83 opinions in the last 12 months.

Telus Corp has seen a turbulent time recently, largely driven by concerns over its dividend sustainability amidst high debt levels and a challenging telecom environment marked by price competition and regulatory hurdles. A significant dividend cut has been anticipated, leading many experts to fear that the current yield, which hovers around 7-11%, may not be sustainable in the long term. Analysts are divided, with some viewing the incoming CEO as a potential catalyst for positive changes, while others remain skeptical about the company's future growth prospects. Overall, investors are advised to either hold on for now or accumulate shares gradually as they watch for improvements in cash flow and debt management. The long-term outlook may be promising if Telus can successfully monetize non-core assets and stabilize its financial position.

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Consensus
Cautious
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Valuation
Fair Value
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RCI.B
BUY
The best managed telephone company in Canada by far. Superbly run with superb management. Good earnings growth.
TOP PICK
Wireless business is booming. Wireless is in better shape in Canada than its ever been and Canada looks a lot better than a lot of countries in terms of margins, growth and penetration. Could be a trust eventually.
TOP PICK
In Canada we have this one and Rogers Communications (RCI.MV.A-T) and both are significant national franchises in the wireless side. Likes this one because they've been really effective at managing their costs and are getting very strong subscriber growth. Their EBITDA is going up much more quickly than the revenue.
BUY
The more attractive incumbent telephone company. Has a bigger exposure to wireless than BCE (BCE-T). Labour problems are getting solved. Getting into internet.
BUY
Stock is not fully discounting its earnings growth rate. Still Likes. The ROE level is on the low side. Growth rate is strong.
DON'T BUY
Has done extremely well. Fairly negative on the telephone business in general. Tremendously competitive.
BUY
Union issues are significant and an ongoing problem for them. Could be a good buying opportunity. A well run company.
TOP PICK
Likes the fundamentals. 2% dividend yield. Wireless side has really taken off. Potential labour unrest might create a little weakness in the stock, but labour issues tend to be short term. This will be a good opportunity to pick it up.
TRADE
Has done very well. Most of the growth is in wireless, so look at your percentage of your wireless as a percentage of the cash flow and that will tell you that BCE (BCE-T) is low, Telus is relatively high and Rogers (RCI.NV.B-T) is the highest. His preference would be Rogers.
TRADE
Prefers over BCE (BCE-T). Better management. Growth strategy and opportunities are better.
TOP PICK
Up 103% over the last 52 weeks. Has enough profit growth to drive them higher. Has a 92% chance of outperforming the market, ie, it's not fully discounting its current level of ROE or the rate of growth in ROE.
WEAK BUY
Wireless business in Canada looks pretty solid.
TOP PICK
Likes the awesome fundamentals behind its profit growth. Has a 93% chance of outperforming the market. Which means it should be able to outperform the market by 20%. Only a 8.5% ROE level. Margins are on the rise. Strong growth rate.
TOP PICK
Looks at telecom stocks as defensive. The numbers on the wireless side are huge. Continues to generate great cash. Business is getting restructured. On a valuation basis, it's cheap. Trading at 5.5 X operating cash flow. Growing.
DON'T BUY
Wire line numbers were better than expected for Telus (T-T) but even more so for BCE (BCE-T). Wireless on the other hand was better for Telus, but not so good for BCE. These large caps, grinding sideways, do not offer a lot of potential.
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