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
SELL
Fully valued at $40. Not sure there is any potential growth from this point. Easy money has been made. Take some profits.
PAST TOP PICK
(Was a Top Pick Dec 7/04. Up 16%.) Still likes it. Getting some upside from the wireless side. Still some opportunity for growth through moving to the consumer with new devices. Feels the non-wireless business is not at risk as much as people may expect.
DON'T BUY
From a fair market point of view, it is expensive. Would like to see it pull back before he got into it. Voice over internet protocol is coming down and heaven knows what that's going to do to the telephone market.
PAST TOP PICK
(A Top Pick Feb 14/05. Up 3%.) Still likes the story. Likes where they are positioned in the wireless sector. Improving their wire line business as well. Trading at about 5.5 X operating cash flow. Very cheap.
TOP PICK
Under 6 X operating cash.Wireless business is really well positioned. Now down to the 3 core players, Rogers, Telus and BCE. Still growing and generating lots of free cash.
BUY
36% of revenues come from the wireless side. Rogers took out Fido, so there's less competition. Trades at 5.5 X enterprise value to cash flow before taxes which is in line with its peers and with a better growth profile.
TOP PICK
Generating a lot of cash. Has a lot of free cash flow. A low valuation compared to others. Wireless is at a very good point for generating cash flow.
TOP PICK
Really likes the wireless business. Very strong growth. Executing well. A big free cash flow generator. They're buying in debt, de-levering the company so you are getting the added multiple expansion because of the de-levering. Can grow 12%.
TRADE
Has had a terrific run. Quite concerned about voice over IP.
TRADE
A great long term hold.
TOP PICK
Of all the telecoms, it has the highest exposure to the wireless side in Canada. Generates a lot of free cash flow. Increasing their dividend. Buying back stock.
DON'T BUY
Generally negative on telephone stocks because of concerns on the competitiveness of the business.
WEAK BUY
Will be a very difficult sector over the foreseeable future. Voice over internet and a real dog fight in wireless. CRTC is now licensing the broadcaster to go into telephony. Would consider taking some profits.
TOP PICK
Looking for growth on the wireless side to drive revenue and profit. EBITDA margins are expanding because of growth on the wireless side.
TOP PICK
This story is just unfolding. Should continue to do well.
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