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TU vs S
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
TU vs S — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Telecommunications Services | Software - Infrastructure |
| Market Cap | $20.01B | $4.83B |
| Revenue (TTM) | $20.51B | $1.00B |
| Net Income (TTM) | $1.11B | $-451M |
| Gross Margin | 53.7% | 74.1% |
| Operating Margin | 11.5% | -32.1% |
| Forward P/E | 19.5x | 80.7x |
| Total Debt | $31.46B | $0.00 |
| Cash & Equiv. | $2.62B | $170M |
TU vs S — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 21 | May 26 | Return |
|---|---|---|---|
| TELUS Corporation (TU) | 100 | 57.2 | -42.8% |
| SentinelOne, Inc. (S) | 100 | 36.1 | -63.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TU vs S
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TU carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 5 yrs, beta 0.11, yield 6.1%
- 45.5% 10Y total return vs S's -63.9%
- Lower volatility, beta 0.11, current ratio 0.86x
S is the clearest fit if your priority is growth exposure.
- Rev growth 21.9%, EPS growth -48.9%, 3Y rev CAGR 33.4%
- 21.9% revenue growth vs TU's 1.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.9% revenue growth vs TU's 1.8% | |
| Value | Lower P/E (19.5x vs 80.7x) | |
| Quality / Margins | 5.4% margin vs S's -45.0% | |
| Stability / Safety | Beta 0.11 vs S's 1.30 | |
| Dividends | 6.1% yield; 5-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | -8.2% vs S's -18.2% | |
| Efficiency (ROA) | 1.9% ROA vs S's -18.8%, ROIC 3.9% vs -17.4% |
TU vs S — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
TU leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TU is the larger business by revenue, generating $20.5B annually — 20.5x S's $1.0B. TU is the more profitable business, keeping 5.4% of every revenue dollar as net income compared to S's -45.0%. On growth, S holds the edge at +20.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $20.5B | $1.0B |
| EBITDAEarnings before interest/tax | $7.6B | -$283M |
| Net IncomeAfter-tax profit | $1.1B | -$451M |
| Free Cash FlowCash after capex | $1.7B | $58M |
| Gross MarginGross profit ÷ Revenue | +53.7% | +74.1% |
| Operating MarginEBIT ÷ Revenue | +11.5% | -32.1% |
| Net MarginNet income ÷ Revenue | +5.4% | -45.0% |
| FCF MarginFCF ÷ Revenue | +8.1% | +5.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.1% | +20.2% |
| EPS Growth (YoY)Latest quarter vs prior year | -25.0% | -50.0% |
Valuation Metrics
TU leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $20.0B | $4.8B |
| Enterprise ValueMkt cap + debt − cash | $41.2B | $4.7B |
| Trailing P/EPrice ÷ TTM EPS | 24.19x | -11.19x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.51x | 80.73x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 8.72x | — |
| Price / SalesMarket cap ÷ Revenue | 1.33x | 4.82x |
| Price / BookPrice ÷ Book value/share | 1.61x | 3.52x |
| Price / FCFMarket cap ÷ FCF | 11.57x | 63.58x |
Profitability & Efficiency
TU leads this category, winning 5 of 7 comparable metrics.
Profitability & Efficiency
TU delivers a 6.7% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $-30 for S. On the Piotroski fundamental quality scale (0–9), TU scores 5/9 vs S's 3/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +6.7% | -29.8% |
| ROA (TTM)Return on assets | +1.9% | -18.8% |
| ROICReturn on invested capital | +3.9% | -17.4% |
| ROCEReturn on capital employed | +4.8% | -18.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 3 |
| Debt / EquityFinancial leverage | 1.90x | — |
| Net DebtTotal debt minus cash | $28.8B | -$170M |
| Cash & Equiv.Liquid assets | $2.6B | $170M |
| Total DebtShort + long-term debt | $31.5B | $0 |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Total Returns (Dividends Reinvested)
Evenly matched — TU and S each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TU five years ago would be worth $8,536 today (with dividends reinvested), compared to $3,607 for S. Over the past 12 months, TU leads with a -8.2% total return vs S's -18.2%. The 3-year compound annual growth rate (CAGR) favors S at -4.3% vs TU's -7.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +0.1% | +4.7% |
| 1-Year ReturnPast 12 months | -8.2% | -18.2% |
| 3-Year ReturnCumulative with dividends | -21.4% | -12.3% |
| 5-Year ReturnCumulative with dividends | -14.6% | -63.9% |
| 10-Year ReturnCumulative with dividends | +45.5% | -63.9% |
| CAGR (3Y)Annualised 3-year return | -7.7% | -4.3% |
Risk & Volatility
TU leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
TU is the less volatile stock with a 0.11 beta — it tends to amplify market swings less than S's 1.30 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TU currently trades 76.6% from its 52-week high vs S's 71.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.11x | 1.30x |
| 52-Week HighHighest price in past year | $16.74 | $21.40 |
| 52-Week LowLowest price in past year | $11.69 | $11.81 |
| % of 52W HighCurrent price vs 52-week peak | +76.6% | +71.6% |
| RSI (14)Momentum oscillator 0–100 | 51.6 | 66.7 |
| Avg Volume (50D)Average daily shares traded | 5.3M | 7.6M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates TU as "Buy" and S as "Buy". Consensus price targets imply 76.2% upside for TU (target: $23) vs 21.9% for S (target: $19). TU is the only dividend payer here at 6.09% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $22.59 | $18.68 |
| # AnalystsCovering analysts | 23 | 34 |
| Dividend YieldAnnual dividend ÷ price | +6.1% | — |
| Dividend StreakConsecutive years of raises | 5 | — |
| Dividend / ShareAnnual DPS | $1.06 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +4.1% |
TU leads in 4 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 1 category is tied.
TU vs S: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is TU or S a better buy right now?
For growth investors, SentinelOne, Inc.
(S) is the stronger pick with 21. 9% revenue growth year-over-year, versus 1. 8% for TELUS Corporation (TU). TELUS Corporation (TU) offers the better valuation at 24. 2x trailing P/E (19. 5x forward), making it the more compelling value choice. Analysts rate TELUS Corporation (TU) a "Buy" — based on 23 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — TU or S?
On forward P/E, TELUS Corporation is actually cheaper at 19.
5x.
03Which is the better long-term investment — TU or S?
Over the past 5 years, TELUS Corporation (TU) delivered a total return of -14.
6%, compared to -63. 9% for SentinelOne, Inc. (S). Over 10 years, the gap is even starker: TU returned +45. 5% versus S's -63. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TU or S?
By beta (market sensitivity over 5 years), TELUS Corporation (TU) is the lower-risk stock at 0.
11β versus SentinelOne, Inc. 's 1. 30β — meaning S is approximately 1108% more volatile than TU relative to the S&P 500.
05Which is growing faster — TU or S?
By revenue growth (latest reported year), SentinelOne, Inc.
(S) is pulling ahead at 21. 9% versus 1. 8% for TELUS Corporation (TU). On earnings-per-share growth, the picture is similar: TELUS Corporation grew EPS 7. 5% year-over-year, compared to -48. 9% for SentinelOne, Inc.. Over a 3-year CAGR, S leads at 33. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — TU or S?
TELUS Corporation (TU) is the more profitable company, earning 5.
4% net margin versus -45. 0% for SentinelOne, Inc. — meaning it keeps 5. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TU leads at 11. 5% versus -32. 1% for S. At the gross margin level — before operating expenses — S leads at 74. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is TU or S more undervalued right now?
On forward earnings alone, TELUS Corporation (TU) trades at 19.
5x forward P/E versus 80. 7x for SentinelOne, Inc. — 61. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TU: 76. 2% to $22. 59.
08Which pays a better dividend — TU or S?
In this comparison, TU (6.
1% yield) pays a dividend. S does not pay a meaningful dividend and should not be held primarily for income.
09Is TU or S better for a retirement portfolio?
For long-horizon retirement investors, TELUS Corporation (TU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
11), 6. 1% yield). Both have compounded well over 10 years (TU: +45. 5%, S: -63. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between TU and S?
These companies operate in different sectors (TU (Communication Services) and S (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: TU is a mid-cap income-oriented stock; S is a small-cap high-growth stock. TU pays a dividend while S does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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