BCE vs TU Stock Comparison: AI Score, Valuation, Performance and Upside
BCE and Telus are both major Canadian telecommunications companies providing wireless, internet, and television services, but BCE has diversified into media assets alongside its core telecom business, while Telus has diversified into health services technology and other adjacent technology ventures.
BCE offers exposure to Canadian telecom services combined with media asset diversification, while TU offers exposure to Canadian telecom services combined with health services technology diversification. The decision depends on which adjacent diversification strategy you find more compelling, with both offering established dividend income within the Canadian telecom sector.
BCE holds the edge across 5 of 5 key metrics in this comparison. BCE leads on both 1-year return (+1.85%) and forward P/E quality (12.07x vs 17.65x for TU), a relatively favorable combination of momentum and valuation. BCE leads on both revenue growth (1.50%) and operating margin (22.05%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for BCE (+16.03%) than for TU (+7.98%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to Canadian wireless and broadband telecom services
- Value diversification into media assets alongside core telecom operations
- Believe a long dividend payment track record supports a stable income holding
- Are comfortable with ongoing fiber buildout capital expenditure requirements
- Want exposure to Canadian wireless and broadband telecom services
- Value diversification into health services technology as an additional growth avenue
- Believe a long track record of dividend growth supports a stable and growing income holding
- Are comfortable with newer diversification segments still building toward meaningful scale
| Metric | BCE | TU |
|---|---|---|
| AI scorei | 28.0 | 26.2 |
| AI ranki | #2389 | #2635 |
| Latest closei | $22.90 | $9.08 |
| 1M returni | -1.10% | -5.61% |
| 6M returni | -9.61% | -29.74% |
| 1Y returni | +1.85% | -39.58% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BCE | TU |
|---|---|---|
| 1Y ago | $10.89K (+8.9%) started 2025-09-15 | $6.44K (-35.6%) started 2025-09-15 |
| 5Y ago | $9.34K (-6.6%) started 2021-09-15 | $7.3K (-27.0%) started 2021-09-15 |
| 10Y ago | $20.13K (+101.3%) started 2016-09-15 | $18.19K (+81.9%) started 2016-09-15 |
Hypothetical — past performance does not guarantee future results.
| Metric | BCE | TU |
|---|---|---|
| Market capi | $21.81B | $15.07B |
| Trailing P/Ei | 4.79 | N/A |
| Forward P/Ei | 12.07 | 17.65 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 2.69 | 2.29 |
| Analyst targeti | $27.14 | $10.33 |
| Target upsidei | +16.03% | +7.98% |
| Metric | BCE | TU |
|---|---|---|
| Revenue growthi | 1.50% | -2.20% |
| Earnings growthi | -3.80% | N/A |
| EPS growthi | -3.80% | N/A |
| FCF margini | +10.50% | +11.86% |
| Operating margini | 22.05% | 15.08% |
| Profit margini | 25.89% | -4.55% |
| ROIC proxyi | 30.47% | -6.39% |
| Return on equityi | 30.47% | -6.39% |
| Dividend yieldi | 5.34% | 5.55% |
| Payout ratioi | 25.96% | 278.23% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 0.61 | 0.73 |
| Debt/equityi | 172.78 | 223.81 |
| Current ratioi | 0.73 | 0.67 |
| Quick ratioi | 0.51 | 0.52 |
Over the past year, BCE and TU have moved moderately in the same direction (correlation of 0.41), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BCE | TU |
|---|---|---|---|
| 1Y | Growthi | +1.85% | -39.58% |
| CAGRi | +1.85% | -39.61% | |
| Volatilityi | 19.75% | 23.11% | |
| Sharpe ratioi | -0.04 | -2.26 | |
| Sortino ratioi | -0.05 | -2.63 | |
| Max drawdowni | 19.07% | 39.89% | |
| Current drawdowni | 9.99% | 39.89% | |
| Avg drawdowni | 5.91% | 19.67% | |
| Ulcer Indexi | 7.63% | 22.06% | |
| Max daily dropi | 3.66% | 11.23% | |
| Max wkly dropi | 9.40% | 11.95% | |
| 5Y | Growthi | -37.47% | -47.13% |
| CAGRi | -8.97% | -11.97% | |
| Volatilityi | 19.55% | 19.99% | |
| Sharpe ratioi | -0.61 | -0.76 | |
| Sortino ratioi | -0.81 | -1.00 | |
| Max drawdowni | 55.42% | 57.05% | |
| Current drawdowni | 47.05% | 57.05% | |
| Avg drawdowni | 30.09% | 27.68% | |
| Ulcer Indexi | 34.42% | 30.71% | |
| Max daily dropi | 9.28% | 11.23% | |
| Max wkly dropi | 12.99% | 11.95% | |
| 10Y | Growthi | -9.86% | -5.81% |
| CAGRi | -1.03% | -0.60% | |
| Volatilityi | 19.46% | 19.87% | |
| Sharpe ratioi | -0.19 | -0.16 | |
| Sortino ratioi | -0.25 | -0.21 | |
| Max drawdowni | 55.42% | 57.05% | |
| Current drawdowni | 47.05% | 57.05% | |
| Avg drawdowni | 17.95% | 16.11% | |
| Ulcer Indexi | 24.95% | 22.28% | |
| Max daily dropi | 12.71% | 13.70% | |
| Max wkly dropi | 21.27% | 19.89% |
| Category | BCE | TU |
|---|---|---|
| Company | BCE Inc. | Telus Corporation |
| Sector | Communication Services | Communication Services |
| Industry | Telecom Services | Telecom Services |
| Core business | A Canadian telecommunications company providing wireless, internet, television, and media services across Canada, operating under the Bell brand alongside media assets including television and radio properties. | A Canadian telecommunications company providing wireless, internet, and television services across Canada, with additional diversification into health services technology and agriculture and consumer goods technology. |
| Investor focus | Wireless and broadband subscriber growth trends, fiber network buildout progress, and dividend sustainability relative to free cash flow generation. | Wireless and broadband subscriber growth trends, growth in its health services technology segment, and dividend sustainability relative to free cash flow generation. |
- Established, extensive telecommunications network infrastructure across Canada supports a large base of wireless and broadband subscribers
- Diversification into media assets alongside core telecom services provides an additional, if smaller, revenue stream
- Long track record of dividend payments has made the company a well-known income holding among Canadian investors
- Established, extensive telecommunications network infrastructure across Canada supports a large base of wireless and broadband subscribers
- Diversification into health services technology provides an additional growth avenue beyond core telecom services
- Long track record of dividend payments and dividend growth has made the company a well-known income holding among Canadian investors
- Ongoing fiber network buildout requires substantial capital expenditure that can pressure free cash flow available for dividends
- Faces intense competition from other major Canadian telecom operators in both wireless and broadband markets
- Media segment faces its own structural challenges tied to broader shifts in traditional television and radio consumption
- Ongoing network investment requires substantial capital expenditure that can pressure free cash flow available for dividends
- Faces intense competition from other major Canadian telecom operators in both wireless and broadband markets
- Newer diversification segments like health services technology require continued investment to reach meaningful scale and profitability
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