TELUS Corporation (TU) Fair Value & Analysis
Communication Services · US · Market cap $16.3B
TELUS Corporation
TU · US
Fair value as of: Jul 11, 2026
From 23 valuation models · updated 27 days ago
Fair value updated Jul 11, 2026, revised from $13.05 to $9.22 (−29.3%) since Jun 24, 2026. Share price −5.9% over the past month.
Below-average quality, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- Our model range runs from $6.45 (bear) to $10.70 (bull), base $9.22. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 38/100 (below-average quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.
How to read this chart
60‑month range $9.53 – $20.58 · fair‑value band $6.45 – $10.70 · the $9.81 price screens above the $9.22 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.
Analysis
TELUS Corporation (TU) currently trades at $9.81, while our model-based Fair Value estimate is $9.22, implying the stock looks roughly 6.0% fairly valued today. We read business quality at 38/100 (below-average quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, TELUS Corporation generated revenue of $20.3B at a net margin of 4.6%. Revenue declined 0.6% year over year. It earns a return on equity of 3.7%. Net debt stands at $28.8B. Fundamentals as of Jul 11, 2026
Our scenario range runs from $6.45 (bear case) to $10.70 (bull case); at $9.81, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 38% below its 52-week high, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 32% fair-value upside, at -6%, TU screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 23 models by family
Widest divergence: Dividend Discount ($14.69) versus Earnings-Based ($3.40). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 41 · Market factors (momentum, volatility) 29
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
TELUS Corporation, together with its subsidiaries, operates as a telecommunications company in Canada and internationally. It operates through TELUS Technology Solutions, TELUS Health, and TELUS Digital Experience segments.
Full company description
TELUS Corporation, together with its subsidiaries, operates as a telecommunications company in Canada and internationally. It operates through TELUS Technology Solutions, TELUS Health, and TELUS Digital Experience segments. The company offer technology solutions comprising mobile and fixed voice and data telecommunications services and products; and agriculture and consumer goods services, such as software, data management and data analytics-driven smart-food chain, and consumer goods technologies, as well as sells mobile technologies equipment. It also provides data services consisting of internet protocol; television; hosting; managed information technology and cloud-based services; and home and business security and automation. In addition, the company offers integrated health and well-being products, solutions, and services, such as healthcare services; and software and technology solutions, including employee and family assistance programs and benefits administration. Further, it provides digitally enabled customer experience solutions, including digital customer experience management and the digital transformation of IT and customer experience systems; digital trust, safety, and security; AI data services; and generative AI solutions in customer experience. The company was formerly known as TELUS Communications Inc. and changed its name to TELUS Corporation in February 2005. TELUS Corporation was incorporated in 1998 and is based in Vancouver, Canada.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
TELUS Corporation reported revenue of $20.5B in FY2025 versus $16.8B in FY2021, a compound +5.1%/yr. Reported net income was $1.1B in FY2025, compounding −9.4%/yr from FY2021.
Watch TU: get an alert when its fair value changes →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- TELUS Q2 Earnings Fall Y/Y on Digital Weakness, Outlook Cut
- TELUS (TSX:T) Resets Dividend And Guidance With Valuation Still In Debate
- TELUS Corp (TU) (Q2 2026) Earnings Call Highlights: Strategic Reset and AI-Driven Transformation
Peer Group
Telecom Services · 252 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Telecom Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Telecom Services stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| China Mobile Limited 600941 | ¥89.98 | ¥109.88 | +22% |
| T-Mobile US, Inc TMUS | $187.61 | $172.67 | -8% |
| Bharti Airtel Limited BHARTIARTL | ₹1,922 | ₹941.55 | -51% |
| China Telecom Corporation 601728 | ¥6.01 | ¥8.36 | +39% |
| América Móvil, S.A. AMXB | 23.07 MXN | 30.35 MXN | +32% |
| Vodafone Group VODN | 259.50 MXN | 507.27 MXN | +95% |
| Advanced Info Service Public Company ADVANC | 379.00 THB | 286.77 THB | -24% |
| Chunghwa Telecom Co 2412 | 133.50 TWD | 100.00 TWD | -25% |
| China Unicom (Hong Kong) Limited 0762 | HK$6.50 | HK$13.03 | +100% |
| Telefónica, S.A TEFN | 75.67 MXN | 111.01 MXN | +47% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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