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Shaw Communications Inc.NYSE:SJR Voorraadrapport

Marktkapitalisatie US$15.1b
Prijs aandeel
n/a
Mijn reële waarde
n.v.t.
1Y-3.4%
7D5.7%
Portefeuillewaarde
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Shaw Communications Inc.

NYSE:SJR Voorraadrapport

Marktkapitalisatie: US$15.1b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Shaw Communications (SJR) Aandelenoverzicht

Shaw Communications Inc. operates as a connectivity company in North America. Meer informatie

Beloningen

Verhandeld tegen 6.1% onder onze schatting van de reële waarde

De winst zal naar verwachting met 8.29% per jaar groeien

Betaalt een betrouwbaar dividend van 2.93%

Risicoanalyse

Heeft een hoog schuldenniveau


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Shaw Communications Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Shaw Communications
Historische aandelenkoersen
Huidige aandelenkoersCA$30.18
52 Week HoogtepuntCA$31.60
52 Week LaagCA$23.64
Bèta0.34
1 maand verandering4.39%
3 maanden verandering6.79%
1 Jaar Verandering-3.36%
3 jaar verandering84.47%
5 jaar verandering55.97%
Verandering sinds IPO485.34%

Recent nieuws en updates

Seeking Alpha • Feb 17

Rogers, Shaw reveal further extension of date for proposed merger

Rogers Communications (NYSE:RCI), Shaw Communications (NYSE:SJR), the Shaw Family Living Trust, and Quebecor announced an agreement to extend the outside date of the proposed merger of Rogers and Shaw and the acquisition of Freedom Mobile by Videotron, wholly-owned subsidiary of Quebecor, to Mar.31, 2023. In late January, the deadline for the C$20B Rogers' takeover of Shaw was extended to Feb.17 from Jan.31. The merger has been already approved by shareholders of both companies, the Court of King’s Bench of Alberta, and the transfer of Shaw’s broadcasting licences to Rogers has been approved by the Canadian Radio-television and Telecommunications Commission.
Seeking Alpha • Jan 30

Shaw Communications declares $0.0985 dividend

Shaw Communications (NYSE:SJR) declares $0.0985/share monthly dividend, in line with previous. Forward yield 3.97% Payable Feb. 27; for shareholders of record Feb. 15; ex-div Feb. 14. See SJR Dividend Scorecard, Yield Chart, & Dividend Growth.

Recent updates

Seeking Alpha • Feb 17

Rogers, Shaw reveal further extension of date for proposed merger

Rogers Communications (NYSE:RCI), Shaw Communications (NYSE:SJR), the Shaw Family Living Trust, and Quebecor announced an agreement to extend the outside date of the proposed merger of Rogers and Shaw and the acquisition of Freedom Mobile by Videotron, wholly-owned subsidiary of Quebecor, to Mar.31, 2023. In late January, the deadline for the C$20B Rogers' takeover of Shaw was extended to Feb.17 from Jan.31. The merger has been already approved by shareholders of both companies, the Court of King’s Bench of Alberta, and the transfer of Shaw’s broadcasting licences to Rogers has been approved by the Canadian Radio-television and Telecommunications Commission.
Seeking Alpha • Jan 30

Shaw Communications declares $0.0985 dividend

Shaw Communications (NYSE:SJR) declares $0.0985/share monthly dividend, in line with previous. Forward yield 3.97% Payable Feb. 27; for shareholders of record Feb. 15; ex-div Feb. 14. See SJR Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha • Jan 12

Shaw Communications GAAP EPS of C$0.34 beats by C$0.06, revenue of C$1.37B beats by C$340M

Shaw Communications press release (NYSE:SJR): Q1 GAAP EPS of C$0.34 beats by C$0.06. Revenue of C$1.37B (-1.4% Y/Y) beats by C$340M. Adjusted EBITDA for the first quarter of fiscal 2023 of $617 million decreased by $16 million, or 2.5%, from $633 million. Free cash flow for the first quarter of fiscal 2023 of $113 million decreased $142 million from $255 million in the first quarter of fiscal 2022, mainly due to a $16 million decrease in adjusted EBITDA, a $74 million increase in capital expenditures and a $53 million increase in income taxes paid.
Seeking Alpha • Jan 03

Shaw Communications declares $0.0985 dividend

Shaw Communications (NYSE:SJR) declares $0.0985/share monthly dividend, in line with previous. Forward yield 4.19% Payable Jan. 30; for shareholders of record Jan. 13; ex-div Jan. 12. See SJR Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha • Dec 08

Shaw Communications: Little Upside, Needs Rogers Deal

Summary The latest numbers confirm the best Shaw Communications Inc. can do in the future is for the deal with Rogers Communications to be approved. Shaw CEO says he "doesn't see a viable path forward as a standalone company." Higher spending isn't translating into accelerating growth. Shaw Communications Inc. (SJR) recently released its latest earnings numbers, and the results were mixed as the company and its suitor Rogers Communications continue to fight for the proposed merger between the two companies to be allowed to go forward. As for Shaw itself, its share price has been under steady decline until it agreed to a deal offered by Rogers to acquire the company in March 2021. At the time, the share price of Shaw jumped from a little over $17.00 per share to a 52-week high of $31.60 per share before pulling back to about $27.00 per share as I write. CEO Bradley Shaw has stated he doesn't see a viable path forward as a standalone company. Looking at CapEx and the accompanying results, I tend to think his statement is accurate; if the Rogers deal isn't approved, I think the company is going to steadily and incrementally decline in the years ahead. Final witnesses speak during hearing on Rogers, Shaw $26-billion proposed deal Three regulatory agencies must approve the Rogers-Shaw deal in order for it to go forward, including the Competition Bureau, the CRTC, and Innovation, Science and Economic Development Canada. If the deal is rejected, the share price of Shaw is going to collapse and there is little in the way of tailwinds that suggest it could recover in the future. At best, it could hold off the pace of decline until it finds a bottom, and from there tread water for years. In this article, we'll look at the recent numbers of Shaw and why its growth potential in the future is limited, or close to zero on its own. Some of the numbers Revenue in the fourth fiscal quarter was C$1.355 billion, down 1.5 percent from the C$1.377 billion in revenue from the fourth fiscal quarter of $2021. Full-year revenue for fiscal 2022 was C$5.45 billion, down 1.1 percent from full-year revenue of C$5.51 billion in fiscal 2021. Net income in the reporting period was C$169 million, down 32.9 percent from the net income of C$252 million generated in the same reporting period of 2021. Net income for fiscal 2022 was C$764 million, a 22.5 percent decline from the net income from fiscal 2021 of C$986 million. Earnings per share was C$0.34, dropping from earnings per share of C$0.50 in the same quarter of 2021. Adjusted EBITDA in the quarter was C$624 million, up 1.6 percent from the Adjusted EBITDA of C$614 million in the fourth fiscal quarter of 2021. Free cash flow plummeted from C$227 million last year in the fourth fiscal quarter to C$70 million in the fourth fiscal quarter of 2022. Free cash flow for full-year fiscal 2022 was C$819 million, down C$154 million, or 15.8 percent year-over-year, primarily from an increase in CapEX and higher income taxes. CapEX in the fourth fiscal quarter climbed to C$340 million, up C$48 million from the CapEX of C$292 million in the fourth fiscal quarter of 2021. In looking at the numbers and CapEx, it's apparent that even with significant spending the company is struggling just to break even, let alone grow. I think that's the future for Shaw if the Rogers deal isn't approved, with the likelihood it'll slowly decline no matter how much the company spends. In the event the Rogers-Shaw transaction hasn't closed, the company received an extension from the TSE to hold its AGM as late as April 11, 2023. Performance by segment In the fourth fiscal quarter revenue growth in Consumer Internet, Wireless service and Business revenue was offset by declines in Wireless equipment and Wireline Video, Satellite and Phone revenue. The Company added close to 52,900 new Wireless customers in the quarter, bringing full-year additions to approximately 160,000 new Wireless customers, resulting in an overall customer base of about 2.28 million. ARPU in the reporting period was C$37.08, down 0.9 percent because of a decline in device subsidies. For the full year, ARPU was C$36.83, down 1.4 percent. Wireless service revenue climbed 7.3 percent from ongoing subscriber growth, partially offset by the drop in ARPU. Consumer Wireline RGU had losses of around 42,500, an improvement over the fourth fiscal quarter of 2021, with RGU additions of close to 4,700, along with fewer Video and Phone losses as a result of improved retention rates. Fourth quarter Wireline revenue was down 2.4 percent year-over-year to C$1.03 billion and Wireline adjusted EBITDA fell 1.4 percent to C$501 million. Fourth quarter Wireless revenue was up 1.2 percent to C$325 million and adjusted EBITDA of C$123 million jumped 16 percent in the same reporting period of 2021. For fiscal 2022, Wireless revenue grew 1.5 percent to C$1.29 billion and adjusted EBITDA of C$485 million increased 23.4 percent. Wireless service revenue for the quarter was up 7.3 percent to C$250 million, and for the full fiscal year of 2022 it climbed 9.1 percent to C$972 million. The increase in revenue was attributed to growth in its subscriber base. Wireless equipment revenue was down significantly in the reporting period, falling to C$75 million, a decline of 14.8 percent. Full-year revenue in the segment came in at C$319 million, down 16.3 percent year-over-year. Wireline RGUs fell by about 40,400 in the reporting period, compared to a decline of about 45,400 in the fourth quarter of fiscal 2021. Business RGUs were up by approximately 2,100. Fourth quarter Wireline revenue of C$1.03 billion was down 2.4 percent, while adjusted EBITDA of C$501 million fell 1.4 percent. Consumer revenue of C$879 million dropped 3.4 percent from last year in the same quarter. Business revenue was C$155 million in the fourth fiscal quarter, a gain of 4.0 percent year-over-year, led by Internet revenue growth and ongoing demand for its Smart suite of products.
Seeking Alpha • Oct 25

Canadian minister adds terms to approve Rogers-Shaw combination

A new challenge has arrived for the planned acquisition of Shaw Communications (NYSE:SJR) by Rogers Communications (NYSE:RCI), as a Canadian minister has laid out the exact measures needed for him to sign off on the deal, and they're focused on consumer wireless prices. François-Philippe Champagne, Minister of Innovation, Science and Industry, had said earlier this year that he wouldn't agree to the wholesale transfer of wireless spectrum from Shaw to Rogers. "Today, I officially denied that request, which had been pending before me," Champagne said. "My decision formally closes that chapter of the original proposed transaction." In the meantime, Shaw (SJR) proposed to sell its Freedom Mobile wireless unit to Vidéotron, part of Quebecor (OTCPK:QBCRF), in an attempt to mitigate Champagne's concerns. (Champagne's approval is required to transfer the licenses there as well.) “As we look forward, I want to make very clear the lens through which I will consider this proposed spectrum transfer," Champagne said. “First, I am giving notice that any new wireless licenses acquired by Vidéotron would need to remain in its possession for at least 10 years. A new service provider needs to be in it for the long run. "Second, I would expect to see prices for wireless services in Ontario and Western Canada comparable to what Vidéotron is currently offering in Quebec, which are today on average 20 per cent lower than in the rest of Canada," Champagne continued. The comments come just ahead of mediation over the merger - which will include Rogers, Shaw and Quebecor taking part - at Canada's Competition Bureau set for Thursday and Friday.
Seeking Alpha • Sep 06

Canada Competition authority says Freedom mobile sale doesn't resolve Shaw/Rogers concerns - report

Canada's Competition Committee said the proposed sale of Freedom Mobile to Quebecor (OTCPK:QBCRF) doesn't resolve the authority's antitrust concerns about Roger's (NYSE:RCI) planned purchase of Shaw Communications (NYSE:SJR) The Canadian authority said the sale of the Freedom mobile unit is not an effective remedy, according to a Reuters report. Rogers (RCI) shares fell 2.4%. Developing story ...
Seeking Alpha • Aug 12

Rogers, Shaw and Quebecor sign agreement to offload Freedom Mobile

Rogers Communications (NYSE:RCI), Shaw Communications (NYSE:SJR) and Quebecor entered into a definitive agreement for the sale of Freedom Mobile to Videotron, subsidiary of Quebecor. The parties strongly believe the Freedom Transaction provides the best opportunity to create a strong fourth national wireless services provider and addresses the concerns raised by the Commissioner of Competition and the Minister of Innovation, Science and Industry regarding the Rogers-Shaw Transaction. With this agreement, the new combined business of Videotron and Freedom will be well-positioned to launch a strong, competitive national 5G offering. This definitive agreement is substantially consistent with the terms earlier announced on June 17, 2022. Rogers' financial guidance for 2022 remains unchanged. Shaw shares trading 3.9% higher premarket.
Seeking Alpha • Jul 27

Rogers, Shaw extend outside date of merger to Dec. 31, 2022

Rogers Communications (NYSE:RCI) and Shaw Communications (NYSE:SJR) have agreed to extend the outside date of their proposed merger to Dec. 31, 2022. Rogers (RCI) announced its agreement to acquire Shaw (SJR) in March 2021. Outside date may be further extended to Jan. 31, 2023 at the companies' discretion, provided Rogers has committed financing available to complete the merger. The telecoms firms continue to pursue the divestiture of Freedom Mobile to Quebecor pursuant to the terms outlined in the previously disclosed agreement. Negotiation of the definitive transaction documents are underway, and the parties will provide an update in due course. The deal has already been approved by the shareholders of Shaw and the Court of Queen’s Bench of Alberta, and the Canadian Radio-television and Telecommunications Commission. It remains subject to review by the Competition Tribunal and Competition Bureau and approval by the Minister of Innovation, Science and Industry and other customary closing conditions. In other news, Rogers (RCI) reported its Q2 results today and affirmed 2022 guidance.
Seeking Alpha • Jun 30

Shaw Communications GAAP EPS of $0.41 beats by $0.11, revenue of $1.35B beats by $290M

Shaw Communications press release (NYSE:SJR): Q3 GAAP EPS of $0.41 beats by $0.11. Revenue of $1.35B (-2.2% Y/Y) beats by $290M. Third quarter consolidated financial results include adjusted EBITDA of $644 million along with year-to-date free cash flow1 of $670 million. Third quarter Wireless revenue increased 4.4% to $311 million compared to the third quarter of fiscal 2021. Adjusted EBITDA increased 12.2% to $129 million compared to the third quarter of fiscal 2021.
Seeking Alpha • Oct 14

Shaw Communications Stock: Waiting For Godot (And Rogers)

Shaw's shareholders have approved a buyout offer from competitor Rogers Communications. The regulators still have to approve the deal. I moved to the sidelines.

Rendement voor aandeelhouders

SJRUS MediaUS Markt
7D5.7%-1.1%2.1%
1Y-3.4%-13.9%30.6%

Rendement versus industrie: SJR overtrof de US Media industrie, die het afgelopen jaar een rendement -13.9 % opleverde.

Rendement versus markt: SJR overtrof de US markt, die het afgelopen jaar een rendement opleverde van 30.6 %.

Prijsvolatiliteit

Is SJR's price volatile compared to industry and market?
SJR volatility
SJR Average Weekly Movement1.8%
Media Industry Average Movement9.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stabiele aandelenkoers: SJR heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 2% ) van SJR is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
19669,300Brad Shawwww.shaw.ca

Shaw Communications Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Shaw Communications zich tot de beurswaarde?
SJR fundamentele statistieken
MarktkapitalisatieUS$15.07b
Inkomsten(TTM)US$548.41m
Inkomsten(TTM)US$4.05b
27.5x
Koers/Winstverhouding
3.7x
P/S-verhouding

Is SJR overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
SJR resultatenrekening (TTM)
InkomstenCA$5.43b
Kosten van inkomstenCA$2.89b
BrutowinstCA$2.54b
Overige uitgavenCA$1.81b
InkomstenCA$736.00m

Laatst gerapporteerde inkomsten

Nov 30, 2022

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)1.47
Brutomarge46.78%
Nettowinstmarge13.55%
Schuld/Eigen Vermogen Verhouding74.1%

Hoe presteerde SJR op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

2.9%
Huidig dividendrendement
80%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2023/04/03 02:13
Aandelenkoers aan het einde van de dag2023/04/03 00:00
Inkomsten2022/11/30
Jaarlijkse inkomsten2022/08/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Shaw Communications Inc. wordt gevolgd door 16 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
David McFadgenATB Cormark Historical (Cormark Securities)
Kannan VenkateshwarBarclays
Phillip HuangBarclays