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SJR

Shaw CommunicationsNYSE:SJR Stock Report

Last Price

CA$30.05

Market Cap

CA$15.0b

7D

-0.9%

1Y

69.9%

Updated

19 Jan, 2022

Data

Company Financials +
SJR fundamental analysis
Snowflake Score
Valuation2/6
Future Growth0/6
Past Performance4/6
Financial Health3/6
Dividends4/6

SJR Stock Overview

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

Shaw Communications Competitors

Thomson Reuters

TSX:TRI

CA$65.4b

Lumen Technologies

NYSE:LUMN

US$12.4b

Quebecor

TSX:QBR.A

CA$7.2b

Transcontinental

TSX:TCL.A

CA$1.8b

Price History & Performance

Summary of all time highs, changes and price drops for Shaw Communications
Historical stock prices
Current Share PriceCA$30.05
52 Week HighCA$30.66
52 Week LowCA$17.06
Beta0.54
1 Month Change3.87%
3 Month Change4.02%
1 Year Change69.87%
3 Year Change51.39%
5 Year Change40.36%
Change since IPO482.82%

Recent News & Updates

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.

Shareholder Returns

SJRUS MediaUS Market
7D-0.9%-2.8%-4.6%
1Y69.9%-0.3%7.7%

Return vs Industry: SJR exceeded the US Media industry which returned 0.7% over the past year.

Return vs Market: SJR exceeded the US Market which returned 10.2% over the past year.

Price Volatility

Is SJR's price volatile compared to industry and market?
SJR volatility
SJR Average Weekly Movement1.9%
Media Industry Average Movement8.4%
Market Average Movement6.6%
10% most volatile stocks in US Market15.7%
10% least volatile stocks in US Market2.4%

Stable Share Price: SJR is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 2% a week.

Volatility Over Time: SJR's weekly volatility (2%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19669,400Brad Shawhttps://www.shaw.ca

Shaw Communications Inc. operates as a connectivity company in North America. The company operates through Wireline and Wireless segments. The company’s Wireline segment provides cable telecommunications services, including video, Internet, WiFi, phone, satellite video, and data networking through a national fibre-optic backbone network to Canadian consumers, North American businesses, and public-sector entities.

Shaw Communications Fundamentals Summary

How do Shaw Communications's earnings and revenue compare to its market cap?
SJR fundamental statistics
Market CapCA$18.76b
Earnings (TTM)CA$1.01b
Revenue (TTM)CA$5.53b

18.5x

P/E Ratio

3.4x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
SJR income statement (TTM)
RevenueCA$5.53b
Cost of RevenueCA$2.99b
Gross ProfitCA$2.54b
ExpensesCA$1.52b
EarningsCA$1.01b

Last Reported Earnings

Nov 30, 2021

Next Earnings Date

n/a

Earnings per share (EPS)2.03
Gross Margin45.88%
Net Profit Margin18.35%
Debt/Equity Ratio77.8%

How did SJR perform over the long term?

See historical performance and comparison

Dividends

3.2%

Current Dividend Yield

58%

Payout Ratio

Does SJR pay a reliable dividends?

See SJR dividend history and benchmarks
When do you need to buy SJR by to receive an upcoming dividend?
Shaw Communications dividend dates
Ex Dividend DateFeb 14 2022
Dividend Pay DateFeb 25 2022
Days until Ex dividend25 days
Days until Dividend pay date36 days

Does SJR pay a reliable dividends?

See SJR dividend history and benchmarks

Valuation

Is Shaw Communications undervalued compared to its fair value and its price relative to the market?

38.0%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: SJR ($30.05) is trading below our estimate of fair value ($48.48)

Significantly Below Fair Value: SJR is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: SJR is poor value based on its PE Ratio (18.5x) compared to the US Media industry average (13x).

PE vs Market: SJR is poor value based on its PE Ratio (18.5x) compared to the US market (17x).


Price to Earnings Growth Ratio

PEG Ratio: SJR's earnings are forecast to decline next year, so we can't calculate its PEG ratio.


Price to Book Ratio

PB vs Industry: SJR is overvalued based on its PB Ratio (3.1x) compared to the US Media industry average (1.9x).


Future Growth

How is Shaw Communications forecast to perform in the next 1 to 3 years based on estimates from 8 analysts?

-10.2%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: SJR's earnings are forecast to decline over the next 3 years (-10.2% per year).

Earnings vs Market: SJR's earnings are forecast to decline over the next 3 years (-10.2% per year).

High Growth Earnings: SJR's earnings are forecast to decline over the next 3 years.

Revenue vs Market: SJR's revenue (1.9% per year) is forecast to grow slower than the US market (9.2% per year).

High Growth Revenue: SJR's revenue (1.9% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: SJR's Return on Equity is forecast to be low in 3 years time (13.5%).


Past Performance

How has Shaw Communications performed over the past 5 years?

21.5%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: SJR has high quality earnings.

Growing Profit Margin: SJR's current net profit margins (18.4%) are higher than last year (12.6%).


Past Earnings Growth Analysis

Earnings Trend: SJR's earnings have grown significantly by 21.5% per year over the past 5 years.

Accelerating Growth: SJR's earnings growth over the past year (49.1%) exceeds its 5-year average (21.5% per year).

Earnings vs Industry: SJR earnings growth over the past year (49.1%) underperformed the Media industry 74.7%.


Return on Equity

High ROE: SJR's Return on Equity (16.7%) is considered low.


Financial Health

How is Shaw Communications's financial position?


Financial Position Analysis

Short Term Liabilities: SJR's short term assets (CA$1.2B) do not cover its short term liabilities (CA$1.4B).

Long Term Liabilities: SJR's short term assets (CA$1.2B) do not cover its long term liabilities (CA$8.1B).


Debt to Equity History and Analysis

Debt Level: SJR's net debt to equity ratio (73%) is considered high.

Reducing Debt: SJR's debt to equity ratio has reduced from 98.7% to 77.8% over the past 5 years.

Debt Coverage: SJR's debt is well covered by operating cash flow (41.8%).

Interest Coverage: SJR's interest payments on its debt are well covered by EBIT (5.7x coverage).


Balance Sheet


Dividend

What is Shaw Communications's current dividend yield, its reliability and sustainability?

3.15%

Current Dividend Yield


Upcoming Dividend Payment

TodayJan 20 2022Ex Dividend DateFeb 14 2022Dividend Pay DateFeb 25 202211 days from Ex DividendBuy in the next 25 days to receive the upcoming dividend

Dividend Yield vs Market

Notable Dividend: SJR's dividend (3.15%) is higher than the bottom 25% of dividend payers in the US market (1.35%).

High Dividend: SJR's dividend (3.15%) is low compared to the top 25% of dividend payers in the US market (3.48%).


Stability and Growth of Payments

Stable Dividend: SJR's dividends per share have been stable in the past 10 years.

Growing Dividend: SJR's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonable payout ratio (58.5%), SJR's dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

3.7yrs

Average management tenure


CEO

Brad Shaw (57 yo)

11.17yrs

Tenure

CA$11,944,069

Compensation

Mr. Bradley S. Shaw, also known as Brad, serves as Executive Chairman at Shaw Communications Inc. since March 23, 2020, and has been its Chief Executive Officer since November 17, 2010. Mr. Shaw served as...


CEO Compensation Analysis

Compensation vs Market: Brad's total compensation ($USD9.55M) is about average for companies of similar size in the US market ($USD11.29M).

Compensation vs Earnings: Brad's compensation has increased by more than 20% in the past year.


Leadership Team

Experienced Management: SJR's management team is considered experienced (3.7 years average tenure).


Board Members

Experienced Board: SJR's board of directors are seasoned and experienced ( 14.5 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Shaw Communications Inc.'s employee growth, exchange listings and data sources


Key Information

  • Name: Shaw Communications Inc.
  • Ticker: SJR
  • Exchange: NYSE
  • Founded: 1966
  • Industry: Cable and Satellite
  • Sector: Media
  • Implied Market Cap: CA$18.764b
  • Listing Market Cap: CA$15.001b
  • Shares outstanding: 499.10m
  • Website: https://www.shaw.ca

Number of Employees


Location

  • Shaw Communications Inc.
  • 630–3rd Avenue SW
  • Suite 900
  • Calgary
  • Alberta
  • T2P 4L4
  • Canada

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/01/19 23:32
End of Day Share Price2022/01/19 00:00
Earnings2021/11/30
Annual Earnings2021/08/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.