Critical Survey: ITV (OTC:ITVPY) vs. Rogers Communications (NYSE:RCI)

ITV (OTC:ITVPY) and Rogers Communications (NYSE:RCI) are both consumer discretionary companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, earnings, analyst recommendations, institutional ownership, valuation, risk and profitability.

Dividends

ITV pays an annual dividend of $0.34 per share and has a dividend yield of 3.6%. Rogers Communications pays an annual dividend of $1.41 per share and has a dividend yield of 5.1%. Rogers Communications pays out 60.8% of its earnings in the form of a dividend.

Volatility and Risk

ITV has a beta of 1.5, suggesting that its share price is 50% more volatile than the S&P 500. Comparatively, Rogers Communications has a beta of 0.68, suggesting that its share price is 32% less volatile than the S&P 500.

Insider and Institutional Ownership

51.4% of ITV shares are held by institutional investors. Comparatively, 45.5% of Rogers Communications shares are held by institutional investors. 0.1% of ITV shares are held by company insiders. Comparatively, 29.0% of Rogers Communications shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Profitability

This table compares ITV and Rogers Communications’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
ITV	N/A	N/A	N/A
Rogers Communications	8.40%	25.19%	3.86%

Analyst Ratings

This is a breakdown of recent ratings and target prices for ITV and Rogers Communications, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ITV	0	0	0	0	0.00
Rogers Communications	1	4	2	0	2.14

Rogers Communications has a consensus price target of $61.75, indicating a potential upside of 125.12%. Given Rogers Communications’ stronger consensus rating and higher possible upside, analysts clearly believe Rogers Communications is more favorable than ITV.

Valuation & Earnings

This table compares ITV and Rogers Communications”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
ITV	$4.50 billion	0.78	$261.22 million	N/A	N/A
Rogers Communications	$15.04 billion	0.97	$1.27 billion	$2.32	11.82

Rogers Communications has higher revenue and earnings than ITV.

Summary

Rogers Communications beats ITV on 11 of the 14 factors compared between the two stocks.

About ITV

ITV plc, an integrated production, broadcasting, and streaming company, which creates, owns, and distributes content on various platforms worldwide. It operates through ITV Studios and Media & Entertainment segments. The ITV Studios segment creates and produces programs and formats that include sports, drama, entertainment, factual, and news for its own channels and other broadcasters. The segment also operates as an unscripted independent producer of content in the United States; and produces content for local broadcasters and international OTT platforms in Canada, Australia, Germany, France, Italy, Spain, the Netherlands, Sweden, Norway, Finland, and Denmark. In addition, this segment engages in licensing its finished programmes, formats, and third-party content internationally, as well as finances productions. The Media & Entertainment segment broadcasts and streams various contents on its family of free-to-air TV channels; and offers television advertising services. The company also delivers content through linear television broadcasting, as well as on the ITV Hub, BritBox UK, ITVX, catch up services on pay platforms, and through direct content deals. In addition, this segment offers online advertising, HD digital channel on pay platform, and ITV Premium subscription services. The company was founded in 1955 is based in London, the United Kingdom.

About Rogers Communications

Rogers Communications Inc. operates as a communications and media company in Canada. It operates through three segments: Wireless, Cable, and Media. The company offers mobile Internet access, wireless voice and enhanced voice, device financing, device protection, global voice and data roaming, wireless home phone, bridging landline, machine-to-machine and Internet of Things solutions, and advanced wireless solutions for businesses, as well as device shipping and express pickup services; and postpaid and prepaid services under the Rogers, Fido, and chatr brands. It also provides internet and WiFi services; and monitoring, security, automation, energy efficiency, and smart control through smartphone app. In addition, the company offers local and network TV; on-demand television; cloud-based digital video recorders; voice-activated remote controls, and integrated apps; personal video recorders; linear and time-shifted programming; digital specialty channels; and 4K television programming. Further, it provides residential and small business local telephony services; voicemail, call waiting, and long distance; voice, data networking, Internet protocol (IP), and Ethernet services; private networking, Internet, IP voice, and cloud solutions; optical wave and multi-protocol label switching services; information technology and network technologies; cable access network services; telecommunications technical consulting services; and season games through television, smartphones, tablets, personal computers, and other streaming devices, as well as operates Ignite TV and Ignite TV app. Additionally, the company owns Toronto Blue Jays and the Rogers Centre event venue; and operates Sportsnet ONE, Sportsnet 360, Sportsnet World, Citytv, OMNI, FX (Canada), FXX (Canada), and OLN television networks, as well as 52 AM and FM radio stations. It also offers Rogers and the Rogers World Elite Mastercard. The company was founded in 1960 and is headquartered in Toronto, Canada.