Shenandoah Telecommunications Co (SHEN) vs Grupo Televisa S.A. (TV)

Shenandoah Telecommunications Co and Grupo Televisa S.A. are both Telecom Services companies. Grupo Televisa S.A. is the larger, with a market value of $1.2B against $663.8M — 1.8× the size. Grupo Televisa S.A. grew revenue faster over the last twelve months: 5.74% against 5.01%. Shenandoah Telecommunications Co has the higher net margin (−12.2% vs −15.1%) and the lower return on invested capital (−0.80% vs 3.82%). Both pay a dividend; Grupo Televisa S.A. yields more (2.52% vs 0.46%). Across the 20 metrics below, Grupo Televisa S.A. leads on 14 and Shenandoah Telecommunications Co on 6.

Valuation

Metric SHEN TV Telecom Services median
P/E n/m n/m 13.27
P/S 1.79 0.38 0.95
P/B 0.76 0.19 1.47
Price to free cash flow n/m 2.97 8.72
EV/EBITDA 11.72 0.02 6.85
EV/Sales 3.61 0.01 1.87
Earnings yield (6.63%) (38.40%) 1.66%
Free cash flow yield (34.54%) 33.66% 5.53%

Profitability

Metric SHEN TV Telecom Services median
Gross margin 64.85% 38.36% 51.26%
Operating margin (5.32%) 9.48% 7.62%
Net margin (12.23%) (15.12%) 4.22%
Free cash flow margin (61.74%) 12.92% 4.73%
Return on equity (5.09%) (8.01%) 5.80%
Return on assets (2.37%) (3.80%) 0.00%
Return on invested capital (0.80%) 3.82% 3.41%

Growth

Metric SHEN TV Telecom Services median
Revenue growth (TTM) 5.01% 5.74% 3.31%
EPS growth (last fiscal year) (120.06%) (3.61%) —
Revenue growth, 5-year CAGR 10.14% (7.61%) 1.50%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric SHEN TV Telecom Services median
Debt to equity 0.83 0.05 0.63
Current ratio 0.85 2.40 1.13
Net debt to EBITDA 5.35 2.38 1.86

Dividend

Metric SHEN TV Telecom Services median
Dividend yield 0.46% 2.52% 4.06%
Payout ratio 0.78 0.10 0.00

Size

Metric SHEN TV Telecom Services median
Market cap 663.82m 1.21b 3.06b

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