Industry
- Aerospace & Defense 12
- Analytics 10
- Apparel 6
- Bank 16
- Beverages / Food 4
- Car Manufacturing 7
- Chemicals 3
- Communication Services 3
- Consulting 3
- Consumer Defensive 10
- Consumer Discretionary 18
- Credit Services 10
- Cybersecurity 3
- Data 6
- Energy 12
- Entertainment 4
- Exchanges 5
- Farm & Heavy Construction Machinery 2
- Financial 46
- Food Processing 1
- Grocery Store 5
- Hardware 18
- Healthcare 6
- Holding Company 5
- Home Improvement 2
- Industrial 37
- Information Technology 16
- Insurance 15
- Investment Banking 5
- Logistics 9
- Luxury 6
- Market Infrastructure 9
- Materials 6
- Mining 3
- Oil & Gas 12
- Payment 5
- Personal Care & Beauty 1
- Pharmaceuticals 4
- Railroad 5
- Ratings 6
- Real Estate 5
- Restaurants 4
- Retail 16
- Semi-Conductors 17
- Software 17
- Technology 39
- Telecommunications 11
- Trade Distributors 4
- Utilities 6
- Waste Management 4
Telus Corporation (T) investment Quality Rating (B)
Old York Financial issues a (B) rating for Telus (T). Despite record 0.97% wireless churn, a 20% increase in share count and 3.1% ROIC since 2020 mark it as a "Diluted Utility." See the forensic diagnostic of the 2025 pivot.
Rogers Communications (RCI.B) investment Quality Rating (B)
Old York Financial issues a (B) rating for Rogers Communications (RCI.B). Despite dominant wireless margins and sports assets, high Shaw-merger debt and a 4.8% ROIC keep it in the "Vassal" tier. Read the forensic diagnostic.
Crown Castle (CCI) investment Quality Rating (B)
Old York Financial issues a (B) rating for Crown Castle (CCI). Facing high debt and a strategic pivot away from Fiber, CCI’s 3.2% ROIC and 2025 dividend cut mark it as a business in transition. See the forensic diagnostic.
American Tower (AMT) investment Quality Rating (BBB)
Old York Financial issues a (BBB) rating for American Tower (AMT). While its 67% EBITDA margins are best-in-class, its 7.8% ROIC and structural share dilution keep it below Sovereign status. Read the 2025 forensic diagnostic.
Digital Realty Trust (DLR) investment Quality Rating (BB)
Old York Financial assigns a (BB) rating to Digital Realty Trust (DLR). Despite record AI bookings, chronic share dilution and a 2.1% ROIC prevent it from reaching Sovereign status. Read the forensic breakdown of the "Hyperscale Trap."
Charter Communications (CHTR) investment Quality Rating (BBB)
Charter Communications (CHTR) receives a (BBB) Quality Rating. Forensic analysis of 9.0% ROIC, 31.5% ROE (leverage-adjusted), and the $5.4B share cannibalism strategy. See why Charter is the "Leveraged Pipe" of 2025.
Comcast (CMCSA) investment Quality Rating (BBB)
Comcast (CMCSA) earns a (BBB) Operational Quality Rating. Analysis of 7.1% ROIC, 20.4% ROE, and the 5% share retirement strategy. Explore why the "Utility Tanker" remains a cash flow giant despite broadband attrition and heavy CapEx friction in the 2025 Registry.
BCE Inc. (BCE) investment Quality Rating (BBB)
BCE Inc. (Bell Canada) receives a (BBB) Operational Quality Rating for 2025. Forensic analysis of its $24.5B revenue, 3.4x leverage, and the strategic $1.75 dividend reset.
T Mobile US, Inc. (TMUS) investment Quality Rating (A)
T-Mobile US (TMUS) receives an (A) Operational Quality Rating for 2025. Forensic analysis of its $88.3B revenue, 18.6% ROE, and industry-leading $18B Adjusted Free Cash Flow.
AT&T Inc. (T) investment Quality Rating (BBB)
AT&T (T) earns a (BBB) Operational Quality Rating for 2025. Forensic analysis of its $125.6B revenue, $16.6B Free Cash Flow, and the successful DIRECTV divestiture.
Verizon Communications (VZ) investment Quality Rating (BBB)
Verizon (VZ) receives a (BBB) Operational Quality Rating for 2025. Forensic analysis of its $138.2B revenue, $20.1B Free Cash Flow, and the 20-year dividend growth streak.