Grupo Televisa (NYSE:TV) vs. Informa (OTCMKTS:IFPJF) Critical Survey

Informa (OTCMKTS:IFPJF) and Grupo Televisa (NYSE:TV) are both communication services companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, risk, profitability, dividends and valuation.

Insider & Institutional Ownership

55.1% of Informa shares are owned by institutional investors. Comparatively, 55.8% of Grupo Televisa shares are owned by institutional investors. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Earnings & Valuation

This table compares Informa and Grupo Televisa”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Informa	N/A	N/A	N/A	N/A	N/A
Grupo Televisa	$3.07 billion	0.48	-$478.58 million	($0.91)	-3.03

Informa has higher earnings, but lower revenue than Grupo Televisa.

Profitability

This table compares Informa and Grupo Televisa’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Informa	N/A	N/A	N/A
Grupo Televisa	-15.28%	-8.33%	-3.87%

Analyst Recommendations

This is a breakdown of recent ratings for Informa and Grupo Televisa, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Informa	0	0	3	0	3.00
Grupo Televisa	2	3	1	0	1.83

Grupo Televisa has a consensus target price of $6.55, indicating a potential upside of 137.32%. Given Grupo Televisa’s higher possible upside, analysts clearly believe Grupo Televisa is more favorable than Informa.

Summary

Informa beats Grupo Televisa on 5 of the 8 factors compared between the two stocks.

About Informa

Informa plc operates as an international events, digital services, and academic research company in the United Kingdom, Continental Europe, the United States, China, and internationally. It operates through four segments: Informa Markets, Informa Tech, Informa Connect, and Taylor & Francis. The Informa Connect segment delivers digital content, and live events and on-demand experiences for professionals through in-person, live, and online platforms that enables businesses and professionals to meet, network, discuss, and learn. This segment also conducts events with brands operating in the finance, biotech and pharma, and other specialist markets, including food and food services, marketing, and pop culture. The Informa Markets segment enable buyers, sellers, and decision makers to meet, discover, and showcase new products in various specialist markets, as well as delivers live events, including annual business-to-business exhibitions, specialist content, and services that help buyers and suppliers connect digitally comprising lead and demand generation solutions. The Informa Tech segment offers market insight products, such as specialist research and media; and market access services, including live and on-demand events and B2B digital services consist of audience development, buyer intent, and digital demand generation products. This segment serves cybersecurity, enterprise technology, media and entertainment, artificial intelligence, and the Internet of Things (IoT) markets. The Taylor & Francis segment curates and publishes applied academic research, learning, and championing communities of academics, researchers, experts, and knowledge makers in science, technology, medicine, and humanities and social sciences fields in pay-to-publish and pay-to-read, open research, and advanced learning formats. The company was formerly known as T&F Informa plc and changed its name to Informa plc in August 2005. Informa plc was founded in 1998 and is headquartered in London, the United Kingdom.

About Grupo Televisa

Grupo Televisa, S.A.B., together with its subsidiaries, owns and operates cable companies and provides direct-to-home satellite pay television system in Mexico and the United States. It operates through three segments: Cable, Sky, and Other Businesses. The Cable segment operates cable multiple system that provides basic and premium television subscription, pay-per-view, installation, Internet subscription, and telephone and mobile services subscription, as well as local and national advertising services; and telecommunication facilities, which offers data and long-distance services solutions to carriers and other telecommunications service providers through its fiber-optic network. The Sky segment offers direct-to-home broadcast satellite pay television services comprising program, installation, and equipment rental services to subscribers in Mexico, Central America, and the Dominican Republic; and national advertising sales. The Other Businesses segment is involved in the sports and show business promotion, soccer, publishing and publishing distribution, and gaming, as well as provides transmission concessions and facilities. The company was founded in 1969 and is headquartered in Mexico City, Mexico.