TSE:CCA

Cogeco Communications (CCA.TO)

57.16
+0.01 (0.02%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
83 watching
0
Investor Insights
star iconSep 13, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Cogeco Communications (CCA-T) faces significant challenges across its business segments due to intense competition from digital and telecom providers, particularly in the Canadian market. While the company has become cash flow positive and covers its dividend, its growth prospects remain limited as it competes with larger and more diversified firms. Analysts see potential upsides, with some estimating a 25% increase in stock value, primarily backed by stable revenue from essential services. However, concerns are raised regarding its U.S. subsidiary, which is struggling amidst fierce competition, and analysts express caution about the company's future and strategic decisions, especially in light of family ownership considerations. Overall, while yielding above 6%, the competitiveness and long-term viability of Cogeco's business model are under scrutiny, prompting recommendations to consider alternatives such as Rogers or Quebecor for better growth opportunities.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
QBR.B
TOP PICK
Pure cable company. Price is heavily discounted, came off heavily recently. Assets in Portugal that are not doing well at the moment, but a strong base of Canadian assets.
DON'T BUY
Very expensive. He has a model price of $32.33, which is a -12% differential. If he were going to buy, he would wait for the $32.50 level.
DON'T BUY
Could be a takeover by Rogers down the road. Not a fan at this time.
BUY
Cash flow should continue strong. Could be a takeover candidate.
BUY
Expanding. Also a take out candidate.
WEAK BUY
Has good assets. Limited growth and low margins.
DON'T BUY
Takeover rumours kept stock up.Good cash flow. Likes cables, but prefers others..
DON'T BUY
Will be acquired. Requires a lot of capital.
BUY
Well diversified. Likes. Need a long view on this stock.
TOP PICK
Price is good now. Potential for consolidation.
WEAK BUY
Quebec shouldn't be a risk. Good cable company, but has competition.
BUY
Likes. Good management. Cable sector is good. At a good level now. Rogers is the only possible acquirer.
DON'T BUY
Cable companies under a lot of pressure and require large sums of cash.
BUY
Hoping that Rogers will take it over
BUY
Expects a takeover by Rogers or Videotron. Owns as a consolidation candidate
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