Rogers Communications (B) (RCI.B.TO) Buy,…

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Rogers Communications (B) (RCI.B.TO)

46.20

+0.20 (0.43%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

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Investor Insights

Jul 26, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

Rogers Communications (RCI.B) presents a mixed outlook among analysts, with the consensus indicating a belief in the sustainability of its dividend, supported by a relatively low payout ratio compared to peers. However, there are several challenges, including high debt levels of approximately $40 billion, intense competition within the telecom sector, and a mature business model that demands significant capital expenditures. The performance of Rogers’ sports assets has become a focal point, with analysts debating their future monetization potential. While some experts express bearish sentiments due to weak immigration and price pressures, others appreciate the company's hidden value and the recent strategies to reduce capex and improve free cash flow. The general sentiment reflects a cautious optimism, mostly aiming for defensive positioning in a challenging industry environment.

Consensus

Cautious

Valuation

Undervalued

Similar

Telus, T.TO

COMMENT

You have all these businesses. Ted Rogers was a genius. He passed away. His kids have a substantial amount of their wealth tied up in the company. The value of the parts is greater than the sum. He could see them breaking it up.

HOLD

Has not been in telecom in the last year because competition was heating up. ARPU is not going up. This would be her favourite of the group but it will be trading in a range.

DON'T BUY

In a very competitive part of the market. BCE (BCE-T) is snapping at their heels. They've improved their product. Their yield isn't that exciting. Would rather be in some other part of the market.

PAST TOP PICK

(A Top Pick Feb 16/11. Up 11.39%.) They report on Thursday and will probably increase the dividend by about 10%. The huge iPhone growth is actually a negative for them and this is going to roll over and should be fine later on. Good free cash flow growth.

COMMENT

Trading at 12X earnings, which is below market multiples. We are all worried about the new entrants that are stealing market share hand over fist. This is a big risk for this company. In the meantime, cash flow is quite strong and you are going to get a rising dividend.

TOP PICK

Likes the cell phone business. It under performed T and BCE. Thinks there will be more consolidation among new players. RCI is well positioned for it.

PAST TOP PICK

(Top Pick Dec 21/10, Up 16.85% Total Return)

DON'T BUY

Range bound between $35 and $40. Good yield play for income investors at 3.8%. Doesn't like telecom in general because it is too competitive right now. Very strong balance sheet and generating strong cash flow.

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DON'T BUY

Have lower highs from when they peaked, which technically is not a good sign. Fundamentally, they are losing market share in the phone business.

TOP PICK

Underperformed BCE (BCE-T) and Telus (T-T) over the last few years and they are due to catch up. Talking about increasing dividends, paying out cash flow and buying back shares. People are spending more and more money on smart phones. Like a utility, but utilities are trading at much higher valuations. 3.8% yield and expected to grow to 4% in January.

DON'T BUY

If he wants to participate in this area, he would prefer going to BCE (BCE-T) which have strong management. If you want a little more yield, he would go with Bell Aliant (BA-T). Their area will become more competitive, particularly as the optical cable goes in. (See Top Picks.)

BUY

Likes this and this is a pretty good entry point. Lots of free cash flow. Has underperformed Bell (BCE-T) and Telus (T-T). 4% yield and will probably have a dividend increase.

DON'T BUY

As increased dividend because they see wireless growth slowing. Growth potential is low. Better places to be. Well run business but not cheap enough.

BUY

Like and own it. The numbers were ok but he was expecting higher churn from competition. On wireless side that was expected. Cable is a lower growth business than it used to be. All in all good free cash flow, relatively safe place to be. A good place to hide.

PAST TOP PICK

(A Top Pick Oct 5/10. Down 3.17%.) Sees a dividend rising 10% next year and rising for many years to come. Much cheaper than utilities.

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Rogers Communications (B) (RCI.B.TO)