TSE:RCI.B

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
star iconJul 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.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
Telus, T.TO
BUY
Market had concerns about revenue per subscriber being down as an indication of price competition. Market is growing and demand for data usage is increasing and they’ll get their fair share. Trading at a lower price earnings multiple (12X estimated earnings) than BCE (BCE-T). Yield of 3.6%.
BUY
Looks to be the cheapest of the telcos. Attractive buy. Sees them raising the dividend in February. Providing phones with new contracts is what hurt them last quarter.
BUY
(Market Call Minute.) Great telecommunications cable/wireless company.
DON'T BUY
Rogers (RCI.B-T), BCE (BCE-T) or Telus (T-T)? Telecoms look a little expensive. On a pull back he would be tempted to buy BCE, which has momentum and is gaining on wireless. Average revenue per unit is going up. Moving into internet protocol television (IPTV) is going to make them very competitive with cable companies.
DON'T BUY
Doesn’t like any of the telecoms because of the competition coming down the pipe with the newer mobiles. If she were choosing one, it would be Telus (T-T) as it is in the part of the country that is seeing better growth.
BUY
Class A or Class B? You want to be where the action is, which would be class B. Chart shows a nice up trend but had a drop recently giving a Buying opportunity. Good dividend.
PAST TOP PICK
(A Top Pick Nov 26/09. Up 18.58%.) Still likes.
BUY
Telecoms. BCE (BCE-T), Telus (T-T) or Rogers (RCI.B-T)? BCE is more of a dividend play with 5.4%. Growth is close to 6% long term. Rogers is more of a growth story. He would rate Telus as third.
HOLD
Companies in this space are facing huge competition but over the long haul, with increasing use of smart phones and the data (where the profit margin is), a lot of these companies are going to do quite well. Also increasing convergence of smart phones, TVs, internet, etc
BUY
Feels this has the best growth and free cash flow generation in the telecoms. They keep raising dividends and Buy back stock all the time. Under $37 is a great entry point.
PAST TOP PICK
(A Top Pick Oct 22/09. Up 28.21%.) Still likes.
COMMENT
Sees the 3 major telcos, BCE (BCE-T), Rogers (RCI.B-T) and Telus (T-T) as being on a continuum from conservative and slower growth with BCE through to aggressive and higher growth on Rogers end. Has all 3.
DON'T BUY
Likes the valuation of others better. Rogers was the more growth oriented one and now is the more risky one. They reported disappointing earnings. At some point it might be worth looking at again.
PAST TOP PICK
(Top Pick Oct 6/09, Up 37.25%) Moving to 4 G and will not take a lot of spending. There is a very high chance of them increasing dividends or buying back stock. Balance sheet is under levered.
BUY
(A Top Pick July 15/10 Up 1.12%.) Recently had a big drop in this happens a lot because of fears of competition. They have certainly delivered bottom line. This is when you should be accumulating the stock and taking profits when it goes over $40.
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