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
Based on ROE and Price to Book, it is not much different from BCE. It doesn’t look that unreasonably priced. Not too bad a yield and could see some dividend increases, Not a bad buy.
BUY
Up about 20% this year. Continues to generate lots of good cash flow. Have had dividend increases the last 2 years and wouldn't be surprised if there were another one next year. Lots of competition but a lot more product that is available too.
SELL
Favourite company within the space but not right now. He lightened up because of increasing competition coming into the space. It had a good move but is fairly fully priced.
BUY
Should continue to do well as it is in a good area. He owns BCE (BCE-T) instead.
TOP PICK
Generating so much cash flow so they keep growing the business. Smart phone penetration is only 25% in Canada. There are so many demands for bandwidth coming. Even with run up it is way too cheap.
PAST TOP PICK
(A Top Pick Sept 23/09. Up 34.82%.)
PAST TOP PICK
(A Top Pick Aug 25/09. Up 31.5%.)
HOLD
Fairly expensive although it has some decent upside potential. Torn on what to do about this one in this kind of market. Decent yield.
TOP PICK
Competition is fierce but they are still increasing revenue per unit because of the smart phones, television. Buckets of free cash flow.
PAST TOP PICK
(A Top Pick July 21/09. Up 25%.) Very strong operator and generates a lot of free cash flow but she sees increased competition in the near term so sold her holdings about a month ago.
TOP PICK
Likes to limit the risk in her portfolio. New Competition is having a hard time attracting the attractive part of cellular use. Attractive yield. Talking about increasing dividends.
BUY
Gov’t announced possibility of increased foreign ownership in telecom. Rogers announced they will make more bandwidth available at a lower price. Smart phones are data hogs. Bell has more bandwidth than Rogers, but Rogers must feel they can handle it. As price of data/airtime comes down, they are selling a lot more of it.
TOP PICK
Stock stalled out because people were concerned about new entrants but new entrants are at the low end and this market is at the high end. Good cash flow.
BUY
Good cash flow generation. Good solid holding. Good growth possibilities with their bundled products. Has room for dividend growth.
BUY
All these names are decent names. They have gone through the high growth phase. They have a dominant position. Unless the new entrants took a way a lot of market share, which he doesn’t think they will do, you should do quite well with this one. He has Telus.
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