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

BUY

There is price competition but wireless is continuing to grow. There is application growth, data usage growth plus they have the cable and media side.

TOP PICK

Significant cable and wireless businesses. Concerns about new wireless entrants have weighed on the stock but those concerns are overblown. Trading at about 5x EBITDA and 10% free cash flow yield. 3.5% dividend.

BUY

If looking for decent yield and long-term growth in telcos, this would be his prime choice. (30% of Canadians don't have cable or wireless and that is the segment that the competion GlobeAlive (?) or Wind (?) will go after.)

COMMENT

Telcos are not a heavy weighting in his portfolios. This one now has a dividend of 3.7%. It will be some time before they lose significant market share against the new players but there will be some challenges to growth and margins. BCE (BCE-T) would be his 1st choice.

PAST TOP PICK

(A Top Pick July 21/09. Up 2%.)

BUY

Has competition coming in but they have huge free cash flow coming in the next couple of years.

TOP PICK

Competition is coming but will come in at the low end. Best operator on the wireless side, which is still a great growth area. Data business is very good and this company is the leader. Good dividend yield with a history of growth.

WEAK BUY

Telecoms are getting increased competition. Consumer discretionary demand is starting to come down. Subsidization of smart phones has margins coming down. Bit a time to sell. Buy half a position and wait to see what happens in 6 months.

COMMENT

Long-term this is a good company for growth. Have reduced their debt but it is still highly leveraged and the market is punishing it. Pricing may have to come down which, in the short term could impact the bottom line but in the long-term could lead to good earnings growth going forward.

TOP PICK

Recent selloff was very much overdone. They have a very attractive asset mix of good growth areas, both in wireless and cable as well as the media side. Earnings are expected to grow 11% next year. Very good earnings report last quarter with $.70 earnings versus $.52 estimates. 3.8% dividend.

BUY

Globalive is going to be a new competitor. But Rogers has an attractive dividend with growth. A solid holding. His preferred telecom is Telus.

BUY

Came down when the decision was reversed on a new wireless player (globalive) in the market. As a customer he would not switch to a new carrier until it had a year under it’s belt, so he does not feel it is an immediate problem.

COMMENT

Recent stock buyback and 3% reduction in staffing helps solidify the company. 3.5% dividends. Prefers Bell (BCE-T) with its interesting new combinations going on in business as well as paying bigger dividends.

SELL

(Market Call Minute) Still very worried about increased competition in wireless business.

TOP PICK

Premier Canadian wireless company. Has the best pricing. Competition is coming but thinks it will be aimed at the lower end of the wireless market, not at the data end where the margins are. Very attractively priced. Good yield.

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