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

DON'T BUY

Telcos are pretty much in a dogfight, not just with wireless, but also landlines, television etc.. New competitors are starting to come into the market with Internet protocol television. Rogers’ outlook going forward is a little bit soft. Prefers Cogeco Cable (CCA-T), which sells at a severe discount to most of the major players and expects it will catch up before there is any significant appreciation by the majors.

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COMMENT

This is a good core company for a portfolio. Transitioned from growth to becoming more stable. His big concern would be the margins they get on wireless are going to start to drop. 3.72% yield. Prefers Telus (T-T).

TOP PICK

Penetration in Canada is significantly lower than US so not concerned about competition. Because they can bundle products they have a competitive advantage.

TOP PICK

New management is very focused on free cash flow generation. This makes sense. As the business matures there won't be the same top line growth. Dividend has been increased by about 15%. Also had a significant share Buy Back program.

COMMENT

Rogers (RCI.B-T) or Telus (T-T)? Telus probably has more downside protection but a higher dividend yield of about 6.5%. Rogers has about 4.5% dividend and maybe represents a better long-term hold because of better growth prospects.

TOP PICK

Massive amounts of free cash flow. Have the GMS network and the cable division. Wireless is a bit of an issue because of competition with Telus (T-T) and the new entrants coming in. Traits reasonably. Buying back stock. Recession resistant.

PAST TOP PICK

(A Top Pick July 7/08. Down 22.17%.)

PAST TOP PICK

(A Top Pick June 13/08. Down 26.6%.) This is mystifying. Pretty cheap. A growth stock with a dividend.

BUY

Have like this for a long time. Nothing wrong with the fundamentals but investors seem to be very concerned about the overhang on the cellular market. Continues to deliver very significant free cash flows and continue to take market share away from competition.

PAST TOP PICK

(A Top Pick June 10/08. Down 25.94%.) There is still growth in wireless. Have a tremendous market share in cable. 3.9% dividend might be boosted.

COMMENT

The company has changed. It has regained investment grade rating. Great balance sheet. New president. They face a lot of operational challenges especially in their wireless. For a nice steady dividend growth story this is the right company.

DON'T BUY

Wonderful company and if you really want to own wireless, this would be a name to own in Canada. Thinks the bloom is off the rose in wireless at this point. Would stay away from this sector.

BUY

Seem to be on top of every single thing that is dazzling out of the US. Growth story compared to BCE (BCE-T).

BUY

This is still one of the great long-term growth stories in Canada. Has great confidence in the new CEO. Cash generation is phenomenal. Trades at about 7X operating earnings, which is at the low end of the range.

TOP PICK

On a net debt to EBITDA they have to push themselves to 2 to 2.5X. Got everything right. Buying back stock.

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