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

Home

Daily Stock Opinions and Ratings

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

46.20

+0.20 (0.43%)

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

605 watching

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

PAST TOP PICK

(A Top Pick May 26/08. Down 24.91%.) Great balance sheet and generating about $1 billion of free cash flow annually. Stock came down because of worries of a 4th wireless provider but that won't happen anytime soon.

DON'T BUY

Telecommunications is a group that is under performing right now. Subscription rates have been slowing and profitability has been coming down.

BUY

Telus (T-T) is going to distribute the BCE (BCE-T) satellite service and he can't see this being a serious problem for Rogers longer-term. 3.8% yield.

PAST TOP PICK

(Top Pick Mar 10/08 Down 18.47%) Still like it. Tremendous wireless growth. Their cable division and Internet have much slower growth. Balance sheet is pristine.

DON'T BUY

Is not his top pick in this industry. We’re seeing a change of the guard there. Better balance sheet that it had a while ago. This is more of a wireless company than a cable company. One of the strongest positioned in the long term. Management issues a concern to some.

WAIT

This sector has done relatively well during the downturn and you don’t expect these companies to do well on the rebound and they had a CEO succession. Telus numbers impacted RCI. Bell numbers would show that Good Telus numbers were self-inflicted.

PAST TOP PICK

(Top Pick Apr 22/08, down 33.45%) People are concerned about increased competition, which would be expected to decrease margins on cell phones. Cable TV is a mature business and hard to grow. Views as mature, rather than growth, company. Happy with increased dividend (4.4%/$0.29). Telco’s tend to raise dividend every year or two.

TOP PICK

Conservative growth. Cheap valuation. Huge free cash flow. Yield of about 4%.

DON'T BUY

(Market Call Minute.) With the death of Ted Rogers, he is not sure that it still has the imagination that drove the company for so long.

PAST TOP PICK

(A Top Pick April 2/08. Down 24.6%.) Tossup between this and Shaw Communication (SJR.B-T). There are solid increases in the wireless business and digital TV. (See Top Picks.)

BUY

Likes the communications sector right now. Have a better stake and more diversified business and seem to be eating into the incumbent phone companies’ territories. Good yield of 3.8%.

HOLD

Really likes this company and its position in the industry. Holding off buying until she sees who is the new CEO will be. Disappointing earnings but she was more concerned on the drop per unit on the cell phone side. Last couple of days the stock was hit by BCE’s (BCE-T) purchase of The Source stores and kicking their product out.

WAIT

Nicely growing cash flow and paying down debt. Strong balance sheet. This earnings period was a disappointment on a number of fronts, which affected the stock price. Virtually all cable companies have had a rough go over the last 2 weeks. More a market issue than anything else.

TOP PICK

Just came out with a bit disappointing EBITDA and their ARPU (average price per unit) came in soft. It is still a “best in class” story. They have $1.8 billion of free cash flow and have just increased their dividends by 16%. In this environment, increased dividends are fantastic.

TOP PICK

Likes it for the really well sourced operating characteristics. Good margin growth. Good asset turnover growth.

Showing 526 to 540 of 869 entries

Most Recent Experts

Andrew Pink

LDIC

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Greg Newman

Scotia Wealth Management

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

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