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TSE:RCI.B

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

53.16
+0.66 (1.26%)
as of Jun 18, 2026, 8:00:00 pm Market Open.
604 watching
0
Investor Insights
star iconJun 18, 2026, 12:00 am

This summary was created by AI, based on 27 opinions in the last 12 months.

Rogers Communications has shown mixed feedback among industry experts, highlighting both opportunities and challenges. The company is recognized for its sports asset portfolio, which holds significant value and potential for monetization, especially following its acquisition of MLSE. However, concerns persist regarding competitive pressures, high debt levels, and network quality, suggesting a cautious approach moving forward. While some analysts appreciate the defensive nature of the stock amidst a challenging telecom environment, others emphasize the need for improved growth and capital management. Despite the general lack of significant growth prospects, Rogers is viewed as a safer bet for income-focused investors, particularly due to its dividend sustainability and potential for future cash flow increases.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
BCE, BCE
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.
BUY
Generates significant free cash flow. Good dividend. Doesn't have significant capital expenditures ahead so will continue to bump up dividends. (Also see Top Picks.)
WATCH
Founder, Ted Rogers, died recently and he is watching it closely these days. Would like to see how it works out.
TOP PICK
Good financing in August to pay for their broadband purchase and flush out the balance sheet. Very strong cash flow. Yield of 3% plus. Good price.
BUY
Fell off recently because of disappointing sales in the iPhone. People bought a normal cell phone instead. Believes this company is somewhat recession proof as you stay home more using video as entertainment. GSM gives them a leg up on BCE and Telus. Have the Internet and Rogers home phone for the landlines.
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