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

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WAIT

Looking at it. He likes it, decent yield, and terrific growth rate. Would like to see market turn before buying

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WAIT

For a recession, this is the right kind of business to consider. They have the right business model. Buy it if it perks up a little. Start with a partial position and put in a stop loss.

BUY

Not come down as hard in the last couple of weeks, but it did during the summer. It’s well positioned across the three businesses it is in.

PAST TOP PICK

(A Past Top Pick Nov 25/07 up 22%) Most of increase is due to wireless auction, which is over done. With dividend up again at almost 3%. Average revenue per user is down but they have lots more users. Given valuation and yield, they like and hold it.

DON'T BUY

The premier company in their business. Unfortunately, they are going to be under attack from new entrants coming in.

COMMENT

Lots of free cash flow and growth. Stock was brought down by the Spectrum auction and concerns about change in the business model on data plans. However, data demand is extremely strong and growing. Retested lows at $33 twice so is technically getting a better. If you buy, use $33 as a Stop.

BUY

Have exclusive rights for Apple (AAPL-Q) iPhones but not for RIM (RIM-T). Apple phone has been a sensation but doesn't know how much it will boost earnings. Stock took a big hit during Spectrum auction but it takes a lot of time to develop infrastructure for cell phones and even more time to market against 3 very entrenched well-known competitors. Cheap. Decent yield.

BUY

Expects them to continue raising dividends. Going to generate $4 billion in free cash flow in a couple of years. Wireless penetration and smart phone in Canada is much lower than in the US. Great fundamentals in cable and Internet.

DON'T BUY

Best managed wireless company in Canada. The wind that is in the face of all these players is that they have never suffered privatization that Bell is going through. Expect there will be a lot of competition, which could create margin compression.

TOP PICK

They dominate cable. Company’s balance sheet is better than it has ever been. Generating tons of free cash flow meaning they can pay debt down further and start paying dividends more. Can invest in more businesses and possibly more content. Valuation has been hit hard because of the Spectrum auction.

TOP PICK

Had a fairly good quarter. Looking at the 2nd half, they have the iPhone as well as the new Blackberry Bold, which will add significantly to their numbers.

BUY

Wireless Spectrum adding a 4th competitor weakened the stock price. It will cost the competitor over $1 billion and take minimum of 2 or 3 years to come on plus another $1 billion to have 3G. Just a free cash flow machine right now. Yield is now over 3%.

WAIT

Profits are predicted to go up from $1.50 last year to over $2.50 for the next 2 years. With the new Spectrum auction, there will be new, very substantial international players coming in. the iPhone is great, but he is not sure of the margin they'll be earning. Looks quite attractive from a valuation point of view.

BUY

Think the market has been concerned about the wireless auction but long-term he is not overly concerned. They will continue to be the dominant player. Long-term this is a growing market. Good earnings stream. Almost a 3% yield.

DON'T BUY

Likes this sector quite a bit. (See Top Picks.) He would like to see it break the downtrend. Be patient and watch the data that supports it on a fundamental basis.

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