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

Slow down on wireless side. Good growth company and dividend to boot. Loves Canadian wireless plays. Not too concerned about competitors in wireless auction. Has no problem with dollar cost averaging. Only 35% penetration in Canada in Wireless.

BUY

Great growth in the wireless. An excellent cash machine. A good play.

DON'T BUY

If you own, see if it can hold the lows that it had in March. Sound business and sound cash flow but the problem is concerns about the margins.

BUY

Quarterly results were disappointing on the bottom line as well as the subscriber line but it did not include the iPhone. Think of this as a core holding.

TOP PICK

Has had slower subscriber growth but thinks it will start ramping up now. Great free cash flow story. They have the best model for communications and entertainment.

TOP PICK

Disappointment on the quarter was its average revenue per user (ARPU), which only grew about 4%. 7% or 8% had been expected. The iPhone ARPU is going to be around $95. Will be a little bit of a hit on EBITDA over the next year because of the need to subsidize new users. Free cash flow of 8.5%. Cheap.

WAIT

(Market Call Minute.) Missed their quarter but this did not include the iPhone release. Wait to see if there is a rebound next quarter.

PAST TOP PICK

(A Top Pick Aug 8/07. Down 12%.) This is one that he would be adding to. Likes this one on the long-term. Will do quite well in the next 12 to 15 months. Still a Buy.

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DON'T BUY

The leaders in terms of innovations in the telco space. The early adapters of new technology. Have always been known as a highly leveraged company, which has made the market a bit wary. It will now be more expensive for them to maintain their leverage. Looking for it to be flat or below current levels for the next 6 to 12 months.

BUY

This is a positive story over the next 1 to 3 years. Market has been beating it up on concerns over the auction of new wireless Spectrum. With the prices paid, their competition is starting off in a deep hole. Good valuation.

DON'T BUY

Carries a premium valuation in the group and also has GSM, which others will be switching to. Not a buying opportunity yet. Still some valuation premium because of being the sole provider in Canada of the Apple iPhone.

BUY

Drop in stock price was unexpected but thinks it is in sympathy with the general market more than anything wrong with the company. Tremendous upside from here.

BUY

You could probably do well with this. Have both the iPhone and the Blackberry. Won’t see a lot of competition in the next couple of quarters. Be careful more than 2 quarters out as the reality of the iPhone may disappoint.

TOP PICK

Continuing to gain market share in things like Internet and landline phones. 2.5% yield.

TOP PICK

Out of 172 global stocks in the telecom sector this one ranks 26 and 6th in terms of the best fundamentals. ROE almost 27% and rising rapidly. PE of about 21X.

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