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

WAIT

Probably the best in the cable/wireless sector in North America. Doesn’t seem to be great sponsorship for the sector at this point. There are concerns in Canada on the Spectrum auction and the spectre of competition and growth rate in wireless. Wait for it to move up to $45/$46 before Buying.

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TOP PICK

A complete cash flow machine. Stock is down on all the Spectrum noise. This company is the largest bidder. Competition is not going to be as big problem as people think. IPhone on July 11 is going to ramp their numbers. Have $1 billion of free cash flow.

BUY

Stock is down as the bidding war on wireless Spectrum heats up. Some serious competitors coming into that market and will give them a little more competition. With their new iPhone contract and their cable business, the stock is trading at a reasonable multiple again.

TOP PICK

Suffered from the belief that new entrants who buy Spectrum in the government's auction will impact on margins in the cellular market. Doesn't think this will happen for 3 or 4 years. An absolute cash flow machine and sells at about 8X cash flow. Dividend has been increased radically.

PAST TOP PICK

(A Top Pick April 5/07. Up 13%.) Gone sideways for the last couple of months because of worries on wireless growth/competition. Core of the business still remains very strong.

TOP PICK

Huge free cash flow generator and they will return some of this to shareholders. Not concerned about the wireless Spectrum auction.

BUY

(Market Call Minute.) Best performing telecom stock. Getting market share in wireless and cable.

BUY

On the assumption that the Bell Canada (BCE-T) deal does get done, there will be a lot of money that has been designated for the Telecom area and will have to be redeployed. Feels the competitive landscape will be changing too. Good long-term holding.

TOP PICK

Dividend yield is pretty reasonable at about 2.2%. Balance sheet is much better than it used to be. Sold off giving a very attractive entry price. New spectrum auction won't create much competition.

DON'T BUY

A tough space in the last little while. With the new Spectrum auction was announced and Verizon (VZ-N) coming out with “all-you-can-eat” airtime, this raised concerns about the ability to raise margins and make money. This is a tremendous company and earnings should grow 20% a year over the next couple of years. The risk is this is a bounce off the bottom since March and people will use this opportunity to lighten up their holdings.

BUY

They were taking more than 50% share for a while but raised their prices and everyone went back to taking their normal share. They are still very profitable. Market is being overly punitive on the stock.

DON'T BUY

They are kind of stuck and he suspects the stock price is going to be stuck. Little bit concerned about what is happening there so he is staying away from it.

TOP PICK

Best in class for the telecom space. Likes that they have the GSM network. Great job of growing their wireless. Cable seems to have won the TV wars against satellite. Doing fantastic with their free cash flow.

BUY

(Market Call Minute.) Continues to be the premier player in the communications space.

TOP PICK

Stock has come down on the fears of the new Spectrum auction. This is the dominant player.

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