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.

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

SELL

Sort of looks like the rest of the stock market. Was in a beautiful uptrend but rolled over and is now in a downtrend. You shouldn't own a stock in a downtrend.

COMMENT

This was the stock to own in the cable communications area for some time. Valuations got excessive and the stock has come off. There is also potential for new competition in the wireless area. In the near term, be cautious, but in the long-term it is a great franchise.

HOLD

A good solid company. If the BCE (BCE-T) deal gets done, there will be a lot of money that needs to go to other telecoms and cables. Well managed. Cleaning up operations and clearing their debt.

TOP PICK

Federal government opening up wireless for more competition produced some weakness, but they are generating fabulous amounts of free cash flow and are buying back stock. Dividend was increased substantially and is very safe. Looking for continuing increased growth.

DON'T BUY

Very predictable cash flow in the past. Wireless subscriber growth in Canada is slowing. This will give a significant contraction in the earnings multiple that people are willing to pay.

BUY

The news is on GSM where Telus is looking into this area. If they switch to this, it will give Rogers competition. Dividend has been increased but the growth rate is slowing somewhat. Not a bad price at this point.

DON'T BUY

Earnings disappointment on the wireless side. Going to be a very competitive marketplace, especially in Canada with the auction of Spectrum. ROE of over 20% with a dividend of 2.5%. Has a small buyback in place. Still quite levered with debt to capital at over 60%. At a level where it is going to be very interesting. Expect there will be some further downside. Would be interested in the $35-$38 range.

DON'T BUY

Have done extremely well over the last couple of years with market share in wireless. CRTC have announced an auction for more broadband exposure excluding the majors. Could create more competition. Has always looked like an expensive multiple to him.

TOP PICK

Stock fell after the wireless Spectrum came out. Good entry point. A wireless play as 80% of EBITDA is wireless plus the cable. Free cash flow is $1 billion a year plus. They have the best technology on the wireless side and the only ones with 3G technology.

TOP PICK

Thinks the market has overreacted to the governments Spectrum offer. They have a very compelling package of consumer products. 10% free cash flow yield. Great balance sheet. 1% dividend yield could double.

TOP PICK

Comfortable with the growth in the wireless industry, the valuation and what they are doing on cable. When the iPhone comes to Canada it is a logical choice for them to go with this company. Could be a little shaky on the short term, but he is comfortable with it.

COMMENT

Because of the CRTC announcement on wireless (spectrum) Telus (T-T) and Rogers (RCI.B-T) have had a bit of a setback. There may be more competition in cellular phones and could put pressure on both companies.

WATCH

Took quite a whipping today so he was looking at it. Down 8%. Could be some more fallout because they have the most to lose on the wireless situation.

BUY

Had a bit of a correction in November. The 200-day moving average is still rising and has now broken below it a little bit. In the tail end of the ugly market correction and it is then that some stocks get and negative surprise. As 2008 is going to be a good year, this is a good buying opportunity.

DON'T BUY

This stock dropped because of the market weakness. Large cap and very dominate in its space and has been one of the best stocks in the last few years. It undercut its August low which is very negative going forward. Wait for it to go back above its August low.

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