TSE:RCI.B

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
star iconJul 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.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
Telus, T.TO
BUY
Short-term, you are probably all right. Performing phenomenally. Wireless business is knocking the socks off. Only 3 competitors in Canada. Cable business continues to operate very well. His instinct is that in 3 or 4 years, there will be a 4th carrier legislated.
TOP PICK
quadruple play in cable companies. Everybody's cable bill keeps going up every year. Most people get their Internet through cable, (another monopoly).Voice over IP, which people don't have yet but is coming.
DON'T BUY
Wouldn't take part of it because it's gone up so much.
DON'T BUY
Model price hasn't kept up to the stock price. The fundamentals are improving under the stock, investors are paying a premium for the growth they see. Not his strategy, so he wouldn't buy.
DON'T BUY
Has done very well recently and are well positioned. Too expensive for him.
PAST TOP PICK
(A Top Pick Apr 26/06. Up 81.4%.) Still sees upside. Balance sheet is getting fixed up. They're spending less and getting more cash. Still likes.
WAIT
Growth has impressed him. Fairly heavy high-priced ratio based on this year's earnings, but next year will be at about 19 X’s. Would wait and see how the whole telecom business shakes out. On his radar screen as a potential buy.
COMMENT
Has been taking profits in the last little while. Has a lot of free cash flow and their numbers look good. Good margins. Not her favourite stock.
COMMENT
His model price is $25.24. A negative 36% differential. Earnings have been going up and his model price is running parallel to the stock price going up. Looks like they will be the dominant force in Canada.
TOP PICK
(A Top Pick Nov 8/06. Up 17%.) Fundamentals continue to be strong. Wireless and cable are growing. Lots of free cash flow.
BUY ON WEAKNESS
$1 billion of free cash flow this year. Expect the dividend will be doubled or tripled. Could buy back shares. Buy in the $36 range.
TOP PICK
(A Top Pick Apr 26/06. Up 71%.) Wireless and cable are the 2 sectors you want to be in right now. Generating substantial amounts of cash.
HOLD
Coming into a period where they are generating huge amounts of free cash flow. Subscriber growth is very good.
PAST TOP PICK
(A Top Pick Dec 7/06. Up 9.2%.) Has run somewhat ahead but he continues to like it.
HOLD
It's in its great period of greatness. The giant of the sector.
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