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.
605 watching
0
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.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Telus, T.TO
COMMENT
Seems to have been on the right side of the fence with its wireless operation. Has always looked expensive to him.
TOP PICK
(A Past Top Pick Nov 8/06. Up 9.7%.) Looking for some good numbers to be announced tomorrow. Wireless business continues to hum along very nicely. Their core cable business is still strong. Valuation is very attractive. Has a ton of free cash flow.
COMMENT
Their wireless numbers are phenomenal. Wireless is the place you want to be in the telecom area. Telus (T-T) Stock really got whacked and they are heavily into wireless, and this may be the place you should be.
BUY
Likes this stock. Under $36 is still a place you can buy it. A huge cash generator. Will take business away from telecoms, probably on the phone side for a little longer.
COMMENT
This has been a great story. The trouble is, they have always blown up their balance sheets. Now, it doesn't look like their cap ex will be out of line.
HOLD
Loves the company, but it is far too expensive for him.
DON'T BUY
Stock price has been moving up indicating an increase in fundamentals. However, his model price is only $22.49, a 38% negative differential. The business is great and is growing, but it is not a mispriced asset.
COMMENT
Seem to have all the right bits and pieces to the puzzle. Cash flow is building up substantially. Clearing off debt. Would not be surprised if he makes an acquisition.
DON'T BUY
A very volatile stock. If you own, take some profits. There'll be a better chance to buy this at a lower rate.
DON'T BUY
They have done a terrific job. Penetration in the cable and wireless business is great. Actively marketing Rogers Home Phone. Not cheap and the balance sheet has always been a concern to him. Not cheap.
WAIT
Could be a possible suitor for Alliance Atlantis (AAC.A-T) which would give them some content rather than just being a provider. This would probably weaken the stock, so if you are thinking of buying, wait.
TOP PICK
2/3 of their EBITDA comes from wireless. Service providers are talking about the increase in revenues they are receiving by selling additional services. Very good subscriber growth.
BUY
Came out with some good guidance. Increase in wireless.
PAST TOP PICK
(A Top Pick Feb 24/06. Up 48.9%.) Fundamentals are so good, it is still cheaper than Shaw (SJR.B-T) and its US peers.
DON'T BUY
Trading at a hefty multiple. Will have a great cash flow coming in for the next couple of years, but what are they going to do with the cash. Too expensive.
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