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.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Telus, T.TO
PAST TOP PICK
(A Top Pick Jan 6/06. Up 39.2%.) Everything is sort of clicking for them. There will be other acquisitions. They have to keep buying in order to maintain their growth. Still likes.
TOP PICK
The biggest wireless company in Canada. Also high definition cable and Voice over Internet Protocol (VoIP). Taking market share away from BCE. Very attractive price.
COMMENT
Doing a 2 for 1 stock split Dec 15. Likes the company from here, but has had a pretty good run.
DON'T BUY
Fully valued in the medium to longer term. Extremely well positioned in the wireless market. Good market share in cell phones, internet usage, etc.
TOP PICK
Has executed phenomenally on the wireless business. Layer on to that VoIP and the cable business. Firing on all cylinders.
PAST TOP PICK
(A Top Pick Nov 8/05. Up 43.2%.) The wireless division has been the big driver for them.
BUY
If you're interested in growth, Telus (T-T) is the one to own. They have the highest revenue per unit on wireless.
DON'T BUY
Still have a large amount of debt. Their free cash flow estimates for next year are astounding. Doesn't trust management to not go out and buy something rather than paying down debt.
BUY
Firing on all cylinders. Running circles around BCE (BCE-T) on wireless. Also doing well on cable. Dividends.
BUY
Having spent all its money making their network digital day now have the benefit of it. Has a lot further to go.
HOLD
Building its assets. The number one company in its sector. Also have some publishing assets.
BUY
Company that has invested for years in infrastructure in order to generate cash flow. Wireless companies are really starting to make money. Doesn't have a lot of sensitivity to a slowing economy.
PAST TOP PICK
(A Top Pick June 27/06. Up 34.5%.) Has $100 written all over it in the next 2 years.
HOLD
They have a fantastic franchise. Has had a terrific run but is a little rich at this time.
PAST TOP PICK
(A Top Pick Sept 13/05. Up 27%.) Has shaved his position back a little. Still a great story. That is getting minimised due to the cash flow.
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