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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DON'T BUY
He likes earnings and this one has never had earnings for the last 20 years. His model price is $26.67 which gives it a big negative differential.
BUY
Have always hated the balance sheet, but lately his love for the income statement may be overcoming that repugnance. A very debt heavy company. Looking hard at this one. Their growth in wireless and digital cable is so impressive. Their penetration is increasing and their revenue per household keeps going up.
TOP PICK
(A Top Pick Feb 22/06. Up 6%.) Trading at about 7,5 X operating cash flow. Cable business has never looked better. Good penetration on the wireless side. Acquisitions in the last couple of years have worked out.
DON'T BUY
Very well positioned. They have the broadband network to deliver a lot of what the home needs. As the needs of the pipeline get bigger and bigger to integrate voice over internet, internet usage and hi-definition TV, cable has a lot of capacity. On a 15% correction, would take a good look at it.
DON'T BUY
Telecommunication industry is competitive. This company has done a really great job in growing their wireless and getting into VOIP voice over Internet. Now giving competition to rivals on landlines through their Sprint acquisition. Because of competition, all of them will struggle to raise prices on their products.
DON'T BUY
The stock has become quite expensive and competition has been heating up. There will be more and more competition.
DON'T BUY
Likes free cash flow and consistent growth, but there always seems to be one more big move that they have to make so he has always sat on the sideline on this one.
PAST TOP PICK
This stock is up 4%. It has been weak lately. Buying under $46.00 for new clients. Believes this is a better growth story, he likes it.l
PAST TOP PICK
Stock has moved down. He has moved out of the N.A. wireless companies. He does not own any more.
TOP PICK
Great free cash flow. Value creation and evaluation is good. His farvourite stock on exchange right now.
TOP PICK
Thinks all the different technologies are coming together for Rogers. Would own it "forever"
TOP PICK
They have executed extremely well since they bought Microcell. They have cable which includes the Internet and television and also will have wireless.
PAST TOP PICK
(A Top Pick Nov 21/05. Up 11%.) A buy point now would be $47/48.
DON'T BUY
They never actually make any money because they always spend their money on capital expansion. Cable companies are in a better situation than the phone companies.
TOP PICK
Cable is winning the telephony war right now. With the leverage to the debt they have had in the past, and the way they are generating cash right now, this company is now in better shape than he has ever seen it.
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