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.

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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

DON'T BUY

They find themselves in the sweet spot of the market. They have a pipeline to provide good broadband communications. With the advent of Voice over Internet protocol, they find themselves in a position to offer good quality service to telephone, TV, HDTV. A very levered company. Not sure it's going to be as exciting a play in the long-term as it seems to be now. Can't justify the valuation.

PAST TOP PICK

(A Top Pick Oct 26/05. Up 8%.) This is a cash flow story. Have had great growth from the wireless business. Expect they will continue to pay down debt. Still likes.

TOP PICK

Microsoft owns 19 million shares which came off restriction in the last 6/8 weeks. Has been soft lately and most of the sales are US which can only be Microsoft. That is holding the stock back a little bit. With a combination of cheap valuation, decent growth, $1 billion in free cash flow by late 2007 is the reason for this pick.

TOP PICK

(A Top Pick Sept 29/05. Down 4.5%.) A great valuation and is still growing. In better shape than he has ever seen it in terms of its cash generation. Really starting to take share from the telephone companies.

DON'T BUY

Has fortunately found itself in a position where they really have the infrastructure in place to take advantage of the broadband requirements. What has worried investors is the fair amount of debt and interest rates have been going up. A little expensive for his tastes.

DON'T BUY

His problem with this stock has to do with ite balance sheet. They've got debt that would choke a horse. Thinks their debt to cash flow is 6 to 1. In a rising interest rate environment. If their cost of capital starts to rise, this will severly restrict their free cash flow.

TOP PICK

Valuation is now reasonable at around 7.5 X EBITDA. They are going to become a huge free cash flow machine. In 2007, they'll have $1 billion in free cash. They also have $4.5 billion in unused tax loss carry forward.

DON'T BUY

Has a very highly levered balance sheet, so it's not for the faint of heart.

TOP PICK

The cable companies are winning the battle over telecoms. They are the only ones that can offer you a bundle of telephone, cellular, television all in one.

TOP PICK

A cash flow story and a revenue acceleration story. The demand for data transmission is being well under estimated.

DON'T BUY

Earnings were quite good. Wireless revenues were very strong. Overall a good company, but not sure he would buy it here since it has had such a big run up.

WEAK BUY

Always hated the balance sheet but loved the income growth. The question is, can you stand the risk of the mountain of debt. There's enormous room for growth in wireless. There also seems to be a big appetite for digital TV.

TOP PICK

(A Top Pick June 14/05. Up 20%.) Have done a lot of smart moves over the past over the couple years. Really comfortable with it. Starting to pay off dept. A long term stock.

TOP PICK

Getting good revenues and starting to pay down their debt. Good cash generation. Likes the wireless application.

BUY

Seems to be everybody's favourite stock right now. Bear in mind that at some point she suspects they might do an issue. Made some good acquisitions.

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