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.

605 watching

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

TOP PICK

(A Top Pick Apr 6/05. Up 17%.) Looking for non-cyclical earnings where there's some cash generation. Wireless is a 3 player market and these guys are in the sweet spot there. Cable is doing exceptionally well.

TOP PICK

One of the best growth companies in the Canadian equity market. Has a unique combination of cable and wireless assets. Knocking the ball out of the park.

PAST TOP PICK

(A Top Pick Mar 24/05. Up 13%.) Still looks pretty interesting. Had been going sideways for a while. Has good growth in wireless and made a couple of little acquisitions.

TOP PICK

Wireless is the big driver and wireless is a great growth area. Generating great cash. AT&T was a good acquisition.

TOP PICK

Likes the wireless and cable business. Cash flow comparable to its peers is great. Still growing and generating cash.

TOP PICK

Likes that it is about 8 X EBITDA and growth from the wireless. The balance sheet's a bit stretched, but they're going to generate a lot of free cash flow over the next couple of years which will help them pay down the debt without loads of operating risks.

DON'T BUY

Would not put this in the "Buy & Hold" category. It's more like a cyclical growth and aways have and always will use a significant amount of finacial leverage which exposes it to dramatic swings in investor sentiment. Now near the top of this sentiment, so would not buy now. When the headlines are full of fincial disaster news, that's the time to buy this or it's bonds.

TOP PICK

Top Short This is a "pairs trade" to go with a BUY on BCE (BCE-T). Had a big run. Have bitten off a fair size acquisition with Microcell, so potential for some indigestion problems. Have cut guidance on the cable side and increased their capital spending. No dividend.

PAST TOP PICK

(A Top Pick Dec 21/04. Up 18%.) Have done a few smart moves lateley. Likes their consolidation on the wireless side. Still at a discount to their US counterparts. Good cash generator.

DON'T BUY

Spending a lot of money. Upped the income for the Blue Jays and bought the Olympics at a pretty expensive price. Feels the broadcast sector is better than the income paper sector. Not a big Rogers fan because they never make a lot of profits. Huge debt. Too expensive.

TOP PICK

(A Top Pick Dec8 /04. Up 15%.) Should move higher. The wireless is in a better position in Canada than it has ever been. Down to 3/4 players and are not even competing on price anymore. Their cable is still doing well.

DON'T BUY

Outlook for the industry is continued head bashing between the telco's and the cable companies. Pretty tough to make a lot of money other than as trading positions. This one was a marvelous trade in the late 2004. Tough for the stock to have a big move from here. Dead money.

BUY

If you want exposure to wireless, there are very few choices now. Feels that this company will be one of the premier ways for an investor to invest in wireless. A very strong franchise.

BUY ON WEAKNESS

Now 60% wireless which is the growth sector. Will buy more under $30.

TOP PICK

Loves the deal they did with wireless. Bought in a the right time. Wireless asset is hugely valuable. Likes what they are doing with cable. Cable telphony valuations are good. Non-cyclical with all the things he's looking for.

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