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.

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Consensus
Cautious
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Valuation
Undervalued
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TOP PICK
Has substantial operating cash. Looking for non-cyclical businesses. Won't be hurt by the Cdn$. Thought they were brilliant bringing in the wireless assets. Done at the right time. This is a booming area in communications. Big cash generator.
TRADE
52% of revenue will end up coming from the wireless side which is where the big source of growth is.
WATCH
Have to deal with their debt levels. They should be a more rational market in the future. Hasn't had high returns on capital.
DON'T BUY
Hasn't a clue what drives this stock. Always trades above its fair market value.
PAST TOP PICK
(Past top pick May 6/04. Up 3%.) Too many unknowns right now. They issued 10 million shares as they want to buy the rest of the wireless from AT&T. Will they be going after microcell?
TOP PICK
Cable companies are starting to pick up a lot of market share on the high speed data side. Core businesses are doing fantastically well and generating cash with that getting paid.
DON'T BUY
Could be a little bit of upside but relatively fully valued.
BUY
In a good space and likes the products there in.
TOP PICK
Will be doing voice over Internet which allows them to sell a suite of services which should make them immensely cash positive.
DON'T BUY
Doesn't have a good balance sheet. Average valued. Not a fan of the outlook for the cable industry.
BUY
Very interesting sector. Cash flow is starting to pick up.
BUY
They have improved their balance sheet and have started to pay a dividend.
PAST TOP PICK
(Was a top pick on Mar 27. Up 16.7%.) Still likes. Expects a lot more upside. Strong cash flow.
TOP PICK
In a good position with both cable and wireless. Good cash flow.
TOP PICK
Good price. Expects good cash flows. Strong management.
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