Professional
Added to YB: 2025-06-12
Pitch date: 2025-06-10
RCI [bullish]
Rogers Communications Inc.
+50.08%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
Rogers Communications Inc. operates as a communications and media company in Canada. It operates through three segments: Wireless, Cable, and Media.
Market Cap
CAD 30.1B
Pitch Price
CAD 36.95
Price Target
N/A
Dividend
3.60%
EV/EBITDA
8.25
P/E
4.45
EV/Sales
3.81
Sector
Wireless Telecommunication Services
Category
special_situation
New position: Rogers Communications
RCI: Trading at cyclical lows (6.8x EV/EBITDA), with multiple catalysts: 1) MLSE stake ($15B, 75% ownership) monetization 2) Leverage reduction via $9B Blackstone deal 3) End of telecom price war. Lowest P/B ever, highest earnings yield since 2013. Smart money buying while stock ignored despite 38.3M+ subscribers in growing Canadian market.
Read full article (8 min)