Professional
Added to YB: 2025-06-12
Pitch date: 2025-06-10
RCI [bullish]
Rogers Communications Inc.
+38.85%
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, sports, and entertainment company in Canada.
Market Cap
CAD 26.3B
Pitch Price
CAD 35.92
Price Target
N/A
Dividend
4.12%
EV/EBITDA
7.60
P/E
3.73
EV/Sales
3.41
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)