Professional
Added to YB: 2025-12-12
Pitch date: 2025-12-10
BCE [bullish]
BCE Inc.
+9.8%
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
BCE Inc., a communications company, provides wireless, wireline, internet, streaming services, and television (TV) services to residential, business, and wholesale customers in Canada.
Market Cap
CAD 32.6B
Pitch Price
CAD 31.89
Price Target
N/A
Dividend
5.00%
EV/EBITDA
7.15
P/E
5.16
EV/Sales
3.15
Sector
Diversified Telecommunication Services
Category
turnaround
Dog-be-gone: 4 stocks NCP expects to recover in 2025 - BCE Inc.
BCE: Down 56% from 2022 highs after dividend cut, now trades below 5&10yr avg multiples vs Telus at 100%+ payout risk. Revenue growth resumed after telecom price war subsided. Zipply acquisition adds $1B revenue by 2026. 40-50% payout ratio, high moat, positioned for rate cut benefiting dividend stocks.
Read full article (2 min)