Added to YB: 2026-02-20
Pitch date: 2026-02-18
RCI-B.TO [bullish]
Rogers Communications Inc.
-0.36%
current return
Author Info
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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 28.4B
Pitch Price
CAD 52.51
Price Target
N/A
Dividend
3.81%
EV/EBITDA
7.91
P/E
4.12
EV/Sales
3.58
Sector
Wireless Telecommunication Services
Category
special_situation
Q1'26 Idea Inventory, Part 1: $RCI.B
RCI-B.TO: Telco w/ $15B-$20B CAD sports assets (75% of MLSE: Maple Leafs, Raptors, Blue Jays, arenas) = 50-70% of $28.63B mkt cap. Mgmt pursuing monetization post-2026 via IPO/spinoff. MLSE does $4.1B rev, $400M EBITDA. Comparable deals value at 5.8x-16.7x rev. Implies $27-$36/sh value unlock (552M shares). Jul16'27 $55 calls at $3.60
Read full article (2 min)