WEBULL

A Look at Rogers Communications (TSX:RCI.B) Valuation Following Blue Jays-Fueled Media Growth and Strong Earnings

Simply Wall St · 10/26/2025 00:41

Rogers Communications (TSX:RCI.B) announced a strong quarter, with media segment growth getting a boost from the Toronto Blue Jays’ World Series run. Recent promotions and ticket giveaways have generated fresh buzz among investors and fans alike.

See our latest analysis for Rogers Communications.

Building on the excitement of the Blue Jays’ playoff run and another solid earnings update, Rogers Communications has enjoyed a notable upswing, with its share price rising 25.8% so far this year. The company’s combination of strong recent revenue growth, consistent quarterly dividends, and renewed engagement around its sports holdings has helped spur momentum. Total shareholder returns are up 11.8% over the past year, demonstrating fresh optimism around both its short- and long-term prospects.

If you’re inspired by Rogers' recent bounce, this is a perfect moment to broaden your perspective and discover fast growing stocks with high insider ownership

With shares at annual highs and optimism running high after a strong earnings season, the big question for investors remains: is Rogers undervalued at today’s price, or is the market already factoring in further growth?

Most Popular Narrative: 3.1% Undervalued

With Rogers Communications last closing at CA$55.05, the most widely followed narrative pegs fair value only slightly higher at CA$56.84. Although the gap is modest, it puts the latest rally in perspective and invites debate about what is truly supporting the new valuation.

The near-term integration and longer-term monetization of sports/media assets, notably MLSE, remains a significant hidden value driver. Proactive moves to surface or monetize these assets could unlock value for shareholders and bolster net earnings.

Read the complete narrative.

Want to know the secret sauce behind this new fair value? There is a bold combination of future margin expansion and subscriber growth baked in. Curious what powerful assumptions are fueling the analysts’ case, and which financial levers could drive even more upside? Dive in for the full story behind the number.

Result: Fair Value of $56.84 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, lingering regulatory uncertainty and slowing subscriber growth could still disrupt Rogers’ outlook and challenge today’s optimistic valuation narrative.

Find out about the key risks to this Rogers Communications narrative.

Build Your Own Rogers Communications Narrative

If you see things differently or want to dig into the numbers on your own, it’s easy to craft your personal view in just a few minutes, so Do it your way

A great starting point for your Rogers Communications research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.