Análisis Argos
RCI
RCIBarata · ojo al riesgo1 señal de riesgo
Rogers Communications Inc. · Communication Services
US$ 34.75
precio al 2026-07-28
Valor justo Argos*
US$ 42–50
vs. su valor justo
24% por debajo
Score Argos
51/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 3.8% al año — menos de lo que viene demostrando (5.8%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 297% el último año.
Reparte dividendo sostenible (4.17%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
!Altman Z'' en zona roja (0.81)
VALOR4/6FUTURO2/6PASADO2/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO2/6SALUD1/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos51de 100Barata · ojo al riesgo
Ingresos5%
US$ 21.7 B
Margen operativo5%
23.1%
Flujo de caja libre56%
US$ 2.4 B
Deuda neta
US$ 42.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 18.8B
P/E2.7x
EV/EBITDA6.2x
FCF yield12.5%
ROIC7.5%
Margen operativo23.1%
Crecim. ingresos+5.3%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

businesswire.com · 9 jul
RCI 3Q26 Club & Sports Bar Sales Increase 4.0% with Bombshells Same-Store Sales Up 4.7%
HOUSTON--(BUSINESS WIRE)--RCI Hospitality Holdings, Inc. (Nasdaq: RICK) reported club and sports bar sales for the fiscal 2026 third quarter ended June 30, 2026. Sales do not include non-core operations and are subject to final closing. All comparisons are year over year. Travis Reese, Interim President and CEO of RCI, said: “Total club and sports bar sales increased 4.0%, primarily due to an outstanding performance from Bombshells, which benefited from two new Texas locations in Rowlett and Lu.
seekingalpha.com · 7 jul
Rogers Communications: A Compelling Value Opportunity
Rogers Communications (RCI.B:CA) is a high-quality, integrated media and communications company focused on the Canadian market, now trading below 10x P/E. RCI.B offers a compelling value proposition with a 4.4% yield, strong free cash flow growth, and a $55/share price target, justifying a 'Buy' rating. The company's diversified model—combining telco and media—has delivered 82% media revenue growth and improved EBITDA, distinguishing it from failed telco-media integrations.
wsj.com · 6 jul
Rogers Communications Buys Remaining MLSE Stake from Kilmer Sports for About $3.06 Billion
Rogers Communications is buying out the final portion of the Maple Leaf Sports and Entertainment from Larry Tanenbaum's Kilmer Sports for 4.35 billion Canadian dollars.
globenewswire.com · 6 jul
Rogers to Become 100% Owner of Maple Leaf Sports & Entertainment
Signs agreement to buy Kilmer Sports 25% ownership stake in MLSE New global sports and entertainment powerhouse will deliver more for fans and customers  TORONTO, July 06, 2026 (GLOBE NEWSWIRE) -- Rogers Communications Inc. announced today it has signed an agreement to buy the remaining 25% ownership stake in Maple Leaf Sports & Entertainment (MLSE) from Kilmer Sports Inc. for C$4.35 billion, increasing Rogers ownership in MLSE to 100%.  “This is a defining moment for Rogers.
globenewswire.com · 29 jun
Rogers Communications 2Q26 Investment Community Teleconference July 22, 2026 at 8:00 a.m. ET
TORONTO, June 29, 2026 (GLOBE NEWSWIRE) -- Rogers Communications Inc. (TSX: RCI.A and RCI.B) (NYSE: RCI) plans to release its second quarter 2026 financial results on Wednesday, July 22, 2026, before North American financial markets open. The results will be distributed by newswire and posted at about.rogers.com/investor-relations. Rogers management will host its quarterly teleconference with the investment community to discuss the results and outlook at 8:00 a.m. ET.
zacks.com · 23 jun
Will Snap-on's Operational Agility, RCI Plan & Innovations Aid Growth?
Snap-on Incorporated SNA is making solid progress on its strategic priorities. SNA's strengths are rooted in its powerful brand, differentiated business model and strong customer relationships.
globenewswire.com · 15 jun
Rogers Donates $1 Million to 2026 Rogers Charity Classic
CALGARY, Alberta, June 15, 2026 (GLOBE NEWSWIRE) -- Rogers Communications today announced a $1 million donation to support children's charities across Alberta through the Rogers Charity Classic.
globenewswire.com · 15 jun
Rogers Brings Blue Jays Spirit to Calgary with New Ballpark Experience at Rogers Charity Classic
CALGARY, Alberta, June 15, 2026 (GLOBE NEWSWIRE) -- A taste of Rogers Centre is coming to Calgary this summer with the launch of a Blue Jays ballpark experience at the 16th hole during the Rogers Charity Classic. In celebration of the Blue Jays milestone 50th season, Rogers Communications today announced the 16th hole at Canyon Meadows Golf and Country Club is being transformed into a vibrant Blue Jays-themed destination, giving fans an opportunity to connect with Canada's Team in a uniquely Calgary setting while supporting a meaningful cause.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.