Comprehensive Stock Comparison
Compare Rogers Communications Inc. (RCI) vs AT&T Inc. 5.35% GLB NTS 66 (TBB) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | RCI | 5.3% revenue growth vs TBB's 2.7% |
| Value | TBB | Lower P/E (9.9x vs 11.3x) |
| Quality / Margins | RCI | 31.9% net margin vs TBB's 17.4% |
| Stability / Safety | RCI | Beta 0.14 vs TBB's 0.20 |
| Dividends | TBB | 5.0% yield, 2-year raise streak, vs RCI's 3.5% |
| Momentum (1Y) | RCI | +49.0% vs TBB's +0.5% |
| Efficiency (ROA) | RCI | 7.7% ROA vs TBB's 5.2%, ROIC 5.9% vs 7.0% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Rogers Communications is a Canadian telecommunications and media conglomerate providing wireless, cable, and media services nationwide. It generates revenue primarily from wireless services (~60% of revenue), cable internet and TV subscriptions (~30%), and media content distribution through its broadcasting assets. The company's moat lies in its extensive national network infrastructure — including spectrum holdings and fiber-optic cable — which creates high barriers to entry and locks in customers through bundled service offerings.
AT&T is a major telecommunications company providing wireless, broadband, and entertainment services primarily in the United States. It generates revenue through wireless service subscriptions (~60% of revenue), broadband and video services (~25%), and business wireline solutions (~15%). The company's competitive advantage lies in its extensive nationwide wireless network infrastructure and spectrum portfolio, which creates high barriers to entry.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
RCI leads in 4 of 6 categories (Financial Metrics, Valuation Metrics). TBB leads in 1 (Analyst Outlook). 1 tied.
Financial Metrics (TTM)
TBB is the larger business by revenue, generating $125.6B annually — 5.8x RCI's $21.7B. RCI is the more profitable business, keeping 31.9% of every revenue dollar as net income compared to TBB's 17.4%. On growth, RCI holds the edge at +12.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | RCIRogers Communicat… | TBBAT&T Inc. 5.35% G… |
|---|---|---|
| RevenueTrailing 12 months | $21.7B | $125.6B |
| EBITDAEarnings before interest/tax | $9.9B | $45.0B |
| Net IncomeAfter-tax profit | $6.9B | $21.9B |
| Free Cash FlowCash after capex | -$1.0B | $19.4B |
| Gross MarginGross profit ÷ Revenue | +45.2% | +79.8% |
| Operating MarginEBIT ÷ Revenue | +23.1% | +19.2% |
| Net MarginNet income ÷ Revenue | +31.9% | +17.4% |
| FCF MarginFCF ÷ Revenue | -4.8% | +15.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +12.6% | +3.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +34.3% | -7.1% |
Valuation Metrics
At 4.3x trailing earnings, RCI trades at a 42% valuation discount to TBB's 7.5x P/E. On an enterprise value basis, TBB's 6.1x EV/EBITDA is more attractive than RCI's 6.9x.
| Metric | RCIRogers Communicat… | TBBAT&T Inc. 5.35% G… |
|---|---|---|
| Market CapShares × price | $17.1B | $139.3B |
| Enterprise ValueMkt cap + debt − cash | $50.2B | $276.1B |
| Trailing P/EPrice ÷ TTM EPS | 4.29x | 7.46x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.32x | 9.93x |
| PEG RatioP/E ÷ EPS growth rate | 0.13x | — |
| EV / EBITDAEnterprise value multiple | 6.94x | 6.13x |
| Price / SalesMarket cap ÷ Revenue | 1.08x | 1.11x |
| Price / BookPrice ÷ Book value/share | 1.22x | 1.29x |
| Price / FCFMarket cap ÷ FCF | — | 7.17x |
Profitability & Efficiency
RCI delivers a 28.6% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $17 for TBB. TBB carries lower financial leverage with a 1.23x debt-to-equity ratio, signaling a more conservative balance sheet compared to RCI's 1.92x. On the Piotroski fundamental quality scale (0–9), TBB scores 7/9 vs RCI's 4/9, reflecting strong financial health.
| Metric | RCIRogers Communicat… | TBBAT&T Inc. 5.35% G… |
|---|---|---|
| ROE (TTM)Return on equity | +28.6% | +17.3% |
| ROA (TTM)Return on assets | +7.7% | +5.2% |
| ROICReturn on invested capital | +5.9% | +7.0% |
| ROCEReturn on capital employed | +7.5% | +6.8% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 7 |
| Debt / EquityFinancial leverage | 1.92x | 1.23x |
| Net DebtTotal debt minus cash | $45.2B | $136.8B |
| Cash & Equiv.Liquid assets | $1.3B | $18.2B |
| Total DebtShort + long-term debt | $46.6B | $155.0B |
| Interest CoverageEBIT ÷ Interest expense | 2.24x | 3.55x |
Total Returns (with DRIP)
A $10,000 investment in TBB five years ago would be worth $11,351 today (with dividends reinvested), compared to $10,810 for RCI. Over the past 12 months, RCI leads with a +49.0% total return vs TBB's +0.5%. The 3-year compound annual growth rate (CAGR) favors TBB at 4.4% vs RCI's -2.5% — a key indicator of consistent wealth creation.
| Metric | RCIRogers Communicat… | TBBAT&T Inc. 5.35% G… |
|---|---|---|
| YTD ReturnYear-to-date | +5.3% | +2.0% |
| 1-Year ReturnPast 12 months | +49.0% | +0.5% |
| 3-Year ReturnCumulative with dividends | -7.3% | +13.7% |
| 5-Year ReturnCumulative with dividends | +8.1% | +13.5% |
| 10-Year ReturnCumulative with dividends | +48.7% | +33.6% |
| CAGR (3Y)Annualised 3-year return | -2.5% | +4.4% |
Risk & Volatility
RCI is the less volatile stock with a 0.14 beta — it tends to amplify market swings less than TBB's 0.20 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. RCI currently trades 99.2% from its 52-week high vs TBB's 93.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | RCIRogers Communicat… | TBBAT&T Inc. 5.35% G… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.14x | 0.20x |
| 52-Week HighHighest price in past year | $40.26 | $24.16 |
| 52-Week LowLowest price in past year | $23.18 | $21.55 |
| % of 52W HighCurrent price vs 52-week peak | +99.2% | +93.9% |
| RSI (14)Momentum oscillator 0–100 | 63.4 | 57.6 |
| Avg Volume (50D)Average daily shares traded | 888K | 71K |
Analyst Outlook
Wall Street rates RCI as "Hold" and TBB as "Hold". Consensus price targets imply -6.2% upside for TBB (target: $21) vs -7.3% for RCI (target: $37). For income investors, TBB offers the higher dividend yield at 5.02% vs RCI's 3.54%.
| Metric | RCIRogers Communicat… | TBBAT&T Inc. 5.35% G… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $37.00 | $21.29 |
| # AnalystsCovering analysts | 25 | 9 |
| Dividend YieldAnnual dividend ÷ price | +3.5% | +5.0% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | $1.93 | $1.14 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +3.2% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| Rogers Communicatio… (RCI) | 100 | 76.67 | -23.3% |
| AT&T Inc. 5.35% GLB… (TBB) | 100 | 86.76 | -13.2% |
AT&T Inc. 5.35% GLB… (TBB) returned +14% over 5 years vs Rogers Communicatio… (RCI)'s +8%. A $10,000 investment in TBB 5 years ago would be worth $11,351 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Rogers Communicatio… (RCI) | $13.7B | $21.7B | +58.3% |
| AT&T Inc. 5.35% GLB… (TBB) | $163.8B | $125.6B | -23.3% |
Rogers Communications Inc.'s revenue grew from $13.7B (2016) to $21.7B (2025) — a 5.2% CAGR. AT&T Inc. 5.35% GLB NTS 66's revenue grew from $163.8B (2016) to $125.6B (2025) — a -2.9% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Rogers Communicatio… (RCI) | 6.1% | 31.8% | +421.0% |
| AT&T Inc. 5.35% GLB… (TBB) | 7.9% | 17.4% | +119.9% |
Rogers Communications Inc.'s net margin went from 6% (2016) to 32% (2025). AT&T Inc. 5.35% GLB NTS 66's net margin went from 8% (2016) to 17% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Rogers Communicatio… (RCI) | 14.3 | 3 | -79.0% |
| AT&T Inc. 5.35% GLB… (TBB) | 5.5 | 7.3 | +32.7% |
Rogers Communications Inc. has traded in a 3x–29x P/E range over 9 years; current trailing P/E is ~4x. AT&T Inc. 5.35% GLB NTS 66 has traded in a 6x–16x P/E range over 7 years; current trailing P/E is ~7x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Rogers Communicatio… (RCI) | 1.62 | 12.73 | +685.8% |
| AT&T Inc. 5.35% GLB… (TBB) | 2.1 | 3.04 | +44.8% |
Rogers Communications Inc.'s EPS grew from $1.62 (2016) to $12.73 (2025) — a 26% CAGR. AT&T Inc. 5.35% GLB NTS 66's EPS grew from $2.10 (2016) to $3.04 (2025) — a 4% CAGR.
Chart 6Free Cash Flow — 5 Years
Rogers Communications Inc. generated $-2B FCF in 2025 (-9% vs 2021). AT&T Inc. 5.35% GLB NTS 66 generated $19B FCF in 2025 (+97% vs 2021).
RCI vs TBB: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is RCI or TBB a better buy right now?
Rogers Communications Inc. (RCI) offers the better valuation at 4.3x trailing P/E (11.3x forward), making it the more compelling value choice. Analysts rate Rogers Communications Inc. (RCI) a "Hold" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — RCI or TBB?
On trailing P/E, Rogers Communications Inc. (RCI) is the cheapest at 4.3x versus AT&T Inc. 5.35% GLB NTS 66 at 7.5x. On forward P/E, AT&T Inc. 5.35% GLB NTS 66 is actually cheaper at 9.9x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — RCI or TBB?
Over the past 5 years, AT&T Inc. 5.35% GLB NTS 66 (TBB) delivered a total return of +13.5%, compared to +8.1% for Rogers Communications Inc. (RCI). A $10,000 investment in TBB five years ago would be worth approximately $11K today (assuming dividends reinvested). Over 10 years, the gap is even starker: RCI returned +48.7% versus TBB's +33.6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — RCI or TBB?
By beta (market sensitivity over 5 years), Rogers Communications Inc. (RCI) is the lower-risk stock at 0.14β versus AT&T Inc. 5.35% GLB NTS 66's 0.20β — meaning TBB is approximately 41% more volatile than RCI relative to the S&P 500. On balance sheet safety, AT&T Inc. 5.35% GLB NTS 66 (TBB) carries a lower debt/equity ratio of 123% versus 192% for Rogers Communications Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — RCI or TBB?
Rogers Communications Inc. (RCI) is the more profitable company, earning 31.8% net margin versus 17.4% for AT&T Inc. 5.35% GLB NTS 66 — meaning it keeps 31.8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RCI leads at 23.1% versus 19.2% for TBB. At the gross margin level — before operating expenses — TBB leads at 79.8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is RCI or TBB more undervalued right now?
On forward earnings alone, AT&T Inc. 5.35% GLB NTS 66 (TBB) trades at 9.9x forward P/E versus 11.3x for Rogers Communications Inc. — 1.4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TBB: -6.2% to $21.29.
07Which pays a better dividend — RCI or TBB?
All stocks in this comparison pay dividends. AT&T Inc. 5.35% GLB NTS 66 (TBB) offers the highest yield at 5.0%, versus 3.5% for Rogers Communications Inc. (RCI).
08Is RCI or TBB better for a retirement portfolio?
For long-horizon retirement investors, Rogers Communications Inc. (RCI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.14), 3.5% yield). Both have compounded well over 10 years (RCI: +48.7%, TBB: +33.6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between RCI and TBB?
Both stocks operate in the Communication Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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- Sector: Communication Services
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