Loading...
BCE logo

BCE Inc.TSX:BCE 株式レポート

時価総額 CA$32.0b
株価
CA$34.78
CA$31
12.2% 割高 内在価値ディスカウント
1Y16.3%
7D2.3%
1D
ポートフォリオ価値
表示

BCE Inc.

TSX:BCE 株式レポート

時価総額:CA$32.0b

BCE(BCE)株式概要

通信会社であるBCE Inc.は、カナダの家庭、企業、卸売顧客向けに無線、有線、インターネット、ストリーミングサービス、テレビ(TV)サービスを提供している。 詳細

BCE ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長0/6
過去の実績4/6
財務の健全性1/6
配当金3/6

BCE Community Fair Values

Create Narrative

See what 235 others think this stock is worth. Follow their fair value or set your own to get alerts.

BCE Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要BCE
過去の株価
現在の株価CA$34.78
52週高値CA$36.25
52週安値CA$29.56
ベータ0.58
1ヶ月の変化9.30%
3ヶ月変化-2.98%
1年変化16.32%
3年間の変化-43.34%
5年間の変化-43.05%
IPOからの変化342.76%

最新ニュース

分析記事 May 11

BCE Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

BCE Inc. ( TSE:BCE ) last week reported its latest first-quarter results, which makes it a good time for investors to...
ナラティブの更新 May 11

BCE: Data Center Expansion And Price Competition Will Shape Future Risk Balance

Analysts have modestly lifted their average price target on BCE to about CA$41, citing updated models that reflect slightly lower growth expectations, a small adjustment to the discount rate, steady profit margins, and Street research highlighting the potential contribution from BCE's newly announced 300 MW data center project. Analyst Commentary Recent research on BCE shows a mixed backdrop, with some firms lifting price targets around CA$41 while others flag risks around competition and execution.

Recent updates

分析記事 May 11

BCE Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

BCE Inc. ( TSE:BCE ) last week reported its latest first-quarter results, which makes it a good time for investors to...
ナラティブの更新 May 11

BCE: Data Center Expansion And Price Competition Will Shape Future Risk Balance

Analysts have modestly lifted their average price target on BCE to about CA$41, citing updated models that reflect slightly lower growth expectations, a small adjustment to the discount rate, steady profit margins, and Street research highlighting the potential contribution from BCE's newly announced 300 MW data center project. Analyst Commentary Recent research on BCE shows a mixed backdrop, with some firms lifting price targets around CA$41 while others flag risks around competition and execution.
ナラティブの更新 Apr 19

BCE: AI Data Centres Will Drive Returns Despite Wireless Price War

Analysts have made a modest upward adjustment to the CA$41 Street price target for BCE, highlighting updated views on pricing risk, recent target hikes from several firms, and refined assumptions around revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on BCE reflects a mix of optimism around valuation support and growth projects, alongside fresh concerns about competitive pressure in Canadian telecom.
ナラティブの更新 Apr 05

BCE: Price War Risks And AI Data Centres Will Shape 2026 Outlook

Analysts made a modest upward adjustment to the BCE fair value estimate to CA$37.53. This reflects slightly higher assumed revenue growth and profit margin expectations, along with a marginally lower future P/E multiple and a small change in the discount rate, following recent price target increases across several firms and ongoing sector price war concerns.
ナラティブの更新 Mar 22

BCE: Execution Risks Around Profitability Assumptions Will Drive Future Share Pressure

Analysts have nudged BCE's fair value estimate higher to CA$31.00 from CA$30.00, citing recent target hikes into the CA$39 to CA$41 range, as well as updated assumptions around profitability, discount rate, and future P/E as key supports for the change. Analyst Commentary Recent Street research on BCE has featured a mix of supportive and cautious views, with several price target adjustments clustering in the CA$39 to CA$41 range.
ナラティブの更新 Mar 08

BCE: Fair Outlook Balances 2026 Guidance With Tight Range Rating Revisions

Analysts have inched their average price target on BCE higher to CA$40, with small tweaks to discount rate and P/E assumptions. These adjustments reflect updated views on risk and valuation inputs rather than big shifts in the core earnings outlook.
ナラティブの更新 Feb 22

BCE: Fair Outlook Weighs 2026 Guidance Against Mixed Rating Revisions

Analysts have nudged their fair value estimate for BCE higher to CA$37.38 from CA$37.01, citing recent price target moves around CA$40 and updated assumptions for revenue growth, margins and future P/E as the main drivers of this change. Analyst Commentary Recent research on BCE reflects a mix of cautious tweaks and more constructive moves on valuation, with price targets broadly clustering around the CA$40 mark.
ナラティブの更新 Feb 07

BCE: Fair Outlook Balances Mixed Rating Moves And 2026 Guidance

Analysts have nudged their BCE valuation slightly higher, with the fair value estimate moving to $37.01 from $36.47, as they balance mixed price target moves on the Street with updated assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Street research on BCE in recent days has been mixed, with some price targets nudged lower and at least one upgrade.
ナラティブの更新 Jan 24

BCE: Modest Discount Rate Shift Supports Multiyear Outlook And Post Selloff Opportunity

Analysts have made a modest downward adjustment to their BCE price target to about C$40.75. This reflects slightly higher discount rate assumptions and some pressure on profit margins, even as revenue growth expectations and future P/E estimates remain relatively steady.
ナラティブの更新 Jan 10

BCE: Recent Upgrades Highlight Multiyear Outlook And Post Selloff Entry Opportunity

Analysts have lifted their price targets on BCE to a range around C$34 to C$37, a C$2 move at the low end, citing a clearer multiyear outlook, an improved growth and risk profile, and what they view as a more appealing entry point after the recent selloff. Analyst Commentary Bullish analysts see the recent round of target changes and upgrades as a reset in how BCE is being valued, with more confidence in the multiyear plan outlined at the investor day.
分析記事 Jan 04

Does BCE (TSE:BCE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 Dec 25

BCE: Multi-Year Outlook Will Shape Risk Profile And Share Performance

Our updated narrative on BCE reflects a modest upward revision in the analyst price target to C$34 from C$32, as analysts point to a clearer multi year growth outlook and an improving risk profile, despite a higher assumed discount rate and lower profit margin expectations. Analyst Commentary Recent Street research on BCE highlights a constructive but still measured stance from the sell side.
ナラティブの更新 Dec 11

BCE: Share Price Will Rise On Clearer Outlook And Recent Rating Upgrades

Analysts have nudged their average price target for BCE modestly higher to C$34 to C$37 per share, citing improved confidence in the company’s multi year outlook, a better growth and balance sheet trajectory, and expectations for gradual revenue and EBITDA reacceleration from 2026. Analyst Commentary Recent research updates reflect a more constructive stance on BCE, with several firms lifting ratings and targets as they recalibrate models to the company’s longer term guidance and post selloff valuation.
ナラティブの更新 Nov 27

BCE: Share Price Will Rise On Improved Outlook And Recent Upgrades

The analyst price target for BCE has increased modestly, with several firms now seeing improved growth prospects and balance sheet strength. This has led to higher targets such as C$37 from C$35, as analysts cite greater confidence in the company's outlook through 2028.
分析記事 Nov 13

Solid Earnings May Not Tell The Whole Story For BCE (TSE:BCE)

The recent earnings posted by BCE Inc. ( TSE:BCE ) were solid, but the stock didn't move as much as we expected. We...
ナラティブの更新 Nov 13

BCE: Share Price Will Benefit From Improved Outlook Through 2028

Analysts have raised their price targets for BCE by approximately C$2 to C$3 per share. This reflects increased confidence in the company's improving growth prospects and balance sheet outlook.
ナラティブの更新 Oct 30

Improved Long-Term Outlook And Ongoing Risks Will Shape Performance Through 2028

BCE's analyst price target has modestly increased from C$35.97 to C$36.15 as analysts cite improved confidence in the company's long-term outlook and gradual earnings growth following recent upgrades and an encouraging investor day. Analyst Commentary Recent analyst actions reflect a shift in sentiment toward BCE, as well as a recognition of both the company's improved prospects and remaining challenges.
ナラティブの更新 Oct 15

High-speed Fiber Expansion And AI Will Transform North American Connectivity

BCE's analyst price target has increased from C$35.41 to C$35.97 as analysts express greater confidence in the company's growth outlook and balance sheet trajectory, following recent upgrades and positive research commentary. Analyst Commentary Recent analyst activity around BCE has been notably positive, reflecting shifting outlooks following the company's recent investor event and quarterly results.
ナラティブの更新 Sep 04

High-speed Fiber Expansion And AI Will Transform North American Connectivity

Analysts modestly raised their price targets for BCE reflecting improved long-term growth prospects and synergies from the Ziply acquisition, but maintained a balanced risk-reward view amid stable fundamentals, resulting in no net change to the consensus price target, which remains at CA$35.41. Analyst Commentary Bullish analysts increased price targets following the completion of the Ziply deal, which is expected to enhance BCE's long-term growth prospects.
分析記事 Jul 14

We Think BCE (TSE:BCE) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jun 02

BCE's (TSE:BCE) Shareholders Will Receive A Smaller Dividend Than Last Year

BCE Inc.'s ( TSE:BCE ) dividend is being reduced from last year's payment covering the same period to CA$0.4375 on the...
User avatar
新しいナラティブ Nov 10

Expanding Fiber Ventures Boost Future Revenue And Margin Transformation In Media And Wireless

BCE's strategic acquisitions and digital shift drive growth and stabilize earnings by enhancing market presence, technology integration, and media revenue.

株主還元

BCECA TelecomCA 市場
7D2.3%1.6%0.4%
1Y16.3%3.5%32.9%

業界別リターン: BCE過去 1 年間で3.5 % の収益を上げたCanadian Telecom業界を上回りました。

リターン対市場: BCEは、過去 1 年間で32.9 % のリターンを上げたCanadian市場を下回りました。

価格変動

Is BCE's price volatile compared to industry and market?
BCE volatility
BCE Average Weekly Movement2.3%
Telecom Industry Average Movement3.9%
Market Average Movement10.2%
10% most volatile stocks in CA Market17.7%
10% least volatile stocks in CA Market3.8%

安定した株価: BCE 、 Canadian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: BCEの 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
188038,683Mirko Bibicwww.bce.ca

通信会社であるBCE Inc.は、カナダの家庭、企業、卸売顧客向けに無線、有線、インターネット、ストリーミングサービス、テレビ(TV)サービスを提供している。BCEは2つのセグメントで事業を展開している:ベル・コミュニケーション・アンド・テクノロジー・サービス部門とベル・メディア部門である。ベル・コミュニケーション・アンド・テクノロジー・サービス部門は、モバイル・データおよび音声プラン、ストリーミング・サービス、デバイスなどのワイヤレス製品・サービス、インターネット・アクセス、インターネット・プロトコル・テレビ、クラウドベース・サービス、ビジネス・ソリューションなどのデータ、音声、その他の通信サービス・製品、衛星テレビ、接続サービスなどの有線製品・サービスを住宅、中小企業、大企業の顧客に提供している。また、再販業者や他の通信事業者から市内電話、長距離電話、データ通信などのサービスを購入・販売したり、家電量販店を運営している。ベル・メディア部門は、ビデオ、オーディオ、屋外広告、デジタル・メディア・サービスのポートフォリオを提供している。BCEは1880年に設立され、カナダのベルダンに本社を置いている。

BCE Inc. 基礎のまとめ

BCE の収益と売上を時価総額と比較するとどうか。
BCE 基礎統計学
時価総額CA$32.03b
収益(TTM)CA$6.29b
売上高(TTM)CA$24.71b
5.2x
PER(株価収益率
1.3x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BCE 損益計算書(TTM)
収益CA$24.71b
売上原価CA$13.60b
売上総利益CA$11.11b
その他の費用CA$4.82b
収益CA$6.29b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)6.75
グロス・マージン44.96%
純利益率25.46%
有利子負債/自己資本比率181.6%

BCE の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

5.0%
現在の配当利回り
26%
配当性向

BCE 配当は確実ですか?

BCE 配当履歴とベンチマークを見る
BCE 、いつまでに購入すれば配当金を受け取れますか?
BCE 配当日
配当落ち日Jun 15 2026
配当支払日Jul 15 2026
配当落ちまでの日数16 days
配当支払日までの日数46 days

BCE 配当は確実ですか?

BCE 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/29 07:29
終値2026/05/29 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

BCE Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
Amman SaeedAccountability Research Corporation
null nullArgus Research Company
David McFadgenATB Cormark