BCE Inc.

NYSE:BCE 株式レポート

時価総額：US$21.5b

BCE 将来の成長

Future 基準チェック /06

BCEの収益は年間19.4%で減少すると予測されていますが、年間収益は年間1.6%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に12.6% 17.5%なると予測されています。

主要情報

-19.4%

収益成長率

-17.51%

EPS成長率

Telecom 収益成長57.7%
収益成長率1.6%
将来の株主資本利益率12.61%
アナリストカバレッジ

Good

最終更新日25 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • May 11

BCE Inc.: AI And Fiber Growth Could Power A Rebound

Summary BCE Inc. remains an undervalued income stock, supported by a 5.3% yield and a forward P/E of 12.7. Momentum in broadband, enterprise AI solutions, and digital media is driving revenue and EBITDA growth, with AI investments showing strong early returns. BCE’s Bell AI Fabric and new data center partnerships are expected to deliver high-margin, high-IRR free cash flow contributions over time. I maintain a 'buy' rating on BCE, citing improved financial flexibility, robust cash flow, and long-term value for patient investors. Read the full article on Seeking Alpha
Seeking Alpha • Feb 10

BCE Tees Up The Big Dividend Cut And Stops Digging That Hole

Summary We had previously suggested that BCE had a very high probability of cutting its outsized dividend. Management set that up with the Q4-2024 results. We go over the hints dropped and speculate on the size of the cut and its timing. We update our thesis and tell you which Canadian telecom is the best value today. Read the full article on Seeking Alpha
Seeking Alpha • Dec 26

BCE: The Ziply Deal Is Not As Bad As It Seems

Summary BCE's sale of MLSE stake to Rogers aimed to streamline the company, but the $5B Ziply Fiber acquisition raised management concerns, leading to a rating downgrade. Despite the market's negative reaction, Ziply Fiber aligns better with BCE's telecom operations, potentially offering higher operating revenues than MLSE. Lower Canadian interest rates and potential tax-loss selling create a buying opportunity for dividend investors, even with the risk of dividend cuts. BCE's current price suggests a dividend cut is priced in, and the company remains a vital player in the Canadian telecom sector. Read the full article on Seeking Alpha
Seeking Alpha • Nov 15

BCE: Don't Get Caught By The Double-Digit Yield

Summary BCE Inc.'s dividend yield is over 10%, raising concerns about a potential cut due to poor cash flow and rising debt costs. The company's recent capital allocation, including the Ziply acquisition, has not improved cash flow, and debt refinancing costs are increasing. Regulatory pressures and high mobility costs in Canada further strain BCE's financial outlook, making dividend maintenance challenging. Despite a 40+ year history of stable dividends, financial realities suggest BCE may struggle to sustain its current payout in my opinion. Read the full article on Seeking Alpha
Seeking Alpha • Oct 14

BCE: $3.5 Billion MLSE Sale And Lower Rates Are Catalysts For Rebound

Summary BCE has underperformed, down 14% this past year and nearly 35% in the last three, despite high dividend yields of 8.84%. Regulatory pressures and increased debt levels have raised concerns about dividend cuts, but payments have remained stable. Recent macroeconomic changes and strategic pivots suggest BCE is undervalued and can sustain dividends into 2025. I rate BCE stock a Strong Buy, anticipating its successful transition from a telco to a techco. Read the full article on Seeking Alpha
Seeking Alpha • Sep 20

BCE Is Dead To Me - August Dividend Income Report

Summary Telcos are capital-intensive. It means they must spend considerable amounts of money to maintain and improve their networks. Since 2017, BCE has been on a streak of securing more and more debt. ATD reported a mixed quarter as revenue jumped by 17%, but EPS declined by 4%. Read the full article on Seeking Alpha
Seeking Alpha • Sep 09

BCE's 8.3% Yield: A Telecom Giant Ready For A Comeback

Summary BCE offers an 8.3% dividend yield and trades at a discounted Price-to-Cash Flow ratio of 5.9x, making it an attractive value play. Despite recent stock underperformance, BCE shows resilience with growth in mobile subscribers, broadband, and business solutions, driven by strategic investments in fiber and 5G. Cost-saving initiatives, including AI-driven customer service, enhance future cash flow and improve dividend coverage, with $20 million saved in Q2 alone. BCE's strong balance sheet, BBB+ credit rating, and well-laddered debt schedule support its potential for market-level returns, despite regulatory risks. Read the full article on Seeking Alpha
Seeking Alpha • Jul 07

BCE: Downgrade On Deteriorating Economy

Summary BCE is a leading telecommunications provider in Canada with a strong market share and a diverse media business. BCE's first-quarter results were steady and in line with analyst estimates. However, I worry about the effects of a deteriorating Canadian economy. Looking farther out, tightening immigration rules may curb the new customers in the wireless markets, leading to increased price competition between carriers. I am also worried that management has moved the goalpost on leverage, suggesting they do not have any plans to delever the business. Read the full article on Seeking Alpha
Seeking Alpha • Jun 17

BCE: The Canadian Bell Rings With 8.9% Dividend Yield + 3 High Yield Telecommunication Stocks - ATT, Verizon, And Vodafone

Summary Telecommunication companies in the communication sector offer high yields, investible S&P credit ratings, and 6%+ dividend yields. BCE Inc. has an 8.9% yield, Verizon has a 6.7% yield, AT&T Inc. has a 6.3% yield, and Vodafone Group PLC has an 11.1% yield. Despite challenges like regulatory rulings and dividend cuts, these telecom companies provide reliable high-yield income and are considered good investments for income portfolios. The Rose Take and Recommendation is made for each company. Read the full article on Seeking Alpha
Seeking Alpha • Apr 22

BCE: Why I Added This 9% Yield To My Portfolio

Summary BCE is a leading telecommunications provider in Canada with a strong market share and a diverse media business. BCE shares have plummeted while the market has rallied, creating an attractive entry point. While BCE does face increased competition in wireless, I believe the company's cheap valuation more than prices that in. Read the full article on Seeking Alpha
Seeking Alpha • Mar 12

BCE Inc.: Is This Succulent 7.9% Dividend Safe?

Summary BCE, a Canadian telecom giant, is projected to pay out more in dividends than it earns in 2024. The company's dividend is at risk of being cut due to its unsustainable payout ratio. However, I believe that BCE's dividend is safe in the long term, with potential for improvement in 2025 and beyond. Read the full article on Seeking Alpha
Seeking Alpha • Feb 10

BCE Inc. Is A Great Bargain Back At 7.6% Yield

Summary BCE Inc. has seen a material decline in share price but has strong operating fundamentals, including revenue and adjusted EPS growth. The company is benefiting from its fiber buildout and surpassing its 5G coverage objectives, which has led to growth in its mobile and internet business. BCE has a strong credit rating, liquidity position, and a history of dividend growth, making it an appealing choice for income investors while it's undervalued. Read the full article on Seeking Alpha
Seeking Alpha • Jan 22

BCE: Attractive Valuation Relative To TELUS And Rogers

Summary Our covered call strategy for BCE outperformed a straight buy and hold, providing the same dividends with lower capital deployment and less volatility. We examine the Q3-2023 results and tell you where the soft spots were. We run BCE's valuation against its 2 rivals, TELUS and Rogers, and show you why this one makes more sense today. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

BCE: A Deep Value Play With An Above 7% Dividend Yield

Summary BCE is a Canadian dividend aristocrat in the telecommunications industry with a dominant positioning and strong profitability metrics. The company has a stellar track record of dividend hikes and offers an above 7% forward dividend yield, making it appealing for risk-averse investors. My valuation analysis suggests BCE stock is substantially undervalued. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:BCE - アナリストの将来予測と過去の財務データ ( )CAD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202825,9642,7063,8077,9687
12/31/202725,4912,4613,6067,81714
12/31/202625,0432,4612,2127,11215
3/31/202624,7066,2912,7566,571N/A
12/31/202524,4686,3053,2906,993N/A
9/30/202524,4866,1723,9607,309N/A
6/30/202524,4084333,8157,237N/A
3/31/202524,3283913,3767,427N/A
12/31/202424,4091632,5606,988N/A
9/30/202424,460842,9667,484N/A
6/30/202424,5691,9612,8907,603N/A
3/31/202424,6301,7533,0587,831N/A
12/31/202324,6732,0763,1827,946N/A
9/30/202324,6392,2222,2807,629N/A
6/30/202324,5832,2972,1577,664N/A
3/31/202324,3782,5642,6227,896N/A
12/31/202224,1742,7163,2298,365N/A
9/30/202223,9442,8131,4248,052N/A
6/30/202223,7562,8559407,830N/A
3/31/202223,5932,9448517,732N/A
12/31/202123,4492,7091,0748,008N/A
9/30/202123,3422,7622,5987,896N/A
6/30/202123,2932,6913,3998,232N/A
3/31/202122,9492,2393,7728,295N/A
12/31/202022,8832,2723,4667,754N/A
9/30/202023,0562,2614,2708,214N/A
6/30/202023,2092,4344,5268,362N/A
3/31/202023,7442,9553,9907,893N/A
12/31/201923,7933,011N/A7,958N/A
9/30/201923,7332,950N/A7,655N/A
6/30/201923,6702,905N/A7,440N/A
3/31/201923,5672,855N/A7,404N/A
12/31/201823,4682,785N/A7,384N/A
9/30/201823,2892,835N/A7,254N/A
6/30/201823,1092,824N/A7,444N/A
3/31/201823,0112,885N/A7,541N/A
12/31/201722,7572,866N/A7,358N/A
9/30/201722,4232,867N/A7,220N/A
6/30/201722,1332,816N/A6,930N/A
3/31/201721,7852,829N/A6,666N/A
12/31/201621,7192,894N/A6,643N/A
9/30/201621,6202,733N/A6,633N/A
6/30/201621,5582,720N/A6,568N/A
3/31/201621,5442,701N/A6,519N/A
12/31/201521,5142,526N/A6,274N/A
9/30/201521,4392,572N/A6,291N/A
6/30/201521,2892,433N/A6,295N/A

アナリストによる今後の成長予測

収入対貯蓄率: BCEの収益は今後 3 年間で減少すると予測されています (年間-19.4% )。

収益対市場: BCEの収益は今後 3 年間で減少すると予測されています (年間-19.4% )。

高成長収益: BCEの収益は今後 3 年間で減少すると予測されています。

収益対市場: BCEの収益 ( 1.6% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: BCEの収益 ( 1.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BCEの 自己資本利益率 は、3年後には低くなると予測されています ( 12.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/20 00:26
終値2026/06/18 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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