BCE Inc.

NYSE:BCE 주식 리포트

시가총액: US$22.9b

BCE 향후 성장

Future 기준 점검 0/6

BCE 의 수익은 연간 19.4% 감소할 것으로 예상되는 반면, 연간 수익은 1.6% 로 증가할 것으로 예상됩니다. EPS는 연간 17.5% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.6% 로 예상됩니다.

핵심 정보

-19.4%

이익 성장률

-17.51%

EPS 성장률

Telecom 이익 성장47.9%
매출 성장률1.6%
향후 자기자본이익률12.61%
애널리스트 커버리지

Good

마지막 업데이트25 May 2026

최근 향후 성장 업데이트

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

이익 및 매출 성장 예측

NYSE:BCE - 애널리스트 향후 추정치 및 과거 재무 데이터 (CAD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202825,9642,7063,8077,9687
12/31/202725,4912,4613,6067,76214
12/31/202625,0432,4612,2127,12115
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

애널리스트 향후 성장 전망

수입 대 저축률: BCE 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -19.4%).

수익 vs 시장: BCE 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -19.4%).

고성장 수익: BCE 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: BCE 의 수익(연간 1.6%)이 US 시장(연간 12.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BCE 의 수익(연간 1.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BCE의 자본 수익률은 3년 후 12.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 09:13
종가2026/06/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

BCE Inc.는 29명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Amman SaeedAccountability Research Corporation
null nullArgus Research Company
David McFadgenATB Cormark