BCE Inc
BCE
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+ FollowMarket Cap$22.93B
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Earnings Call Q4 2025
February 5, 2026 - AI Summary
2025 Performance and 2026 Guidance: BCE achieved a consolidated service revenue growth of 0.6% and adjusted EBITDA growth of 0.7% in 2025. For 2026, BCE projects revenue growth of 1% to 5% and adjusted EBITDA growth of 0% to 4%, reflecting ongoing momentum in their core growth segments, including fiber and wireless, while continuing to manage legacy declines.
Wireless Market Dynamics: Postpaid churn improved to 1.49%, demonstrating a year-over-year improvement. However, competitive pricing pressures in Q1 of 2026 may challenge ARPU growth, with expectations now considering potential short-term ARPU declines rather than moderate growth as previously anticipated.
Fiber Growth Strategy: The acquisition of Ziply Fiber is seen as a strategic milestone, providing a platform for significant growth in the U.S. market. BCE targets approximately 3 million fiber passings in U.S. markets by the end of 2028, with a capital-efficient growth approach to capitalize on rising fiber demand and market penetration.
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$35.49
44.3% upside
Current Fair Value
44.3% upsideUndervalued by 44.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $22.93 Billion |
|---|---|
| Enterprise Value | $65.53 Billion |
| Dividend Yield | $1.28 (5.09%) |
| Earnings per Share | $6.78 |
| Beta | 0.59 |
| Outstanding Shares | 932,500,000 |
Return
| Return on Equity | 27.74% |
|---|---|
| Return on Assets | 7.96% |
| Return on Invested Capital | 9.21% |
Valuation & Multiples
| P/E Ratio | 4.98 |
|---|---|
| PEG | -204.65 |
| Price to Sales | 0.95 |
| Price to Book Ratio | 0.98 |
| Enterprise Value to Revenue | 2.65 |
| Enterprise Value to EBIT | 10.14 |
| Enterprise Value to Net Income | 10 |
| Total Debt to Enterprise | 0.67 |
| Debt to Equity | 1.88 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
May 14, 2026
EPS Estimate
$0.44
Average shareholder expectationRevenue Estimate
$4.40 B
Average shareholder expectationNext Earnings Call
Expected Date
August 6, 2026
EPS Estimate
$0.48
Average shareholder expectationRevenue Estimate
$4.49 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 1.8340▲ 36.92% |
|---|---|
| Total Calls | 15,853,000▼ 35.51% |
| Total Puts | 29,073,700▼ 19.26% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 45.45%▲ 0.80% |
|---|---|
| Total Invested | $10.68B▲ 6.30% |
| Investors Holding | 433▼ 8.00% |
ESG Score
No data
About BCE Inc
CEO: Mirko Bibic Relevant Senate Committees
Judiciary
This committee's oversight of antitrust laws is highly relevant. Consolidations or anti-competitive practices among major carriers directly impact wholesale prices and market access for telecommunications resellers like BCE.
Commerce, Science, and Transportation
This committee has direct jurisdiction over the FCC and FTC, which heavily regulate interstate commerce, consumer protection, competition, and telecommunications services, including those provided by resellers.