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Cogent Communications Holdings, Inc. (CCOI)

Infravalorada
Communication ServicesTelecom ServicesUnited States

Fundamental

51

Precio

$8.01

Capitalización Bursátil

$399M

Parte 1 · Cuánto vale la empresa

Resumen

Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, South America, Europe, Oceania, and Africa. It offers on-net Internet access and private network services to law firms, financial services firms, and advertising and marketing firms, as well as heath care providers, educational institutions and other professional services businesses, other Internet service providers, telephone companies, cable television companies, web hosting companies, media service providers, mobile phone operators, content delivery network companies, and commercial content and application service providers. The company also provides Internet access and private network services to customers that are not located in buildings directly connected to its network; and on-net services to customers located in buildings that are physically connected to its network. In addition, it offers off-net services to corporate customers using other carriers' circuits to provide the last mile portion of the link from the customers' premises to the network. Further, the company operates data centers that allow its customers to collocate their equipment and access the network. It serves primarily to small and medium-sized businesses, communications service providers, and other bandwidth-intensive organizations. Cogent Communications Holdings, Inc. was founded in 1999 and is headquartered in Washington, the District of Columbia.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users

P/E: 8.1Score: 69Market cap: $170.62B

AT&T sells dedicated internet access and private-line transport to the corporate tenants of the same office buildings and data centres where Cogent sells its on-net service.

P/E: 11.9Score: 66Market cap: $193.94B

Verizon's enterprise and wholesale business offers the same dedicated internet access, IP transit and transport circuits to US corporate and carrier customers.

Lumen Technologies, Inc.LUMN

Lumen runs the largest US long-haul fiber backbone and sells the same IP transit, wavelength and dedicated internet access services to the same carriers, data centres and enterprises Cogent targets.

Zayo Group Holdings, Inc.Not tracked

Zayo, private since 2020, competes head-on for dark fiber, wavelengths and high-capacity transport between the same North American and European data centres, and bids on the same hyperscaler and carrier contracts.

Arelion Sweden AB (formerly Telia Carrier)Not tracked

Arelion operates a top-ranked global IP backbone (AS1299) and sells wholesale IP transit to the same internet service providers, content networks and carriers on both sides of the Atlantic.

GTT Communications, Inc.Not tracked

GTT runs one of the largest Tier 1 IP networks (AS3257) and competes for the same wholesale IP transit and multinational enterprise connectivity customers, often on price.

Balance y Liquidez

Ingresos

$957M

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$-45M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$-198M

Patrimonio Neto Total

$-64M

Pasivo Total

$3.16B

Ratio de Liquidez

0.63

Cobertura de Intereses

-

Deuda/EBITDA

15.59

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalInfravalorado

Valor Justo

$23.83

Precio Actual

$8.01

Margen de Seguridad

+66.4%

Rango de Valor Justo

$15.49 - $32.18

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$15.27
Flujo de caja descontado (DCF):$45.24
Múltiplo sobre beneficios (P/E):Datos insuficientes para calcularlo
Fórmula de crecimiento de Graham:Datos insuficientes para calcularlo
Valor de la capacidad de generar beneficios (EPV):$14.64
P/B justificado:Datos insuficientes para calcularlo
Descuento de dividendos (Gordon):Datos insuficientes para calcularlo
P/FFO, fondos de operaciones:$27.49
Beneficios de mitad de ciclo:$42.97
Múltiplo sobre ingresos:$40.62
Consenso de Analistas:Comprar (9B / 7H / 2S)
Última Sorpresa de Resultados:-39.20%

Métricas de Valoración

Ratio P/E

-

ROE

285.3%

Ratio P/B

-

P/FCF

-

Margen Bruto

46.3%

ROIC

2.8%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

2.8%

WACC

1.1%

ROIC − WACC

+1.7 pp

El ROIC supera el coste del capital: la empresa está creando valor para los accionistas.

Criterios de Análisis Fundamental

Superado (10)

  • Gross Margin 46.3%
  • Operating Margin 8.0%
  • Low reliance on intangibles
  • DCF valuation (Undervalued)
  • Revenue Growth 5Y 11.4%
  • Analyst Consensus 50% Buy
  • Earnings Surprise avg 7.9%
  • Share Dilution 0.5%
  • Net Margin Trend -4.7% vs -21.6%
  • Piotroski F-Score 5/9

Fallido (8)

  • EPS shows upward trend
  • Price CAGR -15.01%
  • ROIC 2.8%
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE -117.6%

No disponible (9)

  • P/FCF NaN
  • P/B Ratio NaN
  • Dividend Payout NaN%
  • Debt/Equity ratio
  • CapEx intensity
  • Interest Coverage
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Piotroski F-Score

5/9

Señales mixtas: algunas áreas requieren atención

score
criteria

Calidad de los Beneficios

-

Baja calidad: investigue la contabilidad

Dilución de Acciones

0.5%

El número de acciones es estable

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. David Schaeffer Ph.D.Founder, Chairman, CEO & President69
Mr. Thaddeus G. Weed CPAVP, CFO & Treasurer64
Mr. John B. ChangChief Legal Officer & General Counsel53
Mr. Mark Andrew HarrisVP of Global Sales & Chief Revenue Officer61
Mr. David Allen KappVP of Network Planning & CTO48
Mr. Vincent TeissierDirector of Business Development57
Mr. Jean-Michel F.F SlagmuylderChief Financial Officer for European Operations61
Mr. Ried R. ZulagerSecretary-

Riesgo de Auditoría

6

Riesgo del Consejo

5

Riesgo de Compensación

10

Riesgo de Derechos del Accionista

1

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-02-20

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-08-06

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-08-06

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for CCOI, sourced from Markets Gazette.

  • 3/15/2026NEUTRAL
    This Internet Infrastructure Stock Plunged 72% in a Year, so Why Did an Investor Buy Up $12 Million?

    Cogent Communications Holdings, Inc. has experienced a significant 72% stock price decline over the past year, indicating substantial investor concern or market headwinds. Despite this steep drop, a notable $12 million investment has been made by an unidentified investor, suggesting a contrarian belief in the company's long-term value or a potential turnaround. Cogent provides high-speed internet and data center services globally, operating in a competitive infrastructure sector. This large purchase amidst a severe downturn could signal an undervalued opportunity or an aggressive bet on future recovery, prompting market watchers to scrutinize the company's fundamentals and strategic outlook.

  • 3/12/2026NEGATIVE
    One Fund Just Sold $8 Million From This Dividend-Paying Internet Stock. Here's What Investors Should Know

    A significant fund has divested $8 million worth of Cogent Communications (CCOI) shares, a provider of internet and private networking services. This sale, occurring on March 12, 2026, suggests a potential shift in institutional sentiment towards the dividend-paying internet stock. While the specific reasons for the sale are not detailed, such a move by a fund often precedes or reflects negative performance expectations or a strategic reallocation of capital. Investors should monitor further developments and analyst ratings for CCOI.

  • 2/27/2026NEUTRAL
    Full Transcript: Cable One Q4 2025 Earnings Call

    Cable One, Inc. has released the full transcript of its fourth-quarter 2025 earnings call. While this announcement marks a significant event for investors, providing a detailed look into the company's financial performance and future outlook, the specific content of the results and guidance has not been disclosed at this stage. Analysts and investors are now poised to review the document to identify growth drivers, operational challenges, and management strategies. The release of such transcripts is crucial for due diligence, enabling a thorough understanding of discussions between executives and analysts, which often reveal nuances not present in official press releases. Market impact will depend on the interpretation of key data once made public.

  • 2/20/2026NEGATIVE
    Why Cogent Communications Stock Crashed Today

    Despite Cogent Communications beating earnings expectations, the stock crashed. This indicates that details provided regarding future outlook or other non-financial factors have concerned investors, leading to a sell-off.

via Markets Gazette