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Cogent Communications Holdings, Inc. (CCOI)

Undervalued
Communication ServicesTelecom ServicesUnited States

Fundamental

51

मूल्य

$8.01

मार्केट कैप

$399M

भाग 1 · कंपनी का मूल्य कितना है

अवलोकन

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.

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Direct competitors

Who this company fights with for the same customers

Compare

Generated on 18 सितंबर 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.

बैलेंस शीट और तरलता

राजस्व

$957M

पिछले 12 महीने (30/6/2026 तक)

शुद्ध आय

$-45M

पिछले 12 महीने (30/6/2026 तक)

Free Cash Flow

$-198M

कुल इक्विटी

$-64M

कुल देनदारियाँ

$3.16B

Current Ratio

0.63

Interest Coverage

-

Debt/EBITDA

15.59

Earnings Per Share

राजस्व और शुद्ध आय

Free Cash Flow

आय विवरण

ऐतिहासिक विवरण

समय के साथ मार्जिन

समय के साथ ऋण

ऋण कितना भारी है

वृद्धि तालिका

वृद्धि — राजस्व

Fair Value अनुमान

सामान्य मामलाकम मूल्यांकित

Fair Value

$23.83

वर्तमान मूल्य

$8.01

Margin of Safety

+66.4%

Fair Value सीमा

$15.49 - $32.18

इस्तेमाल किए गए valuation methods के बीच का फैलाव, कोई सांख्यिकीय रूप से calibrated confidence interval नहीं।

अनुमान विधियाँ

विश्लेषकों का लक्ष्य मूल्य:$15.27
डिस्काउंटेड कैश फ्लो (DCF):$45.24
आय गुणक (P/E):इसकी गणना के लिए पर्याप्त डेटा नहीं
Graham वृद्धि फॉर्मूला:इसकी गणना के लिए पर्याप्त डेटा नहीं
अर्निंग पावर वैल्यू (EPV):$14.64
उचित P/B:इसकी गणना के लिए पर्याप्त डेटा नहीं
लाभांश डिस्काउंट (Gordon):इसकी गणना के लिए पर्याप्त डेटा नहीं
P/FFO, परिचालन से प्राप्त निधि:$27.49
मध्य-चक्र आय:$42.97
राजस्व गुणक:$40.62
विश्लेषक सहमति:खरीदें (9B / 7H / 2S)
अंतिम Earnings सरप्राइज़:-39.20%

मूल्यांकन मेट्रिक्स

P/E Ratio

-

ROE

285.3%

P/B Ratio

-

P/FCF

-

Gross Margin

46.3%

ROIC

2.8%

लाभप्रदता Radar

मूल्य सृजन (प्रतिस्पर्धी बढ़त)

ROIC

2.8%

WACC

1.1%

ROIC − WACC

+1.7 pp

ROIC पूंजी की लागत से अधिक है — कंपनी शेयरधारकों के लिए मूल्य सृजित कर रही है।

Fundamental विश्लेषण मानदंड

पास (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

फेल (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%

अनुपलब्ध (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

मिश्रित संकेत: कुछ क्षेत्रों पर ध्यान देना आवश्यक

score
criteria

Earnings गुणवत्ता

-

निम्न गुणवत्ता: accounting की जांच करें

शेयर Dilution

0.5%

शेयर संख्या स्थिर है

संस्थागत होल्डिंग

प्रशासन

कार्यकारी टीम

नामपदआयु
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-

Audit जोखिम

6

बोर्ड जोखिम

5

मुआवजा जोखिम

10

शेयरधारक अधिकार जोखिम

1

भाग 2 · कीमत और खरीदने का समय

यह हिस्सा यह नहीं बताता कि कंपनी अच्छी है या नहीं: यह तय करने में मदद करता है कि उसे कब खरीदें, जब फंडामेंटल आपको आश्वस्त कर चुके हों। इसमें: तकनीकी विश्लेषण, संभावना, ऐतिहासिक गिरावट, गामा एक्सपोज़र।

दस्तावेज़

  • वार्षिक रिपोर्ट (10-K)

    कंपनी के कारोबार, वित्तीय नतीजों और जोखिमों का वार्षिक सिंहावलोकन।

    दाखिल तिथि: 2026-02-20

    दस्तावेज़ देखें
  • तिमाही रिपोर्ट (10-Q)

    पिछले तीन महीनों के वित्तीय प्रदर्शन का अपडेट।

    दाखिल तिथि: 2026-08-06

    दस्तावेज़ देखें
  • विशेष रिपोर्ट (8-K)

    किसी बड़ी घटना, जैसे नेतृत्व में बदलाव या बड़ी घोषणा, की सूचना।

    दाखिल तिथि: 2026-08-06

    दस्तावेज़ देखें

via SEC EDGAR

आय का इतिहास

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

Disclaimer

यह प्लेटफ़ॉर्म केवल शैक्षिक उद्देश्यों के लिए है। यह कोई वित्तीय, निवेश, या ट्रेडिंग सलाह नहीं देता। सभी स्कोर, मूल्यांकन, और संकेत सार्वजनिक रूप से उपलब्ध डेटा के स्वचालित विश्लेषण पर आधारित हैं जो अधूरे या गलत हो सकते हैं। निवेश निर्णय लेने से पहले हमेशा अपना शोध करें और एक योग्य वित्तीय सलाहकार से परामर्श लें।

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