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Cogent Communications Holdings, Inc. (CCOI)

NEUTRAL
Communication ServicesTelecom ServicesUnited States

Fondamental

51

Prix

$9.83

Capitalisation boursière

$479M

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

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

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No competitor list for this company yet.

Bilan & Liquidités

Chiffre d'affaires

$957M

12 derniers mois (au 30/06/2026)

Résultat net

$-45M

12 derniers mois (au 30/06/2026)

Flux de trésorerie libre

$-198M

Capitaux propres totaux

$-64M

Passif total

$3.16B

Ratio de liquidité général

0.63

Couverture des intérêts

-

Dette/EBITDA

15.59

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

Sous-évalué

Juste valeur

$26.27

Prix actuel

$9.83

Marge de sécurité

+62.6%

Fourchette de juste valeur

$17.08 - $35.47

Méthodes d'estimation

Analyst Target:$15.27
DCF:$44.84
PE-based:-
Graham Growth:-
EPV:$14.55
Consensus des analystes:Acheter (9B / 8H / 1S)
Dernière surprise sur les résultats:-39.20%

Indicateurs de valorisation

Ratio P/E

-

ROE

285.3%

Ratio P/B

-

P/FCF

-

Marge brute

46.3%

ROIC

2.8%

Radar de rentabilité

Value Creation (Economic Moat)

ROIC

2.8%

WACC

1.4%

ROIC − WACC

+1.4 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Critères d'analyse fondamentale

Réussi (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

Échoué (8)

  • EPS shows upward trend
  • Price CAGR -13.98%
  • ROIC 2.8%
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE -117.6%

Indisponible (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)

Score F de Piotroski

5/9

Signaux mixtes : certains domaines nécessitent attention

score
criteria

Qualité des bénéfices

-

Qualité faible : examiner la comptabilité

Dilution du capital

0.5%

Le nombre d'actions est stable

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. David Schaeffer Ph.D.Founder, Chairman, CEO & President69
Mr. John B. ChangChief Legal Officer & General Counsel53
Mr. Vincent TeissierDirector of Business Development57
Mr. Jean-Michel F.F SlagmuylderChief Financial Officer for European Operations61
Mr. Ried R. ZulagerSecretary-

Risque d'audit

6

Risque du conseil

5

Risque de rémunération

10

Risque droits des actionnaires

1

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

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