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Company Analysis

Cogent Communications Holdings, CCOI

A comprehensive view of key metrics, scores, and financial health for Cogent Communications Holdings,

Overview of Cogent Communications Holdings, Inc.

CCOI NMS
Communication Services Telecom Services Small Cap
Cogent Communications Holdings, Inc. (CCOI), is a Small Cap company, in the Telecom Services industry, last closed at $18.80, about 30.1% undervalued vs fair value, -73.5% 1Y return, ranked 150/261 in sector.
$18.80
-4.23%
As of March 13, 2026
Previous close • Vol 90d: 119.0%
52-Week Range
Market Cap
$941.17M
Enterprise Value
$3.67B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.cogentco.com
HQ Washington, DC
Employees 1,833
Fiscal year Dec 31

Next Events

Dividend Mar 20
Earnings May 7 Estimated

Fair Value Snapshot

Bear Base Bull
$20
$24
$29
Current: $18.80 +30% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$975.8M
-5.8%%
Gross Profit
$170.6M
-56.7%%
Operating Income
$-103.8M
42.2%%
Net Income
$-182.2M
10.7%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
111.8%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
-
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
4
Active Leaks
0/4
Improving
0
High Impact
3
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Cogent Communications Holdings,'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
15
/100
Weak
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Weak
11
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing CCOI's balance between Growth (40.9%), Profitability (15.1%), and Safety (44.0%). Growth 41% Safety 44% Profitability 15%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

36th percentile vs peers
37
Key Signals
Revenue CAGR 3Y 17.6% 87p Rev Growth YoY -5.8% 18p EPS Growth YoY -1.16 15p TSR -68.1% 5p
Strengths
  • Revenue Cagr 3Y in top 20% of peers (17.6%, 87th percentile)
  • Net Debt/Ebitda in top 20% of peers (13.23, 96th percentile)
  • Current Ratio in top 20% of peers (2.04, 84th percentile)
  • Quick Ratio in top 20% of peers (2.61, 88th percentile)
  • Strong liquidity position vs peers
Risks
  • Rev Growth Yoy in bottom 20% of peers (-5.8%)
  • Eps Growth Yoy in bottom 20% of peers (-1.16)

Profitability

13th percentile vs peers
14
Key Signals
Strengths
Risks
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Safety

39th percentile vs peers
39
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Cogent Communications Holdings,.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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Bear
-
- - -
- upside
-
Base
$24.46
- - -
+30.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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