Cogent provides internet and private network connections for enterprises, and it carries internet traffic for internet service providers, content producers, and other websites. Both businesses face challenges as technological advancements allow those functions to be performed at lower cost, but we think Cogent's strategy leaves it positioned to succeed.
Unburdened by legacy services or networks, Cogent can capitalize on the latest technologies without realizing excessive costs or cannibalizing more lucrative revenue streams.
Deflationary pricing for internet transit, where Cogent is a market leader, will lead to diminishing profits on that business.
|
Metric
|
CCOI
|
VZ
|
LUMN
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.76 | 8.33 | 6.80 |
Price/Book Value | 5.25 | 1.76 | 3.12 |
Price/Sales | 3.34 | 1.23 | 0.09 |
Price/Cash Flow | 107.02 | 4.32 | 0.40 |
|
Metric
|
CCOI
|
VZ
|
LUMN
|
|---|---|---|---|
Quick Ratio | 1.06 | 0.52 | 1.09 |
Current Ratio | 1.38 | 0.71 | 1.35 |
Interest Coverage | 12.09 | 3.72 | −7.88 |
|
Metric
|
CCOI
|
VZ
|
LUMN
|
|---|---|---|---|
Return on Assets (Normalized) | 8.28% | 4.66% | 0.35% |
Return on Equity (Normalized) | 179.29% | 18.99% | 2.61% |
Return on Invested Capital (Normalized) | 13.92% | 7.89% | 3.98% |
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Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
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