Cogent's results remain extremely disappointing, with revenue down 4.4% year over year and 1.8% sequentially in the third quarter. Cash flow remains negative, even with the T-Mobile payments. The firm has also hired advisors to explore options for its $700 million bond maturing in 2027.
With the Sprint network, Cogent is well-positioned to capitalize on growing AI-related demand for high-capacity connections between data centers.
The Sprint business is a far bigger disaster than Cogent anticipated. Three years after closing the acquisition, EBITDA remains far below pre-deal levels, absent T-Mobile support payments.
Metric | CCOI | LUMN | VZ |
|---|---|---|---|
Price/Earnings (Normalized) | — | — | 11.92 |
Price/Book Value | — | — | 1.80 |
Price/Sales | 0.20 | 0.35 | 1.37 |
Price/Cash Flow | 5.54 | 3.91 | 4.70 |
Metric | CCOI | LUMN | VZ |
|---|---|---|---|
Quick Ratio | 0.39 | 0.53 | 0.47 |
Current Ratio | 0.48 | 0.71 | 0.63 |
Interest Coverage | 0.58 | −0.11 | 3.82 |
Metric | CCOI | LUMN | VZ |
|---|---|---|---|
Return on Assets (Normalized) | −3.91% | −2.56% | 4.05% |
Return on Equity (Normalized) | — | — | 15.88% |
Return on Invested Capital (Normalized) | −0.71% | −1.66% | 7.57% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Verizon Communications Inc VZ | LOCK|sgXkB<? | LOCK|b@zjs | $189B | |||
| T-Mobile US Inc TMUS | LOCK|dFkp%Q%x | LOCK|gq<G^ | $172B | |||
| AT&T Inc T | LOCK|<< | LOCK|%@kkm | $146B | |||
| Deutsche Telekom AG ADR DTEGY | LOCK|XQ#<p#s | LOCK|w#z#c | $139B | |||
| Comcast Corp Class A CMCSA | LOCK|z$mvL@c | LOCK|kTX!& | $87B | |||
| America Movil SAB de CV ADR - Series B AMX | LOCK|Wvt>svg | LOCK|#Syj> | $76B | |||
| KDDI Corp ADR KDDIY | LOCK|r#%>Xf | LOCK|XWVdG | $66B | |||
| Orange SA ADR ORANY | LOCK|J!H##k$ | LOCK|>f | $45B | |||
| Vodafone Group PLC ADR VOD | LOCK|c^$%<T | LOCK|@@$ | $36B | |||
| EchoStar Corp Class A ECHO | LOCK|<&@ | LOCK|W^ | $28B |
United States