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CCOI logo CCOI
Upturn stock ratingUpturn stock rating
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Cogent Communications Group Inc (CCOI)

Upturn stock ratingUpturn stock rating
$48.2
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/27/2025: CCOI (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

12 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Year Target Price $70.18

Year Target Price $70.18

Analyst’s Price TargetsFor last 52 week
$70.18Target price
Low$43.65
Current$48.2
high$82.64

Analysis of Past Performance

Type Stock
Historic Profit -5.01%
Avg. Invested days 46
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/27/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 2.38B USD
Price to earnings Ratio -
1Y Target Price 70.18
Price to earnings Ratio -
1Y Target Price 70.18
Volume (30-day avg) 12
Beta 0.69
52 Weeks Range 43.65 - 82.64
Updated Date 06/30/2025
52 Weeks Range 43.65 - 82.64
Updated Date 06/30/2025
Dividends yield (FY) 8.38%
Basic EPS (TTM) -3.99

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -20.37%
Operating Margin (TTM) -17.76%

Management Effectiveness

Return on Assets (TTM) -3.38%
Return on Equity (TTM) -59.31%

Valuation

Trailing PE -
Forward PE 5000
Enterprise Value 4585806715
Price to Sales(TTM) 2.54
Enterprise Value 4585806715
Price to Sales(TTM) 2.54
Enterprise Value to Revenue 4.51
Enterprise Value to EBITDA 24.6
Shares Outstanding 49337300
Shares Floating 43816743
Shares Outstanding 49337300
Shares Floating 43816743
Percent Insiders 7.92
Percent Institutions 96.33

Analyst Ratings

Rating 4
Target Price 70.18
Buy 2
Strong Buy 5
Buy 2
Strong Buy 5
Hold 3
Sell 1
Strong Sell 1
Strong Sell 1

ai summary icon Upturn AI SWOT

Cogent Communications Group Inc

stock logo

Company Overview

overview logo History and Background

Cogent Communications was founded in 1999 and is headquartered in Washington, D.C. It quickly established itself as a major Tier 1 internet service provider (ISP) by focusing on providing high-speed internet access to businesses.

business area logo Core Business Areas

  • Dedicated Internet Access: Provides high-bandwidth internet connections for businesses. This is Cogent's core offering, delivering fast and reliable internet service.
  • Colocation: Offers data center space and related services for businesses to house their servers and network equipment.
  • Transport Services: Provides large-capacity data transport services to other carriers and service providers.

leadership logo Leadership and Structure

Dave Schaeffer is the founder and CEO. The company has a typical corporate structure with departments for sales, marketing, operations, finance, and technology.

Top Products and Market Share

overview logo Key Offerings

  • Dedicated Internet Access: High-speed internet access for businesses, delivered over Cogent's fiber optic network. Cogent holds a significant share of the dedicated internet access market, particularly for bandwidth-intensive applications. Competitors include Level 3 (now Lumen), Verizon, and AT&T. It's very hard to obtain exact market share for this segment due to various competitors.
  • Colocation Services: Data center space and power for servers and network equipment. Revenue is typically lower than Internet Access, but this is a very important business segment. Competitors include Equinix, Digital Realty, and CoreSite.

Market Dynamics

industry overview logo Industry Overview

The telecommunications industry is constantly evolving with increasing demand for bandwidth and data services. Cloud computing, streaming video, and IoT are major drivers.

Positioning

Cogent is positioned as a low-cost provider of high-bandwidth internet access, targeting businesses that require high-speed connectivity. They have a competitive advantage in their extensive fiber optic network and focus on dedicated internet access.

Total Addressable Market (TAM)

The total addressable market for dedicated internet access and colocation services is estimated to be billions of dollars globally. Cogent is well-positioned to capture a portion of this market with its focus on high-bandwidth and low-cost solutions.

Upturn SWOT Analysis

Strengths

  • Extensive Fiber Optic Network
  • Low-Cost Provider
  • High Bandwidth Capacity
  • Strong Focus on Dedicated Internet Access
  • Tier 1 ISP

Weaknesses

  • Limited Service Offerings (compared to larger telcos)
  • Reliance on Business Customers
  • Capital Intensive (building and maintaining network infrastructure)
  • Highly competitive market

Opportunities

  • Growing Demand for Bandwidth
  • Expansion into New Markets
  • Acquisitions of Smaller ISPs
  • Increasing Adoption of Cloud Services
  • 5G Deployment (Backhaul)

Threats

  • Competition from Larger Telecommunications Companies
  • Technological Changes (e.g., new networking technologies)
  • Economic Downturn (impact on business spending)
  • Cybersecurity Threats
  • Regulatory Changes

Competitors and Market Share

competitor logo Key Competitors

  • LUMN
  • VZ
  • T
  • EQIX

Competitive Landscape

Cogent's advantage lies in its low-cost, high-bandwidth offerings. However, larger telcos have a broader range of services and greater financial resources.

Major Acquisitions

Aleron Telecom

  • Year: 2004
  • Acquisition Price (USD millions): 25.2
  • Strategic Rationale: Expanded Cogent's network reach.

Growth Trajectory and Initiatives

Historical Growth: Cogent has experienced moderate growth in revenue and earnings over the past few years, driven by increased demand for bandwidth.

Future Projections: Analysts project continued growth for Cogent, driven by the increasing demand for high-speed internet access and data services.

Recent Initiatives: Recent initiatives include expanding their fiber optic network, investing in new technologies, and targeting specific industry verticals.

Summary

Cogent is a specialized provider of high-speed internet access, particularly for bandwidth-intensive businesses. Their extensive fiber network and low-cost approach give them a competitive advantage. However, they face competition from larger, more diversified telecommunications companies and need to continue to innovate and expand their service offerings to maintain growth. Economic conditions and cybersecurity are ongoing concerns.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings
  • Industry reports
  • Analyst estimates
  • Financial News Sources

Disclaimers:

This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Cogent Communications Group Inc

Exchange NASDAQ
Headquaters Washington, DC, United States
IPO Launch date 2002-02-05
Founder, Chairman, CEO & President Mr. David Schaeffer Ph.D.
Sector Communication Services
Industry Telecom Services
Full time employees 1899
Full time employees 1899

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. The company 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. It 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, the company 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, it 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.