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Upturn AI SWOT - About
CCOI 
Cogent Communications Group Inc (CCOI)
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Upturn Advisory Summary
07/11/2025: CCOI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $70.18
1 Year Target Price $70.18
| 5 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -5.01% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.44B 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 07/13/2025 |
52 Weeks Range 43.65 - 82.64 | Updated Date 07/13/2025 | ||
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 4644518114 | Price to Sales(TTM) 2.6 |
Enterprise Value 4644518114 | Price to Sales(TTM) 2.6 | ||
Enterprise Value to Revenue 4.57 | Enterprise Value to EBITDA 24.91 | Shares Outstanding 49337300 | Shares Floating 43816743 |
Shares Outstanding 49337300 | Shares Floating 43816743 | ||
Percent Insiders 7.92 | Percent Institutions 96.33 |
Upturn AI SWOT
Cogent Communications Group Inc
Company Overview
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.
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 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
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
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://www.cogentco.com |
Full time employees 1899 | Website https://www.cogentco.com | ||
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.
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