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Upturn AI SWOT - About
CCOI 
Cogent Communications Group Inc (CCOI)
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Upturn Advisory Summary
08/28/2025: 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 $47.91
1 Year Target Price $47.91
| 5 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.86% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.84B USD | Price to earnings Ratio - | 1Y Target Price 47.91 |
Price to earnings Ratio - | 1Y Target Price 47.91 | ||
Volume (30-day avg) 12 | Beta 0.65 | 52 Weeks Range 28.81 - 80.41 | Updated Date 08/29/2025 |
52 Weeks Range 28.81 - 80.41 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 10.57% | Basic EPS (TTM) -4.52 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-07 | When - | Estimate -0.99 | Actual -1.21 |
Profitability
Profit Margin -23.46% | Operating Margin (TTM) -13.9% |
Management Effectiveness
Return on Assets (TTM) -3.08% | Return on Equity (TTM) -93.59% |
Valuation
Trailing PE - | Forward PE 5000 | Enterprise Value 4296817414 | Price to Sales(TTM) 2 |
Enterprise Value 4296817414 | Price to Sales(TTM) 2 | ||
Enterprise Value to Revenue 4.28 | Enterprise Value to EBITDA 25.82 | Shares Outstanding 49182700 | Shares Floating 46314115 |
Shares Outstanding 49182700 | Shares Floating 46314115 | ||
Percent Insiders 2.44 | Percent Institutions 101.38 |
Upturn AI SWOT
Cogent Communications Group Inc
Company Overview
History and Background
Cogent Communications Group Inc. was founded in 1999 and focused on providing high-speed Internet access and private network services primarily to businesses. It has grown through organic expansion and strategic acquisitions, becoming a major provider of Internet transit services.
Core Business Areas
- Net Centric: Cogent focuses on providing dedicated Internet access and transit services to bandwidth-intensive businesses like content providers, application providers, and ISPs. These customers connect directly to Cogent's network to exchange Internet traffic.
- Enterprise: Cogent also offers services to enterprise customers, connecting their offices to the Internet and to other corporate locations. These services provide high-speed Internet access, Ethernet connectivity, and private network solutions.
Leadership and Structure
Dave Schaeffer is the founder and CEO. The organizational structure is designed to support its focus on network infrastructure and sales to key market segments.
Top Products and Market Share
Key Offerings
- Internet Transit: Cogent's main product is providing high-bandwidth Internet transit to other networks. Competitors include Lumen (formerly CenturyLink), Verizon, and AT&T. The company estimates they handle a significant percentage of total internet traffic. While precise figures are dynamic, it is estimated Cogent holds around 25% of the North American market, but market share can fluctuate. No current public data on revenue from this product.
- Dedicated Internet Access: Cogent offers dedicated internet access to businesses, guaranteeing bandwidth and reliability. Competitors include major telecom companies like Comcast Business, Spectrum Enterprise, and Verizon Business. No current public data on revenue from this product.
- Metro Ethernet Services: Cogent provides high-speed Ethernet connections within metropolitan areas for businesses requiring fast data transfer between locations. Competitors include Zayo Group, Crown Castle, and Level 3 Communications (now Lumen). No current public data on revenue from this product.
Market Dynamics
Industry Overview
The Internet service provider (ISP) market is highly competitive and constantly evolving, driven by increasing demand for bandwidth, technological advancements, and the rise of cloud computing.
Positioning
Cogent is positioned as a low-cost, high-bandwidth provider, focusing on core network services and avoiding value-added services. This strategy allows them to offer competitive pricing and attract bandwidth-intensive customers.
Total Addressable Market (TAM)
The total addressable market is estimated to be in the tens of billions of dollars annually, encompassing all Internet access and transit services. Cogent's strategic positioning enables them to capture a significant portion of the market, particularly among bandwidth-intensive businesses.
Upturn SWOT Analysis
Strengths
- Extensive fiber optic network
- Low-cost provider
- High-bandwidth capacity
- Focus on core services
- Strong presence in major data centers
Weaknesses
- Limited geographic reach compared to larger competitors
- Reliance on a few key customers
- Vulnerable to price wars
- Lack of value-added services
Opportunities
- Growing demand for bandwidth
- Expansion into new geographic markets
- Increased adoption of cloud computing
- Acquisition of smaller competitors
- Partnerships with content delivery networks (CDNs)
Threats
- Intense price competition
- Technological disruptions (e.g., new networking technologies)
- Economic downturns
- Regulatory changes
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- LUMN
- VZ
- T
Competitive Landscape
Cogent's competitive advantage lies in its low-cost, high-bandwidth strategy. However, it faces challenges from larger competitors with more diversified service offerings and greater geographic reach.
Major Acquisitions
NetRail
- Year: 2004
- Acquisition Price (USD millions): 17
- Strategic Rationale: Expanded Cogent's network and customer base.
Growth Trajectory and Initiatives
Historical Growth: Cogent has experienced steady growth over the years, driven by increasing demand for bandwidth and strategic acquisitions.
Future Projections: Analyst estimates project continued growth for Cogent, driven by the increasing demand for high-speed internet access and data transit services. Exact projections unavailable.
Recent Initiatives: Recent initiatives include network upgrades to increase capacity, expansion into new markets, and strategic partnerships with CDNs and other technology companies.
Summary
Cogent Communications is a significant player in the Internet transit market with a focused strategy on high-bandwidth and low-cost services. Its strengths lie in its extensive fiber network and competitive pricing. However, limited geographic reach and reliance on key customers pose challenges. To enhance its market position, Cogent should explore opportunities for geographic expansion and strategic partnerships.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
- Press releases
Disclaimers:
The information provided is based on available data and analysis, and is not financial advice. Market conditions and company performance can change, so consult with a financial professional before making investment decisions.
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 1916 | Website https://www.cogentco.com |
Full time employees 1916 | 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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