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Upturn AI SWOT - About
CCOI 
Cogent Communications Group Inc (CCOI)
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Upturn Advisory Summary
09/15/2025: 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 $47.73
1 Year Target Price $47.73
| 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 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.77B USD | Price to earnings Ratio - | 1Y Target Price 47.73 |
Price to earnings Ratio - | 1Y Target Price 47.73 | ||
Volume (30-day avg) 12 | Beta 0.77 | 52 Weeks Range 28.81 - 80.41 | Updated Date 09/15/2025 |
52 Weeks Range 28.81 - 80.41 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 11.11% | Basic EPS (TTM) -4.52 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 4223043351 | Price to Sales(TTM) 1.92 |
Enterprise Value 4223043351 | Price to Sales(TTM) 1.92 | ||
Enterprise Value to Revenue 4.21 | Enterprise Value to EBITDA 25.38 | Shares Outstanding 49182700 | Shares Floating 46316016 |
Shares Outstanding 49182700 | Shares Floating 46316016 | ||
Percent Insiders 2.44 | Percent Institutions 101.45 |
Upturn AI SWOT
Cogent Communications Group Inc
Company Overview
History and Background
Cogent Communications Group Inc. was founded in 1999 and is headquartered in Washington, D.C. The company pioneered the business of providing high-speed Internet access to businesses and organizations at competitive prices. It has focused on a strategy of acquiring underutilized fiber optic networks and leveraging them to deliver services.
Core Business Areas
- Corporate Office Connectivity: Provides high-speed internet access and private network services to businesses, primarily in multi-tenant office buildings and carrier-neutral data centers.
- Wholesale Services: Offers dedicated internet access and transport services to other network operators and service providers.
Leadership and Structure
Cogent is led by Dave Schaeffer (Founder and CEO). The company's organizational structure is functional, with departments focused on sales, network operations, engineering, and finance.
Top Products and Market Share
Key Offerings
- Internet Transit: Provides high-bandwidth internet access to businesses and content providers. Cogent operates a large, global IP backbone and is a significant player in the internet transit market. Competitors include Lumen (formerly CenturyLink), Zayo, and GTT Communications. Market share information is difficult to obtain with precision but Cogent is a significant market share holder in transit, estimates put it at 5-10% depending on the region.
- Private Network Services: Offers dedicated, private network connections for businesses requiring secure and reliable data transfer. Competitors include major telecommunications companies and other network providers. Market share data is not readily available at this granular service level. This accounts for a smaller percentage of Cogent's revenue than Internet Transit.
Market Dynamics
Industry Overview
The internet service provider (ISP) industry is characterized by high capital expenditures, increasing bandwidth demand, and ongoing technological advancements. Demand for bandwidth is driven by cloud computing, streaming video, and the increasing number of connected devices.
Positioning
Cogent positions itself as a low-cost provider of high-bandwidth internet access and transport services. Its competitive advantage lies in its owned fiber optic network and efficient network operations.
Total Addressable Market (TAM)
The global internet transit market is estimated to be in the billions of dollars. Cogent is positioned to capture a share of this TAM through its low-cost, high-bandwidth services. The total addressable market is constantly evolving.
Upturn SWOT Analysis
Strengths
- Extensive fiber optic network
- Low-cost business model
- High-bandwidth service offerings
- Strong presence in carrier-neutral data centers
- Direct peering relationships
Weaknesses
- Limited service portfolio (primarily focused on internet transit)
- Exposure to pricing pressure in the commodity internet market
- High capital expenditure requirements
- Customer concentration
Opportunities
- Increasing demand for bandwidth
- Expansion into new geographic markets
- Acquisition of additional fiber optic networks
- Growth in cloud computing and data center traffic
Threats
- Competition from larger, well-funded network operators
- Technological obsolescence
- Economic downturns
- Regulatory changes
Competitors and Market Share
Key Competitors
- Lumen Technologies (LUMN)
- Zayo Group Holdings (private)
- GTT Communications (GTT)
Competitive Landscape
Cogent's competitive advantage lies in its low-cost business model and high-bandwidth service offerings. However, it faces competition from larger, well-funded network operators.
Major Acquisitions
PSI Group
- Year: 2000
- Acquisition Price (USD millions): 65
- Strategic Rationale: Expanded network footprint and customer base.
Growth Trajectory and Initiatives
Historical Growth: Cogent's historical growth has been driven by increasing demand for bandwidth and its ability to acquire and integrate fiber optic networks.
Future Projections: Future growth is expected to be driven by increasing demand for bandwidth, particularly from cloud computing and streaming video. Analyst estimates vary, but generally project continued growth in revenue and earnings.
Recent Initiatives: Recent strategic initiatives include network upgrades, expansion into new geographic markets, and efforts to increase customer retention.
Summary
Cogent Communications is a focused provider of internet transit and private network services with an extensive fiber network and a low-cost business model. They are well-positioned to benefit from the increasing demand for bandwidth. However, they face competitive pressures and rely on capital expenditures to maintain their network. Cogent must also navigate price fluctuations in the commoditized internet market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Cogent Communications Group Inc. Investor Relations
- SEC Filings
- Industry Reports
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change.
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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