Cogent Communications Group Inc (CCOI)vsAlphabet Inc Class A (GOOGL)
CCOI
Cogent Communications Group Inc
$16.83
-2.66%
COMMUNICATION SERVICES · Cap: $865.84M
GOOGL
Alphabet Inc Class A
$368.53
+0.53%
COMMUNICATION SERVICES · Cap: $4.38T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 47403% more annual revenue ($422.50B vs $889.40M). GOOGL leads profitability with a 37.9% profit margin vs -19.1%. GOOGL appears more attractively valued with a PEG of 1.48. GOOGL earns a higher WallStSmart Score of 76/100 (B+).
CCOI
Hold40
out of 100
Grade: D
GOOGL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.6%
Fair Value
$61.13
Current Price
$16.83
$44.30 discount
Margin of Safety
+43.6%
Fair Value
$631.89
Current Price
$368.53
$263.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 22809.0% YoY
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
Weak financial health signals
ROE of -877.0% — below average capital efficiency
Moderate valuation
Trading at 9.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CCOI
The strongest argument for CCOI centers on EPS Growth, Debt/Equity.
Bull Case : GOOGL
The strongest argument for GOOGL centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : CCOI
The primary concerns for CCOI are PEG Ratio, Market Cap, Piotroski F-Score.
Bear Case : GOOGL
The primary concerns for GOOGL are P/E Ratio, Price/Book.
Key Dynamics to Monitor
CCOI profiles as a turnaround stock while GOOGL is a growth play — different risk/reward profiles.
GOOGL carries more volatility with a beta of 1.27 — expect wider price swings.
GOOGL is growing revenue faster at 21.8% — sustainability is the question.
GOOGL generates stronger free cash flow (10.1B), providing more financial flexibility.
Bottom Line
GOOGL scores higher overall (76/100 vs 40/100), backed by strong 37.9% margins and 21.8% revenue growth. CCOI offers better value entry with a 56.6% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cogent Communications Group Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Cogent Communications Holdings, Inc. provides high-speed Internet access, private networks and data center colocation services in North America, Europe, Asia, South America, Australia and Africa. The company is headquartered in Washington, the District of Columbia.
Alphabet Inc Class A
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
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