Cogent Communications Group Inc (CCOI)vsAT&T Inc. (T)
CCOI
Cogent Communications Group Inc
$16.83
-2.66%
COMMUNICATION SERVICES · Cap: $865.84M
T
AT&T Inc.
$22.75
+2.52%
COMMUNICATION SERVICES · Cap: $171.21B
Smart Verdict
WallStSmart Research — data-driven comparison
AT&T Inc. generates 14126% more annual revenue ($126.53B vs $889.40M). T leads profitability with a 16.9% profit margin vs -19.1%. T appears more attractively valued with a PEG of 1.71. T earns a higher WallStSmart Score of 64/100 (C+).
CCOI
Hold40
out of 100
Grade: D
T
Buy64
out of 100
Grade: C+
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
+16.3%
Fair Value
$27.48
Current Price
$22.75
$4.73 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 22809.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Strong operational efficiency at 22.7%
Generating 2.7B 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
Expensive relative to growth rate
2.9% revenue growth
Elevated debt levels
Earnings declined 11.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CCOI
The strongest argument for CCOI centers on EPS Growth, Debt/Equity.
Bull Case : T
The strongest argument for T centers on P/E Ratio, Price/Book, Market Cap. Profitability is solid with margins at 16.9% and operating margin at 22.7%.
Bear Case : CCOI
The primary concerns for CCOI are PEG Ratio, Market Cap, Piotroski F-Score.
Bear Case : T
The primary concerns for T are PEG Ratio, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
CCOI profiles as a turnaround stock while T is a value play — different risk/reward profiles.
CCOI carries more volatility with a beta of 0.75 — expect wider price swings.
T is growing revenue faster at 2.9% — sustainability is the question.
T generates stronger free cash flow (2.7B), providing more financial flexibility.
Bottom Line
T scores higher overall (64/100 vs 40/100), backed by strong 16.9% margins. CCOI offers better value entry with a 56.6% margin of safety. Both earn "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.
AT&T Inc.
COMMUNICATION SERVICES · TELECOM SERVICES · USA
AT&T Inc. is an American multinational conglomerate holding company, Delaware-registered but headquartered at Whitacre Tower in Downtown Dallas, Texas. It is the world largest telecommunications company, and the second largest provider of mobile telephone services.
Compare with Other TELECOM SERVICES Stocks
Want to dig deeper into these stocks?