Cogent Communications Group Inc (CCOI)vsT-Mobile US Inc (TMUS)
CCOI
Cogent Communications Group Inc
$18.27
-3.08%
COMMUNICATION SERVICES · Cap: $903.62M
TMUS
T-Mobile US Inc
$211.36
+0.05%
COMMUNICATION SERVICES · Cap: $236.30B
Smart Verdict
WallStSmart Research — data-driven comparison
T-Mobile US Inc generates 9750% more annual revenue ($88.31B vs $896.57M). TMUS leads profitability with a 12.4% profit margin vs -20.3%. TMUS appears more attractively valued with a PEG of 0.80. TMUS earns a higher WallStSmart Score of 60/100 (C).
CCOI
Hold36
out of 100
Grade: F
TMUS
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CCOI.
Margin of Safety
-235.8%
Fair Value
$66.10
Current Price
$211.36
$145.26 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 228.1% YoY
Mega-cap, among the largest globally
Growing faster than its price suggests
Generating 4.2B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -2.3% — below average capital efficiency
Revenue declined 4.6%
Elevated debt levels
Earnings declined 26.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CCOI
The strongest argument for CCOI centers on EPS Growth.
Bull Case : TMUS
The strongest argument for TMUS centers on Market Cap, PEG Ratio, Free Cash Flow. Revenue growth of 11.3% demonstrates continued momentum. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bear Case : CCOI
The primary concerns for CCOI are Market Cap, PEG Ratio, Return on Equity.
Bear Case : TMUS
The primary concerns for TMUS are Debt/Equity, EPS Growth, Altman Z-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk.
Key Dynamics to Monitor
CCOI profiles as a turnaround stock while TMUS is a value play — different risk/reward profiles.
CCOI carries more volatility with a beta of 0.78 — expect wider price swings.
TMUS is growing revenue faster at 11.3% — sustainability is the question.
TMUS generates stronger free cash flow (4.2B), providing more financial flexibility.
Bottom Line
TMUS scores higher overall (60/100 vs 36/100) and 11.3% revenue growth. 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.
T-Mobile US Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
T-Mobile US, Inc., doing business under the global brand name T-Mobile, is an American wireless network operator. Its headquarters are located in Bellevue, Washington, in the Seattle metropolitan area and Overland Park, Kansas, in the Kansas City metropolitan area.
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