Cogent Communications Group Inc (CCOI)vsT-Mobile US Inc (TMUS)
CCOI
Cogent Communications Group Inc
$16.83
-2.66%
COMMUNICATION SERVICES · Cap: $865.84M
TMUS
T-Mobile US Inc
$177.02
+1.77%
COMMUNICATION SERVICES · Cap: $204.35B
Smart Verdict
WallStSmart Research — data-driven comparison
T-Mobile US Inc generates 10079% more annual revenue ($90.53B vs $889.40M). TMUS leads profitability with a 11.7% profit margin vs -19.1%. TMUS appears more attractively valued with a PEG of 0.74. TMUS earns a higher WallStSmart Score of 62/100 (C+).
CCOI
Hold40
out of 100
Grade: D
TMUS
Buy62
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
-56.6%
Fair Value
$113.97
Current Price
$177.02
$63.05 premium
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
Growing faster than its price suggests
Strong operational efficiency at 24.0%
Generating 4.6B 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
Earnings declined 12.0%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CCOI
The strongest argument for CCOI centers on EPS Growth, Debt/Equity.
Bull Case : TMUS
The strongest argument for TMUS centers on Market Cap, PEG Ratio, Operating Margin. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.74 suggests the stock is reasonably priced for its growth.
Bear Case : CCOI
The primary concerns for CCOI are PEG Ratio, Market Cap, Piotroski F-Score.
Bear Case : TMUS
The primary concerns for TMUS are EPS Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.11 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 0.75 — expect wider price swings.
TMUS is growing revenue faster at 10.6% — sustainability is the question.
TMUS generates stronger free cash flow (4.6B), providing more financial flexibility.
Bottom Line
TMUS scores higher overall (62/100 vs 40/100) and 10.6% revenue growth. 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.
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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