Cogent Communications Group Inc (CCOI)vsVerizon Communications Inc (VZ)
CCOI
Cogent Communications Group Inc
$16.83
-2.66%
COMMUNICATION SERVICES · Cap: $865.84M
VZ
Verizon Communications Inc
$45.37
+2.49%
COMMUNICATION SERVICES · Cap: $199.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Verizon Communications Inc generates 15545% more annual revenue ($139.15B vs $889.40M). VZ leads profitability with a 12.5% profit margin vs -19.1%. VZ appears more attractively valued with a PEG of 0.90. VZ earns a higher WallStSmart Score of 69/100 (B-).
CCOI
Hold40
out of 100
Grade: D
VZ
Strong Buy69
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
-23.4%
Fair Value
$36.77
Current Price
$45.37
$8.60 premium
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
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 25.2%
Generating 3.8B 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
2.9% revenue growth
4.3% earnings growth
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CCOI
The strongest argument for CCOI centers on EPS Growth, Debt/Equity.
Bull Case : VZ
The strongest argument for VZ centers on P/E Ratio, Market Cap, PEG Ratio. PEG of 0.90 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 : VZ
The primary concerns for VZ are Revenue Growth, EPS Growth, Debt/Equity. Debt-to-equity of 1.90 is elevated, increasing financial risk.
Key Dynamics to Monitor
CCOI profiles as a turnaround stock while VZ is a value play — different risk/reward profiles.
CCOI carries more volatility with a beta of 0.75 — expect wider price swings.
VZ is growing revenue faster at 2.9% — sustainability is the question.
VZ generates stronger free cash flow (3.8B), providing more financial flexibility.
Bottom Line
VZ scores higher overall (69/100 vs 40/100). 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.
Verizon Communications Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Verizon Communications Inc. is an American multinational telecommunications conglomerate and a corporate component of the Dow Jones Industrial Average. The company is headquartered at 1095 Avenue of the Americas in Midtown Manhattan, New York City, but is incorporated in Delaware.
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