Cogent Communications Group Inc (CCOI)vsComcast Corp (CMCSA)
CCOI
Cogent Communications Group Inc
$9.67
-3.78%
COMMUNICATION SERVICES · Cap: $644.50M
CMCSA
Comcast Corp
$26.41
-2.90%
COMMUNICATION SERVICES · Cap: $90.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 13944% more annual revenue ($124.90B vs $889.40M). CMCSA leads profitability with a 9.0% profit margin vs -19.1%. CMCSA appears more attractively valued with a PEG of 2.39. CMCSA earns a higher WallStSmart Score of 56/100 (C).
CCOI
Hold38
out of 100
Grade: F
CMCSA
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.9%
Fair Value
$60.05
Current Price
$9.67
$50.38 discount
Margin of Safety
+65.6%
Fair Value
$94.47
Current Price
$26.41
$68.06 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
Generating 5.2B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
ROE of -877.0% — below average capital efficiency
Expensive relative to growth rate
Elevated debt levels
Revenue declined 1.2%
Earnings declined 66.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CCOI
The strongest argument for CCOI centers on EPS Growth, Debt/Equity.
Bull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bear Case : CCOI
The primary concerns for CCOI are Market Cap, Piotroski F-Score, PEG Ratio.
Bear Case : CMCSA
The primary concerns for CMCSA are PEG Ratio, Debt/Equity, Revenue Growth.
Key Dynamics to Monitor
CCOI profiles as a turnaround stock while CMCSA is a value play — different risk/reward profiles.
CCOI carries more volatility with a beta of 0.79 — expect wider price swings.
CMCSA is growing revenue faster at -1.2% — sustainability is the question.
CMCSA generates stronger free cash flow (5.2B), providing more financial flexibility.
Bottom Line
CMCSA scores higher overall (56/100 vs 38/100). CCOI offers better value entry with a 55.9% 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.
Comcast Corp
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Comcast Corporation is an American telecommunications conglomerate headquartered in Philadelphia, Pennsylvania. It is the second-largest broadcasting and cable television company in the world by revenue (behind AT&T), the largest pay-TV company, the largest cable TV company and largest home Internet service provider in the United States, and the nation's third-largest home telephone service provider. Comcast provides services to U.S. residential and commercial customers in 40 states and in the District of Columbia. As the parent company of the international media company NBCUniversal since 2011, Comcast is a producer of feature films and television programs intended for theatrical exhibition and over-the-air and cable television broadcast, respectively.
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