Cogent Communications Group Inc (CCOI)vsAlphabet Inc Class C (GOOG)
CCOI
Cogent Communications Group Inc
$22.65
-3.45%
COMMUNICATION SERVICES · Cap: $1.23B
GOOG
Alphabet Inc Class C
$381.94
+9.97%
COMMUNICATION SERVICES · Cap: $4.20T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 44831% more annual revenue ($402.84B vs $896.57M). GOOG leads profitability with a 32.8% profit margin vs -20.3%. GOOG appears more attractively valued with a PEG of 2.38. GOOG earns a higher WallStSmart Score of 69/100 (B-).
CCOI
Hold36
out of 100
Grade: F
GOOG
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.5%
Fair Value
$67.15
Current Price
$22.65
$44.50 discount
Margin of Safety
+0.6%
Fair Value
$384.28
Current Price
$381.94
$2.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 22809.0% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 31.6%
Generating 24.6B in free cash flow
Safe zone — low bankruptcy risk
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -229.2% — below average capital efficiency
Revenue declined 4.6%
Expensive relative to growth rate
Moderate valuation
Trading at 11.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CCOI
The strongest argument for CCOI centers on EPS Growth.
Bull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 32.8% and operating margin at 31.6%. Revenue growth of 18.0% demonstrates continued momentum.
Bear Case : CCOI
The primary concerns for CCOI are Market Cap, PEG Ratio, Return on Equity.
Bear Case : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
CCOI profiles as a turnaround stock while GOOG is a growth play — different risk/reward profiles.
GOOG carries more volatility with a beta of 1.13 — expect wider price swings.
GOOG is growing revenue faster at 18.0% — sustainability is the question.
GOOG generates stronger free cash flow (24.6B), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (69/100 vs 36/100), backed by strong 32.8% margins and 18.0% revenue growth. CCOI offers better value entry with a 60.5% 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.
Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
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