Cogent Communications Group Inc (CCOI)vsMeta Platforms Inc. (META)
CCOI
Cogent Communications Group Inc
$22.65
-3.45%
COMMUNICATION SERVICES · Cap: $1.23B
META
Meta Platforms Inc.
$611.91
-8.55%
COMMUNICATION SERVICES · Cap: $1.55T
Smart Verdict
WallStSmart Research — data-driven comparison
Meta Platforms Inc. generates 22315% more annual revenue ($200.97B vs $896.57M). META leads profitability with a 30.1% profit margin vs -20.3%. META appears more attractively valued with a PEG of 1.00. META earns a higher WallStSmart Score of 75/100 (B).
CCOI
Hold36
out of 100
Grade: F
META
Strong Buy75
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
+30.1%
Fair Value
$875.05
Current Price
$611.91
$263.14 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 30 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Generating 14.8B in free cash flow
Growing faster than its price suggests
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%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CCOI
The strongest argument for CCOI centers on EPS Growth.
Bull Case : META
The strongest argument for META centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 30.1% and operating margin at 41.3%. Revenue growth of 23.8% demonstrates continued momentum.
Bear Case : CCOI
The primary concerns for CCOI are Market Cap, PEG Ratio, Return on Equity.
Bear Case : META
The primary concerns for META are Piotroski F-Score.
Key Dynamics to Monitor
CCOI profiles as a turnaround stock while META is a growth play — different risk/reward profiles.
META carries more volatility with a beta of 1.31 — expect wider price swings.
META is growing revenue faster at 23.8% — sustainability is the question.
META generates stronger free cash flow (14.8B), providing more financial flexibility.
Bottom Line
META scores higher overall (75/100 vs 36/100), backed by strong 30.1% margins and 23.8% 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.
Meta Platforms Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, PCs, virtual reality headsets, wearables and home devices around the world. The company is headquartered in Menlo Park, California.
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