Cogent Communications Group Inc (CCOI)vsAT&T Inc (T)
CCOI
Cogent Communications Group Inc
$18.27
-3.08%
COMMUNICATION SERVICES · Cap: $903.62M
T
AT&T Inc
$28.81
-0.21%
COMMUNICATION SERVICES · Cap: $204.67B
Smart Verdict
WallStSmart Research — data-driven comparison
AT&T Inc generates 13914% more annual revenue ($125.65B vs $896.57M). T leads profitability with a 17.5% profit margin vs -20.3%. T appears more attractively valued with a PEG of 1.60. T earns a higher WallStSmart Score of 63/100 (C+).
CCOI
Hold36
out of 100
Grade: F
T
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CCOI.
Margin of Safety
-39.7%
Fair Value
$20.67
Current Price
$28.81
$8.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 228.1% YoY
Mega-cap, among the largest globally
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 4.5B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -2.3% — below average capital efficiency
Revenue declined 4.6%
Expensive relative to growth rate
3.6% revenue growth
Earnings declined 5.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : CCOI
The strongest argument for CCOI centers on EPS Growth.
Bull Case : T
The strongest argument for T centers on Market Cap, P/E Ratio, Price/Book. Profitability is solid with margins at 17.5% and operating margin at 18.4%.
Bear Case : CCOI
The primary concerns for CCOI are Market Cap, PEG Ratio, Return on Equity.
Bear Case : T
The primary concerns for T are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CCOI profiles as a turnaround stock while T is a value play — different risk/reward profiles.
CCOI carries more volatility with a beta of 0.78 — expect wider price swings.
T is growing revenue faster at 3.6% — sustainability is the question.
T generates stronger free cash flow (4.5B), providing more financial flexibility.
Bottom Line
T scores higher overall (63/100 vs 36/100), backed by strong 17.5% margins. 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.
AT&T Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
AT&T Inc. is an American multinational conglomerate holding company, Delaware-registered but headquartered at Whitacre Tower in Downtown Dallas, Texas. It is the world largest telecommunications company, and the second largest provider of mobile telephone services.
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