Cogent Communications Group Inc (CCOI)vsT-Mobile US Inc (TMUS)
CCOI
Cogent Communications Group Inc
$9.67
-3.78%
COMMUNICATION SERVICES · Cap: $644.50M
TMUS
T-Mobile US Inc
$177.75
-1.04%
COMMUNICATION SERVICES · Cap: $193.21B
Smart Verdict
WallStSmart Research — data-driven comparison
T-Mobile US Inc generates 10265% more annual revenue ($92.19B vs $889.40M). TMUS leads profitability with a 11.5% profit margin vs -19.1%. TMUS appears more attractively valued with a PEG of 0.84. TMUS earns a higher WallStSmart Score of 63/100 (C+).
CCOI
Hold38
out of 100
Grade: F
TMUS
Buy63
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
-54.7%
Fair Value
$118.03
Current Price
$177.75
$59.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 22809.0% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 25.2%
Generating 4.3B 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
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CCOI
The strongest argument for CCOI centers on EPS Growth, Debt/Equity.
Bull Case : TMUS
The strongest argument for TMUS centers on Market Cap, PEG Ratio, Operating Margin. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bear Case : CCOI
The primary concerns for CCOI are Market Cap, Piotroski F-Score, PEG Ratio.
Bear Case : TMUS
The primary concerns for TMUS are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.06 is elevated, increasing financial risk.
Key Dynamics to Monitor
CCOI profiles as a turnaround stock while TMUS is a value play — different risk/reward profiles.
CCOI carries more volatility with a beta of 0.79 — expect wider price swings.
TMUS is growing revenue faster at 7.9% — sustainability is the question.
TMUS generates stronger free cash flow (4.3B), providing more financial flexibility.
Bottom Line
TMUS scores higher overall (63/100 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.
T-Mobile US Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
T-Mobile US, Inc., doing business under the global brand name T-Mobile, is an American wireless network operator. Its headquarters are located in Bellevue, Washington, in the Seattle metropolitan area and Overland Park, Kansas, in the Kansas City metropolitan area.
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