WallStSmart

Cogent Communications Group Inc (CCOI)vsVerizon Communications Inc (VZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Verizon Communications Inc generates 15517% more annual revenue ($138.90B vs $889.40M). VZ leads profitability with a 11.6% profit margin vs -19.1%. VZ appears more attractively valued with a PEG of 0.92. VZ earns a higher WallStSmart Score of 65/100 (B-).

CCOI

Hold

38

out of 100

Grade: F

Growth: 6.7Profit: 2.0Value: 5.7Quality: 4.5
Piotroski: 3/9Altman Z: -0.01

VZ

Strong Buy

65

out of 100

Grade: B-

Growth: 2.7Profit: 7.0Value: 6.0Quality: 3.5
Piotroski: 2/9Altman Z: 1.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CCOIUndervalued (+55.9%)

Margin of Safety

+55.9%

Fair Value

$60.05

Current Price

$9.67

$50.38 discount

UndervaluedFair: $60.05Overvalued
VZSignificantly Overvalued (-33.9%)

Margin of Safety

-33.9%

Fair Value

$36.94

Current Price

$49.42

$12.48 premium

UndervaluedFair: $36.94Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCOI2 strengths · Avg: 10.0/10
EPS GrowthGrowth
22809.0%10/10

Earnings expanding 22809.0% YoY

Debt/EquityHealth
-77.2310/10

Conservative balance sheet, low leverage

VZ6 strengths · Avg: 8.2/10
Market CapQuality
$199.68B9/10

Large-cap with strong market position

PEG RatioValuation
0.928/10

Growing faster than its price suggests

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.0%8/10

Strong operational efficiency at 23.0%

Free Cash FlowQuality
$6.43B8/10

Generating 6.4B in free cash flow

Areas to Watch

CCOI4 concerns · Avg: 2.5/10
Market CapQuality
$644.50M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
85.892/10

Expensive relative to growth rate

Return on EquityProfitability
-877.0%2/10

ROE of -877.0% — below average capital efficiency

VZ4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.813/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

EPS GrowthGrowth
-22.0%2/10

Earnings declined 22.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : CCOI

The strongest argument for CCOI centers on EPS Growth, Debt/Equity.

Bull Case : VZ

The strongest argument for VZ centers on Market Cap, PEG Ratio, P/E Ratio. PEG of 0.92 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 : VZ

The primary concerns for VZ are Debt/Equity, Piotroski F-Score, Revenue Growth. Debt-to-equity of 1.81 is elevated, increasing financial risk.

Key Dynamics to Monitor

CCOI profiles as a turnaround stock while VZ is a declining play — different risk/reward profiles.

CCOI carries more volatility with a beta of 0.79 — expect wider price swings.

VZ is growing revenue faster at -0.7% — sustainability is the question.

VZ generates stronger free cash flow (6.4B), providing more financial flexibility.

Bottom Line

VZ scores higher overall (65/100 vs 38/100). CCOI offers better value entry with a 55.9% 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.

Verizon Communications Inc

COMMUNICATION SERVICES · TELECOM SERVICES · USA

Verizon Communications Inc. is an American multinational telecommunications conglomerate and a corporate component of the Dow Jones Industrial Average. The company is headquartered at 1095 Avenue of the Americas in Midtown Manhattan, New York City, but is incorporated in Delaware.

Want to dig deeper into these stocks?