Cable One, Inc. (CABO) vs Cogent Communications Holdings, Inc. (CCOI)

Cable One, Inc. and Cogent Communications Holdings, Inc. are both Telecom Services companies. Cogent Communications Holdings, Inc. is the larger, with a market value of $391.3M against $88.7M — 4.4× the size. Cogent Communications Holdings, Inc. grew revenue faster over the last twelve months: −4.54% against −6.54%. Cogent Communications Holdings, Inc. has the higher net margin (−4.73% vs −72.8%) and the higher return on invested capital (2.50% vs −4.91%). Both pay a dividend; Cogent Communications Holdings, Inc. yields more (5.04% vs 2.38%). Across the 20 metrics below, Cogent Communications Holdings, Inc. leads on 13 and Cable One, Inc. on 7.

Valuation

Metric CABO CCOI Telecom Services median
P/E n/m n/m 13.27
P/S 0.06 0.39 0.95
P/B 0.26 n/m 1.47
Price to free cash flow 0.34 4.54 8.72
EV/EBITDA 33.67 7.86 6.85
EV/Sales 2.06 2.41 1.87
Earnings yield (1,239.60%) (12.35%) 1.66%
Free cash flow yield 295.09% 22.05% 5.53%

Profitability

Metric CABO CCOI Telecom Services median
Gross margin 73.47% 46.27% 51.26%
Operating margin (17.48%) 7.95% 7.62%
Net margin (72.83%) (4.73%) 4.22%
Free cash flow margin 17.32% 8.49% 4.73%
Return on equity (126.21%) (721.50%) 5.80%
Return on assets (20.20%) (1.42%) 0.00%
Return on invested capital (4.91%) 2.50% 3.41%

Growth

Metric CABO CCOI Telecom Services median
Revenue growth (TTM) (6.54%) (4.54%) 3.31%
EPS growth (last fiscal year) (2,558.29%) 11.21% —
Revenue growth, 5-year CAGR 2.53% 11.43% 1.50%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CABO CCOI Telecom Services median
Debt to equity 9.33 (67.54) 0.63
Current ratio 0.48 0.63 1.13
Net debt to EBITDA 21.69 13.44 1.86

Dividend

Metric CABO CCOI Telecom Services median
Dividend yield 2.38% 5.04% 4.06%
Payout ratio 0.60 0.16 0.00

Size

Metric CABO CCOI Telecom Services median
Market cap 88.68m 391.29m 3.06b

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