Cogent Communications Holdings, Inc. (CCOI) vs Gogo Inc. (GOGO)

Cogent Communications Holdings, Inc. and Gogo Inc. are both Telecom Services companies. Cogent Communications Holdings, Inc. is the larger, with a market value of $391.3M against $310.3M — 1.3× the size. Cogent Communications Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; Gogo Inc. trades at 2,300×. Gogo Inc. grew revenue faster over the last twelve months: 30.0% against −4.54%. Gogo Inc. has the higher net margin (−0.09% vs −4.73%) and the higher return on invested capital (7.46% vs 2.50%). Across the 18 metrics below, Gogo Inc. leads on 13 and Cogent Communications Holdings, Inc. on 5.

Valuation

Metric CCOI GOGO Telecom Services median
P/E n/m 2,300.00 13.27
P/S 0.39 0.35 0.95
P/B n/m 2.60 1.47
Price to free cash flow 4.54 n/m 8.72
EV/EBITDA 7.86 6.11 6.85
EV/Sales 2.41 1.18 1.87
Earnings yield (12.35%) 0.04% 1.66%
Free cash flow yield 22.05% (7.28%) 5.53%

Profitability

Metric CCOI GOGO Telecom Services median
Gross margin 46.27% 41.60% 51.26%
Operating margin 7.95% 11.54% 7.62%
Net margin (4.73%) (0.09%) 4.22%
Free cash flow margin 8.49% (2.53%) 4.73%
Return on equity (721.50%) (0.76%) 5.80%
Return on assets (1.42%) (0.07%) 0.00%
Return on invested capital 2.50% 7.46% 3.41%

Growth

Metric CCOI GOGO Telecom Services median
Revenue growth (TTM) (4.54%) 30.03% 3.31%
EPS growth (last fiscal year) 11.21% (10.00%) —
Revenue growth, 5-year CAGR 11.43% 27.55% 1.50%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CCOI GOGO Telecom Services median
Debt to equity (67.54) 6.77 0.63
Current ratio 0.63 1.73 1.13
Net debt to EBITDA 13.44 3.91 1.86

Dividend

Metric CCOI GOGO Telecom Services median
Dividend yield 5.04% — 4.06%
Payout ratio 0.16 0.00 0.00

Size

Metric CCOI GOGO Telecom Services median
Market cap 391.29m 310.32m 3.06b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack