Cogent Communications Holdings, Inc. (CCOI) vs KVH Industries, Inc. (KVHI)

Cogent Communications Holdings, Inc. and KVH Industries, Inc. are both Telecom Services companies. Cogent Communications Holdings, Inc. is the larger, with a market value of $391.3M against $134.1M — 2.9× the size. KVH Industries, Inc. grew revenue faster over the last twelve months: 15.8% against −4.54%. KVH Industries, Inc. has the higher net margin (−4.68% vs −4.73%) and the lower return on invested capital (−7.52% vs 2.50%). Across the 19 metrics below, Cogent Communications Holdings, Inc. leads on 12 and KVH Industries, Inc. on 7.

Valuation

Metric CCOI KVHI Telecom Services median
P/E n/m n/m 13.27
P/S 0.39 1.15 0.95
P/B n/m 1.10 1.47
Price to free cash flow 4.54 33.95 8.72
EV/EBITDA 7.86 71.67 6.85
EV/Sales 2.41 0.69 1.87
Earnings yield (12.35%) (4.06%) 1.66%
Free cash flow yield 22.05% 2.95% 5.53%

Profitability

Metric CCOI KVHI Telecom Services median
Gross margin 46.27% 25.07% 51.26%
Operating margin 7.95% (7.00%) 7.62%
Net margin (4.73%) (4.68%) 4.22%
Free cash flow margin 8.49% 3.38% 4.73%
Return on equity (721.50%) (4.35%) 5.80%
Return on assets (1.42%) (3.86%) 0.00%
Return on invested capital 2.50% (7.52%) 3.41%

Growth

Metric CCOI KVHI Telecom Services median
Revenue growth (TTM) (4.54%) 15.83% 3.31%
EPS growth (last fiscal year) 11.21% 33.33% —
Revenue growth, 5-year CAGR 11.43% (6.90%) 1.50%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CCOI KVHI Telecom Services median
Debt to equity (67.54) 0.00 0.63
Current ratio 0.63 7.07 1.13
Net debt to EBITDA 13.44 147.18 1.86

Dividend

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

Size

Metric CCOI KVHI Telecom Services median
Market cap 391.29m 134.06m 3.06b

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