Cogent Communications Holdings, Inc. (CCOI) vs Optimum Communications, Inc. (OPTU)

Cogent Communications Holdings, Inc. and Optimum Communications, Inc. are both Telecom Services companies. Cogent Communications Holdings, Inc. and Optimum Communications, Inc. are of similar size ($396.7M and $391.3M). Optimum Communications, Inc. grew revenue faster over the last twelve months: −4.36% against −4.54%. Cogent Communications Holdings, Inc. has the higher net margin (−4.73% vs −58.2%) and the higher return on invested capital (2.50% vs −9.40%). Across the 17 metrics below, Cogent Communications Holdings, Inc. leads on 13 and Optimum Communications, Inc. on 4.

Valuation

Metric CCOI OPTU Telecom Services median
P/E n/m n/m 13.27
P/S 0.39 0.05 0.95
P/B n/m n/m 1.47
Price to free cash flow 4.54 n/m 8.72
EV/EBITDA 7.86 n/m 6.85
EV/Sales 2.41 3.06 1.87
Earnings yield (12.35%) (1,028.71%) 1.66%
Free cash flow yield 22.05% (30.75%) 5.53%

Profitability

Metric CCOI OPTU Telecom Services median
Gross margin 46.27% 69.90% 51.26%
Operating margin 7.95% (35.34%) 7.62%
Net margin (4.73%) (58.15%) 4.22%
Free cash flow margin 8.49% (1.58%) 4.73%
Return on equity (721.50%) 158.83% 5.80%
Return on assets (1.42%) (16.32%) 0.00%
Return on invested capital 2.50% (9.40%) 3.41%

Growth

Metric CCOI OPTU Telecom Services median
Revenue growth (TTM) (4.54%) (4.36%) 3.31%
EPS growth (last fiscal year) 11.21% (1,718.18%) —
Revenue growth, 5-year CAGR 11.43% (2.79%) 1.50%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CCOI OPTU Telecom Services median
Debt to equity (67.54) (4.82) 0.63
Current ratio 0.63 0.32 1.13
Net debt to EBITDA 13.44 15.57 1.86

Dividend

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

Size

Metric CCOI OPTU Telecom Services median
Market cap 391.29m 396.69m 3.06b

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