Added to YB: 2025-07-31
Pitch date: 2025-06-10
CCOI [bullish]
Cogent Communications Holdings, Inc.
-59.59%
current return
Author Info
No bio for this author
Company Info
Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, South America, Europe, Oceania, and Africa.
Market Cap
$1.1B
Pitch Price
$47.57
Price Target
N/A
Dividend
0.35%
EV/EBITDA
15.08
P/E
-6.07
EV/Sales
4.04
Sector
Diversified Telecommunication Services
Category
special_situation
Cogent Communications Holdings, Inc. - $CCOI
CCOI: Cogent acquired Sprint's fiber network via a T-Mobile deal paying $700M over 5 years. Wave business momentum builds with 2,500+ new pipeline connections/qtr, $1,900 ARPU, 75%+ margins. Asset values: 100MW data center power ($5-10M/MW) & 38M IPv4 addresses. Path to $5+ FCF by 2028, 15x multiple + 8.4% yield = 20%+ CAGR.
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