Added to YB: 2025-09-22
Pitch date: 2025-09-18
CCOI [bullish]
Cogent Communications Holdings, Inc.
-49.32%
current return
Author Info
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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
$37.92
Price Target
N/A
Dividend
0.35%
EV/EBITDA
15.08
P/E
-6.07
EV/Sales
4.04
Sector
Diversified Telecommunication Services
Category
value
Buying into Cogent Communications' Hidden Value
CCOI: Acquired Sprint fiber assets for $1 + $700M subsidy, creating wavelength biz targeting $500M rev by 2028 (150% YoY growth). 24 data centers valued $1.5B could slash debt 64%. IPv4 addresses worth $760M-$1.14B. Zero taxes through 2030. 10.8% dividend yield. Risks: high leverage (10x), CEO margin calls.
Read full article (9 min)