Cogeco Communications (COG) AI Stock Analysis
Cogeco Communications
(Frankfurt:COG)
No summary available
Cogeco Communications (COG) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 1.62B
- Dividend Yield
- 7.28%
- Average Volume (3M)
- 304
- Price to Earnings (P/E)
- -2.0
- Beta (1Y)
- 0.12
- Revenue Growth
- -8.80%
- EPS Growth
- -429.37%
- Country
- Germany
- Employees
- 3,926
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Telecommunications Services
Cogeco Communications Business Overview & Revenue Model
Company Description
Cogeco Communications Inc. is a North American telecommunications company that operates through two principal segments: Canadian Broadband Services and American Broadband Services. Utilizing advanced two-way fiber networks, it provides internet, vide...
Cogeco Communications Earnings Call Summary
The call had a mixed tone. Canadian operations, oxio, wireless, free cash flow, transformation efficiencies, AI deployment, and debt reduction were strong positives. However, these were offset by significant U.S. competitive pressures, elevated subscriber losses, expected fiscal 2027 declines in revenue and adjusted EBITDA, margin pressure, and a more modest dividend increase. Overall, the positive execution and cash generation were balanced against material U.S. challenges and weaker forward guidance.
Q4-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For Fiscal 2027, in constant currency, Cogeco Communications expects revenue to decrease by a low to mid-single digit percentage and adjusted EBITDA to decrease by a mid to high single-digit percentage, while capital expenditures are expected to be between $425 million and $475 million and free cash flow is expected to be between $500 million and $550 million; financial expenses are assumed to be in the range of $250 million and $300 million, and current income tax is expected to be in the range of $30 million-$60 million. Canada revenue and EBITDA are expected to be relatively stable, working capital is expected to be positive, probably not by a huge extent, and leverage is expected to decline from 3.1x to around 3x by year-end; Cogeco Inc. issued the same financial guidelines as Cogeco Communications, except that net capital expenditures and free cash flows are slightly higher.
Cogeco Communications Peers Comparison
Overall Rating
TSE:QBR.A78Outperform
TSE:BCE55Neutral
TSE:RCI.B53Neutral
TSE:TGO49Neutral
TSE:T46Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| TSE:QBR.A | 78Outperform | CAD 14.92B | 16.03 | 35.86% | 2.43% | 3.12% | 24.49% |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| TSE:BCE | 55Neutral | CAD 26.57B | 4.22 | 27.73% | 6.14% | 1.59% | 1374.54% |
| TSE:RCI.B | 53Neutral | CAD 24.66B | 26.14 | 4.97% | 4.40% | 8.04% | -86.72% |
| TSE:TGO | 49Neutral | CAD 70.26M | -3.61 | -2436.24% | ― | -3.46% | 27.60% |
| TSE:T | 46Neutral | CAD 19.66B | -21.59 | -6.56% | 11.66% | -1.06% | -188.85% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:COG | Cogeco Communications | 34.00 | -4.17 | -10.92% | |
| TSE:BCE | Bce Inc | 28.49 | -1.35 | -4.51% | |
| TSE:RCI.B | Rogers Communication | 45.48 | -6.19 | -11.98% | |
| TSE:T | Telus Corp | 12.37 | -6.44 | -34.23% | |
| TSE:QBR.A | Quebecor Inc Cl A MV | 66.72 | 23.82 | 55.52% | |
| TSE:TGO | TeraGo Inc. | 1.80 | 0.94 | 109.30% |
Disclaimer
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