Cogeco Communications Inc. (CGEAF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Cogeco Communications Inc. (CGEAF) trades at $45.32 with AI Score 48/100 (Grade C). Cogeco Communications Inc. is a North American communications corporation providing internet, video, and telephony services. Market cap: $1.91B, Sector: Communication services.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for CGEAF: CGEAF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CGEAF against Communication Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CGEAF: the 1 perspectives are evenly split.
How is this calculated? →Cogeco Communications Inc. (CGEAF) Media & Communications Profile
Cogeco Communications Inc. delivers internet, video, and telephony services across North America, focusing on two-way broadband fiber networks. Operating under Cogeco Connexion and Atlantic Broadband brands, the company distinguishes itself through its regional focus and comprehensive service offerings to residential and business customers in Canada and the United States.
What Is the Investment Thesis for CGEAF?
Cogeco Communications Inc. presents a stable investment opportunity within the telecommunications sector, supported by a dividend yield of 5.31% and a P/E ratio of 8.7 as of March 2026. The company's consistent profitability, reflected in a 10.8% profit margin, and a beta of 0.71 suggest lower volatility compared to the broader market. Growth catalysts include the expansion of its broadband services in both Canada and the U.S. The company's focus on fiber optic infrastructure positions it favorably to capitalize on increasing demand for high-speed internet. However, investors should monitor competitive pressures and regulatory changes that could impact future performance.
Based on FMP financials and quantitative analysis
CGEAF Key Highlights
- Market capitalization of $1.91B indicates a substantial presence in the telecommunications market.
- P/E ratio of 8.7 suggests the company may be undervalued compared to its earnings.
- Profit margin of 10.8% demonstrates the company's ability to generate profit from its revenue.
- Gross margin of 47.7% reflects efficient cost management in service delivery.
- Dividend yield of 5.31% provides a significant return to investors, enhancing the stock's attractiveness.
Who Are CGEAF's Competitors?
CGEAF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CELJF Cellcom Israel Ltd. | $9.60 | -8.40% | $1.62B | 49 |
| CGECF Cogeco Inc. | $46.15 | +4.65% | $437.05M | 50 |
| CHRYY Chorus Limited | $28.20 | +1.22% | $2.45B | 43 |
| HTWSF Helios Towers plc | $2.71 | -0.73% | $2.76B | 51 |
| LILA Liberty Latin America Ltd. | $7.66 | +0.46% | $2.26B | 51 |
| GOGO Gogo Inc. | $3.83 | +7.28% | $517.96M | 71 |
| ATEX Anterix Inc. | $105.03 | -0.11% | $2.05B | 68 |
| TEO Telecom Argentina S.A. | $13.04 | +3.90% | $5.62B | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CGEAF's Key Strengths?
- Strong regional presence in Canada and the United States.
- Extensive fiber optic network infrastructure.
- Diversified service offerings (Internet, video, telephony).
- Stable revenue from subscription-based services.
What Are CGEAF's Weaknesses?
- Limited geographic reach compared to larger competitors.
- Exposure to cord-cutting trends affecting video services.
- Dependence on cable infrastructure, which may face competition from newer technologies.
- Potential for regulatory challenges and compliance costs.
What Could Drive CGEAF Stock Higher?
- Expansion of fiber optic network in underserved areas, targeting increased market share.
- Increasing demand for high-speed internet and data services, driving revenue growth.
- Strategic partnerships and acquisitions to expand geographic reach and service offerings.
What Are the Key Risks for CGEAF?
- Financial-distress signal — its Altman Z-Score of 0.93 sits in the distress zone (elevated bankruptcy risk).
- Intense competition from larger telecommunications companies, impacting market share and profitability.
- Technological advancements that could disrupt the cable industry, requiring significant investments in new technologies.
- Economic downturns that could reduce consumer spending on discretionary services, affecting revenue.
- Regulatory changes that could impact pricing and service offerings, increasing compliance costs.
- Cord-cutting trends affecting video services, requiring diversification of service offerings.
What Are the Growth Opportunities for CGEAF?
- Expansion of Fiber Optic Network: Cogeco has the opportunity to expand its fiber optic network footprint in both Canada and the United States. The increasing demand for high-speed internet, driven by remote work and streaming services, creates a significant market opportunity. By investing in and expanding its fiber infrastructure, Cogeco can attract new customers and increase revenue in underserved areas. This expansion can be strategically targeted in regions with growing populations and limited access to high-speed internet, potentially increasing market share by 5-10% over the next 3-5 years.
- Enhancement of Business Services: Cogeco can further enhance its business services offerings, including IP-based telephony and network connectivity solutions. As businesses increasingly rely on digital communication and data-intensive applications, there is a growing need for reliable and high-speed connectivity. By tailoring its services to meet the specific needs of businesses, Cogeco can attract new clients and increase revenue. Focusing on small and medium-sized businesses (SMBs) can provide a significant growth opportunity, with potential revenue increases of 8-12% over the next 2-4 years.
- Strategic Acquisitions: Cogeco can pursue strategic acquisitions to expand its geographic reach and service offerings. Acquiring smaller cable operators or telecommunications companies in adjacent markets can provide access to new customer bases and infrastructure. This can accelerate growth and increase market share. Identifying and integrating synergistic acquisitions can lead to cost savings and operational efficiencies, enhancing profitability. Potential acquisitions could increase the company's market presence by 15-20% within 5 years.
- Bundling of Services: Cogeco can further promote the bundling of its Internet, video, and telephony services to increase customer retention and revenue per user. By offering attractive packages that combine multiple services at a discounted price, Cogeco can encourage customers to subscribe to more services and reduce churn. This strategy can also attract new customers who are looking for convenient and cost-effective communication solutions. Effective bundling strategies can increase average revenue per user (ARPU) by 5-7% annually.
- Focus on Customer Experience: Cogeco can differentiate itself from competitors by focusing on providing exceptional customer service and support. Investing in customer service training, improving online support resources, and streamlining customer interactions can enhance customer satisfaction and loyalty. Positive word-of-mouth and strong customer relationships can lead to increased customer retention and new customer referrals. Improving customer satisfaction scores by 10-15% can reduce churn and increase customer lifetime value.
What Opportunities Does CGEAF Have?
- Expansion of fiber optic network to new areas.
- Growth in demand for high-speed internet and data services.
- Strategic acquisitions to expand market presence.
- Development of new services and technologies to meet evolving customer needs.
What Threats Does CGEAF Face?
- Intense competition from larger telecommunications companies.
- Technological advancements that could disrupt the cable industry.
- Economic downturns that could reduce consumer spending on discretionary services.
- Regulatory changes that could impact pricing and service offerings.
What Are CGEAF's Competitive Advantages?
- Regional Focus: Strong presence and brand recognition in specific geographic areas (Québec, Ontario, and parts of the United States).
- Fiber Optic Network: Ownership of a two-way broadband fiber network provides a competitive advantage in delivering high-speed services.
- Bundled Services: Offering bundled services (Internet, video, telephony) increases customer retention.
- Established Customer Base: Long-standing relationships with residential and business customers provide a stable revenue stream.
What Does CGEAF Do?
Cogeco Communications Inc., established in 1972 and headquartered in Montreal, Canada, has evolved into a prominent communications corporation in North America. Originally known as Cogeco Cable Inc., the company rebranded in January 2016 to reflect its broader service offerings. Cogeco operates through two primary segments: Canadian Broadband Services and American Broadband Services. These segments deliver a suite of services, including Internet, video, and telephony, to both residential and business clients. Cogeco's Internet services include the provision of modems, Wi-Fi gateways, and extenders, available for rent or as part of a service package. Video services are offered on a subscription basis, while home phone services utilize Internet Protocol (IP) technology. The company also provides local and long-distance calling services. For larger business clients, Cogeco delivers broadband Internet services, IP-based telephony, and other network connectivity solutions via fiber optic connections. Operating under the Cogeco Connexion brand in Québec and Ontario, and as Atlantic Broadband in the United States, Cogeco focuses on delivering tailored services to its regional customer base. Cogeco Communications Inc. functions as a subsidiary of Cogeco Inc., further solidifying its position in the telecommunications landscape.
What Products and Services Does CGEAF Offer?
- Provides Internet services using modems, Wi-Fi gateways, and extenders.
- Offers video services on a subscription basis.
- Delivers home phone services using Internet protocol (IP).
- Provides local and long-distance calling services.
- Offers broadband Internet services to businesses.
- Provides IP-based telephony services to businesses.
- Delivers network connectivity services over fiber optic connections to larger businesses.
How Does CGEAF Make Money?
- Generates revenue through subscription-based services for Internet, video, and telephony.
- Offers rental options for modems, Wi-Fi gateways, and extenders.
- Provides broadband and network connectivity services to businesses via fiber optic connections.
What Industry Does CGEAF Operate In?
Cogeco Communications Inc. operates in the competitive telecommunications services industry, which is characterized by rapid technological advancements and evolving consumer demands. The industry is experiencing a growing demand for high-speed internet and advanced communication solutions, driven by increasing data consumption and the proliferation of connected devices. Cogeco competes with other cable operators and telecommunications companies, including CELJF, CGECF, CHRYY, HTWSF, and LILA, for market share. The company's focus on regional markets and its investment in fiber optic networks position it to capitalize on the increasing demand for reliable and high-speed broadband services.
Who Are CGEAF's Key Customers?
- Residential customers seeking Internet, video, and telephony services.
- Business customers requiring broadband Internet and network connectivity solutions.
- Customers in Québec and Ontario under the Cogeco Connexion brand.
- Customers in the United States under the Atlantic Broadband brand.
Company Profile
Cogeco Communications Inc. operates in the Telecommunications Services industry within the Communication Services sector. It is headquartered in Montreal, CA. The company is led by CEO Frederic Perron. CGEAF has traded publicly since 2010.
Cogeco Communications Inc. Financial Trajectory
Cogeco Communications Inc. (CGEAF) reported $693.5M in revenue for Q1 2026, a decline of 1.9% compared to the prior quarter. The company recorded net income of $80.0M, with diluted EPS of $1.88. Revenue has contracted over three consecutive quarters, which investors in this small-cap Communication Services stock should monitor closely.
How Cogeco Communications Inc. Is Valued
Cogeco Communications Inc. carries a market capitalization of $1.91B, placing it in the small-cap category. Relative to its peer group, CGEAF's quantitative score of 48/100 is roughly in line with the peer average of 49/100.
ROE 10%Key Financial Metrics
Return on equity for Cogeco Communications Inc. stands at 9.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 3.3%, showing how much profit it generates from its asset base. CGEAF trades at a trailing price-to-earnings ratio of 8.70, below the Communication Services sector average of ~18x. Its free cash flow yield is 16.2%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.47 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 11.5%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 7/9Financial Health
Cogeco Communications Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 0.93 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project Cogeco Communications Inc. revenue of about $2.72B for fiscal 2026, with EPS near $8.16. The estimate reflects 10 contributing analysts.
CGEAF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future performance, indicating that leadership believes in the growth potential.
- Community sentiment has shifted positively, with discussions highlighting strong customer retention and service expansion efforts.
- Market perception is buoyed by the company's strategic investments in broadband infrastructure, which aligns with increasing demand for connectivity.
- Recent positive earnings reports have bolstered investor confidence, showcasing the company's ability to adapt and thrive in a competitive landscape.
Bear Case
- Concerns about rising competition in the telecommunications sector may dampen growth expectations, leading to a cautious outlook among investors.
- Some community discussions reflect worries about regulatory challenges that could impact profitability and operational flexibility.
- Market sentiment has been tempered by broader economic uncertainties, which may lead to decreased consumer spending on communication services.
- Recent negative analyst reviews highlight potential challenges in maintaining margins amidst rising operational costs, causing hesitation among potential investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $693M | $80M | $1.88 |
| Q4 2025 | $707M | $89M | $2.09 |
| Q2 2025 | $731M | $70M | $1.64 |
Based on FMP financials and quantitative analysis
CGEAF Latest News
No recent news available for CGEAF.
CGEAF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CGEAF.
Price Targets
Wall Street price target analysis for CGEAF.
CGEAF MoonshotScore
What does this score mean?
The MoonshotScore rates CGEAF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Frederic Perron
CEO
Frederic Perron serves as the CEO of Cogeco Communications Inc. His background includes extensive experience in the telecommunications industry. Perron has held various leadership positions within Cogeco, contributing to the company's strategic direction and operational performance. His expertise spans across business development, financial management, and customer service. He is responsible for overseeing the company's operations in both Canada and the United States, managing a workforce of approximately 4,700 employees.
Track Record: Under Frederic Perron's leadership, Cogeco Communications Inc. has focused on expanding its fiber optic network and enhancing its service offerings. Key achievements include strategic acquisitions to increase market presence and investments in customer service to improve customer satisfaction. Perron has also overseen the company's efforts to adapt to changing consumer preferences and technological advancements, ensuring Cogeco remains competitive in the telecommunications market.
CGEAF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Cogeco Communications Inc. (CGEAF) may not meet the minimum financial or disclosure requirements of higher tiers like OTCQX or OTCQB, or those of major exchanges like the NYSE or NASDAQ. Companies in this tier often have limited reporting requirements, which can make it more difficult for investors to access reliable and up-to-date information. Investing in OTC Other stocks carries higher risks due to the potential for less transparency and regulatory oversight compared to listed companies.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited Transparency: OTC Other stocks often have minimal financial reporting requirements, making it difficult to assess the company's financial health.
- Lower Liquidity: Reduced trading volumes can lead to wider bid-ask spreads and increased price volatility.
- Regulatory Risks: OTC-listed companies may be subject to less regulatory oversight, increasing the risk of fraud or mismanagement.
- Information Scarcity: It may be challenging to find comprehensive and reliable information about the company's operations and financial performance.
- Delisting Risk: The company may face the risk of being delisted from the OTC market if it fails to meet certain requirements.
- Verify the company's registration and legal standing.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Research the management team and their track record.
- Evaluate the company's risk factors and potential liabilities.
- Monitor trading volume and price volatility.
- Consult with a financial advisor before investing.
- Established Business Operations: Cogeco Communications Inc. has a long operating history in the telecommunications industry.
- Subsidiary of Cogeco Inc.: Operating as a subsidiary of Cogeco Inc. provides a degree of financial stability and oversight.
- Brand Recognition: The company operates under established brands such as Cogeco Connexion and Atlantic Broadband.
- Audited Financials: Check for any available audited financial statements, even if limited.
- Active Management: Presence of an active management team and board of directors.
CGEAF Communication Services Stock FAQ
What does Cogeco Communications Inc. do?
Cogeco Communications Inc. is a communications corporation operating in North America, providing Internet, video, and telephony services to residential and business customers. The company operates through its Canadian Broadband Services and American Broadband Services segments. Cogeco delivers these services through its two-way broadband fiber networks, offering a range of options including Internet services with modems and Wi-Fi extenders, subscription-based video services, and IP-based home phone services. The company operates under the Cogeco Connexion brand in Canada and Atlantic Broadband in the United States.
What are the main risks for CGEAF?
The main risks for Cogeco Communications Inc. include intense competition from larger telecommunications companies, which could impact market share and profitability. Technological advancements that disrupt the cable industry could require significant investments in new technologies. Economic downturns could reduce consumer spending on discretionary services, affecting revenue. Regulatory changes could also impact pricing and service offerings, increasing compliance costs. Additionally, cord-cutting trends affecting video services require diversification of service offerings to maintain revenue streams.
What are the key factors to evaluate for CGEAF?
Cogeco Communications Inc. (CGEAF) holds an AI score of 48/100 (low). P/E: 8.7x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does CGEAF data refresh on this page?
CGEAF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CGEAF's recent stock price performance?
Cogeco Communications Inc. (CGEAF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong regional presence in Canada and the United States. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CGEAF overvalued or undervalued right now?
Cogeco Communications Inc. (CGEAF) trades at 8.7x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying CGEAF?
Before investing in Cogeco Communications Inc. (CGEAF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding CGEAF to a portfolio?
Key strength of Cogeco Communications Inc. (CGEAF): Strong regional presence in Canada and the United States. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for CGEAF, which could provide further insights.
- OTC market data may have limited availability and reliability.