COMP <GO>
CCOI vs GOGO // OPERATING MARGIN
Cogent Communications Holdings Inc. (NASDAQ) VS. Gogo Inc. (NASDAQ) • 15-METRIC TALLY: CCOI 1
— GOGO 3
■ METRIC PARITY
LAST: $7.76 (+1.57%) • MKT CAP: $397.4M
operating-margins
—
LAST: $2.53 (+4.55%) • MKT CAP: $342.8M
operating-margins
12.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CCOI VS. GOGO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CCOI | GOGO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 11.10% | -46.10 | GOGO | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 6.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 18.99% | — | TIE | /fcf-yield <GO> |
| Operating Margin ACTIVE | — | 12.50% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 1.40% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 104.70% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.20 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 6/9 | -3.00 | GOGO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.1 | 58.3 | -11.20 | GOGO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 22.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $397.4M | $342.8M | $54.6M | CCOI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CCOI REV | GOGO REV | CCOI GROSS % | GOGO GROSS % | CCOI FCF | GOGO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $910.5M | — | — | -$198.1M | $65.1M |
| FY 2024 | $0 | $444.7M | — | 84.8% | -$203.6M | $27.9M |
| FY 2023 | $0 | $397.6M | — | — | $17.3M | $79.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CCOI // BETA —
GOGO // BETA —