COMP <GO>
GOGO vs CCOI // EV/EBITDA & P/E VALUATION
Gogo Inc. (NASDAQ) VS. Cogent Communications Holdings Inc. (NASDAQ) • 15-METRIC TALLY: GOGO 3
— CCOI 1
■ METRIC PARITY
LAST: $2.53 (+4.55%) • MKT CAP: $342.8M
valuation
6.4x
LAST: $7.76 (+1.57%) • MKT CAP: $397.4M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GOGO VS. CCOI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GOGO | CCOI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.10% | -35.00% | +46.10 | GOGO | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 6.4x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 18.99% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | 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 | 6/9 | 3/9 | +3.00 | GOGO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.2 | 35.3 | +16.95 | 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 | $342.8M | $397.4M | -$54.6M | CCOI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GOGO REV | CCOI REV | GOGO GROSS % | CCOI GROSS % | GOGO FCF | CCOI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $910.5M | $0 | — | — | $65.1M | -$198.1M |
| FY 2024 | $444.7M | $0 | 84.8% | — | $27.9M | -$203.6M |
| FY 2023 | $397.6M | $0 | — | — | $79.0M | $17.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GOGO // BETA —
CCOI // BETA —