• 2 Narratives written by author
  • 1 Comments on narratives written by author
  • 234 Fair Values set on narratives written by author

CNVRG Share Price Performance

₱0
-20.00 (-100.00%)
₱25.00
Fair Value
₱0
-20.00 (-100.00%)
Price ₱0

CNVRG Community Narratives

Fair Value
·
Fair Value ₱25 55.5% undervalued intrinsic discount

CNVRG reported Php3.0Bil in net income for 1Q25, up 18.3% y/y and in line with both COL (23.5%) and consensus (23.5%) estimates. FV=Php25

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
·
Fair Value ₱20.37 45.4% undervalued intrinsic discount

Bifrost And South Asia-Hongkong Cables Will Boost Global Connectivity

1users have liked this narrative
0users have commented on this narrative
129users have followed this narrative
₱25
55.5% undervalued intrinsic discount
Fair Value
Revenue
24.15% p.a.
Profit Margin
26.94%
Future PE
12.88x
Price in 2030
₱58.99

Trending Discussion

Updated Narratives

CNVRG logo

CNVRG reported Php3.0Bil in net income for 1Q25, up 18.3% y/y and in line with both COL (23.5%) and consensus (23.5%) estimates. FV=Php25

Fair Value: ₱25 55.5% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CNVRG logo

CNVRG: Dividend Visibility And Fiber Reach Will Support Future Upside

Fair Value: ₱20.37 45.4% undervalued intrinsic discount
129 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Very undervalued with adequate balance sheet.

0 Risks
5 Rewards

Converge Information and Communications Technology Solutions, Inc. Key Details

₱44.8b

Revenue

₱16.3b

Cost of Revenue

₱28.5b

Gross Profit

₱16.6b

Other Expenses

₱11.9b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
1.64
63.63%
26.49%
38.2%
View Full Analysis

About CNVRG

Founded
2007
Employees
3847
CEO
Dennis Anthony Uy
WebsiteView website
www.convergeict.com

Converge Information and Communications Technology Solutions, Inc. provides fiber internet connection services in the Philippines. It operates in two segments, Residential Business and Enterprise Business. The company offers fiber broadband residential plans comprising FiberX, a residential broadband services via fiber-to-the-home (FTTH) connection under FiberX brand; BIDA Fiber, a postpaid FTTH brand; Surf2Sawa, a prepaid fiber product which allows to have unlimited fiber connectivity; FiberX Time-of-Day allows the option to customize and adjust the speed available in accordance with usage at a given time; and The Game Changer, a subscription which includes a free gaming router with high bandwidth, high prioritization with low packet loss, low jitter, and low latency. It also provides netflix bundle; add-on products and services, such as cable and internet protocol TV as a bundled service to internet subscribers; and enhanced flexibility and convenience for condominium residents subscribing to the company's premier FiberX service. In addition, the company offers internet connectivity services, such as flexiBIZ plans and dedicated internet access; BizEdge, for micro, small, and medium enterprises, and professional organizations; MicrobizMax, an upgrade to its earlier iteration Microbiz with improved speeds; fiber broadband for business provides FTTP internet connectivity to large enterprise and corporate customers; dedicated internet access; transport and private network services, including local and international private data network solutions, and ethernet-cloud direct connect service; and value-added services to large enterprises, corporates, SMEs, and wholesale customers. Converge Information and Communications Technology Solutions, Inc. was incorporated in 2007 and is headquartered in Angeles, the Philippines. Converge Information and Communications Technology Solutions, Inc. is a subsidiary of Comclark Network And Technology Corp.

Recent CNVRG News & Updates

Narrative Update Apr 29

CNVRG: Dividend Visibility And Fiber Reach Will Support Future Upside

Analysts have slightly fine tuned their assumptions on discount rate, revenue growth, profit margin, and future P/E for Converge Information and Communications Technology Solutions, and have kept their fair value estimate steady at around ₱20.37 per share, which frames the latest price target update without signaling a clear shift in conviction. What's in the News Annual cash dividend of ₱0.4900 per share announced, payable on April 1, 2026, with ex-date on March 19, 2026, and record date on March 23, 2026 (Key Developments).
Narrative Update Apr 15

CNVRG: Dividend Outlook Will Support Upside As Fiber Access Expands

Analysts have kept their price target for Converge Information and Communications Technology Solutions steady at around ₱20.37, reflecting largely unchanged assumptions on growth, profitability, discount rate, and future P/E multiples. What's in the News The company announced an annual dividend of ₱0.4900 per share, with payment scheduled for April 1, 2026, ex-date on March 19, 2026, and record date on March 23, 2026 (Key Developments).

Recent updates

No updates

Converge Information and Communications Technology Solutions, Inc. Competitors