Consolidated Communications Holdings, Inc.

Informe acción NasdaqGS:CNSL

Capitalización de mercado: US$559.2m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Consolidated Communications Holdings Crecimiento futuro

Future controles de criterios 0/6

Se prevé que los ingresos de Consolidated Communications Holdings aumenten en un 2.2% al año.

Información clave

n/a

Tasa de crecimiento de los beneficios

n/a

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Telecom11.6%
Tasa de crecimiento de los ingresos2.2%
Rentabilidad financiera futuran/a
Cobertura de analistas

Low

Última actualización22 Nov 2024

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha • Aug 22

Consolidated Communications Goes All In On Fiber

Consolidated Communications' current performance remains weak. CNSL sold its partnership assets for $490 million to maximize its fiber investment in an effort to produce long-term growth. It's difficult to pencil out a higher valuation today with a $2.6-$3.0 billion TEV. Consolidated Communications Holdings, Inc. (CNSL) has been struggling with continued erosion in its voice and video services across all of its customer segments. The only category posting growth is broadband internet. Following its last major acquisition, net sales have fallen by about 13% since 2018. CNSL Revenue ((TTM)) data by YCharts CNSL also disclosed that their subsidy funding was materially reduced this year, which negatively impacts revenue and EBITDA by $10.5 million per quarter or $42 million annualized: "the annual $48 million in CAF II funding we had received transitioned to $6 million under the Rural Digital Opportunity Fund." A picture is worth a thousand words, so here's where the pain points for CNSL are coming from: CNSL Segments 2Q22 Filing (SEC Filings, Form 10-Q) The company had some asset diversification with its Verizon partnerships, but sold them for $490 million, or after-tax proceeds of $470 million. These lucrative assets produced solid recurring earnings, but now cash flow will be reduced by $40 million here as well. Their decision was based on the strategy of reinvesting organically to accelerate the buildout of their fiber network. More on that later. Finally, an analyst on the Q2 2022 conference call questioned CNSL management when top-line erosion will stall. Although CFO Steve Childers gave a rough timeline, the answer was only partially convincing, in my view: "So I think you will start seeing sequential revenue growth probably -- I think revenue and EBITDA growth probably in early 2023. Again, we need to -- may continue to work hard on mitigating the voice erosions." No doubt. Voice and video erosion have been ongoing for years. I've mentioned it before and I'll say it again, it seems conservative to just view these areas as melting ice cubes. There's no clear answer as to how they will stabilize, let alone return to growth. Those are a few headwinds to deal with, and with a sizable debt balance, management has decided to go all in with one potential solution. Fiber. Some Positives Fiber is the core business, both from a growth and cash flow perspective. Management is taking a lot of action by monetizing assets and reinvesting in this area. Why is fiber, in general, doing so well? Compared to incumbent cable internet, fiber has very fast upload and download speeds, whereas cable upload speeds can be slower. Directionally, fiber has growth, whereas cable does not. While there's still debate on the trajectory of market share trends, companies deploying fiber are definitely gaining over time. Management's strategy also rests on the fact that 80+% of its existing market footprint overlaps with only one cable competitor. Clearly, the company can benefit from this dynamic so long as other competitors don't expand into its primarily rural, low population density markets. I think this risk is low given the juice wouldn't be worth the squeeze for another telecom to enter the market given the capex required. However, one newish entrant is Google Fiber, which does have overlap with CNSL in California, Texas, Georgia, and other states. The company featured in its Q2 earnings presentation that it is making good progress with upgrades and is targeting its one million fiber passings milestone by December 2022. It plans to reach two million by 2025. CNSL Fiber Build Plan (CNSL Q2 Earnings Presentation) One issue, though, is that housing affordability reached a new low in 2022. That's discouraging new and existing home sales, which means there will be a slowdown in a key channel of new internet subscribers. Not that CNSL will materially suffer from this trend, but it certainly caps the potential for positive surprises on new residential wins (42% of the broadband mix). The counterargument is that CNSL has been actively marketing its new fiber brand, Fidium. In fact, management claimed that it was taking share from its cable competitor. We can see in the financials that consumer is border lining growth, commercial is slightly growing, and carrier is firmly in growth mode up 6.4% year-over-year and 8.3% sequentially. Management indicated that their broadband segment should allow them to achieve 3% long-term growth. I think that's a reasonable expectation, but I'm not sure how that will translate into a positive re-rating on valuation. Valuation I think a key development for CNSL will be whether its Fidium brand continues to gain momentum and take market share, despite the challenging industry environment. Presently, CNSL is working with a $2.6 billion total enterprise value after factoring in the cash proceeds from its partnership asset sale. However, management indicated that all of those proceeds would be redirected into the fiber buildout, so the cash isn't necessarily free and clear. Therefore, I'd pencil in the company's enterprise value as closer to $3 billion.
Seeking Alpha • Aug 01

Consolidated Communications stock jumps on $490M sale of investments to Verizon Wireless

Consolidated Communications (NASDAQ:CNSL) stock jumped 11.2% postmarket on Monday after the firm said it will sell its interests in 5 wireless partnerships managed by Cellco Partnership, dba Verizon Wireless, to Cellco for $490M. Proceeds will be invested in the business and used to support CNSL's Fiber to the Premises (FttP) build plan. "The sale of these investments is part of our long-term strategy as we continue our transformation to a fiber-first broadband company," said CNSL CEO Bob Udell. The sales are expected to close by 2022-end. Verizon Wireless is a unit of Verizon (VZ).
Artículo de análisis • Jul 15

Consolidated Communications Holdings (NASDAQ:CNSL) Hasn't Managed To Accelerate Its Returns

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Artículo de análisis • May 12

Is Consolidated Communications Holdings (NASDAQ:CNSL) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis • Mar 07

Consolidated Communications Holdings (NASDAQ:CNSL) Hasn't Managed To Accelerate Its Returns

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Seeking Alpha • Jan 31

Consolidated Communications: Revisiting The Thesis

CNSL is slowly deleveraging and aggressively reinvesting into its broadband network, stabilizing the business. Voice and video remain pain points, which limits revenue growth. The recent investment from Search Light Capital Partners is highly dilutive, which makes shares uninvestable.
Seeking Alpha • Nov 04

Consolidated Communications: New Fiber, But No Revenue Growth

Consolidated Communications shares are up over 60% in this year, but the shares turned south after the recent Q3 earnings report. A disappointing revenue decline was the likely cause. The company has left behind a few years of distress and is currently delivering on its strategy: a big bet on fiber with an accelerated build-out of fiber infrastructure. The challenge for the company remains to reverse revenue trends. The planned 300,000 new fiber connections in 2021, and many more after that, don't translate to top-line growth yet. The bet on fiber should pay off, but it may take years. In the absence of dividends, the question for retail investors is if an investment is worth the wait.
Artículo de análisis • Apr 20

Shareholders May Be Wary Of Increasing Consolidated Communications Holdings, Inc.'s (NASDAQ:CNSL) CEO Compensation Package

Consolidated Communications Holdings, Inc. ( NASDAQ:CNSL ) has not performed well recently and CEO Bob Udell will...
Artículo de análisis • Mar 18

An Intrinsic Calculation For Consolidated Communications Holdings, Inc. (NASDAQ:CNSL) Suggests It's 36% Undervalued

In this article we are going to estimate the intrinsic value of Consolidated Communications Holdings, Inc...
Artículo de análisis • Feb 28

Is Now An Opportune Moment To Examine Consolidated Communications Holdings, Inc. (NASDAQ:CNSL)?

While Consolidated Communications Holdings, Inc. ( NASDAQ:CNSL ) might not be the most widely known stock at the...
Artículo de análisis • Feb 10

Consolidated Communications Holdings (NASDAQ:CNSL) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Artículo de análisis • Jan 26

How Did Consolidated Communications Holdings, Inc.'s (NASDAQ:CNSL) 9.8% ROE Fare Against The Industry?

While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
Artículo de análisis • Jan 11

Consolidated Communications Holdings' (NASDAQ:CNSL) Stock Price Has Reduced 73% In The Past Five Years

We think intelligent long term investing is the way to go. But along the way some stocks are going to perform badly...
Artículo de análisis • Dec 27

Should You Use Consolidated Communications Holdings's (NASDAQ:CNSL) Statutory Earnings To Analyse It?

As a general rule, we think profitable companies are less risky than companies that lose money. However, sometimes...
Artículo de análisis • Dec 14

What Type Of Shareholders Make Up Consolidated Communications Holdings, Inc.'s (NASDAQ:CNSL) Share Registry?

The big shareholder groups in Consolidated Communications Holdings, Inc. ( NASDAQ:CNSL ) have power over the company...

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:CNSL - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20261,139N/AN/AN/A1
12/31/20251,102N/AN/AN/A1
12/31/20241,080N/AN/AN/A1
9/30/20241,090-234-33348N/A
6/30/20241,102-242-37345N/A
3/31/20241,109-294-41765N/A
12/31/20231,110-294-400115N/A
9/30/20231,131-280-439108N/A
6/30/20231,144-238-418150N/A
3/31/20231,167-134-397197N/A
12/31/20221,191-215-396224N/A
9/30/20221,214-166-397241N/A
6/30/20221,236-169-344275N/A
3/31/20221,258-209-259302N/A
12/31/20211,282-142-161319N/A
9/30/20211,290-156-41364N/A
6/30/20211,298-11253369N/A
3/31/20211,303-43127378N/A
12/31/20201,3046147365N/A
9/30/20201,30937188388N/A
6/30/20201,31523149358N/A
3/31/20201,3242128349N/A
12/31/20191,337-21107339N/A
9/30/20191,350-29100342N/A
6/30/20191,365-4486326N/A
3/31/20191,382-48104341N/A
12/31/20181,399-52113357N/A
9/30/20181,41162100349N/A
6/30/20181,42649N/A311N/A
3/31/20181,24657N/A249N/A
12/31/20171,06065N/A210N/A
9/30/2017879-35N/A170N/A
6/30/20177070N/A196N/A
3/31/20177243N/A210N/A
12/31/201674314N/A218N/A
9/30/201675519N/A225N/A
6/30/201675815N/A239N/A
3/31/2016772-1N/A226N/A
12/31/2015776-1N/A219N/A
9/30/2015774-16N/A222N/A
6/30/2015729-11N/A197N/A
3/31/201567914N/A192N/A
12/31/201463615N/A188N/A
9/30/201459828N/A177N/A
6/30/201459931N/A187N/A
3/31/201460031N/A177N/A
12/31/201360229N/A164N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Datos insuficientes para determinar si el crecimiento previsto de los beneficios de CNSL es superior a la tasa de ahorro (2.6%).

Beneficios vs. Mercado: Datos insuficientes para determinar si se prevé que los beneficios de CNSL crezcan más rápidamente que el mercado US

Beneficios de alto crecimiento: Datos insuficientes para determinar si se espera que los beneficios de CNSL crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (2.2% al año) de CNSL crezcan más despacio que el mercado de US (11.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 2.2% al año) de CNSL crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de CNSL se prevé que sea elevada dentro de 3 años.

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2024/12/28 18:01
Precio de las acciones al final del día2024/12/26 00:00
Beneficios2024/09/30
Ingresos anuales2023/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Consolidated Communications Holdings, Inc. está cubierta por 9 analistas. 1 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
James MoormanD.A. Davidson & Co.
Michael McCormackGuggenheim Securities, LLC
Scott GoldmanJefferies LLC