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Consolidated Communications Holdings, Inc.NasdaqGS:CNSL Rapport sur les actions

Capitalisation boursière US$559.2m
Prix de l'action
n/a
US$4.35
n/ddécote intrinsèque
1Y8.5%
7D1.3%
1D
Valeur du portefeuille
​
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Consolidated Communications Holdings, Inc.

NasdaqGS:CNSL Rapport sur les actions

Capitalisation boursière : 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 (CNSL) Aperçu de l'action

Consolidated Communications Holdings, Inc. et ses filiales fournissent des solutions de communication à large bande et professionnelles pour les consommateurs, les entreprises et les opérateurs aux États-Unis. Plus de détails

CNSL analyse fondamentale
Score flocon de neige
Évaluation3/6
Croissance future0/6
Performances passées0/6
Santé financière1/6
Dividendes0/6

Récompenses

Se négocie à un bon prix par rapport à ses pairs et au secteur

Analyse des risques

A moins d'un an de piste de trésorerie

Les revenus ont diminué de 44.6% par an au cours des 5 dernières années


CNSL Community Fair Values

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Consolidated Communications Holdings, Inc. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Consolidated Communications Holdings
Historique des cours de bourse
Prix actuel de l'actionUS$4.72
Plus haut sur 52 semainesUS$4.75
Plus bas sur 52 semainesUS$4.19
Bêta0.98
Variation sur 1 mois1.07%
Variation sur 3 mois1.83%
Variation sur 1 an8.51%
Variation sur 3 ans-36.90%
Variation sur 5 ans22.28%
Évolution depuis l'introduction en bourse-65.77%

Nouvelles et mises à jour récentes

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).
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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.
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...

Rendement pour les actionnaires

CNSLUS TelecomUS Marché
7D1.3%5.6%1.1%
1Y8.5%4.3%28.7%

Rendement vs Industrie: CNSL a sous-performé le secteur US Telecom qui a rapporté 3.7 % au cours de l'année écoulée.

Rendement vs marché: CNSL a sous-performé le marché US qui a rapporté 28.7 % au cours de l'année écoulée.

Volatilité des prix

Is CNSL's price volatile compared to industry and market?
CNSL volatility
CNSL Average Weekly Movement0.6%
Telecom Industry Average Movement7.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Cours de l'action stable: CNSL n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de CNSL ( 1% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
18943,180Bob Udellwww.consolidated.com

Consolidated Communications Holdings, Inc. et ses filiales fournissent des solutions de communication à large bande et professionnelles pour les consommateurs, les entreprises et les opérateurs aux États-Unis. Elle propose des services d'accès à l'internet haut débit, des services de liaison SIP et des services téléphoniques de voix sur IP (VoIP) ; des services commerciaux de connectivité de données sur différents marchés, notamment des services Ethernet, des services de données sur ligne privée, des réseaux étendus définis par logiciel et des services de commutation d'étiquettes multiprotocoles ; des services de mise en réseau ; des services basés sur le cloud ; et des solutions de centre de données et de reprise après sinistre. La société fournit également des services vocaux, tels que des services de téléphonie locale et longue distance, et des services de transmission de données par fibre optique à haut débit aux opérateurs régionaux et nationaux de réseaux interconnectés et sans fil, y compris des services Ethernet, de liaison cellulaire, de fibre noire et de colocalisation.

Consolidated Communications Holdings, Inc. Résumé des fondamentaux

Comment les bénéfices et les revenus de Consolidated Communications Holdings se comparent-ils à sa capitalisation boursière ?
CNSL statistiques fondamentales
Capitalisation boursièreUS$559.17m
Bénéfices(TTM)-US$233.88m
Recettes(TTM)US$1.09b
0.5x
Ratio P/S
-2.4x
Ratio P/E

Le site CNSL est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
CNSL compte de résultat (TTM)
RecettesUS$1.09b
Coût des recettesUS$461.19m
Marge bruteUS$628.46m
Autres dépensesUS$862.34m
Les revenus-US$233.88m

Derniers bénéfices déclarés

Sep 30, 2024

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)-1.97
Marge brute57.68%
Marge bénéficiaire nette-21.46%
Ratio dettes/capitaux propres367.9%

Quelles ont été les performances à long terme de CNSL?

Voir les performances historiques et les comparaisons

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2024/12/28 06:45
Cours de l'action en fin de journée2024/12/26 00:00
Les revenus2024/09/30
Revenus annuels2023/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Consolidated Communications Holdings, Inc. est couverte par 9 analystes. 1 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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