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Cogeco Communications Inc.TSX:CCA 株式レポート

時価総額 CA$2.8b
株価
CA$65.09
CA$73.27
11.2% 割安 内在価値ディスカウント
1Y-4.1%
7D2.0%
1D
ポートフォリオ価値
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Cogeco Communications Inc.

TSX:CCA 株式レポート

時価総額:CA$2.8b

Cogeco Communications(CCA)株式概要

コジェコ・コミュニケーションズ社はカナダと米国で電気通信事業を行っている。 詳細

CCA ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長1/6
過去の実績2/6
財務の健全性1/6
配当金6/6

CCA Community Fair Values

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Cogeco Communications Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Cogeco Communications
過去の株価
現在の株価CA$65.09
52週高値CA$77.40
52週安値CA$60.89
ベータ0.65
1ヶ月の変化4.31%
3ヶ月変化-11.53%
1年変化-4.08%
3年間の変化-2.63%
5年間の変化-44.26%
IPOからの変化466.00%

最新ニュース

ナラティブの更新 May 08

CCA: Mixed Ratings And New U.S. Push Will Shape Return Prospects

Cogeco Communications' updated fair value estimate edges down by about CA$2.40, reflecting analysts' lower price targets, mixed views on sentiment and recent U.S. results, and at least one recent upgrade that partly offsets these factors. Analyst Commentary Recent research on Cogeco Communications reflects a mix of lowered price targets and rating changes, with one upgrade helping to support the updated fair value estimate.
ナラティブの更新 Apr 23

CCA: Execution On U.S. Turnaround And Margin Resilience Will Support Upside Potential

Cogeco Communications' updated analyst price target has been trimmed by about CA$0.09 to CA$73.27. This reflects a mix of recent target cuts from RBC Capital and Scotiabank, a downgrade from TD Securities on weaker U.S. results and sentiment, and an earlier upgrade to Outperform from National Bank with a CA$80 target, as analysts reassess discount rates, revenue trends, margins, and future P/E expectations.
ナラティブの更新 Apr 09

CCA: Mixed U.S. Sentiment And Execution Risks Will Shape Fairly Valued Shares

Analysts have kept their fair value estimate for Cogeco Communications steady at CA$67.00. Recent changes in discount rate and growth and margin assumptions reflect mixed sentiment following both fresh downgrades tied to weaker U.S. results and earlier price target increases from several Canadian banks.

Recent updates

ナラティブの更新 May 08

CCA: Mixed Ratings And New U.S. Push Will Shape Return Prospects

Cogeco Communications' updated fair value estimate edges down by about CA$2.40, reflecting analysts' lower price targets, mixed views on sentiment and recent U.S. results, and at least one recent upgrade that partly offsets these factors. Analyst Commentary Recent research on Cogeco Communications reflects a mix of lowered price targets and rating changes, with one upgrade helping to support the updated fair value estimate.
ナラティブの更新 Apr 23

CCA: Execution On U.S. Turnaround And Margin Resilience Will Support Upside Potential

Cogeco Communications' updated analyst price target has been trimmed by about CA$0.09 to CA$73.27. This reflects a mix of recent target cuts from RBC Capital and Scotiabank, a downgrade from TD Securities on weaker U.S. results and sentiment, and an earlier upgrade to Outperform from National Bank with a CA$80 target, as analysts reassess discount rates, revenue trends, margins, and future P/E expectations.
ナラティブの更新 Apr 09

CCA: Mixed U.S. Sentiment And Execution Risks Will Shape Fairly Valued Shares

Analysts have kept their fair value estimate for Cogeco Communications steady at CA$67.00. Recent changes in discount rate and growth and margin assumptions reflect mixed sentiment following both fresh downgrades tied to weaker U.S. results and earlier price target increases from several Canadian banks.
ナラティブの更新 Mar 26

CCA: Mixed Ratings And Fair Value Outlook Will Shape Return Expectations

Analysts have trimmed their fair value estimate for Cogeco Communications from about CA$91.87 to around CA$84.96, citing a higher required return, slightly softer long term revenue expectations, a modestly better profit margin outlook, and a lower future P/E multiple, even as recent Street targets around CA$74 to CA$80 reflect a mix of more cautious and more constructive views. Analyst Commentary Recent research on Cogeco Communications points to a split in views, with some firms turning more cautious while several bullish analysts are leaning into the valuation after recent share price moves.
ナラティブの更新 Mar 09

CCA: Tighter Risk Profile And Earnings Assumptions Will Anchor Fairly Valued Shares

Analysts have nudged their price targets on Cogeco Communications higher into the low to mid CA$70s, with one upgrade to Outperform and several incremental target raises of CA$1 to CA$5. These changes reflect refreshed views on the company’s risk profile and earnings power.
ナラティブの更新 Feb 23

CCA: Modest Discount Shift And Margins Will Frame Fairly Valued Shares

Narrative Update on Cogeco Communications The analyst price target for Cogeco Communications has moved higher by several Canadian dollars, with recent CA$1 to CA$5 target increases from multiple firms as analysts point to slightly improved margin assumptions, a modestly lower discount rate, and a small adjustment to the forward P/E used in their models. Analyst Commentary Recent research updates on Cogeco Communications cluster around modest price target revisions, with several firms adjusting their models by CA$1 to CA$5.
ナラティブの更新 Feb 08

CCA: Slightly Higher Multiples And Margins Will Shape Fairly Valued Shares

Analysts have nudged their targets on Cogeco Communications slightly higher, with price objectives moving up by C$1 to C$5 across several firms. They cited updated assumptions around discount rate, revenue trends, profit margins and forward P/E multiples.
ナラティブの更新 Jan 25

CCA: Future Revenue Pressures And Higher Margins Will Shape Fairly Valued Shares

Analysts have increased their fair value estimate for Cogeco Communications to $67 from $64. They cite recent price target increases, slightly less severe revenue contraction assumptions, firmer profit margin expectations near 13%, and a lower future P/E multiple closer to 9.8x in their updated models.
ナラティブの更新 Jan 10

CCA: Fine Tuned Outlook Will Support Modest Returns On Balanced Fundamentals

Analysts have nudged their price target on Cogeco Communications higher to C$75.50 from C$75, citing updated assumptions around discount rates, profit margins and future P/E that support a slightly richer valuation. Analyst Commentary Analysts are largely treating the latest move in the C$75.50 price target as a fine tuning of their existing view, reflecting refreshed assumptions rather than a shift in stance on the company.
ナラティブの更新 Dec 14

CCA: Québec Network Expansion Will Support Modest Returns Amid Balanced Outlook

Analysts have nudged their price target for Cogeco Communications slightly higher, lifting it by C$0.50 to C$75.50 as they refine their valuation assumptions while maintaining a neutral sector stance. Analyst Commentary Recent research highlights a measured shift in sentiment as bullish analysts modestly increase their valuation assumptions while keeping overall expectations in check.
ナラティブの更新 Nov 29

CCA: Dividend Increase And Québec Rollout Will Drive Steady Performance Ahead

Analysts have increased their price target for Cogeco Communications by C$0.50 to C$75.50, reflecting updated estimates for discount rate and profit margin. Analyst Commentary Analyst perspectives on Cogeco Communications reflect a balanced view, with recent adjustments to the price target incorporating both supportive and cautionary factors related to the company's outlook.
ナラティブの更新 Nov 15

CCA: Dividend Growth and Québec Expansion Will Drive Share Performance Ahead

Narrative Update on Cogeco Communications Analysts have slightly lowered their price target for Cogeco Communications, reducing it from $74.09 to $73.36. This change is attributed to minor adjustments to revenue growth projections and profit margin estimates.
分析記事 Nov 07

Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

Cogeco Communications Inc. ( TSE:CCA ) will increase its dividend from last year's comparable payment on the 26th of...
ナラティブの更新 Nov 01

CCA: Margin Improvements And Cost Discipline Will Drive Shareholder Value

Narrative Update on Cogeco Communications Analysts have modestly raised their price target on Cogeco Communications from C$75.00 to C$75.50, citing a slightly improved profit margin outlook despite ongoing revenue headwinds. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company's improved profit margins as a key factor supporting a modest price target increase.
分析記事 Oct 19

Here's Why Cogeco Communications (TSE:CCA) Is Weighed Down By Its Debt Load

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jul 18

Earnings Miss: Cogeco Communications Inc. Missed EPS By 8.7% And Analysts Are Revising Their Forecasts

Shareholders might have noticed that Cogeco Communications Inc. ( TSE:CCA ) filed its third-quarter result this time...
分析記事 Feb 15

Little Excitement Around Cogeco Communications Inc.'s (TSE:CCA) Earnings

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
User avatar
新しいナラティブ Feb 02

Rollout Of Breezeline Mobile Will Expand Future Service Offerings

Network expansion and structured transformation initiatives in Canada and the U.S. aim to boost revenue and operational efficiency.
分析記事 Jan 18

Cogeco Communications (TSE:CCA) Has Announced A Dividend Of CA$0.922

The board of Cogeco Communications Inc. ( TSE:CCA ) has announced that it will pay a dividend of CA$0.922 per share on...
分析記事 Dec 03

These 4 Measures Indicate That Cogeco Communications (TSE:CCA) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Nov 11

Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

Cogeco Communications Inc. ( TSE:CCA ) will increase its dividend from last year's comparable payment on the 28th of...
分析記事 Nov 07

Some May Be Optimistic About Cogeco Communications' (TSE:CCA) Earnings

Shareholders appeared unconcerned with Cogeco Communications Inc.'s ( TSE:CCA ) lackluster earnings report last week...
分析記事 Aug 09

Cogeco Communications Inc. (TSE:CCA) Stock Catapults 27% Though Its Price And Business Still Lag The Market

Cogeco Communications Inc. ( TSE:CCA ) shares have had a really impressive month, gaining 27% after a shaky period...
分析記事 Jun 21

There's No Escaping Cogeco Communications Inc.'s (TSE:CCA) Muted Earnings

With a price-to-earnings (or "P/E") ratio of 5.9x Cogeco Communications Inc. ( TSE:CCA ) may be sending very bullish...
分析記事 May 08

Cogeco Communications (TSE:CCA) Seems To Be Using A Lot Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Apr 03

Cogeco Communications Inc.'s (TSE:CCA) Intrinsic Value Is Potentially 74% Above Its Share Price

Key Insights Using the Dividend Discount Model, Cogeco Communications fair value estimate is CA$99.63 Current share...
分析記事 Jan 05

Shareholders Will Probably Not Have Any Issues With Cogeco Communications Inc.'s (TSE:CCA) CEO Compensation

Key Insights Cogeco Communications' Annual General Meeting to take place on 11th of January Total pay for CEO Philippe...
分析記事 Nov 06

Cogeco Communications (TSE:CCA) Is Paying Out A Larger Dividend Than Last Year

Cogeco Communications Inc.'s ( TSE:CCA ) periodic dividend will be increasing on the 29th of November to CA$0.854, with...
分析記事 Oct 26

Is Cogeco Communications (TSE:CCA) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Oct 05

Is There An Opportunity With Cogeco Communications Inc.'s (TSE:CCA) 30% Undervaluation?

Key Insights Using the Dividend Discount Model, Cogeco Communications fair value estimate is CA$86.20 Cogeco...

株主還元

CCACA TelecomCA 市場
7D2.0%4.3%2.5%
1Y-4.1%4.8%32.5%

業界別リターン: CCA過去 1 年間で4.3 % の収益を上げたCanadian Telecom業界を下回りました。

リターン対市場: CCAは、過去 1 年間で33.9 % のリターンを上げたCanadian市場を下回りました。

価格変動

Is CCA's price volatile compared to industry and market?
CCA volatility
CCA Average Weekly Movement3.9%
Telecom Industry Average Movement3.9%
Market Average Movement10.2%
10% most volatile stocks in CA Market17.8%
10% least volatile stocks in CA Market3.8%

安定した株価: CCA 、 Canadian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: CCAの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19573,926Fred Perroncorpo.cogeco.com/cca/en

コジェコ・コミュニケーションズ社はカナダと米国で電気通信事業を行っている。カナダ・テレコミュニケーションとアメリカン・テレコミュニケーションズの2つのセグメントで事業を展開している。同社は、双方向ブロードバンド・ファイバー・ネットワークを通じて、インターネット、ビデオ、ワイヤレス、有線電話サービスを住宅および中小企業顧客に提供している。また、長距離光ファイバーシステム、高度なハイブリッド・ファイバー同軸(HFC)通信分配ネットワーク、ポイント・ツー・ポイント・ファイバー・ネットワーク、ファイバー・ツー・ザ・ホーム(FTTH)ネットワーク技術を通じて、クラス最高のマネージドWi-FiとホームWi-Fiソリューション、ビデオサービス、音声サービス、専用ファイバー、セッション開始プロトコル(SIP)またはプライマリー・レート・インターフェイス(PRI)トランキング・ソリューション、ホステッド・プライベート・ブランチ・エクスチェンジ(HPBX)ソリューション、マネージド・ビジネスWi-Fi(MBW)などの高度なネットワーク接続サービスから成るインターネット・パッケージも提供している。さらに同社は、電子メール・ソリューションやインターネット・セキュリティ・スイートをインターネット顧客に提供し、デスクトップやモバイル機器を保護する自動アップデートや、セルフ・インストール・デバイスをレンタル・ベースで提供している。さらに、カナダのケベック州とオンタリオ州ではCogeco Connexionの名称で、米国ではBreezelineのブランドでケーブル事業者向けサービスを提供している。以前はコジェコ・ケーブル社として知られていたが、2016年1月にコジェコ・コミュニケーションズ社に社名変更した。コジェコ・コミュニケーションズ社は1957年に設立され、カナダのモントリオールに本社を置いている。の子会社である。

Cogeco Communications Inc. 基礎のまとめ

Cogeco Communications の収益と売上を時価総額と比較するとどうか。
CCA 基礎統計学
時価総額CA$2.75b
収益(TTM)CA$316.00m
売上高(TTM)CA$2.84b
8.7x
PER(株価収益率
1.0x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
CCA 損益計算書(TTM)
収益CA$2.84b
売上原価CA$1.41b
売上総利益CA$1.43b
その他の費用CA$1.12b
収益CA$316.00m

直近の収益報告

Feb 28, 2026

次回決算日

該当なし

一株当たり利益(EPS)7.52
グロス・マージン50.45%
純利益率11.13%
有利子負債/自己資本比率119.8%

CCA の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

6.1%
現在の配当利回り
51%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/26 05:42
終値2026/05/26 00:00
収益2026/02/28
年間収益2025/08/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Cogeco Communications Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Phillip HuangBarclays
Tim CaseyBMO Capital Markets Equity Research
Matthew GriffithsBofA Global Research