Cogeco Communications Inc.

TSX:CCA 株式レポート

時価総額:CA$2.7b

Cogeco Communications 過去の業績

過去 基準チェック /26

Cogeco Communicationsの収益は年間平均-5.9%の割合で減少していますが、 Telecom業界の収益は年間 減少しています。収益は年間5.9% 2.9%割合で 増加しています。 Cogeco Communicationsの自己資本利益率は8.8%であり、純利益率は11.1%です。

主要情報

-5.93%

収益成長率

-2.98%

EPS成長率

Telecom 業界の成長1.82%
収益成長率2.87%
株主資本利益率8.85%
ネット・マージン11.13%
前回の決算情報28 Feb 2026

最近の業績更新

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...
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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...

収支内訳

Cogeco Communications の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

TSX:CCA 収益、費用、利益 ( )CAD Millions
日付収益収益G+A経費研究開発費
28 Feb 262,840316200
30 Nov 252,879311190
31 Aug 252,910323180
31 May 252,950327200
28 Feb 252,969328200
30 Nov 242,968347210
31 Aug 242,977336210
31 May 242,972340190
29 Feb 242,963366180
30 Nov 232,970370180
31 Aug 232,984392190
31 May 232,966411200
28 Feb 232,953415220
30 Nov 222,944428220
31 Aug 222,901423220
31 May 222,808415230
28 Feb 222,704410230
30 Nov 212,610402230
31 Aug 212,510402230
31 May 212,483396240
28 Feb 212,464391250
30 Nov 202,416398250
31 Aug 202,384375240
31 May 202,363372220
29 Feb 202,344378210
30 Nov 192,342350200
31 Aug 192,332340200
31 May 192,314325190
28 Feb 192,294295190
30 Nov 182,240371190
31 Aug 182,147375190
31 May 182,133374190
28 Feb 182,131383190
30 Nov 172,162302190
31 Aug 172,227299190
31 May 172,219302190
28 Feb 172,194-161190
30 Nov 162,185-176190
31 Aug 162,176-190180
31 May 162,153-186140
29 Feb 162,12926590
30 Nov 152,08726250
31 Aug 152,043258100
31 May 152,013244100

質の高い収益: CCAは 高品質の収益 を持っています。

利益率の向上: CCAの現在の純利益率 (11.1%)は、昨年(11%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: CCAの収益は過去 5 年間で年間5.9%減少しました。

成長の加速: CCAは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: CCAは過去 1 年間で収益成長率がマイナス ( -3.5% ) となったため、 Telecom業界平均 ( -2.4% ) と比較することが困難です。


株主資本利益率

高いROE: CCAの 自己資本利益率 ( 8.8% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/22 15:49
終値2026/05/22 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。

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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