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Consolidated Communications Holdings, Inc.NasdaqGS:CNSL 株式レポート

時価総額 US$559.2m
株価
n/a
US$4.35
該当なし内在価値ディスカウント
1Y8.5%
7D1.3%
1D
ポートフォリオ価値
​
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Consolidated Communications Holdings, Inc.

NasdaqGS:CNSL 株式レポート

時価総額：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）株式概要

コンソリデーテッド・コミュニケーションズ・ホールディングス（Consolidated Communications Holdings, Inc. 詳細

CNSL ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長0/6
過去の実績0/6
財務の健全性1/6
配当金0/6

報酬

同業他社や業界と比較して、良好な取引価格

リスク分析

キャッシュランウェイが1年未満である

過去5年間で収益は年間44.6%減少しました。


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Consolidated Communications Holdings, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Consolidated Communications Holdings
過去の株価
現在の株価US$4.72
52週高値US$4.75
52週安値US$4.19
ベータ0.98
1ヶ月の変化1.07%
3ヶ月変化1.83%
1年変化8.51%
3年間の変化-36.90%
5年間の変化22.28%
IPOからの変化-65.77%

最新ニュース

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).
分析記事 • 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...
分析記事 • 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...
分析記事 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

株主還元

CNSLUS TelecomUS 市場
7D1.3%5.5%1.0%
1Y8.5%3.7%28.7%

業界別リターン: CNSL過去 1 年間で3.7 % の収益を上げたUS Telecom業界を下回りました。

リターン対市場: CNSLは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is CNSL's price volatile compared to industry and market?
CNSL volatility
CNSL Average Weekly Movement0.6%
Telecom Industry Average Movement7.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

安定した株価: CNSL 、 US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: CNSLの 週次ボラティリティ ( 1% ) 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
18943,180Bob Udellwww.consolidated.com

コンソリデーテッド・コミュニケーションズ・ホールディングス（Consolidated Communications Holdings, Inc.高速ブロードバンドインターネットアクセス、SIPトランキング、ボイスオーバーインターネットプロトコル（VoIP）電話サービス、イーサネットサービス、専用線データサービス、ソフトウェア定義広域ネットワーク、マルチプロトコルラベルスイッチングサービスを含む様々な市場における商用データ接続サービス、ネットワークサービス、クラウドベースサービス、データセンターおよび災害復旧ソリューションを提供している。また、市内電話や長距離電話などの音声サービス、イーサネット、セルラーバックホール、ダークファイバー、コロケーションサービスなどの高速ファイバーデータ伝送サービスを地域および全国規模のインターエクスチェンジ、無線通信事業者に提供している。さらに、ビジネス機器の販売、関連ハードウェアやメンテナンスサポート、ビデオ、その他雑多なサービスも提供している。さらに、高画質テレビ、デジタルビデオレコーダー（DVR）、家庭用DVRなどのビデオサービスや、無限のエンターテインメントを提供するインデマンド・ストリーミングTVサービスも提供している。さらに、州間および州内交換アクセス、ネットワーク特別アクセス、エンドユーザーアクセスを含むネットワークアクセスサービス、電話帳発行、ビデオ広告、課金およびサポート、その他の雑多なサービスも提供している。同社は1894年に設立され、イリノイ州マットゥーンに本社を置いている。

Consolidated Communications Holdings, Inc. 基礎のまとめ

Consolidated Communications Holdings の収益と売上を時価総額と比較するとどうか。
CNSL 基礎統計学
時価総額US$559.17m
収益（TTM）-US$233.88m
売上高(TTM)US$1.09b
0.5x
P/Sレシオ
-2.4x
PER（株価収益率

CNSL は割高か？

公正価値と評価分析を参照

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
CNSL 損益計算書（TTM）
収益US$1.09b
売上原価US$461.19m
売上総利益US$628.46m
その他の費用US$862.34m
収益-US$233.88m

直近の収益報告

Sep 30, 2024

次回決算日

該当なし

一株当たり利益（EPS）-1.97
グロス・マージン57.68%
純利益率-21.46%
有利子負債／自己資本比率367.9%

CNSL の長期的なパフォーマンスは？

過去の実績と比較を見る

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2024/12/28 01:20
終値2024/12/26 00:00
収益2024/09/30
年間収益2023/12/31

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や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

Consolidated Communications Holdings, Inc. 1 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。9

アナリスト機関
James MoormanD.A. Davidson & Co.
Michael McCormackGuggenheim Securities, LLC
Scott GoldmanJefferies LLC