• 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 243 Fair Values set on narratives written by author

CNVRG Share Price Performance

₱9.24
-8.84 (-48.89%)
₱20.27
Fair Value
₱9.24
-8.84 (-48.89%)
54.4% undervalued intrinsic discount
₱20.27
Fair Value
Price ₱9.24
AnalystConsensusTarget ₱20.27
GoldenBoy ₱25.00
AnalystHighTarget ₱24.00

CNVRG Community Narratives

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Fair Value ₱20.27 54.4% undervalued intrinsic discount

Bifrost And South Asia-Hongkong Cables Will Boost Global Connectivity

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Fair Value
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Fair Value ₱25 63.0% undervalued intrinsic discount

CNVRG reported Php3.0Bil in net income for 1Q25, up 18.3% y/y and in line with both COL (23.5%) and consensus (23.5%) estimates. FV=Php25

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Fair Value ₱24 61.5% undervalued intrinsic discount

Unused Fiber Capacity And Data Center Expansion Will Power Long-Term Upside Potential

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₱25
63.0% undervalued intrinsic discount
Fair Value
Revenue
24.15% p.a.
Profit Margin
26.94%
Future PE
12.88x
Price in 2030
₱58.99

Trending Discussion

Updated Narratives

CNVRG logo

CNVRG reported Php3.0Bil in net income for 1Q25, up 18.3% y/y and in line with both COL (23.5%) and consensus (23.5%) estimates. FV=Php25

Fair Value: ₱25 63.0% undervalued intrinsic discount
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CNVRG logo

Fiber Port Glut And Margin Pressure Will Test Infrastructure Expansion Yet Support Long-Term Potential

Fair Value: ₱16.3 43.3% undervalued intrinsic discount
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CNVRG logo

Unused Fiber Capacity And Data Center Expansion Will Power Long-Term Upside Potential

Fair Value: ₱24 61.5% undervalued intrinsic discount
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Snowflake Analysis

Very undervalued with adequate balance sheet.

0 Risks
5 Rewards

Converge Information and Communications Technology Solutions, Inc. Key Details

₱45.2b

Revenue

₱16.4b

Cost of Revenue

₱28.8b

Gross Profit

₱16.9b

Other Expenses

₱11.9b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.64
63.70%
26.31%
47.3%
View Full Analysis

About CNVRG

Founded
2007
Employees
3847
CEO
Dennis Anthony Uy
WebsiteView website
www.convergeict.com

Converge Information and Communications Technology Solutions, Inc. provides fiber internet connection services in the Philippines. It operates in two segments, Residential Business and Enterprise Business. The company offers fiber broadband residential plans comprising FiberX, a residential broadband services via fiber-to-the-home (FTTH) connection under FiberX brand; BIDA Fiber, a postpaid FTTH brand; Surf2Sawa, a prepaid fiber product which allows to have unlimited fiber connectivity; FiberX Time-of-Day allows the option to customize and adjust the speed available in accordance with usage at a given time; and The Game Changer, a subscription which includes a free gaming router with high bandwidth, high prioritization with low packet loss, low jitter, and low latency. It also provides netflix bundle; add-on products and services, such as cable and internet protocol TV as a bundled service to internet subscribers; and enhanced flexibility and convenience for condominium residents subscribing to the company's premier FiberX service. In addition, the company offers internet connectivity services, such as flexiBIZ plans and dedicated internet access; BizEdge, for micro, small, and medium enterprises, and professional organizations; MicrobizMax, an upgrade to its earlier iteration Microbiz with improved speeds; fiber broadband for business provides FTTP internet connectivity to large enterprise and corporate customers; dedicated internet access; transport and private network services, including local and international private data network solutions, and ethernet-cloud direct connect service; and value-added services to large enterprises, corporates, SMEs, and wholesale customers. Converge Information and Communications Technology Solutions, Inc. was incorporated in 2007 and is headquartered in Angeles, the Philippines. Converge Information and Communications Technology Solutions, Inc. is a subsidiary of Comclark Network And Technology Corp.

Recent CNVRG News & Updates

New Narrative Jun 30

Unused Fiber Capacity And Data Center Expansion Will Power Long-Term Upside Potential

Catalysts About Converge Information and Communications Technology Solutions Converge Information and Communications Technology Solutions provides fixed broadband connectivity and related digital infrastructure services across the Philippines. What are the underlying business or industry changes driving this perspective?
Narrative Update Jun 04

CNVRG: Dividend Momentum Will Support Future Upside Despite Slightly Higher Discount Rate

Analysts have nudged their price target for Converge Information and Communications Technology Solutions slightly lower to ₱20.27 from ₱20.37. This reflects updated views on a higher discount rate, firmer revenue growth expectations, a softer profit margin outlook, and a marginally adjusted future P/E assumption.

Recent updates

No updates

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