Consolidated Communications Holdings
Market Cap
US$355.4m
Last Updated
2020/03/30 01:23 UTC
Data Sources
Company Financials +
Executive Summary
Consolidated Communications Holdings, Inc., through its subsidiaries, provides telecommunications services to business and residential customers in the United States.
Rewards
Risk Analysis
Snowflake Analysis
Moderate growth potential and slightly overvalued.
Similar Companies
Share Price & News
How has Consolidated Communications Holdings's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: CNSL's share price has been volatile over the past 3 months.
Market Performance
7 Day Return
15.7%
CNSL
8.2%
US Telecom
12.5%
US Market
1 Year Return
-55.2%
CNSL
-9.0%
US Telecom
-12.7%
US Market
Return vs Industry: CNSL underperformed the US Telecom industry which returned -9% over the past year.
Return vs Market: CNSL underperformed the US Market which returned -12.7% over the past year.
Shareholder returns
| CNSL | Industry | Market | |
|---|---|---|---|
| 7 Day | 15.7% | 8.2% | 12.5% |
| 30 Day | -20.6% | -9.8% | -14.7% |
| 90 Day | 27.3% | -18.9% | -21.5% |
| 1 Year | -53.6%-55.2% | -4.6%-9.0% | -10.9%-12.7% |
| 3 Year | -72.6%-78.7% | -1.3%-15.7% | 12.6%5.4% |
| 5 Year | -66.2%-77.1% | 17.2%-9.1% | 31.9%17.5% |
Price Volatility Vs. Market
How volatile is Consolidated Communications Holdings's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 weeks ago | Simply Wall St
Imagine Owning Consolidated Communications Holdings (NASDAQ:CNSL) And Trying To Stomach The 78% Share Price Drop1 month ago | Simply Wall St
Consolidated Communications Holdings (NASDAQ:CNSL) Takes On Some Risk With Its Use Of Debt2 months ago | Simply Wall St
Does Consolidated Communications Holdings, Inc. (NASDAQ:CNSL) Have A Particularly Volatile Share Price?Valuation
Is Consolidated Communications Holdings undervalued compared to its fair value and its price relative to the market?
>50%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: CNSL ($4.94) is trading below our estimate of fair value ($18.24)
Significantly Below Fair Value: CNSL is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: CNSL is unprofitable, so we can't compare its PE Ratio to the Telecom industry average.
PE vs Market: CNSL is unprofitable, so we can't compare its PE Ratio to the US market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate CNSL's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: CNSL is overvalued based on its PB Ratio (1x) compared to the US Telecom industry average (1x).
Next Steps
Future Growth
How is Consolidated Communications Holdings forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
33.6%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: CNSL is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (1.7%).
Earnings vs Market: CNSL is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: CNSL's is expected to become profitable in the next 3 years.
Revenue vs Market: CNSL's revenue is expected to decline over the next 3 years (-2.7% per year).
High Growth Revenue: CNSL's revenue is forecast to decline over the next 3 years (-2.7% per year).
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if CNSL's Return on Equity is forecast to be high in 3 years time
Next Steps
Past Performance
How has Consolidated Communications Holdings performed over the past 5 years?
-17.2%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: CNSL is currently unprofitable.
Growing Profit Margin: CNSL is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: CNSL is unprofitable, and losses have increased over the past 5 years at a rate of -17.2% per year.
Accelerating Growth: Unable to compare CNSL's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: CNSL is unprofitable, making it difficult to compare its past year earnings growth to the Telecom industry (4.8%).
Return on Equity
High ROE: CNSL has a negative Return on Equity (-5.74%), as it is currently unprofitable.
Next Steps
Financial Health
How is Consolidated Communications Holdings's financial position?
Financial Position Analysis
Short Term Liabilities: CNSL's short term assets ($176.9M) do not cover its short term liabilities ($244.3M).
Long Term Liabilities: CNSL's short term assets ($176.9M) do not cover its long term liabilities ($2.8B).
Debt to Equity History and Analysis
Debt Level: CNSL's debt to equity ratio (657%) is considered high.
Reducing Debt: CNSL's debt to equity ratio has increased from 407.6% to 657% over the past 5 years.
Balance Sheet
Inventory Level: CNSL has a high level of physical assets or inventory.
Debt Coverage by Assets: CNSL's debt is not covered by short term assets (assets are 0.1x debt).
Cash Runway Analysis
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: CNSL has been profitable on average in the past, therefore cash runway is not a concern.
Forecast Cash Runway: CNSL has been profitable on average in the past, therefore cash runway is not a concern.
Next Steps
Dividend
What is Consolidated Communications Holdings's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate CNSL's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate CNSL's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if CNSL's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if CNSL's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: CNSL is not paying a notable dividend for the US market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of CNSL's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
1.5yrs
Average management tenure
CEO
Bob Udell (53yo)
5.17s
Tenure
US$3,067,592
Compensation
Mr. C. Robert Udell, Jr., also known as Bob, has been Chief Executive Officer and President of Fairpoint Communications, Inc. since July 3, 2017. Mr. Udell has been President and Chief Operating Officer of ...
CEO Compensation Analysis
Compensation vs Market: Bob's total compensation ($USD3.07M) is above average for companies of similar size in the US market ($USD2.17M).
Compensation vs Earnings: Bob's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 5.17yrs | US$3.07m | 0.74% $2.6m | |
| CFO & Treasurer | 15.92yrs | US$1.24m | 0.37% $1.3m | |
| Executive Vice President of Operations | 1.83yrs | no data | no data | |
| Chief Technology Officer | no data | no data | no data | |
| Chief Information Officer | no data | no data | no data | |
| Vice President of Corporate Communications & Investor Relations | 1.17yrs | no data | no data | |
| Chief Legal Officer & Secretary | 1.17yrs | no data | no data | |
| Senior VP of Operations | 1.17yrs | no data | no data | |
| Chief Revenue Officer | no data | no data | no data | |
| VP & Controller | no data | no data | no data |
1.5yrs
Average Tenure
55yo
Average Age
Experienced Management: CNSL's management team is not considered experienced ( 1.5 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 5.17yrs | US$3.07m | 0.74% $2.6m | |
| Independent Director | 14.67yrs | US$211.14k | 0.11% $386.0k | |
| Independent Director | 2.67yrs | US$193.64k | 0.13% $449.6k | |
| Non-Executive Chairman | 6.33yrs | US$417.14k | 0.22% $779.1k | |
| Independent Director | 14.67yrs | US$217.64k | 0.12% $412.9k | |
| Independent Director | 7.67yrs | US$207.64k | 0.11% $373.6k | |
| Independent Director | 7yrs | US$197.64k | 0.089% $315.8k | |
| Independent Director | 5.42yrs | US$193.64k | 0.085% $300.5k |
6.7yrs
Average Tenure
69.5yo
Average Age
Experienced Board: CNSL's board of directors are considered experienced (6.7 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Consolidated Communications Holdings, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Consolidated Communications Holdings, Inc.
- Ticker: CNSL
- Exchange: NasdaqGS
- Founded: 1894
- Industry: Integrated Telecommunication Services
- Sector: Telecom
- Market Cap: US$355.449m
- Shares outstanding: 71.95m
- Website: https://www.consolidated.com
Number of Employees
Location
- Consolidated Communications Holdings, Inc.
- 121 South 17th Street
- Mattoon
- Illinois
- 61938
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| CNSL | NasdaqGS (Nasdaq Global Select) | Yes | Common Stock | US | USD | Jul 2005 |
| C8C | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Jul 2005 |
Biography
Consolidated Communications Holdings, Inc., through its subsidiaries, provides telecommunications services to business and residential customers in the United States. It offers high-speed broadband Internet access and voice over Internet protocol (VoIP) phone services to small, medium, and large business customers; commercial data connectivity services in select markets, including a portfolio of Ethernet services, software defined wide area network, multi-protocol label switching, and private line services; and wholesale services to regional and national interexchange and wireless carriers, including cellular backhaul, dark fiber, and other fiber transport solutions. The company also provides voice services that include local phone and long-distance service packages for business customers; and sells business equipment and provides related hardware and maintenance support, video, and other miscellaneous services, as well as rents customer premises equipment. In addition, it offers video services, which consist of high-definition television, digital video recorders (DVR), and/or a whole home DVR; other in-demand streaming content; and network access services, including interstate and intrastate switched access, network special access, and end user access. Further, the company engages in telephone directory publishing, video advertising, billing and support services, and other miscellaneous activities. As of December 31, 2018, it had approximately 902 thousand voice connections, 779 thousand data connections, and 93 thousand video connections. The company serves customers in consumer, commercial, and carrier channels. Consolidated Communications Holdings, Inc. was founded in 1894 and is headquartered in Mattoon, Illinois.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/03/30 01:23 |
| End of Day Share Price | 2020/03/27 00:00 |
| Earnings | 2019/12/31 |
| Annual Earnings | 2019/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.