NasdaqGS:CNSL

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Consolidated Communications Holdings

Executive Summary

Consolidated Communications Holdings, Inc., together with its subsidiaries, provides telecommunications services to business and residential customers in the United States. More Details


Snowflake Analysis

Undervalued with acceptable track record.


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

-6.8%

CNSL

-2.5%

US Telecom

-5.3%

US Market


1 Year Return

23.2%

CNSL

-18.3%

US Telecom

10.4%

US Market

Return vs Industry: CNSL exceeded the US Telecom industry which returned -18.8% over the past year.

Return vs Market: CNSL exceeded the US Market which returned 12% over the past year.


Shareholder returns

CNSLIndustryMarket
7 Day-6.8%-2.5%-5.3%
30 Day-18.5%-4.7%-2.1%
90 Day-36.0%-5.0%1.7%
1 Year23.2%23.2%-14.0%-18.3%12.9%10.4%
3 Year-64.6%-70.9%11.6%-4.4%34.3%25.4%
5 Year-70.0%-78.5%19.6%-7.4%73.7%54.3%

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

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 ($4.67) is trading below our estimate of fair value ($17.76)

Significantly Below Fair Value: CNSL is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: CNSL is good value based on its PE Ratio (9.3x) compared to the US Telecom industry average (10.6x).

PE vs Market: CNSL is good value based on its PE Ratio (9.3x) compared to the US market (18.1x).


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 good value based on its PB Ratio (0.9x) compared to the US Telecom industry average (1.1x).


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?

-1.8%

Forecasted annual revenue growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: Insufficient data to determine if CNSL's forecast earnings growth is above the savings rate (2.2%).

Earnings vs Market: Insufficient data to determine if CNSL's earnings are forecast to grow faster than the US market

High Growth Earnings: Insufficient data to determine if earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: CNSL's revenue is expected to decline over the next 3 years (-1.8% per year).

High Growth Revenue: CNSL's revenue is forecast to decline over the next 3 years (-1.8% 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?

-4.3%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: CNSL has high quality earnings.

Growing Profit Margin: CNSL became profitable in the past.


Past Earnings Growth Analysis

Earnings Trend: CNSL has become profitable over the past 5 years, growing earnings by -4.3% per year.

Accelerating Growth: CNSL has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: CNSL has become profitable in the last year, making it difficult to compare its past year earnings growth to the Telecom industry (9.7%).


Return on Equity

High ROE: CNSL's Return on Equity (9.8%) is considered low.


Next Steps

Financial Health

How is Consolidated Communications Holdings's financial position?


Financial Position Analysis

Short Term Liabilities: CNSL's short term assets ($266.4M) exceed its short term liabilities ($263.1M).

Long Term Liabilities: CNSL's short term assets ($266.4M) do not cover its long term liabilities ($2.7B).


Debt to Equity History and Analysis

Debt Level: CNSL's debt to equity ratio (561.2%) is considered high.

Reducing Debt: CNSL's debt to equity ratio has increased from 523.5% to 561.2% over the past 5 years.

Debt Coverage: CNSL's debt is not well covered by operating cash flow (17.6%).

Interest Coverage: CNSL's interest payments on its debt are not well covered by EBIT (1.5x coverage).


Balance Sheet


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 recent payouts.

High Dividend: Unable to evaluate CNSL's dividend yield against the top 25% of dividend payers, as the company has not reported any recent 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?

2.4yrs

Average management tenure


CEO

Bob Udell (54 yo)

5.75yrs

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 ($USD3.07M) is above average for companies of similar size in the US market ($USD1.96M).

Compensation vs Earnings: Bob's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
C. Udell
President5.75yrsUS$3.07m0.67%
$ 2.5m
Steven Childers
CFO & Treasurer16.42yrsUS$1.24m0.33%
$ 1.2m
Gabe Waggoner
Executive Vice President of Operations2.42yrsno datano data
Tom White
Chief Technology Officerno datano datano data
John Lunny
Chief Information Officerno datano datano data
Jennifer Spaude
Senior Vice President of Corporate Communications & Investor Relations1.75yrsno datano data
J. Van Osdell
Chief Legal Officer & Corporate Secretary1.75yrsno datano data
Michael Smith
Chief Revenue Officerno datano datano data
David Herrick
VP & Controllerno datano datano data

2.4yrs

Average Tenure

56yo

Average Age

Experienced Management: CNSL's management team is considered experienced (2.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
C. Udell
President5.75yrsUS$3.07m0.67%
$ 2.5m
Roger Moore
Independent Director15.25yrsUS$211.14k0.098%
$ 364.9k
Wayne Wilson
Independent Director3.25yrsUS$193.64k0.11%
$ 425.0k
Robert Currey
Non-Executive Chairman6.83yrsUS$417.14k0.20%
$ 736.6k
Maribeth Rahe
Independent Director15.25yrsUS$217.64k0.11%
$ 390.3k
Timothy Taron
Independent Director8.25yrsUS$207.64k0.095%
$ 353.2k
Thomas Gerke
Independent Director7.58yrsUS$197.64k0.081%
$ 298.6k
Dale Parker
Independent Director6yrsUS$193.64k0.077%
$ 284.1k
Andrew Frey
Non-Voting Observerno datano datano data
David Fuller
Directorno datano datano data

7.2yrs

Average Tenure

69.5yo

Average Age

Experienced Board: CNSL's board of directors are considered experienced (7.2 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 been diluted in the past year, with total shares outstanding growing by 10.2%.


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$370.847m
  • Shares outstanding: 79.41m
  • Website: https://www.consolidated.com

Number of Employees


Location

  • Consolidated Communications Holdings, Inc.
  • 121 South 17th Street
  • Mattoon
  • Illinois
  • 61938
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
CNSLNasdaqGS (Nasdaq Global Select)YesCommon StockUSUSDJul 2005
C8CDB (Deutsche Boerse AG)YesCommon StockDEEURJul 2005

Biography

Consolidated Communications Holdings, Inc., together with its subsidiaries, provides telecommunications services to business and residential customers in the United States. It offers high-speed broadband I ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/10/31 00:06
End of Day Share Price2020/10/30 00:00
Earnings2020/09/30
Annual Earnings2019/12/31


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.