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Side-by-side financial comparison of COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI) and Forestar Group Inc. (FOR). Click either name above to swap in a different company.
Forestar Group Inc. is the larger business by last-quarter revenue ($273.0M vs $240.5M, roughly 1.1× COGENT COMMUNICATIONS HOLDINGS, INC.). Forestar Group Inc. runs the higher net margin — 5.6% vs -12.8%, a 18.4% gap on every dollar of revenue. On growth, Forestar Group Inc. posted the faster year-over-year revenue change (9.0% vs -4.7%). COGENT COMMUNICATIONS HOLDINGS, INC. produced more free cash flow last quarter ($-43.0M vs $-157.1M). Over the past eight quarters, COGENT COMMUNICATIONS HOLDINGS, INC.'s revenue compounded faster (-4.9% CAGR vs -9.6%).
Cogent Communications Holdings, Inc. is a multinational internet service provider based in the United States. Cogent's primary services consist of Internet access and data transport, offered on a fiber optic, IP data-only network, along with colocation in data centers.
Forestar Group Inc. is a residential lot development company based in Arlington, Texas. The company has operations in 51 markets in 21 states and delivered 11,518 residential lots during the twelve-month period ended December 31, 2020. The company is publicly traded on the New York Stock Exchange and in October 2017 became a majority-owned subsidiary of D.R. Horton, Inc., the largest homebuilder by volume in the United States since 2002. The company primarily acquires entitled real estate and...
CCOI vs FOR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $240.5M | $273.0M |
| Net Profit | $-30.8M | $15.4M |
| Gross Margin | 46.6% | 20.1% |
| Operating Margin | -4.7% | 7.6% |
| Net Margin | -12.8% | 5.6% |
| Revenue YoY | -4.7% | 9.0% |
| Net Profit YoY | 28.9% | -6.7% |
| EPS (diluted) | $-0.63 | $0.30 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $240.5M | $273.0M | ||
| Q3 25 | $241.9M | $670.5M | ||
| Q2 25 | $246.2M | $390.5M | ||
| Q1 25 | $247.0M | $351.0M | ||
| Q4 24 | $252.3M | $250.4M | ||
| Q3 24 | $257.2M | $551.3M | ||
| Q2 24 | $260.4M | $318.4M | ||
| Q1 24 | $266.2M | $333.8M |
| Q4 25 | $-30.8M | $15.4M | ||
| Q3 25 | $-41.5M | $86.9M | ||
| Q2 25 | $-57.8M | $32.9M | ||
| Q1 25 | $-52.0M | $31.6M | ||
| Q4 24 | $-43.3M | $16.5M | ||
| Q3 24 | $-63.1M | $81.5M | ||
| Q2 24 | $-32.3M | $38.7M | ||
| Q1 24 | $-65.3M | $45.0M |
| Q4 25 | 46.6% | 20.1% | ||
| Q3 25 | 45.6% | 22.3% | ||
| Q2 25 | 44.2% | 20.4% | ||
| Q1 25 | 44.4% | 22.6% | ||
| Q4 24 | 38.5% | 22.0% | ||
| Q3 24 | 37.2% | 23.9% | ||
| Q2 24 | 40.0% | 22.5% | ||
| Q1 24 | 36.5% | 24.9% |
| Q4 25 | -4.7% | 7.6% | ||
| Q3 25 | -7.5% | 16.9% | ||
| Q2 25 | -12.8% | 11.2% | ||
| Q1 25 | -16.3% | 11.6% | ||
| Q4 24 | -13.2% | 8.7% | ||
| Q3 24 | -22.5% | 19.7% | ||
| Q2 24 | -18.1% | 16.2% | ||
| Q1 24 | -22.3% | 17.6% |
| Q4 25 | -12.8% | 5.6% | ||
| Q3 25 | -17.2% | 13.0% | ||
| Q2 25 | -23.5% | 8.4% | ||
| Q1 25 | -21.1% | 9.0% | ||
| Q4 24 | -17.2% | 6.6% | ||
| Q3 24 | -24.5% | 14.8% | ||
| Q2 24 | -12.4% | 12.2% | ||
| Q1 24 | -24.5% | 13.5% |
| Q4 25 | $-0.63 | $0.30 | ||
| Q3 25 | $-0.87 | $1.70 | ||
| Q2 25 | $-1.21 | $0.65 | ||
| Q1 25 | $-1.09 | $0.62 | ||
| Q4 24 | $-0.89 | $0.32 | ||
| Q3 24 | $-1.33 | $1.59 | ||
| Q2 24 | $-0.68 | $0.76 | ||
| Q1 24 | $-1.38 | $0.89 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $148.5M | $211.7M |
| Total DebtLower is stronger | $1.7B | $793.2M |
| Stockholders' EquityBook value | $-63.8M | $1.8B |
| Total Assets | $3.1B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $148.5M | $211.7M | ||
| Q3 25 | $147.1M | $379.2M | ||
| Q2 25 | $213.7M | $189.2M | ||
| Q1 25 | $153.8M | $174.3M | ||
| Q4 24 | $198.5M | $132.0M | ||
| Q3 24 | $279.2M | $481.2M | ||
| Q2 24 | $384.4M | $359.2M | ||
| Q1 24 | $118.4M | $416.2M |
| Q4 25 | $1.7B | $793.2M | ||
| Q3 25 | — | $802.7M | ||
| Q2 25 | — | $872.8M | ||
| Q1 25 | — | $872.5M | ||
| Q4 24 | $1.5B | $806.8M | ||
| Q3 24 | — | $706.4M | ||
| Q2 24 | — | $706.1M | ||
| Q1 24 | — | $705.7M |
| Q4 25 | $-63.8M | $1.8B | ||
| Q3 25 | $-39.2M | $1.8B | ||
| Q2 25 | $46.7M | $1.7B | ||
| Q1 25 | $142.8M | $1.6B | ||
| Q4 24 | $222.8M | $1.6B | ||
| Q3 24 | $323.6M | $1.6B | ||
| Q2 24 | $415.5M | $1.5B | ||
| Q1 24 | $500.6M | $1.5B |
| Q4 25 | $3.1B | $3.2B | ||
| Q3 25 | $3.1B | $3.1B | ||
| Q2 25 | $3.3B | $3.1B | ||
| Q1 25 | $3.1B | $3.0B | ||
| Q4 24 | $3.2B | $3.0B | ||
| Q3 24 | $3.2B | $2.8B | ||
| Q2 24 | $3.3B | $2.7B | ||
| Q1 24 | $3.1B | $2.6B |
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | 6.53× | 0.50× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.47× | ||
| Q1 24 | — | 0.48× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-6.0M | $-157.0M |
| Free Cash FlowOCF − Capex | $-43.0M | $-157.1M |
| FCF MarginFCF / Revenue | -17.9% | -57.5% |
| Capex IntensityCapex / Revenue | 15.4% | 0.0% |
| Cash ConversionOCF / Net Profit | — | -10.19× |
| TTM Free Cash FlowTrailing 4 quarters | $-198.1M | $93.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-6.0M | $-157.0M | ||
| Q3 25 | $3.1M | $256.3M | ||
| Q2 25 | $-44.0M | $15.8M | ||
| Q1 25 | $36.4M | $-19.8M | ||
| Q4 24 | $14.5M | $-450.0M | ||
| Q3 24 | $-20.2M | $119.2M | ||
| Q2 24 | $-22.2M | $-61.7M | ||
| Q1 24 | $19.2M | $-59.2M |
| Q4 25 | $-43.0M | $-157.1M | ||
| Q3 25 | $-33.1M | $255.6M | ||
| Q2 25 | $-100.2M | $15.0M | ||
| Q1 25 | $-21.7M | $-20.5M | ||
| Q4 24 | $-31.6M | — | ||
| Q3 24 | $-79.5M | $118.4M | ||
| Q2 24 | $-70.9M | $-62.3M | ||
| Q1 24 | $-21.7M | $-59.8M |
| Q4 25 | -17.9% | -57.5% | ||
| Q3 25 | -13.7% | 38.1% | ||
| Q2 25 | -40.7% | 3.8% | ||
| Q1 25 | -8.8% | -5.8% | ||
| Q4 24 | -12.5% | — | ||
| Q3 24 | -30.9% | 21.5% | ||
| Q2 24 | -27.2% | -19.6% | ||
| Q1 24 | -8.1% | -17.9% |
| Q4 25 | 15.4% | 0.0% | ||
| Q3 25 | 15.0% | 0.1% | ||
| Q2 25 | 22.8% | 0.2% | ||
| Q1 25 | 23.5% | 0.2% | ||
| Q4 24 | 18.3% | 0.0% | ||
| Q3 24 | 23.0% | 0.1% | ||
| Q2 24 | 18.7% | 0.2% | ||
| Q1 24 | 15.4% | 0.2% |
| Q4 25 | — | -10.19× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | -0.63× | ||
| Q4 24 | — | -27.27× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | -1.59× | ||
| Q1 24 | — | -1.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CCOI
Segment breakdown not available.
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
