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Side-by-side financial comparison of COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
COGENT COMMUNICATIONS HOLDINGS, INC. is the larger business by last-quarter revenue ($240.5M vs $121.1M, roughly 2.0× Porch Group, Inc.). Porch Group, Inc. runs the higher net margin — -3.9% vs -12.8%, a 8.9% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs -4.7%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% CAGR vs -4.9%).
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.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
CCOI vs PRCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $240.5M | $121.1M |
| Net Profit | $-30.8M | $-4.7M |
| Gross Margin | 46.6% | 52.7% |
| Operating Margin | -4.7% | 34.7% |
| Net Margin | -12.8% | -3.9% |
| Revenue YoY | -4.7% | 100.0% |
| Net Profit YoY | 28.9% | 2.0% |
| EPS (diluted) | $-0.63 | $-0.04 |
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.
| Q1 26 | — | $121.1M | ||
| Q4 25 | $240.5M | $112.3M | ||
| Q3 25 | $241.9M | $115.1M | ||
| Q2 25 | $246.2M | $107.0M | ||
| Q1 25 | $247.0M | $84.5M | ||
| Q4 24 | $252.3M | $75.3M | ||
| Q3 24 | $257.2M | $77.7M | ||
| Q2 24 | $260.4M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $-30.8M | $-3.5M | ||
| Q3 25 | $-41.5M | $-10.9M | ||
| Q2 25 | $-57.8M | $2.6M | ||
| Q1 25 | $-52.0M | $8.4M | ||
| Q4 24 | $-43.3M | $30.5M | ||
| Q3 24 | $-63.1M | $14.4M | ||
| Q2 24 | $-32.3M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | 46.6% | 99.5% | ||
| Q3 25 | 45.6% | 75.6% | ||
| Q2 25 | 44.2% | 70.9% | ||
| Q1 25 | 44.4% | 77.4% | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.2% | 79.4% | ||
| Q2 24 | 40.0% | 22.1% |
| Q1 26 | — | 34.7% | ||
| Q4 25 | -4.7% | 14.7% | ||
| Q3 25 | -7.5% | 14.2% | ||
| Q2 25 | -12.8% | 4.7% | ||
| Q1 25 | -16.3% | -1.5% | ||
| Q4 24 | -13.2% | 33.3% | ||
| Q3 24 | -22.5% | -3.2% | ||
| Q2 24 | -18.1% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | -12.8% | -3.1% | ||
| Q3 25 | -17.2% | -9.4% | ||
| Q2 25 | -23.5% | 2.4% | ||
| Q1 25 | -21.1% | 9.9% | ||
| Q4 24 | -17.2% | 40.5% | ||
| Q3 24 | -24.5% | 18.5% | ||
| Q2 24 | -12.4% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $-0.63 | $0.00 | ||
| Q3 25 | $-0.87 | $-0.10 | ||
| Q2 25 | $-1.21 | $0.00 | ||
| Q1 25 | $-1.09 | $0.07 | ||
| Q4 24 | $-0.89 | $0.34 | ||
| Q3 24 | $-1.33 | $0.12 | ||
| Q2 24 | $-0.68 | $-0.65 |
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 | $68.4M |
| Total DebtLower is stronger | $1.7B | $391.3M |
| Stockholders' EquityBook value | $-63.8M | $26.3M |
| Total Assets | $3.1B | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $148.5M | $57.3M | ||
| Q3 25 | $147.1M | $85.0M | ||
| Q2 25 | $213.7M | $79.8M | ||
| Q1 25 | $153.8M | $70.4M | ||
| Q4 24 | $198.5M | $191.7M | ||
| Q3 24 | $279.2M | $238.6M | ||
| Q2 24 | $384.4M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | $1.7B | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | $1.5B | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $-63.8M | $-24.6M | ||
| Q3 25 | $-39.2M | $-27.9M | ||
| Q2 25 | $46.7M | $-29.3M | ||
| Q1 25 | $142.8M | $-52.4M | ||
| Q4 24 | $222.8M | $-43.2M | ||
| Q3 24 | $323.6M | $-77.0M | ||
| Q2 24 | $415.5M | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $3.1B | $797.4M | ||
| Q3 25 | $3.1B | $787.7M | ||
| Q2 25 | $3.3B | $770.7M | ||
| Q1 25 | $3.1B | $802.3M | ||
| Q4 24 | $3.2B | $814.0M | ||
| Q3 24 | $3.2B | $867.3M | ||
| Q2 24 | $3.3B | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.53× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $-43.0M | — |
| FCF MarginFCF / Revenue | -17.9% | — |
| Capex IntensityCapex / Revenue | 15.4% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-198.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-6.0M | $1.2M | ||
| Q3 25 | $3.1M | $40.8M | ||
| Q2 25 | $-44.0M | $35.6M | ||
| Q1 25 | $36.4M | $-11.2M | ||
| Q4 24 | $14.5M | $-26.6M | ||
| Q3 24 | $-20.2M | $12.4M | ||
| Q2 24 | $-22.2M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-43.0M | $1.1M | ||
| Q3 25 | $-33.1M | $40.7M | ||
| Q2 25 | $-100.2M | $35.4M | ||
| Q1 25 | $-21.7M | $-11.2M | ||
| Q4 24 | $-31.6M | $-26.8M | ||
| Q3 24 | $-79.5M | $12.2M | ||
| Q2 24 | $-70.9M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | -17.9% | 1.0% | ||
| Q3 25 | -13.7% | 35.4% | ||
| Q2 25 | -40.7% | 33.0% | ||
| Q1 25 | -8.8% | -13.3% | ||
| Q4 24 | -12.5% | -35.6% | ||
| Q3 24 | -30.9% | 15.7% | ||
| Q2 24 | -27.2% | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | 0.1% | ||
| Q3 25 | 15.0% | 0.1% | ||
| Q2 25 | 22.8% | 0.2% | ||
| Q1 25 | 23.5% | 0.1% | ||
| Q4 24 | 18.3% | 0.3% | ||
| Q3 24 | 23.0% | 0.3% | ||
| Q2 24 | 18.7% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 13.79× | ||
| Q1 25 | — | -1.33× | ||
| Q4 24 | — | -0.87× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
