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Side-by-side financial comparison of COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI) and TOMPKINS FINANCIAL CORP (TMP). 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 $194.8M, roughly 1.2× TOMPKINS FINANCIAL CORP). TOMPKINS FINANCIAL CORP runs the higher net margin — 49.4% vs -12.8%, a 62.2% gap on every dollar of revenue. On growth, TOMPKINS FINANCIAL CORP posted the faster year-over-year revenue change (152.7% vs -4.7%). TOMPKINS FINANCIAL CORP produced more free cash flow last quarter ($31.9M vs $-43.0M). Over the past eight quarters, TOMPKINS FINANCIAL CORP's revenue compounded faster (63.6% 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.
Tompkins Financial Corporation is a small, diversified financial services company based in Ithaca, New York. It is the parent of the Tompkins Trust Company, as well as several other banks, an insurance agency, and a wealth management division.
CCOI vs TMP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $240.5M | $194.8M |
| Net Profit | $-30.8M | $96.2M |
| Gross Margin | 46.6% | — |
| Operating Margin | -4.7% | 71.7% |
| Net Margin | -12.8% | 49.4% |
| Revenue YoY | -4.7% | 152.7% |
| Net Profit YoY | 28.9% | 388.9% |
| EPS (diluted) | $-0.63 | $6.72 |
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 | $194.8M | ||
| Q3 25 | $241.9M | $87.4M | ||
| Q2 25 | $246.2M | $82.6M | ||
| Q1 25 | $247.0M | $81.7M | ||
| Q4 24 | $252.3M | $77.1M | ||
| Q3 24 | $257.2M | $76.6M | ||
| Q2 24 | $260.4M | $72.7M | ||
| Q1 24 | $266.2M | $72.8M |
| Q4 25 | $-30.8M | $96.2M | ||
| Q3 25 | $-41.5M | $23.7M | ||
| Q2 25 | $-57.8M | $21.5M | ||
| Q1 25 | $-52.0M | $19.7M | ||
| Q4 24 | $-43.3M | $19.7M | ||
| Q3 24 | $-63.1M | $18.6M | ||
| Q2 24 | $-32.3M | $15.7M | ||
| Q1 24 | $-65.3M | $16.9M |
| Q4 25 | 46.6% | — | ||
| Q3 25 | 45.6% | — | ||
| Q2 25 | 44.2% | — | ||
| Q1 25 | 44.4% | — | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.2% | — | ||
| Q2 24 | 40.0% | — | ||
| Q1 24 | 36.5% | — |
| Q4 25 | -4.7% | 71.7% | ||
| Q3 25 | -7.5% | 35.6% | ||
| Q2 25 | -12.8% | 34.2% | ||
| Q1 25 | -16.3% | 31.6% | ||
| Q4 24 | -13.2% | 33.4% | ||
| Q3 24 | -22.5% | 32.0% | ||
| Q2 24 | -18.1% | 28.3% | ||
| Q1 24 | -22.3% | 30.4% |
| Q4 25 | -12.8% | 49.4% | ||
| Q3 25 | -17.2% | 27.1% | ||
| Q2 25 | -23.5% | 26.0% | ||
| Q1 25 | -21.1% | 24.1% | ||
| Q4 24 | -17.2% | 25.5% | ||
| Q3 24 | -24.5% | 24.3% | ||
| Q2 24 | -12.4% | 21.6% | ||
| Q1 24 | -24.5% | 23.2% |
| Q4 25 | $-0.63 | $6.72 | ||
| Q3 25 | $-0.87 | $1.65 | ||
| Q2 25 | $-1.21 | $1.50 | ||
| Q1 25 | $-1.09 | $1.37 | ||
| Q4 24 | $-0.89 | $1.39 | ||
| Q3 24 | $-1.33 | $1.30 | ||
| Q2 24 | $-0.68 | $1.10 | ||
| Q1 24 | $-1.38 | $1.18 |
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 | $132.8M |
| Total DebtLower is stronger | $1.7B | — |
| Stockholders' EquityBook value | $-63.8M | $938.4M |
| Total Assets | $3.1B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $148.5M | $132.8M | ||
| Q3 25 | $147.1M | $193.5M | ||
| Q2 25 | $213.7M | $212.6M | ||
| Q1 25 | $153.8M | $193.1M | ||
| Q4 24 | $198.5M | $134.4M | ||
| Q3 24 | $279.2M | $132.3M | ||
| Q2 24 | $384.4M | $70.9M | ||
| Q1 24 | $118.4M | $57.1M |
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $-63.8M | $938.4M | ||
| Q3 25 | $-39.2M | $788.8M | ||
| Q2 25 | $46.7M | $761.8M | ||
| Q1 25 | $142.8M | $741.4M | ||
| Q4 24 | $222.8M | $713.4M | ||
| Q3 24 | $323.6M | $719.9M | ||
| Q2 24 | $415.5M | $674.6M | ||
| Q1 24 | $500.6M | $667.9M |
| Q4 25 | $3.1B | $8.7B | ||
| Q3 25 | $3.1B | $8.5B | ||
| Q2 25 | $3.3B | $8.4B | ||
| Q1 25 | $3.1B | $8.2B | ||
| Q4 24 | $3.2B | $8.1B | ||
| Q3 24 | $3.2B | $8.0B | ||
| Q2 24 | $3.3B | $7.9B | ||
| Q1 24 | $3.1B | $7.8B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.53× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $38.9M |
| Free Cash FlowOCF − Capex | $-43.0M | $31.9M |
| FCF MarginFCF / Revenue | -17.9% | 16.4% |
| Capex IntensityCapex / Revenue | 15.4% | 3.6% |
| Cash ConversionOCF / Net Profit | — | 0.40× |
| TTM Free Cash FlowTrailing 4 quarters | $-198.1M | $105.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-6.0M | $38.9M | ||
| Q3 25 | $3.1M | $34.9M | ||
| Q2 25 | $-44.0M | $18.9M | ||
| Q1 25 | $36.4M | $22.2M | ||
| Q4 24 | $14.5M | $95.0M | ||
| Q3 24 | $-20.2M | $21.2M | ||
| Q2 24 | $-22.2M | $27.3M | ||
| Q1 24 | $19.2M | $23.2M |
| Q4 25 | $-43.0M | $31.9M | ||
| Q3 25 | $-33.1M | $33.9M | ||
| Q2 25 | $-100.2M | $18.3M | ||
| Q1 25 | $-21.7M | $20.9M | ||
| Q4 24 | $-31.6M | $88.8M | ||
| Q3 24 | $-79.5M | $18.9M | ||
| Q2 24 | $-70.9M | $26.3M | ||
| Q1 24 | $-21.7M | $21.9M |
| Q4 25 | -17.9% | 16.4% | ||
| Q3 25 | -13.7% | 38.8% | ||
| Q2 25 | -40.7% | 22.1% | ||
| Q1 25 | -8.8% | 25.5% | ||
| Q4 24 | -12.5% | 115.1% | ||
| Q3 24 | -30.9% | 24.7% | ||
| Q2 24 | -27.2% | 36.2% | ||
| Q1 24 | -8.1% | 30.0% |
| Q4 25 | 15.4% | 3.6% | ||
| Q3 25 | 15.0% | 1.1% | ||
| Q2 25 | 22.8% | 0.8% | ||
| Q1 25 | 23.5% | 1.7% | ||
| Q4 24 | 18.3% | 8.1% | ||
| Q3 24 | 23.0% | 2.9% | ||
| Q2 24 | 18.7% | 1.3% | ||
| Q1 24 | 15.4% | 1.9% |
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.74× | ||
| Q1 24 | — | 1.38× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
