REIT - Specialty
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5 / 10Stock Comparison
UNIT vs CCOI vs LUMN vs FYBR vs ATUS
Revenue, margins, valuation, and 5-year total return — side by side.
Telecommunications Services
Telecommunications Services
Telecommunications Services
Telecommunications Services
UNIT vs CCOI vs LUMN vs FYBR vs ATUS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | REIT - Specialty | Telecommunications Services | Telecommunications Services | Telecommunications Services | Telecommunications Services |
| Market Cap | $2.73B | $905M | $9.51B | $9.64B | $539M |
| Revenue (TTM) | $2.23B | $949M | $12.12B | $6.11B | $8.59B |
| Net Income (TTM) | $1.27B | $-170M | $-1.74B | $-381M | $-1.87B |
| Gross Margin | 47.1% | 32.4% | 12.5% | 65.1% | 51.6% |
| Operating Margin | 21.2% | -7.9% | 2.6% | 5.3% | -1.3% |
| Forward P/E | 2.4x | — | — | — | — |
| Total Debt | $10.02B | $2.93B | $17.71B | $12.03B | $250M |
| Cash & Equiv. | $134M | $205M | $1.00B | $806M | $1.01B |
UNIT vs CCOI vs LUMN vs FYBR vs ATUS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 21 | May 26 | Return |
|---|---|---|---|
| Uniti Group Inc. (UNIT) | 100 | 63.7 | -36.3% |
| Cogent Communicatio… (CCOI) | 100 | 23.9 | -76.1% |
| Lumen Technologies,… (LUMN) | 100 | 66.7 | -33.3% |
| Frontier Communicat… (FYBR) | 100 | 152.4 | +52.4% |
| Altice USA, Inc. (ATUS) | 100 | 4.6 | -95.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: UNIT vs CCOI vs LUMN vs FYBR vs ATUS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
UNIT carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 91.5%, EPS growth 6.6%, 3Y rev CAGR 25.6%
- 91.5% FFO/revenue growth vs CCOI's -5.8%
- 56.8% margin vs ATUS's -21.8%
- 14.5% ROA vs ATUS's -156.2%, ROIC 5.2% vs -0.8%
CCOI is the #2 pick in this set and the best alternative if income & stability and defensive is your priority.
- Dividend streak 0 yrs, beta 1.67, yield 17.3%
- Beta 1.67, yield 17.3%, current ratio 2.04x
- 17.3% yield, vs LUMN's 0.0%, (3 stocks pay no dividend)
LUMN ranks third and is worth considering specifically for momentum.
- +118.2% vs CCOI's -64.1%
FYBR is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 42.8% 10Y total return vs CCOI's 19.9%
- Lower volatility, beta 0.06, current ratio 0.55x
- Beta 0.06 vs LUMN's 2.74
ATUS is the clearest fit if your priority is value.
- Better valuation composite
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 91.5% FFO/revenue growth vs CCOI's -5.8% | |
| Value | Better valuation composite | |
| Quality / Margins | 56.8% margin vs ATUS's -21.8% | |
| Stability / Safety | Beta 0.06 vs LUMN's 2.74 | |
| Dividends | 17.3% yield, vs LUMN's 0.0%, (3 stocks pay no dividend) | |
| Momentum (1Y) | +118.2% vs CCOI's -64.1% | |
| Efficiency (ROA) | 14.5% ROA vs ATUS's -156.2%, ROIC 5.2% vs -0.8% |
UNIT vs CCOI vs LUMN vs FYBR vs ATUS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
UNIT vs CCOI vs LUMN vs FYBR vs ATUS — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
UNIT leads in 2 of 6 categories
ATUS leads 1 • LUMN leads 1 • FYBR leads 1 • CCOI leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
UNIT leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LUMN is the larger business by revenue, generating $12.1B annually — 12.8x CCOI's $949M. UNIT is the more profitable business, keeping 56.8% of every revenue dollar as net income compared to ATUS's -21.8%. On growth, UNIT holds the edge at +2.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $2.2B | $949M | $12.1B | $6.1B | $8.6B |
| EBITDAEarnings before interest/tax | $1.1B | $174M | $3.0B | $2.1B | $1.6B |
| Net IncomeAfter-tax profit | $1.3B | -$170M | -$1.7B | -$381M | -$1.9B |
| Free Cash FlowCash after capex | -$460M | -$208M | $5.4B | -$1.4B | $163M |
| Gross MarginGross profit ÷ Revenue | +47.1% | +32.4% | +12.5% | +65.1% | +51.6% |
| Operating MarginEBIT ÷ Revenue | +21.2% | -7.9% | +2.6% | +5.3% | -1.3% |
| Net MarginNet income ÷ Revenue | +56.8% | -17.9% | -14.3% | -6.2% | -21.8% |
| FCF MarginFCF ÷ Revenue | -20.6% | -21.9% | +44.9% | -23.2% | +1.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.1% | -3.2% | -8.9% | +4.1% | -2.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -10.5% | +23.9% | 0.0% | +9.1% | -25.0% |
Valuation Metrics
ATUS leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, ATUS's 7.7x EV/EBITDA is more attractive than CCOI's 21.8x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $2.7B | $905M | $9.5B | $9.6B | $539M |
| Enterprise ValueMkt cap + debt − cash | $12.6B | $3.6B | $26.2B | $20.9B | $25.6B |
| Trailing P/EPrice ÷ TTM EPS | 2.36x | -4.75x | -5.27x | -29.61x | -8.59x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | — | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 11.07x | 21.83x | 10.22x | 10.55x | 7.70x |
| Price / SalesMarket cap ÷ Revenue | 1.22x | 0.93x | 0.77x | 1.62x | 0.06x |
| Price / BookPrice ÷ Book value/share | 8.06x | — | — | 1.93x | — |
| Price / FCFMarket cap ÷ FCF | — | — | 25.62x | — | 3.61x |
Profitability & Efficiency
UNIT leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
UNIT delivers a 3.4% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $-2 for CCOI. FYBR carries lower financial leverage with a 2.44x debt-to-equity ratio, signaling a more conservative balance sheet compared to UNIT's 26.35x. On the Piotroski fundamental quality scale (0–9), UNIT scores 5/9 vs CCOI's 3/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +3.4% | -2.3% | -79.4% | -8.1% | — |
| ROA (TTM)Return on assets | +14.5% | -5.4% | -5.3% | -1.8% | -156.2% |
| ROICReturn on invested capital | +5.2% | -3.1% | -0.8% | +1.7% | -0.8% |
| ROCEReturn on capital employed | +6.5% | -3.6% | -0.6% | +1.8% | -0.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 3 | 4 | 5 | 5 |
| Debt / EquityFinancial leverage | 26.35x | — | — | 2.44x | — |
| Net DebtTotal debt minus cash | $9.9B | $2.7B | $16.7B | $11.2B | -$762M |
| Cash & Equiv.Liquid assets | $134M | $205M | $1.0B | $806M | $1.0B |
| Total DebtShort + long-term debt | $10.0B | $2.9B | $17.7B | $12.0B | $250M |
| Interest CoverageEBIT ÷ Interest expense | 0.79x | -0.52x | -1.12x | 0.44x | — |
Total Returns (Dividends Reinvested)
LUMN leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FYBR five years ago would be worth $14,804 today (with dividends reinvested), compared to $523 for ATUS. Over the past 12 months, LUMN leads with a +118.2% total return vs CCOI's -64.1%. The 3-year compound annual growth rate (CAGR) favors LUMN at 59.4% vs CCOI's -25.3% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +68.4% | -12.3% | +20.0% | +1.1% | +9.9% |
| 1-Year ReturnPast 12 months | +38.4% | -64.1% | +118.2% | +5.3% | -25.3% |
| 3-Year ReturnCumulative with dividends | +100.7% | -58.3% | +304.8% | +95.6% | -36.4% |
| 5-Year ReturnCumulative with dividends | -19.8% | -55.2% | -16.0% | +48.0% | -94.8% |
| 10-Year ReturnCumulative with dividends | -29.9% | +19.9% | -32.9% | +42.8% | -88.0% |
| CAGR (3Y)Annualised 3-year return | +26.1% | -25.3% | +59.4% | +25.1% | -14.0% |
Risk & Volatility
FYBR leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
FYBR is the less volatile stock with a 0.06 beta — it tends to amplify market swings less than LUMN's 2.74 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. FYBR currently trades 100.0% from its 52-week high vs CCOI's 31.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.79x | 1.67x | 2.74x | 0.06x | 1.80x |
| 52-Week HighHighest price in past year | $12.18 | $56.89 | $11.95 | $38.50 | $2.98 |
| 52-Week LowLowest price in past year | $5.30 | $14.82 | $3.37 | $36.04 | $1.59 |
| % of 52W HighCurrent price vs 52-week peak | +94.5% | +31.7% | +77.2% | +100.0% | +63.4% |
| RSI (14)Momentum oscillator 0–100 | 60.8 | 30.2 | 69.9 | 72.8 | 57.9 |
| Avg Volume (50D)Average daily shares traded | 2.4M | 1.2M | 12.2M | 0 | 956K |
Analyst Outlook
Evenly matched — CCOI and ATUS each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: UNIT as "Hold", CCOI as "Hold", LUMN as "Hold", FYBR as "Buy", ATUS as "Buy". Consensus price targets imply 52.3% upside for CCOI (target: $28) vs -23.3% for LUMN (target: $7). CCOI is the only dividend payer here at 17.34% yield — a key consideration for income-focused portfolios.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | $11.00 | $27.50 | $7.08 | $34.33 | $2.50 |
| # AnalystsCovering analysts | 13 | 32 | 28 | 11 | 36 |
| Dividend YieldAnnual dividend ÷ price | — | +17.3% | +0.0% | — | — |
| Dividend StreakConsecutive years of raises | 1 | 0 | 0 | 0 | 3 |
| Dividend / ShareAnnual DPS | — | $3.13 | $0.00 | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.8% | 0.0% | +0.7% | 0.0% |
UNIT leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ATUS leads in 1 (Valuation Metrics). 1 tied.
UNIT vs CCOI vs LUMN vs FYBR vs ATUS: Key Questions Answered
8 questions · data-driven answers · updated daily
01Is UNIT or CCOI or LUMN or FYBR or ATUS a better buy right now?
For growth investors, Uniti Group Inc.
(UNIT) is the stronger pick with 91. 5% revenue growth year-over-year, versus -5. 8% for Cogent Communications Holdings, Inc. (CCOI). Uniti Group Inc. (UNIT) offers the better valuation at 2. 4x trailing P/E, making it the more compelling value choice. Analysts rate Frontier Communications Parent, Inc. (FYBR) a "Buy" — based on 11 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — UNIT or CCOI or LUMN or FYBR or ATUS?
Over the past 5 years, Frontier Communications Parent, Inc.
(FYBR) delivered a total return of +48. 0%, compared to -94. 8% for Altice USA, Inc. (ATUS). Over 10 years, the gap is even starker: FYBR returned +42. 8% versus ATUS's -88. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — UNIT or CCOI or LUMN or FYBR or ATUS?
By beta (market sensitivity over 5 years), Frontier Communications Parent, Inc.
(FYBR) is the lower-risk stock at 0. 06β versus Lumen Technologies, Inc. 's 2. 74β — meaning LUMN is approximately 4157% more volatile than FYBR relative to the S&P 500. On balance sheet safety, Frontier Communications Parent, Inc. (FYBR) carries a lower debt/equity ratio of 2% versus 26% for Uniti Group Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — UNIT or CCOI or LUMN or FYBR or ATUS?
By revenue growth (latest reported year), Uniti Group Inc.
(UNIT) is pulling ahead at 91. 5% versus -5. 8% for Cogent Communications Holdings, Inc. (CCOI). On earnings-per-share growth, the picture is similar: Uniti Group Inc. grew EPS 660. 9% year-over-year, compared to -30. 4% for Lumen Technologies, Inc.. Over a 3-year CAGR, UNIT leads at 25. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — UNIT or CCOI or LUMN or FYBR or ATUS?
Uniti Group Inc.
(UNIT) is the more profitable company, earning 58. 4% net margin versus -21. 8% for Altice USA, Inc. — meaning it keeps 58. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: UNIT leads at 21. 2% versus -10. 6% for CCOI. At the gross margin level — before operating expenses — FYBR leads at 64. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — UNIT or CCOI or LUMN or FYBR or ATUS?
In this comparison, CCOI (17.
3% yield) pays a dividend. UNIT, LUMN, FYBR, ATUS do not pay a meaningful dividend and should not be held primarily for income.
07Is UNIT or CCOI or LUMN or FYBR or ATUS better for a retirement portfolio?
For long-horizon retirement investors, Frontier Communications Parent, Inc.
(FYBR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 06)). Lumen Technologies, Inc. (LUMN) carries a higher beta of 2. 74 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (FYBR: +42. 8%, LUMN: -32. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between UNIT and CCOI and LUMN and FYBR and ATUS?
These companies operate in different sectors (UNIT (Real Estate) and CCOI (Communication Services) and LUMN (Communication Services) and FYBR (Communication Services) and ATUS (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: UNIT is a small-cap high-growth stock; CCOI is a small-cap income-oriented stock; LUMN is a small-cap quality compounder stock; FYBR is a small-cap quality compounder stock; ATUS is a small-cap quality compounder stock. CCOI pays a dividend while UNIT, LUMN, FYBR, ATUS do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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- Sector: Communication Services
- Market Cap > $100B
- Gross Margin > 19%
- Dividend Yield > 6.9%
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