CNVS
Cineverse Corp.
CNVS offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
VZ
Verizon Communications Inc.
VZ has the edge over CNVS overall, supported by stronger fundamentals and lower modeled downside.
CNVS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Strong |
CNVS's revenue and balance sheet are currently healthy, but its profitability and cash flow are weak.
VZ Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Under pressure |
VZ's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
CNVS PE Valuation
CNVS has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 26x next year's earnings.
VZ PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $32.43 | -30% |
| Forward | 9x | $46.55 | — |
| Fair | 11x | $43.63 | -6.3% |
| Current | 12x | $46.55 | — |
| Expensive | 14x | $56.75 | +22% |
Historical ranges are pointers, not guarantees.
VZ's PE is in its fair range at 12x. If earnings grow as analysts expect, today's price would be 9.0x next year's earnings, in its cheap range.
CNVS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
CNVS has the edge over VZ on the outlook, with more favorable revenue expectations.
VZ Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect VZ's earnings to grow and its profitability to improve, with its revenue holding steady.
CNVS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.07 | — |
| Q2 2026 | -$0.56 | -473% |
| Q1 2026 | -$0.49 | -406% |
| Q4 2025 | -$0.46 | +$0.64 |
| Q3 2025 | -$0.07 | +$1.59 |
| Q2 2025 | $0.15 | +$1.76 |
| Q1 2025 | $0.16 | +$1.94 |
| Q4 2022 | -$0.97 | -$0.53 |
| Q3 2022 | -$1.57 | +$0.27 |
CNVS has swung to a loss: it lost $0.56 per share over the past year, after a profit the year before.
VZ Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.19 | +32% |
| Q3 2026 | $3.93 | -16% |
| Q2 2026 | $3.85 | -10% |
| Q1 2026 | $4.11 | -2.1% |
| Q4 2025 | $4.06 | -1.9% |
| Q3 2025 | $4.68 | +103% |
| Q2 2025 | $4.29 | +61% |
| Q1 2025 | $4.20 | +57% |
| Q4 2024 | $4.14 | +51% |
VZ has the edge over CNVS on earnings quality, reporting a profit while its opponent remains loss making.
CNVS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $30.6M | +175% |
| Q1 2026 | $26M | +67% |
| Q4 2025 | $16.3M | -60% |
| Q3 2025 | $12.4M | -3% |
| Q2 2025 | $11.1M | +22% |
| Q1 2025 | $15.6M | +58% |
| Q4 2024 | $40.7M | +207% |
| Q3 2024 | $12.7M | -2.1% |
CNVS's revenue is recovering but still below its 2024 peak: $31M last quarter, up 175% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -17% | +17 points |
| Q1 2026 | -21% | -34 points |
| Q4 2025 | -4% | -27 points |
| Q3 2025 | -44% | -37 points |
| Q2 2025 | -33% | -2.8 points |
| Q1 2025 | 14% | +156 points |
| Q4 2024 | 23% | +20 points |
| Q3 2024 | -6.8% | -11 points |
CNVS's operating margin was −17% last quarter, up 17 points from the same quarter a year ago.
VZ Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $34.3B | +1.5% |
| Q2 2026 | $34.3B | -0.7% |
| Q1 2026 | $34.4B | +2.9% |
| Q4 2025 | $36.4B | +2% |
| Q3 2025 | $33.8B | +1.5% |
| Q2 2025 | $34.5B | +5.2% |
| Q1 2025 | $33.5B | +1.5% |
| Q4 2024 | $35.7B | +1.6% |
VZ's revenue has held roughly level: $34.3B last quarter, up 1.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +1.3 points |
| Q2 2026 | 21% | -2.7 points |
| Q1 2026 | 24% | +0.1 points |
| Q4 2025 | 14% | -7.1 points |
| Q3 2025 | 24% | +6.2 points |
| Q2 2025 | 24% | -0.2 points |
| Q1 2025 | 24% | +1 points |
| Q4 2024 | 21% | +19 points |
VZ has the edge over CNVS on profitability, with a higher operating margin.
CNVS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$994K | +$13.5M |
| Q1 2026 | -$3.2M | -126% |
| Q4 2025 | -$1.6M | -122% |
| Q3 2025 | -$7.2M | -$6.5M |
| Q2 2025 | -$14.5M | -$12.8M |
| Q4 2024 | $7.4M | +$10.5M |
| Q3 2024 | -$667K | +$2.2M |
| Q2 2024 | -$1.7M | +$1.5M |
CNVS has burned cash in most quarters: −$13M over the past year, against $5M the year before.
VZ Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.5B | +2.2% |
| Q2 2026 | $10.4B | +16% |
| Q1 2026 | $8B | +2.6% |
| Q4 2025 | $9.1B | -13% |
| Q3 2025 | $11.3B | +14% |
| Q2 2025 | $9B | -5.4% |
| Q1 2025 | $7.8B | +9.9% |
| Q4 2024 | $10.4B | +20% |
VZ has the edge over CNVS on cash generation, producing positive trailing cash flow while its opponent burns cash.
CNVS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +10% | +1.9M shares |
| 1 year | +22% | +3.7M shares |
| 3 years | +134% | +11.8M shares |
| 5 years | +338% | +16M shares |
CNVS has 21M diluted shares, up 22% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | $27,000 |
| Q2 2024 | $188,000 |
VZ Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -10M shares |
| 1 year | -1.7% | -72M shares |
| 3 years | -1.3% | -55M shares |
| 5 years | +0.4% | +17M shares |
| Available history | +0.5% | +21M shares |
VZ has the edge over CNVS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $500M |
| Q2 2026 | $1B |
| Q1 2026 | $2.5B |
CNVS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2025 | 0.7x | Very low |
| Q2 2025 | 0.2x | Very low |
| Q1 2025 | -1.2x | Net Cash |
| Q3 2023 | -1.6x | Net Cash |
| Q1 2022 | -3.2x | Net Cash |
| Q2 2021 | -0.0x | Net Cash |
| Q1 2021 | 0.0x | Very low |
| Q3 2020 | 58.8x | High |
CNVS's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
VZ Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.3x | Elevated |
| Q2 2026 | 3.4x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 2.9x | Moderate |
| Q3 2025 | 2.8x | Moderate |
| Q2 2025 | 3.0x | Moderate |
| Q1 2025 | 3.0x | Elevated |
| Q4 2024 | 3.0x | Elevated |
VZ's net debt is about 3.3 years of its operating earnings (EBITDA), up from 2.8 years a year ago.
CNVS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.4 | Neutral |
| Stochastic | 12.0 | Oversold |
CNVS's weekly RSI is 40 (neutral) and its Stochastic is 12 (oversold).
VZ Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.9 | Neutral |
| Stochastic | 44.6 | Neutral |
VZ's weekly RSI is 51 (neutral) and its Stochastic is 45 (neutral).
CNVS PE vs Communication Services Sector
| Metric | CNVS | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 16x | — |
CNVS has no meaningful PE right now: it lost money over the past year.
VZ PE vs Communication Services Sector
| Metric | VZ | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 16x | 28% below |
| PE % | 58 | 26 | 32 pts above |
VZ is trading at 12x earnings, a 28% discount to the Communication Services sector's median of 16x.
CNVS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.72 | 5.2% above |
| 20 week MA | $2.19 | 17% below |
| 50 week MA | $2.36 | 23% below |
| 100 week MA | $3.09 | 41% below |
| 200 week MA | $3.00 | 40% below |
CNVS has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 40% below its 200-week average.
VZ Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $45.1 | 3.1% above |
| 20 week MA | $46.3 | 0.5% above |
| 50 week MA | $46.1 | 1.1% above |
| 100 week MA | $44.2 | 5.4% above |
| 200 week MA | $41.4 | 12% above |
VZ has the edge over CNVS on trend strength, trading above more of its moving averages.
CNVS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $13.8 | $12.8 | -7.2% |
| 2021 | $12.8 | $25.4 | +98% |
| 2022 | $25.4 | $8.40 | -67% |
| 2023 | $8.40 | $1.35 | -84% |
| 2024 | $1.35 | $3.99 | +196% |
| 2025 | $3.99 | $2.15 | -46% |
| 2026 YTD | $2.15 | $1.81 | -16% |
CNVS's yearly returns have swung widely, from +196% in 2024 to −84% in 2023. It's down 16% so far in 2026.
VZ Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $61.5 | $58.8 | -4.4% |
| 2021 | $58.8 | $52.7 | -10% |
| 2022 | $52.7 | $38.4 | -27% |
| 2023 | $38.4 | $37.7 | -1.8% |
| 2024 | $37.7 | $39.9 | +5.9% |
| 2025 | $39.9 | $40.5 | +1.4% |
| 2026 YTD | $40.5 | $46.6 | +15% |
VZ has the edge over CNVS on returns for 2026, with the stronger performance.