Added to YB: 2025-09-17
Pitch date: 2025-07-29
CHTR [bullish]
Charter Communications, Inc.
-26.33%
current return
Author Info
No bio for this author
Company Info
Charter Communications, Inc. operates as a broadband connectivity and cable operator company serving residential and commercial customers in the United States.
Market Cap
$26.5B
Pitch Price
$280.45
Price Target
505.20 (+145%)
Dividend
N/A
EV/EBITDA
5.69
P/E
5.68
EV/Sales
2.32
Sector
Media
Category
value
Charter Communications, Inc. - $CHTR
CHTR: Cable broadband provider at trough levels, priced as terminal zero despite unique value proposition (prioritizes long-term customer value, evidenced by 10% lower ARPUs). Thesis: 1) differentiated customer approach drives lower churn 2) fiber/wireless competitor rationalization as ARPUs rise 6-7% 3) industry growth inflection coming. Target 10x FCF multiple on $50/share 2028 FCF = 80% upside. Catalyst: net adds inflection from -200k to flat/positive.
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