Added to YB: 2026-01-19
Pitch date: 2025-11-16
CHTR [bullish]
Charter Communications, Inc.
-6.43%
current return
Author Info
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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
$26.2B
Pitch Price
$202.81
Price Target
334.00 (+76%)
Dividend
N/A
EV/EBITDA
5.67
P/E
5.61
EV/Sales
2.31
Sector
Media
Category
value
Charter Communications, Inc. - $CHTR
CHTR: Cable co at 17.6% FCF yield trades 5.6x EBITDA vs 7.6x post-COVID avg. FWA capacity constraints & fiber build economics suggest competitive pressures may ease. Capex drops $11.5B to $8B 2025-2028, enabling $59 FCF/share. Aggressive buybacks (56% shares retired since 2016). Cox acquisition adds scale. Target $334 (10x unlevered FCF, 26% IRR). Risk: market share loss continues.
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