Added to YB: 2026-06-26
Pitch date: 2026-06-24
CHTR [bullish]
Charter Communications, Inc.
Author Info
Company Info
Charter Communications, Inc. operates as a broadband connectivity company in the United States. The company offers subscription-based internet, mobile, video, and voice services; broadband connectivity services, including fixed internet, WiFi, and mobile; Spectrum internet products; advanced WiFi services; and in-home WiFi, which provides customers with high performance wireless routers and managed WiFi services to enhance their wireless internet experience.
Market Cap
$17.9B
Pitch Price
N/A
Price Target
400.00 (+182%)
Dividend
N/A
EV/EBITDA
5.30
P/E
N/A
EV/Sales
N/A
Sector
Media
Category
value
Charter Communications - the inverse SpaceX trade?
CHTR: Trades at decade-low 3.2x P/FCF, 5.2x EV/EBITDA vs peers 6-9x. Left for dead on 4.23x leverage & Starlink/fixed-wireless competition fears. Cox merger cuts leverage to 3.9x (targeting 3.5-3.75x). Capex tailing off drives FCF inflection ~2027. ~30%/yr buyback potential. 2-3x upside over 3-5yrs as multiple re-rates.
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