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Added to YB: 2024-02-05

Pitch date: 2024-02-04

LBRDA [bullish]

Liberty Broadband Corporation

-23.17%

current return

Author Info

No bio for this author

Company Info

Liberty Broadband Corporation engages in a range of communications businesses in the United States. The company operates in two segments, GCI Holdings and Charter.

Market Cap

$6.7B

Pitch Price

$62.45

Price Target

91.96 (+92%)

Dividend

N/A

EV/EBITDA

5.24

P/E

5.64

EV/Sales

8.52

Sector

Media

Category

value

Show full summary:
Liberty Broadband: Dirt Cheap After The Charter Crash

$LBRDA: 26% of $CHTR at $13.5B post-Q4 crash + GCI at $2.7B EV undervalued w/ $9.7B mcap & $2.6B debt. Stock at 28% discount to CHTR stake (38% upside). $8.5B '27 FCF on expansion & competitive position. 6x '27 FCF = 4.4x via tracking stock. Buybacks to outperform.

Read full article (4 min)