Professional
Added to YB: 2025-01-30
Pitch date: 2025-01-24
CHTR [bullish]
Charter Communications, Inc.
-39.37%
current return
Author Info
No bio for this author
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
$27.2B
Pitch Price
$362.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.78
P/E
5.97
EV/Sales
2.38
Sector
Media
Category
value
Sequoia Strategy Composite New Position: Charter Communications, Inc.
CHTR: 2nd largest US cable op, 30M+ subs, 41 states. Broadband key. Fixed wireless threat overblown - niche product, economically unsound. Mature market slows growth. Spring valuation implied perpetual decline, contradicting fieldwork. Recent purchases show promising results.
Read full article (2 min)