5.46%
3.57%
8.36%
-6.51%
-4.24%
-40.17%
-31.40%
AI Spotlight on CHTR
Company Description
Charter Communications, Inc.operates as a broadband connectivity and cable operator company serving residential and commercial customers in the United States.The company offers subscription-based video services, including video on demand, high-definition television, digital video recorder, pay-per-view services.
It provides Internet services, such as security suite that protects computers from viruses and spyware, and threats from malicious actors; in-home WiFi, which provides customers with high performance wireless routers to enhance their in-home wireless Internet experience; out-of-home WiFi; and Spectrum WiFi services, as well as video services.The company also offers voice communications services using voice over Internet protocol technology; and broadband communications solutions, such as Internet access, data networking, fiber connectivity, video entertainment, and business telephone services to cellular towers and office buildings for business and carrier organizations.In addition, it provides mobile services; offers video programming, static IP and business WiFi, email and security, and multi-line telephone services, as well as Web-based service management; sells local advertising across various platforms for networks, such as TBS, CNN, and ESPN; sells advertising inventory to local sports and news channels; and offers Audience App for optimizes linear inventory.
Further, the company offers communications products and managed service solutions; data connectivity services to mobile and wireline carriers on a wholesale basis; and owns and operates regional sports and news networks.It serves approximately 32 million customers in 41 states.The company was founded in 1993 and is headquartered in Stamford, Connecticut.
Market Data
| Last Price | 355 |
| Change Percentage | 5.46% |
| Open | 360.75 |
| Previous Close | 336.62 |
| Market Cap ( Millions) | 50480 |
| Volume | 529772 |
| Year High | 415.27 |
| Year Low | 236.08 |
| M A 50 | 368.23 |
| M A 200 | 328.75 |
Financial Ratios
| FCF Yield | 7.59% |
| Dividend Yield | 0.00% |
| ROE | 37.45% |
| Debt / Equity | 676.04% |
| Net Debt / EBIDTA | 443.42% |
| Price To Book | 3.58 |
| Price Earnings Ratio | 10.79 |
| Price To FCF | 13.17 |
| Price To sales | 0.92 |
| EV / EBITDA | 6.8 |
News
- 12:00 - Charter Announces Fourth Quarter and Full Year 2024 Results
- 09:14 - Charter Communications stock may crash after earnings
- Jan -30 - 5 Large-Cap Stocks Likely to Gain Post Earnings Release Tomorrow
- Jan -29 - What's in the Cards for Charter Communications Stock in Q4 Earnings?
- Jan -29 - 3 Media Stocks Poised to Beat Estimates This Earnings Season
- Jan -28 - Charter Communications Q4 Earnings Preview: Heavy Competition
- Jan -24 - Charter Communications (CHTR) Reports Next Week: Wall Street Expects Earnings Growth
- Jan -22 - Liberty Broadband Corporation Announces Virtual Special Meeting of Stockholders to Vote on Acquisition by Charter
- Jan -15 - SPECTRUM OPENS APPLICATIONS FOR 2025-2026 CLASS OF SPECTRUM SCHOLARS
- Jan -15 - The World's Slowest Merger: Are Comcast And Charter More Than Friends?
- Jan -14 - SPECTRUM COMMITS $2.5 MILLION TO WILDFIRE RELIEF EFFORTS
- Jan -07 - Will Charter (CHTR) Beat Estimates Again in Its Next Earnings Report?
- Jan -03 - Charter to Hold Webcast to Discuss Fourth Quarter and Full Year 2024 Financial and Operating Results
- Dec -23 - 3 Stocks to Watch From a Prospering Cable Television Industry
- Dec -12 - SPECTRUM AND WARNER BROS. DISCOVERY LAUNCH MAX WITH ADS FOR SPECTRUM TV SELECT CUSTOMERS
- Dec -10 - OVATION TV PARTNERS WITH SPECTRUM FOR EIGHTH CONSECUTIVE YEAR OF STAND FOR THE ARTS AWARDS
- Dec -09 - Charter Extends Maturities of Its Credit Facilities
- Dec -02 - Charter Holdings CEO: Encouraged by consumer health after luxury sales 'exploded' in November
- Dec -02 - Charter to Participate in UBS Global Media and Communications Conference
- Nov -29 - Billionaire Ken Griffin Is Buying These Warren Buffett Stocks Hand Over Fist. Should You?
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Residential - Internet
Expected Growth : 7.4 %
What the company do ?
Residential Internet from Charter Communications, Inc. offers high-speed internet plans with speeds up to 940 Mbps, no data caps, and free self-installation kits.
Why we expect these perspectives ?
Charter's Residential Internet growth of 7.4% is driven by increasing demand for high-speed internet, driven by the rise of remote work and online learning. Additionally, Charter's network expansion and upgrade efforts, as well as its competitive pricing strategy, have contributed to the growth. Furthermore, the company's bundling strategy, offering internet with TV and voice services, has also helped to attract and retain customers.
Segment n°2 -> Residential - Video
Expected Growth : 3.37 %
What the company do ?
Residential - Video from Charter Communications, Inc. offers TV services, including live TV, On Demand, and streaming apps, to residential customers.
Why we expect these perspectives ?
Charter Communications' Residential Video segment growth of 3.37% is driven by increasing demand for high-speed internet and video streaming services, bundled offerings, and strategic pricing. Additionally, investments in network infrastructure and customer experience enhancements contribute to the growth.
Segment n°3 -> Commercial - Small and Medium Business
Expected Growth : 8.3 %
What the company do ?
Commercial - Small and Medium Business from Charter Communications, Inc. offers internet, TV, and phone services to small and medium-sized businesses, providing customized solutions for their communication needs.
Why we expect these perspectives ?
Charter Communications' Commercial - Small and Medium Business segment growth of 8.3% is driven by increasing demand for high-speed internet and data services, expansion of business customer base, and strategic pricing initiatives. Additionally, investments in network infrastructure and customer service improvements have enhanced the overall customer experience, leading to higher retention rates and revenue growth.
Segment n°4 -> Other
Expected Growth : 4.78 %
What the company do ?
Other from Charter Communications, Inc. refers to miscellaneous revenue streams, including video and internet advertising, and other business services.
Why we expect these perspectives ?
Charter Communications' 'Other' segment growth of 4.78% is driven by increasing demand for its Spectrum Mobile services, expansion of its advertising business, and growth in its enterprise fiber sales. Additionally, the company's investments in network infrastructure and technology upgrades have improved operational efficiency, contributing to the segment's growth.
Segment n°5 -> Commercial - Enterprise
Expected Growth : 7.4 %
What the company do ?
Commercial - Enterprise from Charter Communications, Inc. offers customized data, video, and voice solutions to large businesses and enterprises, providing scalable and reliable connectivity.
Why we expect these perspectives ?
Charter Communications' Commercial-Enterprise segment growth of 7.4% is driven by increasing demand for high-speed internet and data services from large businesses, expansion of fiber-based network infrastructure, and strategic partnerships with enterprise customers. Additionally, the company's focus on providing customized solutions and enhanced customer experience has contributed to the growth.
Segment n°6 -> Mobile
Expected Growth : 4.77 %
What the company do ?
Mobile from Charter Communications, Inc. offers wireless services, including data, voice, and texting, with a focus on providing reliable and fast connectivity on-the-go.
Why we expect these perspectives ?
Charter Communications' mobile segment growth of 4.77% is driven by increasing adoption of its Spectrum Mobile service, expansion of 5G network coverage, and competitive pricing strategies. Additionally, the company's focus on bundling mobile with its internet and TV services, as well as its strong brand reputation, contribute to the growth.
Segment n°7 -> Advertising
Expected Growth : 4.83 %
What the company do ?
Charter Communications, Inc.'s advertising offers targeted TV and digital ads, helping businesses reach their desired audience through its vast network and advanced analytics.
Why we expect these perspectives ?
Charter Communications' 4.83% advertising growth driven by increasing demand for targeted TV ads, expansion of Spectrum Reach's footprint, and growth in political ad spend. Additionally, the company's investments in data analytics and attribution tools have improved ad effectiveness, attracting more advertisers. Furthermore, the rise of streaming services has led to increased ad spend from new entrants, contributing to Charter's advertising revenue growth.
Segment n°8 -> Residential - Voice
Expected Growth : 4.83 %
What the company do ?
Residential - Voice from Charter Communications, Inc. offers home phone services with unlimited local and long-distance calling, voicemail, and 13 popular calling features.
Why we expect these perspectives ?
Charter Communications' Residential - Voice segment growth of 4.83% is driven by increasing demand for bundled services, expansion of fiber-optic networks, and strategic pricing initiatives. Additionally, the company's focus on customer retention and acquisition, as well as its efforts to improve customer experience, contribute to the segment's growth.
Charter Communications, Inc. Products
| Product Range | What is it ? |
|---|---|
| Spectrum Internet | High-speed internet services for residential and business customers |
| Spectrum TV | Cable television services offering live TV, On Demand, and streaming capabilities |
| Spectrum Voice | Home phone services with unlimited local and long-distance calling |
| Spectrum Business Internet | High-speed internet services for businesses of all sizes |
| Spectrum Business TV | Customized TV solutions for businesses, including hospitality and healthcare industries |
| Spectrum Enterprise | Customized network and IT solutions for large enterprises and government agencies |
Charter Communications, Inc.'s Porter Forces
Threat Of Substitutes
Charter Communications, Inc. faces moderate threat from substitutes due to the availability of alternative internet and TV services from competitors such as AT&T, Comcast, and Verizon.
Bargaining Power Of Customers
Charter Communications, Inc. has a large customer base, but individual customers have limited bargaining power due to the lack of alternative options and high switching costs.
Bargaining Power Of Suppliers
Charter Communications, Inc. has a diverse supplier base, and no single supplier has significant bargaining power due to the availability of alternative suppliers.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry, including significant capital requirements and regulatory hurdles.
Intensity Of Rivalry
The intensity of rivalry is high due to the presence of several established competitors, including AT&T, Comcast, and Verizon, which leads to aggressive pricing and marketing strategies.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 89.82% |
| Debt Cost | 6.91% |
| Equity Weight | 10.18% |
| Equity Cost | 8.81% |
| WACC | 7.11% |
| Leverage | 881.99% |
Charter Communications, Inc. : Quality Control
Charter Communications, Inc. passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| T | AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying … |
| CMCSA | Comcast Corporation operates as a media and technology company worldwide. It operates through Cable Communications, Media, Studios, Theme Parks, and Sky segments. The Cable Communications segment offers broadband, video, voice, … |
| TMUS | T-Mobile US, Inc., together with its subsidiaries, provides mobile communications services in the United States, Puerto Rico, and the United States Virgin Islands. The company offers voice, messaging, and data … |
| VZ | Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service … |
| CCOI | Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, Europe, Asia, South America, Australia, and Africa. The … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Verizon
A-Score
1-Year Total Return ->
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AT&T
A-Score
1-Year Total Return ->
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Comcast
A-Score
1-Year Total Return ->
4
T-Mobile US
A-Score
1-Year Total Return ->
5
Cogent Communications
A-Score
1-Year Total Return ->
6
