Added to YB: 2025-09-17
Pitch date: 2025-07-29
CHTR [bullish]
Charter Communications, Inc.
-17.44%
current return
Author Info
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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
$30.3B
Pitch Price
$280.45
Price Target
505.20 (+118%)
Dividend
N/A
EV/EBITDA
5.92
P/E
6.60
EV/Sales
2.43
Sector
Media
Category
value
Charter Communications, Inc. - $CHTR
CHTR: Cable broadband provider at trough levels, priced as terminal zero despite unique value proposition (prioritizes long-term customer value, evidenced by 10% lower ARPUs). Thesis: 1) differentiated customer approach drives lower churn 2) fiber/wireless competitor rationalization as ARPUs rise 6-7% 3) industry growth inflection coming. Target 10x FCF multiple on $50/share 2028 FCF = 80% upside. Catalyst: net adds inflection from -200k to flat/positive.
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