CHTR
Charter Communications, Inc.

Charter Communications, Inc.CHTR

Communication Services · Telecom Services
109.29USD
-1.87%
Oct 05, 2026
CHTR overview ready
Leading U.S. Cable Operator Driving Network Evolution and Rural Expansion
Charter is a large U.S. Connectivity-network operator undertaking network evolution and rural expansion while bundling Spectrum Internet, WiFi, mobile, video and voice services.
Narrative is still early
Exposed to the US Broadband Infrastructure Modernization and Convergence narrative through Cable Network Evolution and Fixed-Mobile Convergence — infrastructure supplier.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Intense competition in broadband and mobile markets.
Market Oct 2Filing Jun 30Price action Oct 4Research Sep 2

Conviction Level

NarrativeHeat4.6ThemeHeat5.1PriceAction1.4Valuation3.5CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$13.5B
Avg Volume (60D)
2.8M
60 sessions
Revenue Growth YoY
-0.6%
FY2025 vs FY2024
Gross Margin
+46.0%
Trailing twelve months
Operating Margin
+23.3%
Trailing twelve months
Free Cash Flow Yield
+32.2%
Distance from 200DMA
-37.5%
Next Earnings
2026-10-30
P/E
2.8x
EV / EBITDA
5.0x
EV / Sales
2.0x
Market metrics as of Oct 2, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

All three valuation perspectives agree this company is cheap. The published stance is held at fair because net debt above 60% of market capitalisation — refinancing risk may explain the price.
Charter Communications, Inc. has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

Company Research

Thesis
Charter is a large U.S. Connectivity-network operator undertaking network evolution and rural expansion while bundling Spectrum Internet, WiFi, mobile, video and voice services. It is a direct owner and operator of the infrastructure rather than a supplier to the buildout. CHTR has a real, direct exposure to U.S.
Opportunity
Limited opportunity
Incumbent cable operators are upgrading hybrid-fiber/coax networks for multi-gigabit and more symmetrical service while using bundled mobile offerings to defend and deepen household connectivity relationships against fiber and fixed-wireless competition.
Key risk
Intense competition in broadband and mobile markets.

Narrative & Theme

US Broadband Infrastructure Modernization and Convergence
Part of Cable Network Evolution and Fixed-Mobile Convergence, with moderate fit.
CHTR has a real, direct exposure to U.S. Broadband-network modernization and fixed-mobile convergence, but this is an unpromoted narrative rather than a match to any active research narrative.
Narrative HeatNeutral4.6 / 10
Theme HeatNeutral5.1 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Communication Services · Telecom Services
What they do

Charter Communications operates as a broadband connectivity provider in the U.S., delivering internet, mobile, video, and voice services primarily through subscription offerings.

How it earns

The company generates revenue mainly through subscription-based services for internet, video, mobile, and voice products.

Products & services
Fixed internet
Mobile services
Video services
Voice communications
Advanced WiFi services
In-home WiFi
Customers & end markets
Residential customers
Small and medium businesses
Market position

Charter is a leading broadband and cable service provider in the U.S. Telecom services industry.

Demand drivers
Low cyclicality

Demand for broadband and communication services tends to be stable and less sensitive to economic cycles.