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Cable, broadband and mobile provider operating under the Spectrum brand across mostly mid-size and rural US markets.
Cable, broadband and mobile provider operating under the Spectrum brand across mostly mid-size and rural US markets.
Bills customers monthly for broadband, TV and mobile, with broadband the profit core and video shrinking; mobile is sold mainly as an add-on to broadband customers and runs on Verizon's network. It took its present shape in 2016 by buying Time Warner Cable and Bright House Networks, and in 2025 agreed to combine with Cox Communications.
Moat: wide (scale, installed base, distribution). Dense regional cable network infrastructure is very costly to replicate, giving durable local market power.
Headquarters: Stamford, Connecticut, US · Founded: 1993 · Employees: 91,900
Size Charter Communications (CHTR) is a United States Communication Services company (Cable/Satellite TV) with a market value of $20.8B, the 484th largest of 3,117 United States companies the cockpit tracks. Shares closed at $118.07 on 6 Nov 2026.
Performance Over six months the shares fell 23.8%, against -10.7% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd lowest of 18 in its peer set.
Growth Revenue fell 1.5% over the last twelve months (peer median -0.9%); the operating margin is 24.0% (peer median 5.7%).
Valuation It trades at 3.1× forward earnings against a peer median of 8.0× (3rd cheapest of 11).
Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is -11 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.8 points above its cost of capital (6.0% WACC).
Credit Charter Communications has 31 bonds outstanding ($41.4B), rated BBB- by the agencies and trading like BB at a weighted spread of 258 bp.
Short interest Short interest is 10.8% of the free float (15 Oct 2026).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $54.4B | $54.8B | $55.1B | $54.6B | $54.0B |
| Revenue growth | — | -1% | +1% | +1% | — |
| Gross profit | $25.0B | $25.4B | $25.3B | $21.3B | $23.4B |
| EBITDA | $21.8B | $22.1B | $21.9B | $21.2B | $21.1B |
| Net income | $4.92B | $4.99B | $5.08B | $4.56B | $5.05B |
| Free cash flow | $4.36B | $4.42B | $3.16B | $3.32B | $5.55B |
| Capital expenditure | $12.1B | $11.7B | $11.3B | $11.1B | $9.38B |
| Total debt | $95.1B | $97.1B | $96.1B | $98.9B | $99.0B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Charter Communications CHTR | $20.8B | -24% | -2% | 24% | 3.1× | -8.5% |
| Comcast CMCSA | $86.6B | -3% | 0% | 15% | 7.2× | -6.4% |
| Verizon VZ | $189B | -3% | +1% | 24% | 8.8× | -7.2% |
| T-Mobile US TMUS | $172B | -16% | +9% | 22% | 12.0× | -3.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CHTR | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.7% | -0.9% | 3rd highest of 19 |
| 6-month return | -23.8% | -10.7% | 3rd lowest of 18 |
| Distance from 52-week high | -53.5% | -30.5% | lowest of 19 |
| Revenue growth (TTM) | -1.5% | -0.9% | 10th highest of 19 |
| Operating margin | 24.0% | 5.7% | 3rd highest of 19 |
| Forward P/E | 3.1× | 8.0× | 3rd cheapest of 11 |
| Growth the price implies (Req g, 7 yrs) | -8.5% | 1.6% | 4th least demanding of 15 |
| Growth delivered (Del g) | +2.6% | +2.4% | 8th highest of 15 |
| Hurdle (Req g minus delivered) | -11.2 pp | -1.9 pp | 2nd least demanding of 15 |
| ROIC minus cost of capital | +2.8 pp | -0.0 pp | 4th highest of 18 |
| EV / EBITDA | 5.5× | 6.8× | 5th cheapest of 12 |
| Net debt / EBITDA | 4.3× | 3.6× | 3rd most indebted of 13 |
| Bond spread | 258 bp | 315 bp | 2nd tightest of 5 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Charter Communications CHTR | United States | $20.8B | -24% | -2% | 24% | 3.1× | -8.5% | +2.6% |
| Charter Communications, Inc. Cum Red Pfd Shs Series A CHTRP | United States | $21.2B | n/a | -2% | 24% | 0.6× | -11.0% | +2.6% |
| Skydance SKYD | United States | $40.4B | -28% | +1% | 8% | 24.2× | 23.2% | +2.7% |
| Comcast CMCSA | United States | $86.6B | -3% | 0% | 15% | 7.2× | -6.4% | +3.6% |
| Versant Media VSNT | United States | $4.59B | -18% | -4% | 18% | 5.5× | -13.9% | -5.1% |
| Oriental Pearl 600637.SS | China | $4.07B | -19% | -7% | 3% | 29.9× | 15.5% | -5.7% |
| Canal+ CAN.L | United Kingdom | $3.11B | +2% | +10% | 4% | 9.2× | n/a | n/a |
| Jiangsu Broadcasting Cable Information Network 600959.SS | China | $2.42B | -17% | -8% | -8% | n/a | n/a | n/a |
| Wasu Media 000156.SZ | China | $2.17B | +5% | -4% | 2% | n/a | -6.9% | +3.9% |
| Cyfrowy Polsat CPS.WA | Poland | $2.08B | -24% | 0% | 10% | 14.5× | 6.6% | +3.7% |
| Cogeco Communications CCA.TO | Canada | $1.67B | -13% | -4% | 26% | 7.8× | -8.9% | +2.2% |
| Guizhou Broadcasting & TV Information Network 600996.SS | China | $1.22B | -23% | -7% | -89% | n/a | 30.2% | -18.3% |
| Guangxi Beitou Technology 600936.SS | China | $925M | -11% | +13% | 2% | n/a | 15.7% | +10.6% |
| Shenzhen Topway Video Communication 002238.SZ | China | $810M | -8% | -16% | -22% | n/a | 16.0% | -5.8% |
| Stingray RAY.TO | Canada | $786M | +11% | +32% | 20% | 8.1× | 5.5% | +13.1% |
| Hubei Broadcasting & Television Information Network 000665.SZ | China | $698M | -15% | +1% | -48% | n/a | n/a | n/a |
| Viaplay VPLAY-A.ST | Sweden | $615M | +32% | +20% | 3% | n/a | n/a | n/a |
| AMC Global Media AMCX | United States | $346M | -5% | -5% | 8% | 2.6× | -4.9% | -3.9% |
| Taiwan Optical Platform 6464.TW | Taiwan | $311M | +5% | 0% | 26% | n/a | -2.3% | +0.6% |
Charter Communications has 31 bonds outstanding with $41.4B face value. The agencies rate it BBB-; its bonds trade like BB. Weighted yield 7.55%, a spread of 258 bp over government bonds.