The Motley Fool·5 days ago
CoreWeave Just Joined the Nasdaq-100. Here's Why I Would Buy the Stock It Is Replacing Instead.Charter Communications generates more consistent cash flow than CoreWeave. Charter has a much cheaper valuation.
Charter Communications, Inc.(CHTR)Earnings, Financials & Key Ratios
CHTR•NASDAQ
$138.02
3.8× P/E·Price updated Jul 7, 2026
AboutCharter 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.Show more
- Revenue$54.77B-0.6%
- EBITDA$22.04B+0.5%
- Net Income$4.99B-1.9%
- EPS (Diluted)36.21+3.5%
- Gross Margin46.32%+0.8%
- EBITDA Margin40.23%+1.1%
- Operating Margin24.33%+1.2%
- Net Margin9.1%-1.3%
- ROE24.79%-16.0%
CHTR Price & Volume
Charter Communications, Inc. (CHTR) stock price & volume — 10-year historical chart
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Structural Revenue Decline Masks High Leverage Risks
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Decelerating
Profitability:Moderate
Financial:Strained
Cash Flow:Stable
Primary Risk:High leverage and competition
Key Thesis Takeaways
- Charter Communications faces a challenging outlook as top-line growth turned negative at -1.0% in 2026Q1, reflecting intensifying competitive pressures in the broadband market.
- While the company maintains significant cash-generating capacity, the reliance on debt-funded share repurchases—totaling $1.0 billion in 2026Q1—compounded by a $96 billion debt load, limits financial flexibility.
- Investors should monitor the sustainability of current margins, which have shown volatility, as the company navigates the high capital intensity required for infrastructure upgrades.
Verdict Logic
the company's reliance on aggressive share buybacks despite a $96 billion debt load and declining revenue growth suggests significant long-term solvency risks that outweigh the current 3.69 P/E valuation.
CHTR Growth Metrics
Charter Communications, Inc. (CHTR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years18.83%
5 Years2.63%
3 Years0.46%
TTM-0.92%
Profit CAGR
10 Years-
5 Years9.13%
3 Years-0.45%
TTM-1.17%
EPS CAGR
10 Years-
5 Years18.65%
3 Years5.61%
TTM3.38%
Return on Capital
10 Years6.87%
5 Years9.27%
3 Years9.59%
Last Year9.6%
CHTR Recent Earnings
Charter Communications, Inc. (CHTR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
Apr 24, 2026Metric
Actual
Est
EPS
$9.17-7.9%
$9.96
Rev
$13.6B+0.3%
$13.5B
Q1 2026
Jan 30, 2026Metric
Actual
Est
EPS
$10.34+5.7%
$9.78
Rev
$13.6B-1.0%
$13.7B
Q4 2025
Oct 31, 2025Metric
Actual
Est
EPS
$8.34-9.6%
$9.23
Rev
$13.7B-0.5%
$13.7B
Q3 2025
Jul 25, 2025Metric
Actual
Est
EPS
$9.18-4.2%
$9.58
Rev
$13.8B+0.0%
$13.8B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 24, 2026 | $9.17vs $9.96-7.9% | $13.6Bvs $13.5B+0.3% |
| Q1 2026 | Jan 30, 2026 | $10.34vs $9.78+5.7% | $13.6Bvs $13.7B-1.0% |
| Q4 2025 | Oct 31, 2025 | $8.34vs $9.23-9.6% | $13.7Bvs $13.7B-0.5% |
| Q3 2025 | Jul 25, 2025 | $9.18vs $9.58-4.2% | $13.8Bvs $13.8B+0.0% |
Based on last 12 quarters of dataView full earnings history →
Latest CHTR News
Recent stock market news and headlines for Charter Communications, Inc. (CHTR)
Seeking Alpha·6 days ago
Charter Communications: Primed For Merger, With The Leverage To Get A Good Price (Rating Upgrade)Charter Communications is rated Buy, driven by an extremely low 3x P/E and improving operational trends despite the recent share price collapse. CHTR's innovative streaming-inclusive TV bundles and wireless strategy are stabilizing video subscriber losses and supporting margin improvement, even as broadband remains pressured. A potential merger with Comcast post-split is increasingly likely, with current valuations and operational momentum positioning CHTR for a substantial acquisition premium.
PRNewsWire·Jun 29, 2026
Charter to Hold Webcast to Discuss Second Quarter 2026 Financial and Operating ResultsSTAMFORD, Conn., June 29, 2026 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (the "Company" or "Charter") will host a webcast on Friday, July 24, 2026 at 8:00 a.m.
Market Watch·Jun 29, 2026
Charter may be making ‘frenemies' with SpaceX, and its stock is soaringThrough Starlink, SpaceX is set to be either friend or foe to much of the telecommunications industry. Most but not all companies can expect it to be an enemy, according to analysts.
Schaeffers Research·Jun 29, 2026
Stocks Kick Off Holiday Week on a High NoteStocks are firmly higher to start the holiday-shortened week
Peers Comparison
Key metrics vs top competitors for Charter Communications, Inc. (CHTR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $138.02 | $17.48B | 3.81 | -0.56% | 9.1% | 24.79% | — | |
| $23.41 | $85.3B | 4.34 | -0.02% | 14.85% | 19.54% | — | |
| $42.63 | $241.81M | -0.67 | -4.95% | -17.67% | -18.33% | — | |
| $5.20 | $445.66M | -7.22 | -8.13% | -13.2% | -42.52% | — | |
| $1.89 | $539.38M | -8.59 | -4.06% | -21.76% | — | — | |
| $32.27 | $4.64B | -1.72 | -100% | -1050.19% | -35.51% | — |
Compare CHTR vs Peers
Charter Communications, Inc. (CHTR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CHTR SEC Filings & Documents
Charter Communications, Inc. (CHTR) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 24, 2026·SEC
Material company update
Apr 23, 2026·SEC
Material company update
Feb 25, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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CHTR Frequently Asked Questions
Charter Communications, Inc. (CHTR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Charter Communications, Inc.'s revenue?
Charter Communications, Inc. (CHTR) reported $54.64B in revenue for fiscal year 2025. This represents a 398325% increase from $13.7M in 1998.
How fast is Charter Communications, Inc. growing?
Charter Communications, Inc. (CHTR) saw revenue decline by 0.6% over the past year.
Is CHTR profitable?
Yes, Charter Communications, Inc. (CHTR) is profitable, generating $5.13B in net income for fiscal year 2025 (9.1% net margin).
Dividend & Returns
What is CHTR's return on equity?
Charter Communications, Inc. (CHTR) has a return on equity (ROE) of 24.8%. This is excellent, indicating efficient use of shareholder capital.
What is Charter Communications, Inc.'s free cash flow?
Charter Communications, Inc. (CHTR) generated $4.03B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.