Charter Communications Inc logo

Charter Communications Inc(CHTR)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$116.61
09/23/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Advisory & Investor View for CHTR

09/23/2026: CHTR (1-star) is currently NOT-A-BUY. Pass it for now.

Charter Communications is a prominent US broadband and connectivity provider that has evolved into a major player in the cable industry through large-scale acquisitions. The company's strengths lie in its vast network infrastructure and a successful mobile cross-selling strategy that helps retain customers. Its primary growth opportunity centers on expanding fiber footprints and increasing mobile penetration among existing users. However, significant challenges exist, including high debt levels, stiff competition from fiber and fixed wireless rivals, and the secular decline of its traditional video business. The company may suit value-oriented investors who prioritize infrastructure and long-term consolidation, provided they monitor the pace of broadband subscriber trends and network upgrade execution.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitCharter represents a mature company focusing on incremental growth via mobile and fiber expansion rather than rapid expansion.
Momentum investorWeak fitMomentum is often constrained by intense competitive headwinds and structural industry declines.
Value investorStrong fitThe company may appear attractive on valuation metrics, though this is heavily influenced by high debt and capital intensity.
Dividend investorWeak fitCharter does not pay a dividend and focuses capital on buybacks and debt reduction.
Low-risk investorWeak fitSignificant debt load and intense industry competition create a risk profile that may not suit conservative investors.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highThe stock is sensitive to broadband subscriber trends and competitive news cycles.
Valuation riskMediumValuation is sensitive to how the market prices the company's long-term growth versus its debt burden.
Competition risk (fiber and fixed wireless)HighNew entrants and aggressive pricing by fiber/wireless providers threaten broadband margins.
Business qualityMedium / highWhile the core utility-like infrastructure is valuable, the business faces secular decline in legacy segments.
Dividend incomeLow / noneThe absence of a dividend removes this as a source of return for income investors.
Execution riskMedium / highSuccessful network upgrades and rural expansion are critical to long-term performance.

Price Behavior

Steep Decline
PRICE PATH

Steep Decline

The stock price has dropped sharply with strong downward pressure.

Choppy
PRICE STABILITY

Choppy

The stock has experienced frequent reversals and pronounced short-term price swings.

Analysis of Past Performance

Type Stock
Historic Profit -65.59%
Avg. Invested days 26
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/23/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
CHTR receives a 4-star rating, supported by solid company fundamentals, solid quantitative characteristics, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
CHTR has solid overall fundamentals (4 stars), with solid financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, solid cash generation (FCF margin 8.1%) is partially offset by slightly negative earnings growth (-1.9%), slightly negative revenue growth (-0.6%), soft profitability (net margin 9.1%).

Financial Health Rating

★★★★★
CHTR's financial health is supported by strong cash strength, including free-cash-flow generation of $4.4B (8.1% of revenue). Liquidity is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is CHTR's strongest growth driver at +39.8% FY2025 versus FY2024 (strong, 5 stars). By comparison, while revenue growth (-0.6%, slightly negative) and earnings growth (-1.9%, slightly negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 88.8% and approximately 100.7% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 3.10% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

Dodge & Cox 13.13%
State Street Corp 7.16%
Arnhold & S. Bleichroeder Advisers, LLC 6.27%
BlackRock Inc 6.11%
Amvescap Plc. 4.89%

Unit Economics (Per $1K Revenue)

★★★★★
CHTR generates approximately $463 of gross profit, $243 of operating income, and $81 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

★★★★★
Effective Tax Rate: 22.69%

Quantitative Style Profile

★★★★★
CHTR has a high-quality, large-cap, liquid, relatively low-volatility profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedQuality TiltLow VolatilityLarge / Mega Cap StabilityShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 15.24B USD
Price to earnings Ratio 3.21
1Y Target Price 179.11
Price to earnings Ratio 3.21
1Y Target Price 179.11
Volume (30-day avg) 3.0M shares
Beta 0.69
52 Weeks Range 111.55 - 285.82
Updated Date 09/23/2026
52 Weeks Range 111.55 - 285.82
Updated Date 09/23/2026
Dividends yield (FY) -
Basic EPS (TTM) 36.54

How Company Makes Money

Business areaWhat it includesRetail investor read
Residential BroadbandSubscription fees from Spectrum Internet customers.This is the primary revenue engine for the company.
Residential VideoFees from cable TV packages.A declining revenue source that remains a significant part of the total mix.
Mobile ServicesMonthly service fees from Spectrum Mobile users.A critical growth area for keeping customers on the network.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Valuation

Trailing PE 3.21
Forward PE 2.65
Enterprise Value 110.32B
Price to Sales(TTM) 0.28
Enterprise Value 110.32B
Price to Sales(TTM) 0.28
Enterprise Value to Revenue 2.03
Enterprise Value to EBITDA 5.17
Shares Outstanding 114.46M
Shares Floating 115.23M
Shares Outstanding 114.46M
Shares Floating 115.23M
Percent Insiders 3.1
Percent Institutions 88.79

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Charter Communications Inc

Exchange NASDAQ
Headquarters Stamford, CT, United States
IPO Launch date 1999-11-09
President, CEO & Director Mr. Christopher L. Winfrey
Sector Communication Services
Industry Telecom Services
Full time employees 91900
Full time employees 91900

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. It also offers wireline voice communications services using voice over internet protocol technology; Call Guard, an advanced caller ID and robocall blocking solution; video programming and video services, including access to an interactive programming guide with parental controls, video on demand and pay-per-view services; and broadband communications solutions, such as internet access, data networking, fiber connectivity, video entertainment, and business telephone services. In addition, the company provides advertising services on cable television networks, various streaming services, and advertising platforms for local, regional and national businesses. Further, it offers production and technical services for regional sports networks; owns and manages local news channels, including Spectrum News NY1® and Spectrum News SoCal; and delivers broadband connectivity solutions to apartments, single-family gated communities, off-campus student housing, senior residences, and RV parks. The company was founded in 1993 and is headquartered in Stamford, Connecticut.