Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications Inc. - Ordinary Shares - Class A

CHTR

Market Cap$51.14B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Charter Communications Inc. - Ordinary Shares - Class ACharter Communications Inc. - Ordinary Shares - Class A10.1-26%0.94.8

Earnings Call Q4 2024

January 31, 2025 - AI Summary

Revenue and EBITDA Growth: Charter Communications reported a 1% year-over-year revenue growth for 2024, with adjusted EBITDA growth accelerating to 3.1%. This growth was primarily driven by strong performance in the Spectrum Mobile segment, which added over 2 million lines, and cost efficiency initiatives. The company's revenue and EBITDA are expected to improve further in 2025 with the elimination of the Affordable Connectivity Program (ACP) impact.
Impacts of Natural Disasters: The company experienced significant impacts from hurricanes (Helene and Milton) and wildfires, including over 20,000 additional disconnects, approximately $125 million in total incremental capital expenditures, and a $35 million reduction in adjusted EBITDA due to storm-related customer credits. These catastrophic events have heightened risks for future performance, particularly in affected regions.
Customer Metrics: Charter lost 177,000 Internet customers in Q4 2024, primarily driven by the end of the ACP program and related connectivity disruptions. However, they added 529,000 mobile lines, showing resilience in the wireless segment. Video customers also declined by 123,000, though there were indications of some traction from recent bundling initiatives that could stabilize this segment moving forward.

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$293.82

Current Fair Value

18.8% downside

Overvalued by 18.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$51.14 Billion
Enterprise Value$144.61 Billion
Dividend Yield$0 (0%)
Earnings per Share$35.53
Beta1.04
Outstanding Shares142,115,129

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio10.07
PEG26.12
Price to Sales0.93
Price to Book Ratio2.62
Enterprise Value to Revenue2.63
Enterprise Value to EBIT74.01
Enterprise Value to Net Income28
Total Debt to Enterprise0.65
Debt to Equity4.77

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Charter Communications Inc.

CEO: Thomas Rutledge