CH
Charter Communications
CHTR · Telecommunications
Company brief
CH
CHTRTelecommunications$52.8B

Charter Communications

Leading broadband connectivity company providing internet, TV, and voice services to residential and business customers across the United States

Moat score
8.2/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$145
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
-67%

Negative price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
3.9x

Forward P/E around 3.9x means investors pay about $3.9 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
3.9x

A P/E around 3.9x means investors pay about $3.9 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$37.05
Market Cap
$19.4B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

CHTR stays a value-versus-growth debate: the business is still anchored by residential broadband, while the market watches whether the low forward multiple is justified.

Watch signal

Forward P/E around 3.9x remains a reasonable reference point versus growth.

What you own

Charter Communications is exposure to telecommunications operating model with high switching costs and 102% net revenue retention.

Base thesis

Last-mile fiber infrastructure creates massive switching costs - customers cannot easily replace Charter's physical network

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

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Simulator coverage pending

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Investor Snapshot
8.2Moat Score
Net Revenue Retention102%
Retention RiskLow
AI Disruption RiskLow
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Last-mile fiber infrastructure creates massive switching costs - customers cannot easily replace Charter's physical network
  • Municipal franchise agreements provide local monopoly/duopoly positions with 10-15 year terms
  • Rural fiber expansion leverages government subsidies (RDOF) while creating new monopoly markets
  • Business customers have high switching costs due to service level agreements and custom installations
  • Network effects strengthen as more customers in area improve overall network economics and reliability
  • Capital-intensive infrastructure creates significant barriers to entry for new competitors