Charter's first report since the Cox merger in August showed little change in recent trends, with customer losses in legacy Charter territory nearly doubling year over year to 160,000 in the quarter. Cox losses didn't worsen much, but at 78,000, they remain very weak given its far smaller footprint.
Like its cable peers, Charter’s networks provide a platform to easily meet customers’ growing bandwidth demands, which should stabilize market share and drive strong cash flow.
Charter has a reputation for poor customer service. As high-quality alternatives continue to emerge, customers will steadily jump ship.
Metric | CHTR | LUMN | VZ |
|---|---|---|---|
Price/Earnings (Normalized) | 3.38 | — | 12.10 |
Price/Book Value | 1.44 | — | 1.83 |
Price/Sales | 0.34 | 0.36 | 1.40 |
Price/Cash Flow | 1.15 | 4.01 | 4.77 |
Metric | CHTR | LUMN | VZ |
|---|---|---|---|
Quick Ratio | 0.30 | 0.53 | 0.47 |
Current Ratio | 0.37 | 0.71 | 0.63 |
Interest Coverage | 1.44 | −0.11 | 3.82 |
Metric | CHTR | LUMN | VZ |
|---|---|---|---|
Return on Assets (Normalized) | 3.90% | −1.42% | 4.05% |
Return on Equity (Normalized) | 41.03% | — | 15.88% |
Return on Invested Capital (Normalized) | 8.28% | 1.01% | 7.57% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Verizon Communications Inc VZ | LOCK|B#s<%Cm | LOCK|&P@?W | $192B | |||
| T-Mobile US Inc TMUS | LOCK|>&W?W$r | LOCK|#ms^ | $180B | |||
| AT&T Inc T | LOCK|f$L | LOCK|>jGx | $149B | |||
| Deutsche Telekom AG ADR DTEGY | LOCK|$@QQx<!& | LOCK|ptjl% | $141B | |||
| Comcast Corp Class A CMCSA | LOCK|^?^g$$S | LOCK|?!Q% | $89B | |||
| America Movil SAB de CV ADR - Series B AMX | LOCK|^&>XRR@ | LOCK|&n@M | $76B | |||
| KDDI Corp ADR KDDIY | LOCK|<r$MLQ | LOCK|@^SY | $66B | |||
| Orange SA ADR ORANY | LOCK|#ldplK@ | LOCK|$P | $46B | |||
| Vodafone Group PLC ADR VOD | LOCK|qmv&!n | LOCK|<K | $36B | |||
| EchoStar Corp Class A ECHO | LOCK|WsX | LOCK|?&B | $29B |
United States