u/LiyangHuang · 44d agono track record yet
$CHTR - Perhaps Heavily Undervalued?
CHTR is heavily undervalued despite 80% decline from highs and subscriber losses. The stock's 3.5 P/E, 24% FCF yield, and $4.4B annual FCF suggest the market is pricing in catastrophic failure rather than gradual decline. Even with continued subscriber losses, the company should trade at a premium given its cash generation, upcoming capex cliff reducing capex to $8B by 2028, and Cox acquisition completed at 63% discount to original valuation.
At post $133.89Now $108.61-18.9% since postedas of Oct 23, 4:45 PM ET
1d+5.0%
3d+8.9%
1w+0.8%
1m-22.8%
3m—
6m—
1y—