CHTR trades at ~3.9 P/E, $18.2B market cap, $4.9B LTM net income, $4.7B FCF, and buybacks reduced share count 13.1% YoY. Cox merger approval plus potential SpaceX partnership could trigger a re-rating; high short interest (50.4% of float) adds squeeze potential. Speculative long driven by cheap valuation and catalysts, but heavily dependent on merger close and no further operational deterioration. $93.8B debt vs $18B equity, continued subscriber losses, CPUC delay/denial, and SpaceX deal never materializing.
CHTR trades at ~3.9 P/E, $18.2B market cap, $4.9B LTM net income, $4.7B FCF, and buybacks reduced share count 13.1% YoY. Cox merger approval plus potential SpaceX partnership could trigger a re-rating; high short interest (50.4% of float) adds squeeze potential. Speculative long driven by cheap valuation and catalysts, but heavily dependent on merger close and no further operational deterioration. $93.8B debt vs $18B equity, continued subscriber losses, CPUC delay/denial, and SpaceX deal never materializing.