Financial Comparison Between Charter and CoreWeave
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Source: NASDAQ.COM
- Cash Flow Stability: Charter Communications has maintained positive free cash flow for the past decade, while CoreWeave has burned $10 billion in free cash flow over the last 12 months, highlighting Charter's superior financial stability.
- Valuation Discrepancy: Despite CoreWeave's revenue growing over 100% to $2 billion, its price-to-sales ratio of 7.7 is significantly higher than Charter's lower ratio, indicating that Charter presents a more attractive opportunity in terms of profitability and valuation.
- Competitive Pressures: Charter faces competitive threats from mobile providers like T-Mobile; however, its strategy of bundling mobile internet services has stabilized revenue in recent quarters, whereas CoreWeave contends with competition from major tech firms in the AI cloud computing space.
- Debt Burden: Charter's debt stands at $94 billion with a quarterly operating income of $3.2 billion, well above its quarterly interest expense, while CoreWeave's $25 billion debt appears heavier given its lack of profitability, demonstrating Charter's more prudent financial management.
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Analyst Views on CHTR
Wall Street analysts forecast CHTR stock price to rise
13 Analyst Rating
5 Buy
6 Hold
2 Sell
Hold
Current: 135.440
Low
165.00
Averages
286.91
High
428.00
Current: 135.440
Low
165.00
Averages
286.91
High
428.00
About CHTR
Charter Communications, Inc. is a broadband connectivity company providing cable television (TV) for streaming, and from high-speed Internet to a converged broadband, wireless fidelity (Wi-Fi) and mobile experience. The Company offers its customers subscription-based Internet, mobile, video and voice services, with prices and related charges based on the types of service selected. Its bundled services, including a combination of its Internet, mobile, video and voice products that are available to its passings. It also provides its customers with a broadband connectivity service, including fixed Internet, Wi-Fi and mobile. It provides wireline voice communications services using voice over Internet protocol (VoIP) technology to transmit digital voice signals over its network. Its voice services include unlimited local and long distance calling to the United States, Canada, Mexico and Puerto Rico, voicemail, call waiting, caller identification (ID), call forwarding and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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