CluenexCharter Communications Inc CHTR
Charter Communications Inc scores weak on business quality (4.1 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Charter Communications Inc does
Charter Communications provides broadband internet, video, and voice services to residential and commercial customers, generating revenue primarily through monthly subscription fees. Management has recently pivoted its strategic focus as the business adapts to shifting competitive pressures in connectivity markets.
- What it does best
Charter dominates connectivity delivery through massive cable infrastructure deployment, securing an operating margin of 24.0% that outpaces peers like Echo at 7.2%. This capital-intensive network footprint creates formidable barriers against new regional entrants.
- The main risk
Carrying $97.1B of total debt against a sparse cash cushion of $477M leaves Charter intensely vulnerable to rising interest rates, especially with interest coverage sitting at a fragile 2.6x.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins sit at 24.0% with an FCF margin near 8%, yielding solid cash conversion. Scale efficiencies protect margins even as revenue growth stalls.
Scale and physical network deployment lock in residential and business subscribers across regional markets. A sector operating margin rank in the 85th percentile highlights this defensive advantage.
Revenue slipped 0.6% to $54.4B, marking a fading trend as annual revenue growth ranks in the bottom quartile at 15th percentile of its sector.
Debt-to-equity of 6.0x and low interest coverage of 2.6x strain the balance sheet, though free cash flow reached $4.4B. The financial reality is growing softer under heavy leverage.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on CHTR
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Charter Communications Inc scores weak on the Cluenex quality check (4.1 of 10), measured against its own industry. Profitability is fair, moat fair, growth slow and financial health weak.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 6, 2026.
See CHTR today
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Cite this page: Cluenex, “Charter Communications Inc (CHTR)”, https://cluenex.com/stocks/chtr/, data as of Oct 10, 2026.