Análisis Argos
CHTR
CHTRBarata · ojo al riesgo1 señal de riesgo
Charter Communications, Inc. · Communication Services
US$ 137.20
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
63/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (5.6%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
!Altman Z'' en zona roja (0.25)
VALOR4/6FUTURO2/6PASADO3/6SALUD1/6DIVIDENDO6/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO3/6SALUD1/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos63de 100Barata · ojo al riesgo
Ingresos1%
US$ 54.8 B
Margen operativo1%
24.3%
Flujo de caja libre40%
US$ 4.4 B
Deuda neta
US$ 96.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 19.4B
P/E3.9x
EV/EBITDA5.3x
FCF yield22.8%
ROIC9.1%
Margen operativo24.3%
Crecim. ingresos-0.6%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 2 jul
CoreWeave Just Joined the Nasdaq-100. Here's Why I Would Buy the Stock It Is Replacing Instead.
Charter Communications generates more consistent cash flow than CoreWeave. Charter has a much cheaper valuation.
seekingalpha.com · 1 jul
Charter Communications: Primed For Merger, With The Leverage To Get A Good Price (Rating Upgrade)
Charter Communications is rated Buy, driven by an extremely low 3x P/E and improving operational trends despite the recent share price collapse. CHTR's innovative streaming-inclusive TV bundles and wireless strategy are stabilizing video subscriber losses and supporting margin improvement, even as broadband remains pressured. A potential merger with Comcast post-split is increasingly likely, with current valuations and operational momentum positioning CHTR for a substantial acquisition premium.
prnewswire.com · 29 jun
Charter to Hold Webcast to Discuss Second Quarter 2026 Financial and Operating Results
STAMFORD, Conn., June 29, 2026 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (the "Company" or "Charter") will host a webcast on Friday, July 24, 2026 at 8:00 a.m.
marketwatch.com · 29 jun
Charter may be making ‘frenemies' with SpaceX, and its stock is soaring
Through Starlink, SpaceX is set to be either friend or foe to much of the telecommunications industry. Most but not all companies can expect it to be an enemy, according to analysts.
schaeffersresearch.com · 29 jun
Stocks Kick Off Holiday Week on a High Note
Stocks are firmly higher to start the holiday-shortened week
barrons.com · 29 jun
Charter Communications Is Today's Top S&P 500 Stock and Here Are Two Reasons Why
Charter Communications stock is at the top of the S&P 500. SpaceX and Comcast are part of the move with possible changes coming to U.S. Internet providers.
invezz.com · 29 jun
Charter Communications stock jumps over 24%: what's the SpaceX link?
Charter Communications shares CHTR surged over 24% in premarket trading on Monday after a Bloomberg report said the cable and broadband giant was in discussions with SpaceX over a potential partnership to offer consumer mobile services. According to the report, executives from SpaceX and Charter have held high-level talks about working together on a mobile phone offering.
reuters.com · 26 jun
SpaceX, Charter discussed mobile phone partnership in US, Bloomberg News reports
SpaceX and ​internet provider ‌Charter Communications have held ​executive-level ​talks about partnering ⁠on ​a consumer ​mobile phone offering in the ​United ​States, Bloomberg News ‌reported ⁠on Friday, citing sources.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.