Charter Communications Stock Buy Hold or Sell Recommendation
| CHTR Stock | USD 258.03 0.46 0.18% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Charter Communications is 'Hold'. Macroaxis provides Charter Communications buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CHTR positions. The advice algorithm takes into account all of Charter Communications' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Charter Communications' buy or sell advice are summarized below:
Real Value 310.96 | Target Price 487.82 | Hype Value 257.14 | Market Value 258.03 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Charter Communications given historical horizon and risk tolerance towards Charter Communications. When Macroaxis issues a 'buy' or 'sell' recommendation for Charter Communications, the advice is generated through an automated system that utilizes algorithms and statistical models.
Charter |
Execute Charter Communications Buy or Sell Advice
The Charter recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Charter Communications. Macroaxis does not own or have any residual interests in Charter Communications or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Charter Communications' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Charter Communications Trading Alerts and Improvement Suggestions
| Charter Communications generated a negative expected return over the last 90 days | |
| The company currently holds 97.78 B in liabilities with Debt to Equity (D/E) ratio of 7.88, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Charter Communications has a current ratio of 0.31, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Charter Communications until it has trouble settling it off, either with new capital or with free cash flow. So, Charter Communications' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Charter Communications sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Charter to invest in growth at high rates of return. When we think about Charter Communications' use of debt, we should always consider it together with cash and equity. | |
| About 61.0% of Charter Communications shares are held by institutions such as insurance companies | |
| Latest headline from MacroaxisInsider: Disposition of 147905 shares by Thomas Rutledge of Charter Communications at 150.88 subject to Rule 16b-3 |
Charter Communications Returns Distribution Density
The distribution of Charter Communications' historical returns is an attempt to chart the uncertainty of Charter Communications' future price movements. The chart of the probability distribution of Charter Communications daily returns describes the distribution of returns around its average expected value. We use Charter Communications price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Charter Communications returns is essential to provide solid investment advice for Charter Communications.
| Mean Return | -0.48 | Value At Risk | -4.4 | Potential Upside | 3.03 | Standard Deviation | 2.82 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Charter Communications historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Charter Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Charter Communications is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Charter Communications backward and forwards among themselves. Charter Communications' institutional investor refers to the entity that pools money to purchase Charter Communications' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Veritas Asset Management Llp | 2023-12-31 | 1.8 M | Parnassus Investments, Llc | 2023-12-31 | 1.6 M | Fmr Inc | 2023-12-31 | 1.6 M | Capital World Investors | 2023-12-31 | 1.5 M | Pzena Investment Management, Llc | 2023-12-31 | 1.4 M | Franklin Resources Inc | 2023-12-31 | 1.4 M | Putnam Investments Llc | 2023-12-31 | 1.2 M | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 1.1 M | Northern Trust Corp | 2023-12-31 | 1 M | Dodge & Cox | 2023-12-31 | 8.4 M | Vanguard Group Inc | 2023-12-31 | 8.3 M |
Charter Communications Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 2.8B | (2.5B) | (400M) | 44M | 64M | 67.2M | |
| Free Cash Flow | 4.6B | 6.6B | 8.7B | 6.1B | 3.5B | 3.7B | |
| Depreciation | 9.9B | 9.7B | 9.3B | 8.9B | 8.7B | 9.1B | |
| Other Non Cash Items | 200M | 173M | 158M | 12M | 311M | 326.6M | |
| Capital Expenditures | 7.1B | 8.0B | 7.6B | 8.8B | 10.9B | 11.5B | |
| Net Income | 2.0B | 3.7B | 5.3B | 5.8B | 5.3B | 5.5B | |
| End Period Cash Flow | 3.5B | 1.0B | 601M | 645M | 709M | 540.1M | |
| Change Receivables | (505M) | 26M | (35M) | (342M) | (307.8M) | (292.4M) | |
| Net Borrowings | 6.3B | 3.5B | 8.7B | 6.3B | 7.2B | 6.5B | |
| Dividends Paid | 118M | 16.1B | (44M) | 111M | (22M) | (20.9M) | |
| Change To Netincome | 872M | 964M | 1.4B | 586M | 673.9M | 707.6M | |
| Investments | (7.3B) | (8.2B) | (7.8B) | (9.1B) | (11.3B) | (11.8B) |
Charter Communications Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Charter Communications or Media sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Charter Communications' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Charter stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.55 | |
β | Beta against NYSE Composite | 1.23 | |
σ | Overall volatility | 2.85 | |
Ir | Information ratio | -0.19 |
Charter Communications Volatility Alert
Charter Communications exhibits very low volatility with skewness of -2.77 and kurtosis of 15.3. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Charter Communications' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Charter Communications' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Charter Communications Implied Volatility
Charter Communications' implied volatility exposes the market's sentiment of Charter Communications stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Charter Communications' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Charter Communications stock will not fluctuate a lot when Charter Communications' options are near their expiration.
Charter Communications Fundamentals Vs Peers
Comparing Charter Communications' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Charter Communications' direct or indirect competition across all of the common fundamentals between Charter Communications and the related equities. This way, we can detect undervalued stocks with similar characteristics as Charter Communications or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Charter Communications' fundamental indicators could also be used in its relative valuation, which is a method of valuing Charter Communications by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Charter Communications to competition |
| Fundamentals | Charter Communications | Peer Average |
| Return On Equity | 0.39 | -0.31 |
| Return On Asset | 0.0527 | -0.14 |
| Profit Margin | 0.08 % | (1.27) % |
| Operating Margin | 0.22 % | (5.51) % |
| Current Valuation | 139.52 B | 16.62 B |
| Shares Outstanding | 144.39 M | 571.82 M |
| Shares Owned By Insiders | 33.25 % | 10.09 % |
| Shares Owned By Institutions | 61.08 % | 39.21 % |
| Number Of Shares Shorted | 11.41 M | 4.71 M |
| Price To Earning | 12.50 X | 28.72 X |
| Price To Book | 3.39 X | 9.51 X |
| Price To Sales | 0.69 X | 11.42 X |
| Revenue | 54.61 B | 9.43 B |
| Gross Profit | 24.48 B | 27.38 B |
| EBITDA | 20.64 B | 3.9 B |
| Net Income | 5.26 B | 570.98 M |
| Cash And Equivalents | 480 M | 2.7 B |
| Cash Per Share | 3.08 X | 5.01 X |
| Total Debt | 97.78 B | 5.32 B |
| Debt To Equity | 7.88 % | 48.70 % |
| Current Ratio | 0.32 X | 2.16 X |
| Book Value Per Share | 75.03 X | 1.93 K |
| Cash Flow From Operations | 14.43 B | 971.22 M |
| Short Ratio | 7.55 X | 4.00 X |
| Earnings Per Share | 29.98 X | 3.12 X |
| Price To Earnings To Growth | 0.28 X | 4.89 X |
| Target Price | 369.27 | |
| Number Of Employees | 101.1 K | 18.84 K |
| Beta | 0.95 | -0.15 |
| Market Capitalization | 37.19 B | 19.03 B |
| Total Asset | 147.19 B | 29.47 B |
| Retained Earnings | (12.26 B) | 9.33 B |
| Working Capital | (9.08 B) | 1.48 B |
Note: Disposition of 147905 shares by Thomas Rutledge of Charter Communications at 150.88 subject to Rule 16b-3 [view details]
Charter Communications Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Charter . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Charter Communications Buy or Sell Advice
When is the right time to buy or sell Charter Communications? Buying financial instruments such as Charter Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 91.6B | 97.6B | 97.8B | 102.7B | Total Assets | 142.5B | 144.5B | 147.2B | 154.6B |
Use Investing Ideas to Build Portfolios
In addition to having Charter Communications in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run IT Thematic Idea Now
IT
Information Technology (IT) companies and IT service providers across different domains. The IT theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize IT Theme or any other thematic opportunities.
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Check out Charter Communications Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Charter Stock, please use our How to Invest in Charter Communications guide.You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
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When running Charter Communications' price analysis, check to measure Charter Communications' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Charter Communications is operating at the current time. Most of Charter Communications' value examination focuses on studying past and present price action to predict the probability of Charter Communications' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charter Communications' price. Additionally, you may evaluate how the addition of Charter Communications to your portfolios can decrease your overall portfolio volatility.
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Is Charter Communications' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Charter Communications. If investors know Charter will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Charter Communications listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.08) | Earnings Share 29.98 | Revenue Per Share 365.979 | Quarterly Revenue Growth 0.003 | Return On Assets 0.0527 |
The market value of Charter Communications is measured differently than its book value, which is the value of Charter that is recorded on the company's balance sheet. Investors also form their own opinion of Charter Communications' value that differs from its market value or its book value, called intrinsic value, which is Charter Communications' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Charter Communications' market value can be influenced by many factors that don't directly affect Charter Communications' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Charter Communications' value and its price as these two are different measures arrived at by different means. Investors typically determine if Charter Communications is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Charter Communications' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.