Charter Communications Inc (CHTR)vsComcast Corp (CMCSA)
CHTR
Charter Communications Inc
$145.77
+3.71%
COMMUNICATION SERVICES · Cap: $19.64B
CMCSA
Comcast Corp
$25.20
+0.12%
COMMUNICATION SERVICES · Cap: $89.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 130% more annual revenue ($124.90B vs $54.40B). CHTR leads profitability with a 9.1% profit margin vs 9.0%. CHTR appears more attractively valued with a PEG of 0.86. CHTR earns a higher WallStSmart Score of 75/100 (B).
CHTR
Strong Buy75
out of 100
Grade: B
CMCSA
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.9%
Fair Value
$559.47
Current Price
$145.77
$413.70 discount
Margin of Safety
+65.5%
Fair Value
$94.11
Current Price
$25.20
$68.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 29 in profit
Growing faster than its price suggests
Strong operational efficiency at 23.5%
Generating 1.1B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Generating 5.2B in free cash flow
Areas to Watch
Revenue declined 1.7%
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Elevated debt levels
Revenue declined 1.2%
Earnings declined 66.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CHTR
The strongest argument for CHTR centers on P/E Ratio, Price/Book, Return on Equity. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bear Case : CHTR
The primary concerns for CHTR are Revenue Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 5.64 is elevated, increasing financial risk.
Bear Case : CMCSA
The primary concerns for CMCSA are PEG Ratio, Debt/Equity, Revenue Growth.
Key Dynamics to Monitor
CHTR carries more volatility with a beta of 0.69 — expect wider price swings.
CMCSA is growing revenue faster at -1.2% — sustainability is the question.
CMCSA generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CHTR scores higher overall (75/100 vs 58/100). CMCSA offers better value entry with a 65.5% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Charter Communications Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Charter Communications, Inc., is an American telecommunications and mass media company with services branded as Charter Spectrum.
Visit Website →Comcast Corp
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Comcast Corporation is an American telecommunications conglomerate headquartered in Philadelphia, Pennsylvania. It is the second-largest broadcasting and cable television company in the world by revenue (behind AT&T), the largest pay-TV company, the largest cable TV company and largest home Internet service provider in the United States, and the nation's third-largest home telephone service provider. Comcast provides services to U.S. residential and commercial customers in 40 states and in the District of Columbia. As the parent company of the international media company NBCUniversal since 2011, Comcast is a producer of feature films and television programs intended for theatrical exhibition and over-the-air and cable television broadcast, respectively.
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