Charter Communications is currently trading at very low valuation multiples, around 3 times earnings and 5 times EV/EBITDA, indicating it is deeply undervalued despite facing industry challenges like declining video and internet subscribers and high competition. The company is addressing service issues by linking customer satisfaction (NPS) to employee compensation. Its mobile segment is growing strongly at 17% year-over-year, adding over 1.5 million customers and stabilizing average revenue per user, which helps offset declines in other areas. The analyst initiates a Buy rating, believing the market has priced in a structural decline, but even modest improvements could yield double-digit returns.
