Charter Communications, Inc.

AI-generated fair value estimate for this company.

Method: 10-year FCFE DCF: $4,418M FY2025 free cash flow base; -2% annual FCF decline for years 1-5 (continued broadband subscriber losses only partly offset by mobile growth); 0.5% growth for years 6-10; 14% cost-of-equity discount rate reflecting very high (~$98.6B) leverage; 1% terminal growth; 163.55M shares outstanding; no separate net-debt deduction since FCF is already levered/post-interest.

Reasoning: Charter is extremely leveraged, so nearly all enterprise risk falls on equity; a high discount rate paired with a near-term FCF decline (reflecting guided broadband losses) and a low terminal growth rate best captures its risk/return profile without double-counting debt already embedded in its levered FCF.