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Charter Communications, Inc. (CHTR)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US16119P1084
CUSIP
16119P108
IPO Date
Nov 9, 1999

Highlights

Market Cap
$28.40B
Enterprise Value
$123.43B
EPS (TTM)
$36.76
PE Ratio
5.99
PEG Ratio
0.58
Total Revenue (TTM)
$54.77B
Gross Profit (TTM)
$19.09B
EBITDA (TTM)
$17.63B
Year Range
$180.38 - $437.06
Target Price
$292.25
ROA (TTM)
3.23%
ROE (TTM)
31.06%

Share Price Chart


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Performance

CHTR Performance Chart

Charter Communications, Inc. (CHTR) is up 5.5% since the beginning of the year. At $220 per share, CHTR is trading 49.6% below its 52-week high of $437. Investors who bought $1,000 worth of CHTR shares 5 years ago would now be looking at an investment worth $342.


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S&P 500 Index

Returns By Period

Charter Communications, Inc. (CHTR) has returned 5.53% so far this year and -35.81% over the past 12 months. Over the last ten years, CHTR has returned 0.82% per year, falling short of the S&P 500 Index benchmark, which averaged 12.94% annually.


Charter Communications, Inc.

1D
2.19%
1M
1.21%
YTD
5.53%
6M
-16.73%
1Y
-35.81%
3Y*
-13.60%
5Y*
-19.32%
10Y*
0.82%

Benchmark (S&P 500 Index)

1D
0.80%
1M
4.83%
YTD
2.59%
6M
5.27%
1Y
30.14%
3Y*
19.29%
5Y*
10.91%
10Y*
12.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CHTR Monthly Returns History

Based on dividend-adjusted daily data since Jan 5, 2010, CHTR's average daily return is +0.06%, while the average monthly return is +1.35%. At this rate, an investment would double in approximately 4.3 years.

Historically, 59% of months were positive and 41% were negative. The best month was Jul 2024 with a return of +27.0%, while the worst month was Jul 2025 at -34.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, CHTR closed higher 51% of trading days. The best single day was Jul 26, 2024 with a return of +16.6%, while the worst single day was Jul 25, 2025 at -18.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.26%13.83%-7.99%2.04%5.53%
20250.79%5.23%1.36%6.33%1.13%3.16%-34.11%-1.40%3.59%-15.00%-14.42%4.31%-39.10%
2024-4.62%-20.71%-1.12%-11.94%12.18%4.12%27.01%-8.47%-6.75%1.09%21.17%-13.65%-11.81%
202313.33%-4.35%-2.72%3.10%-11.54%12.64%10.29%8.13%0.39%-8.42%-0.66%-2.86%14.62%
2022-8.99%1.42%-9.35%-21.45%18.31%-7.58%-7.78%-4.51%-26.48%21.19%6.44%-13.34%-47.99%
2021-8.16%0.96%0.59%9.15%3.13%3.88%3.13%9.76%-10.91%-7.24%-4.24%0.88%-1.45%

Benchmark Metrics

Charter Communications, Inc. has an annualized alpha of 6.06%, beta of 0.80, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since January 06, 2010.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (88.63%) than losses (85.33%) — typical of diversified or defensive assets.
  • R² of 0.20 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
6.06%
Beta
0.80
0.20
Upside Capture
88.63%
Downside Capture
85.33%

Return for Risk

Risk / Return Rank

CHTR ranks 10 for risk / return — in the bottom 10% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


CHTR Risk / Return Rank: 1010
Overall Rank
CHTR Sharpe Ratio Rank: 44
Sharpe Ratio Rank
CHTR Sortino Ratio Rank: 77
Sortino Ratio Rank
CHTR Omega Ratio Rank: 77
Omega Ratio Rank
CHTR Calmar Ratio Rank: 1414
Calmar Ratio Rank
CHTR Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Charter Communications, Inc. (CHTR) and compare them to a chosen benchmark (S&P 500 Index).


CHTRBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.90

2.30

-3.20

Sortino ratio

Return per unit of downside risk

-1.16

3.18

-4.34

Omega ratio

Gain probability vs. loss probability

0.85

1.43

-0.58

Calmar ratio

Return relative to maximum drawdown

-0.60

3.40

-4.00

Martin ratio

Return relative to average drawdown

-0.87

15.35

-16.23

Explore CHTR risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Charter Communications, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Charter Communications, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Charter Communications, Inc. was 77.73%, occurring on Jan 28, 2026. The portfolio has not yet recovered.

The current Charter Communications, Inc. drawdown is 73.17%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.73%Sep 3, 20211104Jan 28, 2026
-35.15%Sep 7, 2017184May 31, 2018278Jul 10, 2019462
-31.48%Feb 20, 202022Mar 20, 202048May 29, 202070
-29.61%Jul 25, 201111Aug 8, 2011130Feb 13, 2012141
-19.5%May 5, 2010110Oct 8, 201066Jan 12, 2011176

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Charter Communications, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Charter Communications, Inc. is priced in the market compared to other companies in the Entertainment industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for CHTR, comparing it with other companies in the Entertainment industry. Currently, CHTR has a P/E ratio of 6.0. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for CHTR compared to other companies in the Entertainment industry. CHTR currently has a PEG ratio of 0.6. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for CHTR relative to other companies in the Entertainment industry. Currently, CHTR has a P/S ratio of 0.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for CHTR in comparison with other companies in the Entertainment industry. Currently, CHTR has a P/B value of 1.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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