Credo vs Charter Communications

This page compares Credo (CREDO TECHNOLOGY GROUP HOLDING LTD) and Charter Communications, Inc. It examines their business models, financial performance, and the market context to help readers understand the contrasting approaches. The content is presented in clear, accessible terms with neutral analysis, without recommendations. Educational content, not financial advice.

This page compares Credo (CREDO TECHNOLOGY GROUP HOLDING LTD) and Charter Communications, Inc. It examines their business models, financial performance, and the market context to help readers understa...

Comparison Snapshot

Key Financial Metrics

CRDO

Metric

CHTR

$27.68B

Market Cap

$23.84B

59.75%

Potential Profit

70.61%

Buy

Analyst Rating

Hold

Why It's Moving

Charter Bolsters Balance Sheet with $3B Debt Refinancing Amid Insider Confidence Signals

$3B notes issuance at 7.375% due 2036 and 7% due 2033 refinances 2026/2027 maturities, freeing up flexibility for buybacks and operations despite high $93.6B debt load.
CEO Christopher Winfrey exercised 24,064 options and received 80,047 new options vesting in 2029, demonstrating executive commitment to long-term value creation.
$1M Spectrum Digital Education grants across 41 states underscore community investment, building goodwill and digital literacy in core markets.

Sentiment:

⚖️Neutral

Charter Bolsters Balance Sheet with $3B Debt Refinancing Amid Insider Confidence Signals

$3B notes issuance at 7.375% due 2036 and 7% due 2033 refinances 2026/2027 maturities, freeing up flexibility for buybacks and operations despite high $93.6B debt load.
CEO Christopher Winfrey exercised 24,064 options and received 80,047 new options vesting in 2029, demonstrating executive commitment to long-term value creation.
$1M Spectrum Digital Education grants across 41 states underscore community investment, building goodwill and digital literacy in core markets.

Sentiment:

⚖️Neutral

Investment Analysis

Credo

CRDO

Pros

Credo has a strong focus on high-speed connectivity solutions that address growing demand from AI, cloud computing, and hyperscale networks.
The company’s new Lark 800G DSPs and PCIe 6/7 and CXL retimers offer advanced performance and power efficiency for data centre applications.
Credo is backed by positive analyst sentiment with an average rating of Strong Buy and ongoing strategic market expansion internationally.

Considerations

Credo's valuation metrics are highly elevated, with a trailing P/E ratio above 240, reflecting significant growth expectations and potential valuation risk.
The stock has shown high price volatility and a steep 52-week trading range, indicating uncertainty and investor sentiment swings.
The company does not currently pay a dividend, which may deter income-focused investors.

Charter Communications

CHTR

Pros

Charter Communications operates as a leading telecommunications provider with a broad customer base across the US.
The company benefits from steady demand for broadband and cable services, supported by increasing data consumption trends.
Charter has a large, stable cash flow base enabling investments in network upgrades and potential shareholder returns.

Considerations

Charter faces significant regulatory and competitive pressures in the telecom sector that may impact growth and margins.
The business is exposed to cyclical trends and potential subscriber churn due to evolving consumer preferences and streaming competition.
High capital expenditures for infrastructure maintenance and upgrades may pressure free cash flow and financial flexibility.

About The Companies

Credo (CRDO)

Credo Technology Group Holding Ltd is a company focused on delivering high-speed connectivity solutions for the data infrastructure market. As the demand for bandwidth grows, Credo aims to break through limitations with its technology. Its solutions are designed to improve power efficiency for optical and electrical Ethernet applications, targeting emerging high-speed markets like 100G, 400G, and even 1.6T. The company's products are built upon its proprietary Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technologies. Its offerings include integrated circuits (ICs), active electrical cables (AECs), and SerDes Chiplets, alongside intellectual property (IP) licensing. For investors, Credo represents a specialist player in the critical infrastructure that underpins our increasingly data-driven world. As with any investment, its value can go down as well as up, and returns are not guaranteed. This general information is not a recommendation to invest.

Charter Communications (CHTR)

Charter Communications (CHTR) is a large US cable operator best known for its Spectrum brand, providing broadband internet, video and voice services to residential and business customers. With a market capitalisation around $34.5bn, Charter’s investment case centres on steady demand for high-speed data, steady ARPU from broadband customers and ongoing network upgrades (including fibre and DOCSIS evolution) that aim to support higher speeds and new services. Key risks include heavy leverage from past acquisitions, intense competition from telcos and fixed‑wireless 5G, cord‑cutting in pay TV and a sensitive regulatory environment. Cash flow generation is important for debt reduction and capital expenditure; Charter historically reinvests in its network rather than paying a significant dividend. This is general, educational information and not personalised investment advice — values can rise and fall and past performance is not a guide to the future. Investors should assess suitability against their goals, timeframe and risk tolerance.

Charter Communications (CHTR) Next Earnings Date

Charter Communications (CHTR) is expected to report earnings on January 30, 2026, prior to market open, covering the fiscal quarter ending December 2025. This date aligns with the company's historical pattern of late-January releases for Q4 results, as seen in prior years. Confirmation from Charter is pending, with estimates reflecting analyst consensus on timing.

Charter Communications (CHTR) Next Earnings Date

Charter Communications (CHTR) is expected to report earnings on January 30, 2026, prior to market open, covering the fiscal quarter ending December 2025. This date aligns with the company's historical pattern of late-January releases for Q4 results, as seen in prior years. Confirmation from Charter is pending, with estimates reflecting analyst consensus on timing.

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Comparison Snapshot

Why It's Moving

Charter Bolsters Balance Sheet with $3B Debt Refinancing Amid Insider Confidence Signals

Charter Bolsters Balance Sheet with $3B Debt Refinancing Amid Insider Confidence Signals