Charter Communications
CHTR · Cable & Satellite
$108.61
2.8%Netflix
NFLX · Movies & Entertainment
$65.85
1.8%The short version
- Charter Communications is the larger business, with $54.8B of revenue in fiscal 2025 against $45.2B for Netflix.
- Netflix grew revenue faster (15.9%, against −0.6%).
- Netflix kept more of each dollar of sales as operating profit (29.5% operating margin, against 23.6% operating margin).
- Netflix turned more of its sales into free cash flow (20.9% FCF margin, against 8.1% FCF margin).
- Netflix earned a higher return on the capital invested in it (36.7%, against 8.7%).
- Investors pay more for each dollar of Netflix’s earnings: a P/E of 19.0x against 2.8x for Charter Communications.
| Latest fiscal year | CHTR · FY25 | NFLX · FY25 |
|---|---|---|
| Size | ||
| Market cap | $13.2B | $276.2B |
| Revenue | $54.8B | $45.2B |
| Free cash flow | $4.4B | $9.5B |
| Net income | $5.0B | $11.0B |
| Growth | ||
| Revenue growth | −0.6% | 15.9% |
| 5-year growth | 2.6% | 12.6% |
| Share count change | −5.2% | −1.1% |
| Profitability | ||
| Gross margin | — | 48.5% |
| Operating margin | 23.6% | 29.5% |
| Net margin | 9.1% | 24.3% |
| FCF margin | 8.1% | 20.9% |
| Return on capital | 8.7% | 36.7% |
| Return on equity | 31.5% | 42.8% |
| Balance sheet | ||
| Net debt | $95.2B | $5.4B |
| Net debt / EBITDA | 4.4x | 0.4x |
| Dividends and buybacks | $5.1B | $9.1B |
| Valuation & quality | ||
| P/E | 2.8x | 19.0x |
| Piotroski F-score | 6 | 7 |
FY16
CHTR $29.0B
NFLX $8.8B
FY17
CHTR $41.6B
NFLX $11.7B
FY18
CHTR $43.6B
NFLX $15.8B
FY19
CHTR $45.8B
NFLX $20.2B
FY20
CHTR $48.1B
NFLX $25.0B
FY21
CHTR $51.7B
NFLX $29.7B
FY22
CHTR $54.0B
NFLX $31.6B
FY23
CHTR $54.6B
NFLX $33.7B
FY24
CHTR $55.1B
NFLX $39.0B
FY25
CHTR $54.8B
NFLX $45.2B
CHTR
NFLX
FY16
CHTR 8.5%
NFLX 4.3%
FY17
CHTR 9.9%
NFLX 7.2%
FY18
CHTR 12.0%
NFLX 10.2%
FY19
CHTR 14.2%
NFLX 12.9%
FY20
CHTR 17.5%
NFLX 18.3%
FY21
CHTR 20.4%
NFLX 20.9%
FY22
CHTR 22.1%
NFLX 17.8%
FY23
CHTR 23.0%
NFLX 20.6%
FY24
CHTR 23.8%
NFLX 26.7%
FY25
CHTR 23.6%
NFLX 29.5%
CHTR
NFLX
FY16
CHTR $2.7B
NFLX −$1.6B
FY17
CHTR $3.3B
NFLX −$2.0B
FY18
CHTR $2.6B
NFLX −$2.9B
FY19
CHTR $4.6B
NFLX −$3.1B
FY20
CHTR $7.1B
NFLX $1.9B
FY21
CHTR $8.6B
NFLX −$132M
FY22
CHTR $5.5B
NFLX $1.6B
FY23
CHTR $3.3B
NFLX $6.9B
FY24
CHTR $3.2B
NFLX $6.9B
FY25
CHTR $4.4B
NFLX $9.5B
CHTR
NFLX
FY16
CHTR 3.4%
NFLX 7.4%
FY17
CHTR 3.6%
NFLX 14.2%
FY18
CHTR 4.0%
NFLX 16.6%
FY19
CHTR 4.6%
NFLX 16.2%
FY20
CHTR 6.3%
NFLX 21.7%
FY21
CHTR 7.9%
NFLX 24.5%
FY22
CHTR 8.6%
NFLX 17.7%
FY23
CHTR 8.7%
NFLX 21.3%
FY24
CHTR 9.1%
NFLX 31.0%
FY25
CHTR 8.7%
NFLX 36.7%
CHTR
NFLX
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.