Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LBRDK
STRONG SELLREMOVELiberty Broadband Corporation · Communication Services · United States · $7.4B · Avg Vol: $70M/d
Liberty Broadband is a complex holding company structure with its primary asset being a stake in Charter Communications. It does not align with our core macro themes of energy risk, advanced packaging, or commodity supercycles, and faces structural headwinds in legacy cable.
COMPANY DESCRIPTION
Liberty Broadband Corporation holds interests in broadband communications businesses, primarily its stake in Charter Communications (Spectrum), a leading U.S. cable operator providing internet, video, and voice services. It benefits from its significant ownership in Charter Communications, a dominant player in the broadband market with strong network infrastructure and subscriber base. The company serves as a holding company providing indirect exposure to a major U.S. cable and internet provider.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 975M | 0 | 0 | 0 | — |
| EPS | 8.01 | 4.71 | 6.08 | -18.71 | -12.9% |
| Shares | 147M | 144M | 143M | 143M | -2.1% |
| Debt | 3.9B | 3.8B | 2.7B | 1.7B | -23.4% |
| Equity | 8.5B | 9.0B | 9.8B | 5.7B | -12.4% |
| Op CF | -56M | -261M | -174M | -327M | — |
| Inv CF | 3.0B | 364M | 323M | 1.2B | — |
| Fin CF | -2.8B | -314M | -74M | -940M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of LBRDK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LBRDK | Liberty Broadband Corporation(you) | $7.4B | 3 | STRONG SELL |
| GSAT | Globalstar, Inc. | $10.9B | 30 | SELL |
| LUMN | Lumen Technologies, Inc. | $11.0B | 32 | SELL |
| SATS | EchoStar Corporation | $38.0B | 12 | STRONG SELL |
| CCOI | Cogent Communications Holdings, Inc. | $993M | 7 | STRONG SELL |
| CHTR | Charter Communications, Inc. | $20.8B | 45 | HOLD |
| GLIBK | Liberty Capital Corporation | $929M | 26 | SELL |
| TDS | Telephone and Data Systems, Inc. | $4.5B | 61 | HOLD |
| SHEN | Shenandoah Telecommunications Company | $890M | 31 | SELL |
| IRDM | Iridium Communications Inc. | $5.4B | 70 | BUY |
Peer medians: ROE 6.6% · P/E 21.9x · Gross margin 57.0%