CHTR vs VSNT
Charter Communications vs Versant Media Group, Inc. Class A — AI-powered side-by-side comparison
CHTR
Charter Communications
63
Buy
VS
VSNT
Versant Media Group, Inc. Class A
69
Buy
| Metric | CHTR | VSNT |
|---|
| AI Score |
63
|
69
|
| Price |
$157.65
|
$36.77
|
| P/E Ratio |
4.04×
|
6.95×
|
| ROE |
31.1%
|
9.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
56.6%
|
48.6%
|
| Debt / Equity |
5.64×
|
0.36×
|
| Dividend Yield |
0.0%
|
2.0%
|
| RSI (14) |
67.0
|
49.8
|
| Beta |
0.678
|
0.458
|
| Expected Upside |
+9.4%
|
—
|
AI Committee View
Current Innellis committee reasoning for CHTR versus VSNT.
VSNT leads by 6 points.
VSNT scores 69/100 (Buy) versus CHTR at 63/100 (Buy).
CHTR Committee View
40% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 31.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Bollinger bandwidth of 31.6% signals elevated volatility — Risk
VSNT Committee View
80% agreement
5 analysts
The primary driver is low leverage (debt-to-equity 0.10) -- balance sheet can absorb a shock. The main limiting factor is price structure making lower highs and lower lows. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 6.9 is inexpensive for the broad market — Value
- Price-to-book of 0.6x is a discount to asset value — Value
- Dividend yield of 4.2% pays you to wait — Value
Bear Case
- Price structure making lower highs and lower lows — Technical
- Daily trend (downtrend) conflicts with the weekly trend (uptrend) -- fighting the larger trend — Technical