10 Best Cable Service Providers for November 2025
Welcome to the Value Sense Blog, your resource for insights on the stock market! At Value Sense, we focus on intrinsic value tools and offer stock ideas with undervalued companies. Dive into our research products and learn more about our unique approach at valuesense.io
Explore diverse stock ideas covering technology, healthcare, and commodities sectors. Our insights are crafted to help investors spot opportunities in undervalued growth stocks, enhancing potential returns. Visit us to see evaluations and in-depth market research.
Market Overview & Selection Criteria
The telecommunications and cable services sector has faced headwinds in recent years, with shifting consumer habits, increased competition, and macroeconomic pressures. However, these challenges have also created opportunities for value investors seeking fundamentally sound companies trading below their intrinsic value. ValueSense’s stock selection process leverages a blend of quantitative and qualitative analysis, focusing on companies with strong free cash flow, solid gross margins, and manageable debt levels. Our criteria include:
- Quality rating above 5.0 (ValueSense proprietary metric)
- Positive or stable revenue growth
- Free cash flow margin above 5%
- Debt-to-equity ratio below 100% (where possible)
- Intrinsic value above current market price
This approach helps identify undervalued stocks with the potential for long-term growth and resilience.
Featured Stock Analysis
Stock #1: Comcast Corporation (CMCSA)
| Metric | Value |
|---|---|
| Market Cap | $103.9B |
| Quality Rating | 6.3 |
| Intrinsic Value | $65.6 |
| 1Y Return | -35.7% |
| Revenue | $123.3B |
| Free Cash Flow | $21.0B |
| Revenue Growth | 0.2% |
| FCF margin | 17.0% |
| Gross margin | 62.1% |
| ROIC | 8.1% |
| Total Debt to Equity | 6.0% |
Investment Thesis
Comcast Corporation stands out as a leading cable and broadband provider with a diversified business model that includes media, entertainment, and telecommunications. With a market cap of $103.9 billion, Comcast has demonstrated consistent free cash flow generation, reporting $21.0 billion in the last year. The company’s gross margin of 62.1% and ROIC of 8.1% indicate strong operational efficiency. Despite a challenging 1-year return of -35.7%, Comcast’s intrinsic value is estimated at $65.6, suggesting significant upside potential for patient investors.
Key Catalysts
- Expansion of broadband and streaming services
- Cost optimization initiatives
- Resilient cash flow from core cable operations
Risk Factors
- Intense competition from streaming platforms
- Regulatory risks in the media sector
- Exposure to macroeconomic downturns
Stock #2: Charter Communications, Inc. (CHTR)
| Metric | Value |
|---|---|
| Market Cap | $31.3B |
| Quality Rating | 6.3 |
| Intrinsic Value | $556.0 |
| 1Y Return | -28.6% |
| Revenue | $55.0B |
| Free Cash Flow | $4,390.0M |
| Revenue Growth | 0.2% |
| FCF margin | 8.0% |
| Gross margin | 60.4% |
| ROIC | 11.0% |
| Total Debt to Equity | 620.4% |
Investment Thesis
Charter Communications is a major player in the U.S. cable and broadband market, with a market cap of $31.3 billion. The company has a quality rating of 6.3 and an intrinsic value of $556.0, well above its current price. Charter’s ROIC of 11.0% and free cash flow margin of 8.0% highlight its ability to generate returns for shareholders. Despite a 1-year return of -28.6%, Charter’s strong fundamentals and strategic focus on broadband expansion make it an attractive value opportunity.
Key Catalysts
- Continued growth in broadband subscribers
- Strategic cost management
- Potential for industry consolidation
Risk Factors
- High debt-to-equity ratio 620.4%
- Competitive pressures from wireless and streaming services
- Regulatory scrutiny
Stock #3: Vodafone Group Public Limited Company (VOD)
| Metric | Value |
|---|---|
| Market Cap | $31.0B |
| Quality Rating | 5.5 |
| Intrinsic Value | $62.3 |
| 1Y Return | 33.4% |
| Revenue | €59.4B |
| Free Cash Flow | €23.4B |
| Revenue Growth | (34.9%) |
| FCF margin | 39.4% |
| Gross margin | 32.3% |
| ROIC | (2.6%) |
| Total Debt to Equity | 98.6% |
Investment Thesis
Vodafone Group is a global telecommunications leader with a market cap of $31.0 billion. The company’s intrinsic value is estimated at $62.3, and it has delivered a strong 1-year return of 33.4%. Vodafone’s free cash flow margin of 39.4% and gross margin of 32.3% reflect its operational strength. Despite a negative revenue growth rate of -34.9%, Vodafone’s robust cash flow and strategic initiatives position it for long-term value creation.
Key Catalysts
- Expansion into emerging markets
- Cost reduction and efficiency improvements
- Strategic partnerships and acquisitions
Risk Factors
- Declining revenue in mature markets
- High debt-to-equity ratio 98.6%
- Regulatory and geopolitical risks
Stock #4: BCE Inc. (BCE)
| Metric | Value |
|---|---|
| Market Cap | $21.3B |
| Quality Rating | 5.8 |
| Intrinsic Value | $16.9 |
| 1Y Return | -27.2% |
| Revenue | CA$24.4B |
| Free Cash Flow | CA$3,815.0M |
| Revenue Growth | (0.7%) |
| FCF margin | 15.6% |
| Gross margin | 67.9% |
| ROIC | 6.0% |
| Total Debt to Equity | 204.4% |
Investment Thesis
BCE Inc. is Canada’s largest telecommunications company, with a market cap of $21.3 billion. The company’s intrinsic value is estimated at $16.9, and it has a quality rating of 5.8. BCE’s gross margin of 67.9% and free cash flow margin of 15.6% demonstrate its strong financial position. Despite a 1-year return of -27.2%, BCE’s diversified business model and stable cash flow make it a compelling value play.
Key Catalysts
- Growth in wireless and broadband services
- Strategic investments in infrastructure
- Resilient cash flow from core operations
Risk Factors
- High debt-to-equity ratio 204.4%
- Regulatory risks in the Canadian market
- Exposure to economic downturns
Stock #5: Telefônica Brasil S.A. (VIV)
| Metric | Value |
|---|---|
| Market Cap | $19.1B |
| Quality Rating | 6.9 |
| Intrinsic Value | $21.8 |
| 1Y Return | 32.8% |
| Revenue | R$57.7B |
| Free Cash Flow | R$10.4B |
| Revenue Growth | 7.0% |
| FCF margin | 18.1% |
| Gross margin | 62.6% |
| ROIC | 10.6% |
| Total Debt to Equity | 29.8% |
Investment Thesis
Telefônica Brasil is a leading telecommunications provider in Brazil, with a market cap of $19.1 billion. The company’s intrinsic value is estimated at $21.8, and it has delivered a strong 1-year return of 32.8%. Telefônica Brasil’s revenue growth of 7.0% and free cash flow margin of 18.1% highlight its growth potential. The company’s ROIC of 10.6% and manageable debt-to-equity ratio of 29.8% make it an attractive value opportunity.
Key Catalysts
- Expansion of mobile and broadband services
- Strategic investments in digital infrastructure
- Favorable regulatory environment in Brazil
Risk Factors
- Currency and political risks in Brazil
- Competitive pressures from local and international players
- Economic volatility in emerging markets
Stock #6: SK Telecom Co.,Ltd (SKM)
| Metric | Value |
|---|---|
| Market Cap | $8,213.7M |
| Quality Rating | 6.6 |
| Intrinsic Value | $75.6 |
| 1Y Return | -11.2% |
| Revenue | â©17.8T |
| Free Cash Flow | â©2,744.5B |
| Revenue Growth | 0.1% |
| FCF margin | 15.4% |
| Gross margin | 84.4% |
| ROIC | 18.1% |
| Total Debt to Equity | 92.4% |
Investment Thesis
SK Telecom is South Korea’s largest telecommunications company, with a market cap of $8.2 billion. The company’s intrinsic value is estimated at $75.6, and it has a quality rating of 6.6. SK Telecom’s gross margin of 84.4% and ROIC of 18.1% reflect its strong operational efficiency. Despite a 1-year return of -11.2%, SK Telecom’s robust cash flow and strategic focus on innovation make it a compelling value play.
Key Catalysts
- Expansion of 5G and digital services
- Strategic partnerships and investments
- Strong market position in South Korea
Risk Factors
- Regulatory risks in the Korean market
- Competitive pressures from global tech giants
- Exposure to economic downturns
Stock #7: Liberty Broadband Corporation (LBRDA)
| Metric | Value |
|---|---|
| Market Cap | $7,649.1M |
| Quality Rating | 6.2 |
| Intrinsic Value | $51.9 |
| 1Y Return | -33.3% |
| Revenue | $1,052.0M |
| Free Cash Flow | ($49.0M) |
| Revenue Growth | 7.2% |
| FCF margin | (4.7%) |
| Gross margin | 68.1% |
| ROIC | 0.4% |
| Total Debt to Equity | 30.1% |
Investment Thesis
Liberty Broadband is a diversified telecommunications company with a market cap of $7.6 billion. The company’s intrinsic value is estimated at $51.9, and it has a quality rating of 6.2. Liberty Broadband’s revenue growth of 7.2% and gross margin of 68.1% highlight its growth potential. Despite a negative free cash flow margin of -4.7%, the company’s strategic focus on broadband expansion and innovation makes it an attractive value opportunity.
Key Catalysts
- Expansion of broadband and digital services
- Strategic investments in infrastructure
- Potential for industry consolidation
Risk Factors
- Negative free cash flow margin
- High debt-to-equity ratio 30.1%
- Regulatory and competitive risks
Stock #8: Liberty Global plc (LBTYK)
| Metric | Value |
|---|---|
| Market Cap | $4,049.2M |
| Quality Rating | 5.2 |
| Intrinsic Value | $21.8 |
| 1Y Return | 3.3% |
| Revenue | $2,235.3M |
| Free Cash Flow | $1,900.6M |
| Revenue Growth | (70.9%) |
| FCF margin | 85.0% |
| Gross margin | 25.1% |
| ROIC | (2.5%) |
| Total Debt to Equity | (74.2%) |
Investment Thesis
Liberty Global is a global telecommunications company with a market cap of $4.0 billion. The company’s intrinsic value is estimated at $21.8, and it has a quality rating of 5.2. Liberty Global’s free cash flow margin of 85.0% and gross margin of 25.1% reflect its strong operational efficiency. Despite a negative revenue growth rate of -70.9%, Liberty Global’s robust cash flow and strategic focus on innovation make it a compelling value play.
Key Catalysts
- Expansion of broadband and digital services
- Strategic investments in infrastructure
- Potential for industry consolidation
Risk Factors
- Negative revenue growth rate
- High debt-to-equity ratio -74.2%
- Regulatory and competitive risks
Stock #9: Rogers Corporation (ROG)
| Metric | Value |
|---|---|
| Market Cap | $1,610.7M |
| Quality Rating | 4.5 |
| Intrinsic Value | $93.7 |
| 1Y Return | -12.7% |
| Revenue | $793.9M |
| Free Cash Flow | $47.2M |
| Revenue Growth | (5.8%) |
| FCF margin | 5.9% |
| Gross margin | 31.2% |
| ROIC | (7.0%) |
| Total Debt to Equity | 1.9% |
Investment Thesis
Rogers Corporation is a specialty materials company with a market cap of $1.6 billion. The company’s intrinsic value is estimated at $93.7, and it has a quality rating of 4.5. Rogers’ gross margin of 31.2% and free cash flow margin of 5.9% highlight its operational strength. Despite a negative revenue growth rate of -5.8%, Rogers’ strategic focus on innovation and diversification makes it an attractive value opportunity.
Key Catalysts
- Expansion of specialty materials and electronics
- Strategic investments in R&D
- Potential for industry consolidation
Risk Factors
- Negative revenue growth rate
- High debt-to-equity ratio 1.9%
- Exposure to economic downturns
Stock #10: Liberty Latin America Ltd. (LILA)
| Metric | Value |
|---|---|
| Market Cap | $1,559.2M |
| Quality Rating | 5.3 |
| Intrinsic Value | $30.4 |
| 1Y Return | -20.3% |
| Revenue | $4,409.7M |
| Free Cash Flow | $451.7M |
| Revenue Growth | (2.2%) |
| FCF margin | 10.2% |
| Gross margin | 53.2% |
| ROIC | 2.4% |
| Total Debt to Equity | 774.1% |
Investment Thesis
Liberty Latin America is a telecommunications company focused on Latin America, with a market cap of $1.6 billion. The company’s intrinsic value is estimated at $30.4, and it has a quality rating of 5.3. Liberty Latin America’s free cash flow margin of 10.2% and gross margin of 53.2% reflect its strong operational efficiency. Despite a negative revenue growth rate of -2.2%, Liberty Latin America’s strategic focus on expansion and innovation makes it a compelling value play.
Key Catalysts
- Expansion of broadband and digital services
- Strategic investments in infrastructure
- Favorable regulatory environment in Latin America
Risk Factors
- Negative revenue growth rate
- High debt-to-equity ratio 774.1%
- Currency and political risks in Latin America
Portfolio Diversification Insights
These 10 stocks offer a diversified exposure to the telecommunications and cable services sector, with companies from North America, Europe, and Latin America. The portfolio includes large-cap leaders like Comcast and Charter, as well as smaller, high-growth opportunities like Telefônica Brasil and Liberty Latin America. This mix of size, geography, and business model helps mitigate sector-specific risks and provides a balanced approach to value investing.
Market Timing & Entry Strategies
Timing is crucial when investing in undervalued stocks. Consider entering positions during periods of market weakness or when sector-specific headwinds create attractive entry points. Dollar-cost averaging can help reduce the impact of volatility, while regular portfolio reviews ensure alignment with your investment goals. Use ValueSense’s intrinsic value tools to monitor price movements and identify optimal entry and exit points.
Explore More Investment Opportunities
More Articles You Might Like
Explore More Investment Opportunities
For investors seeking undervalued companies with high fundamental quality, our analytics team provides curated stock lists:
📌 50 Undervalued Stocks (Best overall value plays for 2025)
📌 50 Undervalued Dividend Stocks (For income-focused investors)
📌 50 Undervalued Growth Stocks (High-growth potential with strong fundamentals)
🔍 Check out these stocks on the Value Sense platform for free!
More Articles You Might Like
- How VKTX (Viking Therapeutics) Makes Money in 2025: A Deep-Dive With Income Statement
- How NET (Cloudflare) Makes Money in 2025: A Deep-Dive With Income Statement
- How MASS (908 Devices) Makes Money in 2025: A Deep-Dive With Income Statement
- How CRVO (CervoMed) Makes Money in 2025: A Deep-Dive With Income Statement
- How GILD (Gilead Sciences) Makes Money in 2025: A Deep-Dive With Income Statement
FAQ Section
Q: How were these stocks selected?
A: These stocks were selected based on ValueSense’s proprietary quality rating, intrinsic value, free cash flow, and debt-to-equity ratio. We focused on companies with strong fundamentals and undervalued pricing.
Q: What's the best stock from this list?
A: The “best” stock depends on your investment goals and risk tolerance. Comcast and Charter are large-cap leaders, while Telefônica Brasil and Liberty Latin America offer high growth potential.
Q: Should I buy all these stocks or diversify?
A: Diversification is key to managing risk. Consider allocating your portfolio across multiple stocks to balance exposure and reduce sector-specific risks.
Q: What are the biggest risks with these picks?
A: Key risks include regulatory changes, competitive pressures, and macroeconomic downturns. High debt-to-equity ratios in some companies also pose risks.
Q: When is the best time to invest in these stocks?
A: The best time to invest is during periods of market weakness or sector-specific headwinds, when undervalued stocks are most attractive. Regular portfolio reviews help ensure optimal timing.