10 Best Cable Service Providers for February 2026
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Market Overview & Selection Criteria
The cable and telecom sector faces evolving challenges like stagnant revenue growth and high debt levels amid shifting consumer demands toward streaming and 5G infrastructure. However, ValueSense analysis highlights several companies trading significantly below their intrinsic values, offering potential opportunities for value-focused investors. These top cable service provider stocks were selected using ValueSense's proprietary methodology, prioritizing high Quality ratings (above 5.0), substantial gaps between current market prices and intrinsic value estimates, strong free cash flow generation, and ROIC above industry averages where possible. Data is drawn exclusively from ValueSense's automated fundamental analysis, emphasizing undervalued picks in cable, broadband, and telecom services for diversified stock watchlist exposure.
Featured Stock Analysis
Stock #1: Comcast Corporation (CMCSA)
| Metric | Value |
|---|---|
| Market Cap | $107.0B |
| Quality Rating | 6.6 |
| Intrinsic Value | $67.5 |
| 1Y Return | -10.5% |
| Revenue | $123.7B |
| Free Cash Flow | $21.9B |
| Revenue Growth | (0.0%) |
| FCF margin | 17.7% |
| Gross margin | 60.1% |
| ROIC | 8.9% |
| Total Debt to Equity | 6.1% |
Investment Thesis
Comcast Corporation (CMCSA) stands out as a telecom giant with a robust financial profile, boasting a $107.0B market cap and a Quality rating of 6.6 from ValueSense. Its intrinsic value is estimated at $67.5, suggesting significant undervaluation relative to current trading levels. The company generates massive $123.7B in revenue and $21.9B in free cash flow, supported by a healthy 17.7% FCF margin and 60.1% gross margin. Despite flat revenue growth at 0.0% and a -10.5% 1Y return, ROIC of 8.9% and low Total Debt to Equity of 6.1% indicate efficient capital allocation and stability in cable and broadband services. This positions CMCSA as a core holding for investors seeking reliable cash flows in the sector.
Key Catalysts
- Strong FCF generation at $21.9B supports dividends, buybacks, and network investments.
- High gross margin 60.1% reflects pricing power in broadband and content delivery.
- Low debt 6.1% enables flexibility amid sector consolidation.
- Quality rating of 6.6 signals above-average fundamentals for long-term resilience.
Risk Factors
- Flat revenue growth 0.0% due to cord-cutting trends.
- Recent -10.5% 1Y return amid competitive streaming pressures.
- Potential regulatory scrutiny on media assets.
Stock #2: Vodafone Group Public Limited Company (VOD)
| Metric | Value |
|---|---|
| Market Cap | $36.2B |
| Quality Rating | 5.6 |
| Intrinsic Value | $45.8 |
| 1Y Return | 70.2% |
| Revenue | €57.1B |
| Free Cash Flow | €22.8B |
| Revenue Growth | (37.1%) |
| FCF margin | 40.0% |
| Gross margin | 33.1% |
| ROIC | (2.3%) |
| Total Debt to Equity | 95.2% |
Investment Thesis
Vodafone Group Public Limited Company (VOD), with a $36.2B market cap, earns a 5.6 Quality rating and an intrinsic value of $45.8, indicating strong undervaluation potential. Despite a sharp revenue decline of -37.1%, it delivers impressive €22.8B free cash flow from €57.1B revenue, yielding a 40.0% FCF margin. The 70.2% 1Y return highlights recovery momentum, though negative ROIC of -2.3% and high 95.2% Total Debt to Equity warrant caution. ValueSense data underscores VOD's cash generation as a buffer in global telecom operations.
Key Catalysts
- Exceptional 40.0% FCF margin drives deleveraging and shareholder returns.
- 70.2% 1Y return reflects successful turnaround efforts.
- Geographic diversification across Europe and emerging markets.
- Intrinsic value ($45.8) points to 100%+ upside potential.
Risk Factors
- Revenue contraction -37.1% from divestitures and competition.
- Negative ROIC -2.3% signals capital inefficiency.
- Elevated debt 95.2% vulnerable to interest rate hikes.
Stock #3: Charter Communications, Inc. (CHTR)
| Metric | Value |
|---|---|
| Market Cap | $27.7B |
| Quality Rating | 6.2 |
| Intrinsic Value | $1,180.9 |
| 1Y Return | -38.8% |
| Revenue | $54.8B |
| Free Cash Flow | $4,418.0M |
| Revenue Growth | (0.6%) |
| FCF margin | 8.1% |
| Gross margin | 35.5% |
| ROIC | 11.2% |
| Total Debt to Equity | 461.8% |
Investment Thesis
Charter Communications, Inc. (CHTR) features a $27.7B market cap, 6.2 Quality rating, and sky-high intrinsic value of $1,180.9, marking it as deeply undervalued per ValueSense metrics. Revenue stands at $54.8B with $4,418.0M FCF (8.1% margin), slight -0.6% growth, 35.5% gross margin, and solid 11.2% ROIC. However, extreme 461.8% Total Debt to Equity and -38.8% 1Y return reflect leverage risks in a competitive cable landscape.
Key Catalysts
- Strong ROIC 11.2% from efficient broadband operations.
- Massive intrinsic value ($1,180.9) suggests multi-fold appreciation.
- Quality rating 6.2 supports operational strength.
- FCF of $4.4B funds debt reduction and upgrades.
Risk Factors
- Sky-high debt 461.8% amplifies refinancing risks.
- -38.8% 1Y return amid subscriber losses.
- Modest revenue decline -0.6%.
Stock #4: BCE Inc. (BCE)
| Metric | Value |
|---|---|
| Market Cap | $24.0B |
| Quality Rating | 6.2 |
| Intrinsic Value | $11.5 |
| 1Y Return | 8.2% |
| Revenue | CA$24.5B |
| Free Cash Flow | CA$3,963.0M |
| Revenue Growth | 0.1% |
| FCF margin | 16.2% |
| Gross margin | 61.8% |
| ROIC | 7.1% |
| Total Debt to Equity | 180.0% |
Investment Thesis
BCE Inc. (BCE) has a $24.0B market cap, 6.2 Quality rating, and intrinsic value of $11.5. It reports CA$24.5B revenue, CA$3,963.0M FCF (16.2% margin), minimal 0.1% growth, 61.8% gross margin, 7.1% ROIC, but high 180.0% debt. Positive 8.2% 1Y return adds appeal for stable Canadian telecom exposure.
Key Catalysts
- High gross margin 61.8% and 16.2% FCF margin for yield support.
- Steady 8.2% 1Y return in volatile markets.
- Quality rating 6.2 with reliable ROIC 7.1%.
- Dividend-friendly cash flows.
Risk Factors
- Elevated debt 180.0% pressures balance sheet.
- Near-zero growth 0.1%.
- Regulatory risks in Canada.
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Stock #5: Telefônica Brasil S.A. (VIV)
| Metric | Value |
|---|---|
| Market Cap | $22.9B |
| Quality Rating | 6.8 |
| Intrinsic Value | $20.8 |
| 1Y Return | 66.2% |
| Revenue | R$58.6B |
| Free Cash Flow | R$10.4B |
| Revenue Growth | 6.9% |
| FCF margin | 17.8% |
| Gross margin | 63.5% |
| ROIC | 11.6% |
| Total Debt to Equity | 26.4% |
Investment Thesis
Telefônica Brasil S.A. (VIV) boasts a $22.9B market cap, top-tier 6.8 Quality rating, and $20.8 intrinsic value. With R$58.6B revenue, R$10.4B FCF (17.8% margin), 6.9% growth, 63.5% gross margin, 11.6% ROIC, and low 26.4% debt, plus 66.2% 1Y return, VIV exemplifies growth in emerging telecom.
Key Catalysts
- Positive revenue growth 6.9% and high ROIC 11.6%.
- Strong 66.2% 1Y return momentum.
- Best-in-list Quality 6.8 and low debt 26.4%.
- Robust margins (17.8% FCF, 63.5% gross).
Risk Factors
- Currency fluctuations in Brazil.
- Competitive mobile market.
- Emerging market volatility.
Stock #6: SK Telecom Co.,Ltd (SKM)
| Metric | Value |
|---|---|
| Market Cap | $10.7B |
| Quality Rating | 5.6 |
| Intrinsic Value | $12.2 |
| 1Y Return | 31.1% |
| Revenue | â©17.3T |
| Free Cash Flow | â©1,809.5B |
| Revenue Growth | (3.8%) |
| FCF margin | 10.5% |
| Gross margin | 86.6% |
| ROIC | 10.4% |
| Total Debt to Equity | N/A |
Investment Thesis
SK Telecom Co.,Ltd (SKM) holds a $10.7B market cap, 5.6 Quality rating, $12.2 intrinsic value. Revenue of â©17.3T, â©1,809.5B FCF (10.5% margin), -3.8% growth, exceptional 86.6% gross margin, 10.4% ROIC, and N/A debt data, with 31.1% 1Y return, highlight Korean telecom strength.
Key Catalysts
- Ultra-high gross margin 86.6%.
- Solid ROIC 10.4% and 31.1% 1Y gain.
- Scale with â©17.3T revenue.
- 5G leadership potential.
Risk Factors
- Revenue dip -3.8%.
- Geopolitical Korea risks.
- Opaque debt (N/A).
Stock #7: Liberty Broadband Corporation (LBRDA)
| Metric | Value |
|---|---|
| Market Cap | $6,873.3M |
| Quality Rating | 5.9 |
| Intrinsic Value | $30.5 |
| 1Y Return | -35.1% |
| Revenue | $790.0M |
| Free Cash Flow | $88.0M |
| Revenue Growth | (21.2%) |
| FCF margin | 11.1% |
| Gross margin | 57.5% |
| ROIC | (25.9%) |
| Total Debt to Equity | 20.2% |
Investment Thesis
Liberty Broadband Corporation (LBRDA) has $6,873.3M market cap, 5.9 Quality, $30.5 intrinsic value. $790.0M revenue, $88.0M FCF (11.1% margin), -21.2% growth, 57.5% gross margin, but -25.9% ROIC and 20.2% debt, with -35.1% 1Y return.
Key Catalysts
- Decent FCF margin 11.1%.
- Intrinsic upside to $30.5.
- Holdings in cable peers like CHTR.
Risk Factors
- Negative ROIC -25.9%.
- Revenue contraction -21.2%.
- Weak 1Y return -35.1%.
Stock #8: Liberty Global plc (LBTYK)
| Metric | Value |
|---|---|
| Market Cap | $4,014.7M |
| Quality Rating | 5.1 |
| Intrinsic Value | $14.6 |
| 1Y Return | -5.6% |
| 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 plc (LBTYK) market cap $4,014.7M, 5.1 Quality, $14.6 intrinsic. $2,235.3M revenue, $1,900.6M FCF (85.0% margin), -70.9% growth, 25.1% gross, -2.5% ROIC, negative debt -74.2%, -5.6% 1Y.
Key Catalysts
- Sky-high FCF margin 85.0%.
- Intrinsic value ($14.6).
- Asset-light structure.
Risk Factors
- Severe revenue drop -70.9%.
- Negative ROIC -2.5%.
- Restructuring risks.
Stock #9: Rogers Corporation (ROG)
| Metric | Value |
|---|---|
| Market Cap | $1,777.4M |
| Quality Rating | 4.6 |
| Intrinsic Value | $96.9 |
| 1Y Return | 3.6% |
| 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 (ROG) $1,777.4M cap, 4.6 Quality, $96.9 intrinsic. $793.9M revenue, $47.2M FCF (5.9% margin), -5.8% growth, 31.2% gross, -7.0% ROIC, low 1.9% debt, 3.6% 1Y.
Key Catalysts
- Low debt 1.9%.
- High intrinsic ($96.9).
- Materials for telecom applications.
Risk Factors
- Negative ROIC -7.0%.
- Declining revenue -5.8%.
- Lower Quality 4.6.
Stock #10: Grupo Televisa, S.A.B. (TV)
| Metric | Value |
|---|---|
| Market Cap | $1,766.7M |
| Quality Rating | 4.9 |
| Intrinsic Value | $19.7 |
| 1Y Return | 70.3% |
| Revenue | MX$59.6B |
| Free Cash Flow | MX$3,830.4M |
| Revenue Growth | (9.0%) |
| FCF margin | 6.4% |
| Gross margin | 36.6% |
| ROIC | (7.8%) |
| Total Debt to Equity | 82.6% |
Investment Thesis
Grupo Televisa, S.A.B. (TV) $1,766.7M cap, 4.9 Quality, $19.7 intrinsic. MX$59.6B revenue, MX$3,830.4M FCF (6.4% margin), -9.0% growth, 36.6% gross, -7.8% ROIC, 82.6% debt, strong 70.3% 1Y.
Key Catalysts
- Impressive 70.3% 1Y return.
- Scale in Latin America media/telecom.
- Intrinsic ($19.7) upside.
Risk Factors
- Negative ROIC -7.8%.
- Revenue decline -9.0%.
- High debt 82.6%.
Portfolio Diversification Insights
These 10 stocks cluster in cable service providers and telecom, with leaders like CMCSA (broadband/media) complementing international plays like VIV and VOD for geographic spread. Larger caps (CMCSA, VOD) provide stability, while smaller ones (ROG, TV) add growth tilt. Sector allocation: 70% core cable/telecom, 20% international/emerging, 10% materials/media. Pair high-intrinsic like CHTR with low-debt VIV for balance; avoid overexposure to high-debt names (CHTR, BCE). ValueSense Quality scores average ~5.8, emphasizing FCF strength over growth.
Market Timing & Entry Strategies
Consider entry on sector dips from interest rate sensitivity or cord-cutting news, targeting stocks with >50% intrinsic discounts (e.g., CHTR, CMCSA). Dollar-cost average into high-Quality names like VIV during earnings beats. Monitor ROIC improvements and debt metrics quarterly via ValueSense tools. Position sizing: 5-10% per stock, favoring positive 1Y returners (VOD, VIV, TV) for momentum.
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FAQ Section
How were these stocks selected?
Selected via ValueSense's intrinsic value models, focusing on Quality ratings >5.0, FCF margins, and undervaluation gaps in cable/telecom.
What's the best stock from this list?
Telefônica Brasil (VIV) leads with 6.8 Quality, 6.9% growth, high ROIC 11.6%, and 66.2% 1Y return, per ValueSense data.
Should I buy all these stocks or diversify?
Diversify across 3-5 with varying debt profiles (e.g., CMCSA + VIV) to balance risks; this watchlist aids portfolio construction.
What are the biggest risks with these picks?
High debt (e.g., CHTR 461.8%), revenue stagnation/declines, and negative ROIC in some, amid telecom competition.
When is the best time to invest in these stocks?
On pullbacks to intrinsic value thresholds, post-positive earnings, or sector rotations toward value plays.