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Stock Comparison · Structural lead, mixed market

Charter Communications vs GLOBALFOUNDRIES: Which Stock Looks Stronger in 2026?

Charter Communications holds the cleaner structural position, with the lead spread across profitability and stability. GLOBALFOUNDRIES still has the edge on stability, which keeps the comparison from looking entirely one-sided. The market setup is currently leaning toward GLOBALFOUNDRIES, which does not confirm the structural lead. That leaves a split case: the structural lead stays with Charter Communications, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The lead is spread across profitability and growth, rather than sitting in one isolated gap. The overall score gap is 13 points in favour of Charter Communications, Inc..

Trajectory Similarity
0.66
Moderately similar
Peer-set rank: #33
within Charter Communications, Inc.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

A moderate similarity means the pair is structurally comparable, but not a near-twin trajectory match.

The match is driven mainly by recent revenue growth and investment intensity.

Similarity drivers
recent revenue growthinvestment intensity
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
CHTR
Charter Communications, Inc.
59
Peer-Score
Signal qualityHigh
vs
GFS
GLOBALFOUNDRIES Inc.
46
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: CHTR vs GFS Profitability 71 37 Stability 16 46 Valuation 88 75 Growth 42 15 CHTR GFS
Gap Ranking
#1 Profitability +34
#2 Stability +30
#3 Growth +27
#4 Valuation +13
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CHTR and GFS Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CHTRGFS Relative valuation Structural strength

Charter Communications, Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, Charter Communications, Inc. ranks near the top of the group; GLOBALFOUNDRIES Inc. sits in the weaker half.
Stability
GLOBALFOUNDRIES Inc. holds the stronger peer position on stability.
Profitability — Dominant Gap
CHTR
71
GFS
37
Gap+34in favour of CHTR

The profitability lead is mainly driven by a 10.8-point operating margin advantage.

What keeps the gap from being one-sided

Stability still tilts materially toward GLOBALFOUNDRIES Inc., which stops the result from looking dominant across the whole profile.

What this means for the comparison

The lead is built on both profitability and stability — though stability still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the CHTR vs GFS comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how CHTR and GFS each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.