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WideOpenWest, Inc.NYSE:WOW 株式レポート

時価総額 US$431.1m
株価
US$5.20
US$4.77
9.1% 割高 内在価値ディスカウント
1Y4.8%
7D0%
1D
ポートフォリオ価値
表示

WideOpenWest, Inc.

NYSE:WOW 株式レポート

時価総額:US$431.1m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

WideOpenWest(WOW)株式概要

WideOpenWest, Inc.は、高速データ、ケーブルテレビ、デジタルテレフォニーサービスを米国の一般家庭および企業顧客に提供している。 詳細

WOW ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長0/6
過去の実績0/6
財務の健全性1/6
配当金0/6

WOW Community Fair Values

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WideOpenWest, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要WideOpenWest
過去の株価
現在の株価US$5.20
52週高値US$5.33
52週安値US$3.06
ベータ0.83
1ヶ月の変化0.39%
3ヶ月変化0.78%
1年変化4.84%
3年間の変化-44.97%
5年間の変化-50.33%
IPOからの変化-68.48%

最新ニュース

ナラティブの更新 Dec 26

WOW: Merger Overhang And Weak Revenue Outlook Will Pressure Shares

Analysts have modestly raised their price target on WideOpenWest to reflect an improved profit margin outlook and a slightly lower discount rate, while keeping fair value essentially unchanged near 4.33 dollars per share. What's in the News WideOpenWest entered into an Agreement and Plan of Merger with Bandit Parent LP on August 11, 2025, under which Bandit Merger Sub Inc will merge with and into the company, leaving WideOpenWest as a wholly owned subsidiary of Bandit Parent LP (company filing).
ナラティブの更新 Dec 12

WOW Merger Agreement And Lower Profit Outlook Will Pressure Shares

Analysts have modestly reduced their price target on WideOpenWest to reflect a slightly lower fair value. It now implies a valuation of approximately 4.33 per share compared with 4.80 previously, as they incorporate a lower discount rate alongside a marginally improved revenue trajectory and a slightly leaner profit margin outlook.

Recent updates

ナラティブの更新 Dec 26

WOW: Merger Overhang And Weak Revenue Outlook Will Pressure Shares

Analysts have modestly raised their price target on WideOpenWest to reflect an improved profit margin outlook and a slightly lower discount rate, while keeping fair value essentially unchanged near 4.33 dollars per share. What's in the News WideOpenWest entered into an Agreement and Plan of Merger with Bandit Parent LP on August 11, 2025, under which Bandit Merger Sub Inc will merge with and into the company, leaving WideOpenWest as a wholly owned subsidiary of Bandit Parent LP (company filing).
ナラティブの更新 Dec 12

WOW Merger Agreement And Lower Profit Outlook Will Pressure Shares

Analysts have modestly reduced their price target on WideOpenWest to reflect a slightly lower fair value. It now implies a valuation of approximately 4.33 per share compared with 4.80 previously, as they incorporate a lower discount rate alongside a marginally improved revenue trajectory and a slightly leaner profit margin outlook.
ナラティブの更新 Aug 15

Robust Fiber Expansion Will Shape Future Broadband Landscape

WideOpenWest’s slight decline in net profit margin and modest increase in forward P/E multiple suggest mild pressure on profitability and valuation, leaving the consensus price target unchanged at $4.76. What's in the News Wohl & Fruchter LLP is investigating the fairness of WideOpenWest's proposed sale to DigitalBridge Group and Crestview Partners for $5.20 per share, citing concerns about potential board conflicts of interest and possible nondisclosure of material information.
Seeking Alpha Aug 13

WideOpenWest Is Getting Bought, And Not A Moment Too Soon

Summary DigitalBridge is acquiring WideOpenWest for $5.20/share, offering a generous premium despite WOW's ongoing losses and shrinking revenue. WOW's financials are weak: persistent GAAP losses, declining revenue, high debt, and little tangible equity make the buyout attractive for shareholders. The main risk is the deal not closing, but regulatory or shareholder objections seem unlikely to derail the acquisition. With little upside left, I rate WOW a hold at best—investors should consider this a rare exit opportunity from a struggling company. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Mar 30

Greenfield Fiber Rollout And YouTube TV Will Shape Future Prospects

Strategic shifts to fiber and partnerships are expected to enhance net margins and drive future revenue growth through improved penetration rates and reduced churn.
分析記事 May 03

We Discuss Why WideOpenWest, Inc.'s (NYSE:WOW) CEO Compensation May Be Closely Reviewed

Key Insights WideOpenWest will host its Annual General Meeting on 9th of May Total pay for CEO Teresa Elder includes...
分析記事 Feb 22

WideOpenWest, Inc.'s (NYSE:WOW) Business Is Yet to Catch Up With Its Share Price

It's not a stretch to say that WideOpenWest, Inc.'s ( NYSE:WOW ) price-to-sales (or "P/S") ratio of 0.4x right now...
分析記事 Nov 06

Are Investors Undervaluing WideOpenWest, Inc. (NYSE:WOW) By 20%?

Key Insights The projected fair value for WideOpenWest is US$9.51 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 Aug 09

Is Now The Time To Look At Buying WideOpenWest, Inc. (NYSE:WOW)?

WideOpenWest, Inc. ( NYSE:WOW ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 Jun 08

WideOpenWest (NYSE:WOW) Has Debt But No Earnings; Should You Worry?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 May 02

Is There An Opportunity With WideOpenWest, Inc.'s (NYSE:WOW) 48% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, WideOpenWest fair value estimate is US$22.04 WideOpenWest's...
Seeking Alpha Feb 22

WideOpenWest Q4 2022 Earnings Preview

WideOpenWest (NYSE:WOW) is scheduled to announce Q4 earnings results on Thursday, February 23rd, before market open. The consensus EPS Estimate is $0.29 vs. -$0.03 year ago and the consensus Revenue Estimate is $177.33M (-0.5% Y/Y). Over the last 1 year, WOW has beaten EPS estimates 75% of the time and has beaten revenue estimates 50% of the time.
Seeking Alpha Jan 25

WideOpenWest: Notes Strong Demand For HSD Services, And Appears Undervalued

Summary WideOpenWest is a provider of broadband services. It offers high-speed data transfer services, cable television, and telephone services. In my opinion, if customers subscribing to HSD also purchase video and telephony, future sales growth will likely trend north. I also believe that further assessment of data from clients will likely lead to better pricing strategies, which may also bring more FCF margins. WideOpenWest (WOW) noted in a recent quarterly report that the company continues to experience strong demand for its HSD services. In my view, if new clients also purchase WOW’s video and telephony services, revenue growth will likely trend north. I also see risks from the total amount of debt and competition from large operators, however, in my view, the stock appears undervalued. Business Model WideOpenWest is a provider of broadband services. It offers high-speed data transfer services, cable television, and telephone services to households and retail consumers as well as different types of broadband solutions for companies and shops. Source: 10-Q Its services currently extend to 14 regional markets in the United States, mainly in Alabama, Florida, and Minnesota, with the city of Detroit being the largest hub of operations to date. By the year 2022, WideOpenWest registered 1.9 million homes and businesses connected to its service lines, as well as 532,900 contracting companies and customers. The core of its business and operations, according to the company, is to be able to provide high-quality, low-cost services, making this type of facility accessible to all types of consumers. 96% of its networks are operating at 750 MHz to date, as a result of its permanent research and investment strategies in improving its networks over other types of searches such as commercial strategies or the sales area. Estimates From Financial Analysts Appear Quite Beneficial I believe that financial analysts delivered beneficial expectations about WOW. 2024 net sales are expected to be close to $702 million, a bit more than the figure expected for 2023. In addition to 2024 EBITDA of $310 million and 2024 EBITDA margin of 44.16%, 2024 operating profit is expected to be $87 million. It is worth noting that the EBITDA margin is expected to increase. 2024 pre tax profit would stand at $31.1 million, with a net income of $20.1 million. Finally, 2024 FCF would be close to $37 million with FCF/sales of 5.27%. Source: S&P Balance Sheet As of September 30, 2022, the company reported cash of $45.3 million, accounts receivable of $39.3 million, and prepaid expenses close to $38.6 million. Total current assets stand at $131.1 million, below the current amount of liabilities. In my view, a few very conservative investors may not appreciate the total amount of liquidity reported by WOW. Property stands at $709.8 million together with franchise operating rights of $620.1 million, goodwill of $225.1 million, and other non-current assets of $43.4 million. Total assets stand at $1.747 billion, and the asset/liability ratio is equal to 1x-2x. Even considering the total amount of current assets, in my view, the balance sheet appears in good shape. Source: 10-Q WOW’s liabilities include accounts payable worth $42.6 million along with accrued liabilities of $59.4 million. The current portion of long term debt stood at $18.1 million, in addition to the current portion of unearned service of $27.3 million. Finally, total current liabilities were $153.4 million. The long term debt does not seem small. It is equal to $718 million with a long term lease liability of around $12.7 million. Deferred income taxes stand at $248.5 million, accompanied by other non-current liabilities of $21.4 million. Finally, total liabilities are equal to $1.154 billion. Source: 10-Q More Assessment Of Consumer Behaviour And Better Pricing Strategies Could Bring Significantly More Demand. Considering the total number of clients reported in the last annual report, who contracted HSD services, I believe that the opportunity is large. If these clients decide to subscribe to higher speed tiers, and receive more programming content, revenue growth will likely increase. I believe that readers need to have a look at the company’s optimism noted in the last annual report and the last quarterly report. Approximately 64% of our customer base subscribed only to our HSD service. We expect the portion of our customer base that subscribes only to our HSD service to continue to rise as broadband utilization increases across every facet of our customer’s lives. In addition, we fully anticipate new and existing customers to continue to purchase higher speed tiers to support the evolution of how customers consume entertainment content. Source: Annual Report We continue to experience strong demand for our HSD service. Source: 10-Q I also believe that WOW will likely learn more and more about the clients, so pricing strategies and HSD offerings will likely evolve and help design new services. Under this scenario, I assumed that new products and pricing will likely bring demand. We employ value based pricing strategies for our subscription HSD, Video and Telephony services. We focus our pricing strategy around our HSD offering and provide the option for HSD customers to purchase Video and Telephony services as part of a bundled service with tiered features and pricing. We believe that our services are priced and featured to meet the demands of a variety of consumers. Source: Annual Report Experts in market assessment believe that the cable television broadcasting services market will likely grow at a CAGR of close to 5.4%. Hence, under normal conditions, I believe that WOW’s net revenue will likely grow at the same pace. Cable Television Broadcasting Services is expected to grow at a CAGR of over 5.4% during 2022 – 2032. Source: Television Broadcasting Services Market
分析記事 Dec 21

We Think WideOpenWest (NYSE:WOW) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Nov 16

WideOpenWest's (NYSE:WOW) Solid Earnings Have Been Accounted For Conservatively

The stock was sluggish on the back of WideOpenWest, Inc.'s ( NYSE:WOW ) recent earnings report. We have done some...
Seeking Alpha Nov 02

WideOpenWest Q3 2022 Earnings Preview

WideOpenWest (NYSE:WOW) is scheduled to announce Q3 earnings results on Thursday, November 3rd, before market open. The consensus EPS Estimate is $0.24 and the consensus Revenue Estimate is $175.07M (-34.6% Y/Y). Over the last 1 year, WOW has beaten EPS estimates 75% of the time and has beaten revenue estimates 50% of the time.
Seeking Alpha Oct 24

WOW! continues to extend its footprint in Alabama

WideOpenWest (NYSE:WOW) has announced it's bringing its reliable, state-of-the-art, all-IP fiber network to residents in Headland, Alabama. The leading broadband provider continues to execute on its growth strategy and bring its fast, reliable services to new communities. When network construction is complete in Headland, consumers will have access to WOW!'s symmetrical Internet speeds up to 5 Gig. "We are committed to bringing fast, reliable, affordable broadband services to communities that deserve even more choice when it comes to Internet providers." said said Teresa Elder, CEO of WOW!.
Seeking Alpha Sep 29

WideOpenWest: Too Cheap To Ignore

Summary WOW is down 40% YTD dragged down by increased competition from fiber and fixed wireless access (FWA). WOW continues to perform operationally - adding above-industry HSD subs last quarter. At 6.0x EBITDA, WOW is the cheapest among its peers with lowest leverage. The principal shareholder (Crestview) will eventually need a liquidity event. Situation Overview WideOpenWest (WOW) is a small publicly-traded overbuilder. After a couple of divestitures to right-size the balance sheet, WOW now passes through ~1.9 million homes and have a HSD penetration rate of ~27%. WOW serves 15 markets primarily in the Midwest and Southeast, including Michigan, Alabama, Tennessee, South Carolina, Florida and Georgia. 10-Q Company Website Along with its cable peers, WOW sold off heavily YTD. There are a couple of industry-wide concerns. First, cable will lose market share to fiber-to-the-home (FTTH) as the latter is technically superior. Second, cable will also lose market share to fixed wireless access (FWA) as the latter is cheaper and adoption barrier is lower. My view is that while FTTH is indeed a futureproof technology, cable technology will continue to expand the bandwidth in the coax cable wire to match the performance of fiber. FWA is not an incredible threat to cable since it can't match the user experience of a wired connection. Seeking Alpha Thesis WOW is trading too cheap for the quality of the business. At <6.0x forward EBITDA, WOW is the cheapest cable name. It's even trading cheaper to the fiber builders who face major execution and financing risks. Seeking Alpha Margin - On the margin front, WOW was able to work through dis-synergy due to the major asset sales and achieved a 40% margin in the most recent quarter, which is comparable to its larger peers such as Charter (CHTR) and Altice USA (ATUS). Competition - On the competition front, because WOW is an overbuilder, they will by definition not be the only internet service provider in their market. There are generally an incumbent cable operator and an incumbent telecom operator, and the majority of the incumbent telecom operators are still DSL. At least for now, the management doesn't see significant fiber buildout in their footprint precisely because the level of competition is relatively higher in a three-player market (two cable operators including WOW, and a telecom operator). Fiber is better off deploying buildout capital in areas with only one other player (i.e. duopoly). When compared to FWA offerings, WOW is generally able to beat out the FWA competition with a similar price level but with higher speed and more reliable service. For example, Verizon's FWA has a speed range of 25 to 50 Mbps and T-Mobile's FWA has an even wider range: 33 - 182 Mbps. Both plans cost $50/month standalone (i.e. without an attached mobile plan) while WOW's Internet 200 cost $29.99/month. Growth - the management reiterated their conviction around the HSD revenue target CAGR of 9-10% through 2025 recently at an investor conference. The drivers of this anticipated growth are (1) higher take rate of customers taking 500 Mbps and above speed and more importantly (2) greenfield, where WOW enters into a non-adjacent market to challenge the cable incumbents with fiber new build, backed by a lot of competitive intelligence. Leverage - WOW has the lowest leverage ratio among the cable operators (2.6x) vs. other cable operators running leverage above 4.0x because of the resilient cash flow. Valuation Building off of the management's long-term EBITDA growth guidance of 8-9% (I used 7% to be conservative), WOW's FY2025 EBITDA can hit ~$342.9 million. Assume the current depressed multiple moderates slightly to 6.5x, the future enterprise value of WOW in FY2025 is ~$2.2 billion, adjusting for net debt and cash buildup over the next 3 years, the future equity price is $18.62. Discounting is back at 10% (my base case cost of equity) I arrive at a fair price for WOW of $13.60. The way to interpret this is that if you buy WOW stock today at $12.82, you have 6% upside in addition to earning 10% annually until 2025. Investor Day Presentation In a take private scenario, I assumed a 8.0x multiple and can easily get to a takeout price of close to $20/share. The blended target of these two scenarios (one being the management executes on the greenfield growth plan, and the other one being a take-private transaction), I believe the stock has an upside of 30%. Author's Calculation Risks Valuation Risk - I believe at ~$13/share (~5.7x EBITDA) the downside is well priced in. Multiple of sub-5.0x is typically associated with companies in financial distress (and WOW is far, far away from being distressed). In my bear case, I took growth down to 2% and eliminated the expansion capex. With a 15% discount rate, I get to a 10% downside. I'd argue 3-up-and-1-down is a good risk/reward. Author's Calculation Execution Risk - the 8-9% growth rate relies heavily on the success of greenfield expansion, which requires new build expertise. As an overbuilder, this is not a new adventure for WOW as they are well versed in entering new markets and figuring out how to compete with the incumbents. Plus, the principal shareholder Crestview (owns +30% of the stock) is going to keep a tight ship to protect their investment. Catalysts One obvious catalyst is a take-private transaction. There are rumored to have at least two parties interested in WOW. There are a number of infrastructure focused PE funds closed recently. WOW's relatively low leverage gives a potential financial buyer a lot of flexibility. Crestview could potentially take over (or under?) the shares that they do not own, but it should be at a decent premium to recent trading range.
分析記事 Sep 20

We Think WideOpenWest (NYSE:WOW) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Aug 04

WideOpenWest Q2 2022 Earnings Preview

WideOpenWest (NYSE:WOW) is scheduled to announce Q2 earnings results on Friday, August 5th, before market open. The consensus EPS Estimate is $0.14 (-6.7% Y/Y) and the consensus Revenue Estimate is $177.42M (-38.2% Y/Y). Over the last 1 year, WOW has beaten EPS estimates 75% of the time and has beaten revenue estimates 50% of the time. Over the last 3 months, EPS estimates have seen 1 upward revision and 1 downward. Revenue estimates have seen 4 upward revisions and 3 downward.
分析記事 Jun 06

WideOpenWest (NYSE:WOW) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha Apr 04

WideOpenWest: Improving Financials With Room To Grow

WideOpenWest is one of the largest American telecommunications companies with over two decades of experience. WideOpenWest market reach extends to Michigan, Ohio, Alabama, Florida, Georgia, and South Carolina, among others. Its network passes over 3 million homes and businesses, while South Dakota is where the company has its most extensive coverage. Recent debt reductions along with simultaneous improvement in cash and holdings point to a steadily improving balance sheet.

株主還元

WOWUS MediaUS 市場
7D0%0.5%1.1%
1Y4.8%-16.3%28.7%

業界別リターン: WOW過去 1 年間で-16.3 % の収益を上げたUS Media業界を上回りました。

リターン対市場: WOWは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is WOW's price volatile compared to industry and market?
WOW volatility
WOW Average Weekly Movement0.7%
Media Industry Average Movement9.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

安定した株価: WOW 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: WOWの 週次ボラティリティ は、過去 1 年間で8%から1%に減少しました。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
20011,320Teresa Elderwww.wowway.com

は、高速データ、ケーブルテレビ、デジタルテレフォニーサービスを米国の一般家庭および法人顧客に提供している。同社の映像サービスには、地域放送テレビと地域コミュニティ番組から成る基本ケーブル・サービス、デジタル・ケーブル・サービス、従来のケーブル・ビデオとクラウドDVR機能、グーグル・アシスタントによる音声リモコン、ネットフリックスとの統合を提供し、グーグルPlayストアを通じて様々なストリーミング・サービスやアプリにアクセスできるWOW tv+、コマーシャル・フリーの映画、テレビ番組、スポーツ、その他の特別イベント・エンターテイメント番組を提供するHBO、Showtime、STARZ、STARZ ENCORE、Cinemaxチャンネルなどがある。電話サービスには市内電話サービスと長距離電話サービスがあり、ビジネス電話とデータサービスにはファイバーネットワーク、オフィス間メトロイーサネット、セッション開始プロトコルトランキング、コロケーションインフラ、クラウドコンピューティング、マネージドバックアップ、リカバリーサービスがある。同社は以前はワイドオープンウェストカイト株式会社として知られていたが、2017年3月にワイドオープンウェスト株式会社に社名変更した。は2001年に設立され、コロラド州エングルウッドに本社を置いている。

WideOpenWest, Inc. 基礎のまとめ

WideOpenWest の収益と売上を時価総額と比較するとどうか。
WOW 基礎統計学
時価総額US$431.11m
収益(TTM)-US$78.00m
売上高(TTM)US$590.80m
0.7x
P/Sレシオ
-5.5x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
WOW 損益計算書(TTM)
収益US$590.80m
売上原価US$222.60m
売上総利益US$368.20m
その他の費用US$446.20m
収益-US$78.00m

直近の収益報告

Sep 30, 2025

次回決算日

該当なし

一株当たり利益(EPS)-0.94
グロス・マージン62.32%
純利益率-13.20%
有利子負債/自己資本比率701.2%

WOW の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2025/12/30 06:26
終値2025/12/30 00:00
収益2025/09/30
年間収益2024/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

WideOpenWest, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Daniel DayB. Riley Securities, Inc.
Vijay JayantEvercore ISI
Timothy NollenMacquarie Research