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WideOpenWest Bilanço Sağlığı
Finansal Sağlık kriter kontrolleri 1/6
WideOpenWest şirketinin toplam hissedar öz sermayesi $148.0M ve toplam borcu $1.0B olup, bu da borç-öz sermaye oranını 701.2% seviyesine getiriyor. Toplam varlıkları ve toplam yükümlülükleri sırasıyla $1.5B ve $1.4B dir. WideOpenWest 'in FAVÖK'ü $8.7M faiz karşılama oranı 0.1 dur. Şirketin $22.9M tutarında nakit ve kısa vadeli yatırımları bulunmaktadır.
Anahtar bilgiler
701.22%
Borç/özkaynak oranı
US$1.04b
Borç
| Faiz karşılama oranı | 0.09x |
| Nakit | US$22.90m |
| Eşitlik | US$148.00m |
| Toplam yükümlülükler | US$1.36b |
| Toplam varlıklar | US$1.51b |
Son finansal sağlık güncellemeleri
Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Recent updates
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 MarketAnaliz Makalesi • 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...Analiz Makalesi • 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.Analiz Makalesi • 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.Analiz Makalesi • 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.Finansal Durum Analizi
Kısa Vadeli Yükümlülükler: WOW 'nin kısa vadeli varlıkları ( $106.2M ) kısa vadeli yükümlülüklerini ( $183.7M ) kapsamıyor.
Uzun Vadeli Yükümlülükler: WOW 'un kısa vadeli varlıkları ( $106.2M ) uzun vadeli yükümlülüklerini ( $1.2B ) karşılamamaktadır.
Borç-Özkaynak Tarihçesi ve Analizi
Borç Seviyesi: WOW 'nin net borç/öz sermaye oranı ( 685.7% ) yüksek olarak değerlendiriliyor.
Borcun Azaltılması: WOW şirketinin 5 yıl önce negatif özkaynağı vardı, ancak şu anda pozitif ve dolayısıyla iyileşme kaydetti.
Bilanço
Nakit Pist Analizi
Geçmişte ortalama olarak zarar eden şirketler için, en az 1 yıllık nakit akışına sahip olup olmadıklarını değerlendiriyoruz.
İstikrarlı Nakit Pisti: WOW şirketinin mevcut serbest nakit akışına göre bir yıldan az nakit akışı süresi bulunmaktadır.
Tahmini Nakit Akışı: WOW un, serbest nakit akışı her yıl % 28.6 oranında tarihi oranda azalmaya devam ederse bir yıldan az nakit akışı süresi vardır
Sağlıklı şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2025/12/30 09:18 |
| Gün Sonu Hisse Fiyatı | 2025/12/30 00:00 |
| Kazançlar | 2025/09/30 |
| Yıllık Kazançlar | 2024/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
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| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
WideOpenWest, Inc. 7 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Daniel Day | B. Riley Securities, Inc. |
| Vijay Jayant | Evercore ISI |
| Timothy Nollen | Macquarie Research |