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Cable One, Inc. (CABO) Stock Fundamental Analysis & AI Rating 2026

CABO NYSE Cable & Other Pay Television Services DE CIK: 0001632127
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
84% Confidence
STRONG AGREEMENT
SELL
85% Conf
SELL
84% Conf

📊 CABO Key Takeaways

Revenue: $1.5B
Net Margin: -23.7%
Free Cash Flow: $278.1M
Current Ratio: 0.40x
Debt/Equity: 2.24x
EPS: $-63.21
AI Rating: SELL with 85% confidence
Cable One, Inc. (CABO) receives a SELL rating with 84% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.5B, net profit margin of -23.7%, and return on equity (ROE) of -24.9%, Cable One, Inc. demonstrates mixed fundamentals in the Telecom sector. Below is our complete CABO stock analysis for 2026.

Is Cable One, Inc. (CABO) a Good Investment?

Claude

Cable One is experiencing severe operational deterioration with negative net income of -$356.5M and operating losses of -$207.4M, indicating fundamental business challenges beyond temporary headwinds. While the company maintains positive free cash flow of $278.1M, this is insufficient to offset massive negative profitability and an unsustainable leverage position with 2.24x debt-to-equity ratio and negative interest coverage of -1.6x.

ChatGPT

Cable One's fundamentals show a sharp deterioration in profitability, with revenue declining, operating income turning negative, and net losses expanding severely. While the business still generates solid operating cash flow and positive free cash flow, weak liquidity, high leverage, and negative interest coverage materially increase financial risk. The core issue is poor earnings quality relative to cash generation, which suggests the balance sheet and operating trend need stabilization before fundamentals improve.

Why Buy Cable One, Inc. Stock? CABO Key Strengths

Claude
  • + Positive operating cash flow of $563.3M demonstrates ability to generate cash despite accounting losses
  • + Free cash flow of $278.1M with healthy 18.5% FCF margin provides liquidity buffer
  • + Maintains moderate asset base of $5.6B providing operational infrastructure
ChatGPT
  • + Positive operating cash flow of $563.33M supports ongoing operations
  • + Free cash flow of $278.07M and 18.5% FCF margin show the business still converts revenue into cash
  • + Asset base and $1.43B of equity provide some balance sheet support despite pressure

CABO Stock Risks: Cable One, Inc. Investment Risks

Claude
  • ! Severe profitability crisis with -23.7% net margin and -$356.5M net loss representing 2561.7% YoY deterioration
  • ! Dangerously low liquidity ratios (0.40x current and quick ratio) indicate severe short-term solvency stress
  • ! High leverage of 2.24x debt-to-equity with $3.2B long-term debt and negative interest coverage (-1.6x) creates refinancing and default risk
  • ! Revenue declining 4.9% YoY coupled with operating losses suggests structural business headwinds in cable/pay-TV sector
  • ! Negative ROE (-24.9%) and ROA (-6.4%) indicate value destruction and inefficient asset utilization
ChatGPT
  • ! Revenue declined 4.9% YoY, indicating weakening top-line demand or subscriber pressure
  • ! Profitability collapsed with -13.8% operating margin and -23.7% net margin
  • ! Leverage and liquidity are strained, with 2.24x debt-to-equity, 0.40x current ratio, and negative interest coverage

Key Metrics to Watch

Claude
  • * Operating income trend and path to profitability recovery
  • * Revenue stabilization and subscriber trends in declining pay-TV market
  • * Debt refinancing needs and ability to service $3.2B in long-term debt obligations
  • * Free cash flow sustainability and adequacy relative to debt service requirements
ChatGPT
  • * Revenue trend and operating margin recovery
  • * Free cash flow sustainability relative to debt service and interest coverage

Cable One, Inc. (CABO) Financial Metrics & Key Ratios

Revenue
$1.5B
Net Income
$-356.5M
EPS (Diluted)
$-63.21
Free Cash Flow
$278.1M
Total Assets
$5.6B
Cash Position
$152.8M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

CABO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -13.8%
Net Margin -23.7%
ROE -24.9%
ROA -6.4%
FCF Margin 18.5%

CABO vs Telecom Sector: How Cable One, Inc. Compares

How Cable One, Inc. compares to Telecom sector averages

Net Margin
CABO -23.7%
vs
Sector Avg 14.0%
CABO Sector
ROE
CABO -24.9%
vs
Sector Avg 15.0%
CABO Sector
Current Ratio
CABO 0.4x
vs
Sector Avg 1.0x
CABO Sector
Debt/Equity
CABO 2.2x
vs
Sector Avg 1.2x
CABO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Cable One, Inc. Stock Overvalued? CABO Valuation Analysis 2026

Based on fundamental analysis, Cable One, Inc. shows some fundamental concerns relative to the Telecom sector in 2026.

Return on Equity
-24.9%
Sector avg: 15%
Net Profit Margin
-23.7%
Sector avg: 14%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.24x
Sector avg: 1.2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Cable One, Inc. Balance Sheet: CABO Debt, Cash & Liquidity

Current Ratio
0.40x
Quick Ratio
0.40x
Debt/Equity
2.24x
Debt/Assets
74.3%
Interest Coverage
-1.60x
Long-term Debt
$3.2B

CABO Revenue & Earnings Growth: 5-Year Financial Trend

CABO 5-year financial data: Year 2021: Revenue $1.6B, Net Income $178.6M, EPS $31.12. Year 2022: Revenue $1.7B, Net Income $304.4M, EPS $51.27. Year 2023: Revenue $1.7B, Net Income $291.8M, EPS $46.49. Year 2024: Revenue $1.7B, Net Income $213.1M, EPS $34.73. Year 2025: Revenue $1.7B, Net Income $224.6M, EPS $38.08.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Cable One, Inc.'s revenue has shown modest growth of 4% over the 5-year period. The most recent EPS of $38.08 reflects profitable operations.

CABO Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
18.5%
Free cash flow / Revenue

CABO Quarterly Earnings & Performance

Quarterly financial performance data for Cable One, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $376.0M $44.2M $2.57
Q2 2025 $381.1M $38.2M $2.57
Q1 2025 $380.6M $2.6M $0.46
Q3 2024 $393.6M $30.3M $5.29
Q2 2024 $394.5M $47.6M $8.16
Q1 2024 $404.3M $47.3M $8.11
Q3 2023 $420.3M $39.5M $6.81
Q2 2023 $424.0M $55.2M $9.36

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Cable One, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$563.3M
Cash generated from operations
Capital Expenditures
$285.3M
Investment in assets
Dividends Paid
$17.2M
Returned to shareholders

CABO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Cable One, Inc. (CIK: 0001632127)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 DEF 14A cabo-20260402.htm View →
Apr 2, 2026 8-K form8-k.htm View →
Mar 16, 2026 8-K cabo-20260312.htm View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772575252.xml View →
Feb 26, 2026 4 xslF345X05/wk-form4_1772148103.xml View →

Frequently Asked Questions about CABO

What is the AI rating for CABO?

Cable One, Inc. (CABO) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CABO's key strengths?

Claude: Positive operating cash flow of $563.3M demonstrates ability to generate cash despite accounting losses. Free cash flow of $278.1M with healthy 18.5% FCF margin provides liquidity buffer. ChatGPT: Positive operating cash flow of $563.33M supports ongoing operations. Free cash flow of $278.07M and 18.5% FCF margin show the business still converts revenue into cash.

What are the risks of investing in CABO?

Claude: Severe profitability crisis with -23.7% net margin and -$356.5M net loss representing 2561.7% YoY deterioration. Dangerously low liquidity ratios (0.40x current and quick ratio) indicate severe short-term solvency stress. ChatGPT: Revenue declined 4.9% YoY, indicating weakening top-line demand or subscriber pressure. Profitability collapsed with -13.8% operating margin and -23.7% net margin.

What is CABO's revenue and growth?

Cable One, Inc. reported revenue of $1.5B.

Does CABO pay dividends?

Cable One, Inc. pays dividends, with $17.2M distributed to shareholders in the trailing twelve months.

Where can I find CABO SEC filings?

Official SEC filings for Cable One, Inc. (CIK: 0001632127) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CABO's EPS?

Cable One, Inc. has a diluted EPS of $-63.21.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CABO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Cable One, Inc. has a SELL rating with 84% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CABO stock overvalued or undervalued?

Valuation metrics for CABO: ROE of -24.9% (sector avg: 15%), net margin of -23.7% (sector avg: 14%). Compare these metrics with sector averages to assess valuation.

Should I buy CABO stock in 2026?

Our dual AI analysis gives Cable One, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CABO's free cash flow?

Cable One, Inc.'s operating cash flow is $563.3M, with capital expenditures of $285.3M. FCF margin is 18.5%.

How does CABO compare to other Telecom stocks?

Vs Telecom sector averages: Net margin -23.7% (avg: 14%), ROE -24.9% (avg: 15%), current ratio 0.40 (avg: 1).

Is Cable One, Inc. carrying too much debt?

CABO has a debt-to-equity ratio of 2.24x, which is above the Telecom sector average of 1.2x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI