You're browsing as a guest. Sign in to unlock all features.
CABO
CABO·Telecom Services·United States
Cable One, Inc., together with its subsidiaries, provides data, video, and voice services to residential and business customers in the United States. The company offers residential data services, a se...
1 Total1 External0 In-site
CABOCABO
2026-03-30📡 Communication ServicesPitch
Externalby mrbing · Other
mrbing on CABO (CABO)
公司名称：Cable One, Inc.
详细生意模式：美国
护城河：光纤/宽带供应商，股价$81，总债务$32亿。债务隔离MBI风险，新任CEO。
估值水平：🟡中
EV/Market Cap：4.7x EBITDA, 14x P/E
网络观点：重债务结构通过隔离部分化解，核心业务稳定但缺乏增长。
AI观点：债务重组故事容易被高估。基本面未改善，宽带市场面临固网替代威胁。$242目标价假设MBI风险完全化解+宽带扭转，两者都不确定。
原文日期：2026-02-01
作者简介：VIC深度分析师