Comcast Corp - Class A
Exchange: NASDAQSector: Communication ServicesIndustry: Telecom Services
Comcast Corporation is a global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, our businesses reach hundreds of millions of customers, viewers, and guests worldwide. We deliver world-class broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produce, distribute, and stream leading entertainment, sports, and news through brands including NBC, Telemundo, Universal, Peacock, and Sky; and bring incredible theme parks and attractions to life through Universal Destinations & Experiences.
Did you know?
Generated $1.3 in free cash flow for every $1 of capital expenditure in FY25.
Current Price
$27.93
-0.43%GoodMoat Value
$140.66
403.6% undervaluedProfile
Valuation (TTM)
Market Cap$101.77B
P/E5.09
EV$195.17B
P/B1.05
Shares Out3.64B
P/Sales0.82
Revenue$123.71B
EV/EBITDA4.09
Comcast Corp - Class A (CMCSA) Stock Analysis
GoodMoat Analysis
Comcast presents a classic value investment case: a mature, cash-generative business with a moderate moat trading at a deeply discounted valuation. Its high free cash flow yield and low P/E suggest a significant margin of safety, but its low growth and high debt require careful consideration.
Read full analysis
Comcast Corp is a diversified media and telecommunications giant, operating cable networks (Xfinity), NBCUniversal, and Sky. Its primary moat stems from its scale privilege in physical infrastructure, as a leading cable and broadband provider with extensive local network footprints that are costly for competitors to replicate. This grants it pricing power and creates switching costs for bundled services. However, its growth is minimal, with revenue up only 1.2% YoY, and it faces high disruption risk from wireless and fiber competitors. Applying the GoodMoat framework, it likely meets the 5+ moat score threshold to proceed to valuation analysis, based on scale and switching costs. The valuation is the most compelling aspect: with a P/E of 5.2 and a free cash flow yield of 18.4%, it trades at a steep discount to the market and its own cash generation. The GoodMoat target price of $140.66 implies a massive margin of safety, far exceeding the 40% threshold for 'Deeply Undervalued.' However, investors must weigh this against the company's high debt/equity ratio of 1.02 and the challenging, low-growth nature of its core industries. For a value investor, Comcast warrants further investigation to determine if its durable cash flows and extreme valuation discount outweigh its structural headwinds and balance sheet leverage.
Market Cap$101.77B
Current Price$27.93
P/E Ratio5.09
Forward P/E—
PEG Ratio-0.10
EPS$5.39
Book Value$26.59
P/B Ratio1.05
CMCSA Financial Charts
FCF vs CAPEX
FCFCAPEX
Forward estimates use 7.9% FCF growth (CAGR)
Cash vs Debt
Net Debt: 89.5B
Revenue
108.9B
FY19
103.6B
FY20
116.4B
FY21
121.4B
FY22
121.6B
FY23
123.7B
FY24
123.7B
FY25
Net Income
13.1B
FY19
10.5B
FY20
14.2B
FY21
5.4B
FY22
15.4B
FY23
16.2B
FY24
20.0B
FY25
CMCSA 52-Week Range
$22.91
$32.10
50-Day MA: $29.91200-Day MA: $27.70
Did you know?
Pays a 4.81% dividend yield.
Comcast Corp - Class A (CMCSA) Financial Summary
Comcast Corp - Class A (CMCSA) is a Communication Services company in the Telecom Services industry, listed on NASDAQ. The stock currently trades at $27.93 with a market capitalization of $101.77B.
Key valuation metrics include a P/E ratio of 5.09, price-to-book ratio of 1.05, and EPS of $5.39. The company reports a profit margin of 16.2% and return on equity of 20.6%.
CMCSA Key Financial Metrics
| Metric | Value |
|---|---|
| Market Cap | $101.77B |
| P/E Ratio | 5.09 |
| EPS | $5.39 |
| P/B Ratio | 1.05 |
| P/S Ratio | 0.82 |
| EV/EBITDA | 4.09 |
| Dividend Yield | 4.81% |
| Profit Margin | 16.2% |
| Return on Equity | 20.6% |
| Debt/Equity | 1.02 |
CMCSA Revenue & Earnings History
| Year | Revenue | Net Income |
|---|---|---|
| FY19 | $108.94B | $13.06B |
| FY20 | $103.56B | $10.53B |
| FY21 | $116.39B | $14.16B |
| FY22 | $121.43B | $5.37B |
| FY23 | $121.57B | $15.39B |
| FY24 | $123.73B | $16.19B |
| FY25 | $123.71B | $20.00B |
Comcast Corp - Class A (CMCSA) Valuation
Based on GoodMoat's DCF model, Comcast Corp - Class A has a fair value estimate of $140.66. At the current price of $27.93, the stock appears 80.1% undervalued relative to our intrinsic value estimate.
CMCSA Quality Indicators
Comcast Corp - Class A maintains a profit margin of 16.2% and an operating margin of 16.7%. Return on equity stands at 20.6%. The current ratio is 0.88. Debt-to-equity ratio is 1.02.
About Comcast Corp - Class A
Comcast Corporation is a global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, our businesses reach hundreds of millions of customers, viewers, and guests worldwide. We deliver world-class broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produce, distribute, and stream leading entertainment, sports, and news through brands including NBC, Telemundo, Universal, Peacock, and Sky; and bring incredible theme parks and attractions to life through Universal Destinations & Experiences.
CMCSA Free Cash Flow
Comcast Corp - Class A generated $19.22B in trailing twelve-month free cash flow, representing an FCF yield of 18.89%. This strong FCF yield suggests the company generates substantial cash relative to its market value.
CMCSA Shares Outstanding
Comcast Corp - Class A has 3.64 billion shares outstanding at a share price of $27.93, giving it a market capitalization of $101.77B.
CMCSA Recent Insider Trades
Recent insider transactions at Comcast Corp - Class A include:
| Insider | Type | Shares | Value |
|---|---|---|---|
| Armstrong Jason (CFO) | SELL | 4,494 | $142617.09 |
| Cavanagh Michael J (Co-CEO) | SELL | 57,947 | $1.89M |
| NAKAHARA ASUKA | SELL | 8,275 | $245767.50 |