Comcast Corporation (NASDAQ:CMCSA)

Comcast Corporation CMCSA

Communication Services - Telecommunications Services - NASDAQ - US

Watchlist

$ 42.88

-1.38 %

$ 164 B

Market Cap

11.56

P/E

1. INTRINSIC VALUE

Comcast Corporation operates as a media and technology company worldwide. It operates through Cable Communications, Media, Studios, Theme Parks, and Sky segments. The Cable Communications segment offers broadband, video, voice, wireless, and other services to residential and business customers under the Xfinity brand; and advertising services. The Media segment operates NBCUniversal's television and streaming platforms, including national, regional, and international cable networks, the NBC and Telemundo broadcast, and Peacock networks. The Studios segment operates NBCUniversal's film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China.[ Read More ]

The intrinsic value of one CMCSA stock under the base case scenario is HIDDEN Compared to the current market price of 42.9 USD, Comcast Corporation is HIDDEN

CMCSA Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart CMCSA

FINANCIALS

Annual
Quarterly

122 B REVENUE

Growth Rates

1Year 0.12%

3Years 5.49%

5Years 5.17%

7Years 6.08%

10Years 6.52%

23.3 B OPERATING INCOME

Growth Rates

1Year 5.57%

3Years 10.05%

5Years 4.17%

7Years 4.74%

10Years 5.57%

15.1 B NET INCOME

Growth Rates

1Year 206.74%

3Years 12.18%

5Years 4.96%

7Years 7.60%

10Years 7.79%

28.5 B OPERATING CASH FLOW

Growth Rates

1Year 7.91%

3Years 4.83%

5Years 3.24%

7Years 5.77%

10Years 7.25%

-7.16 B INVESTING CASH FLOW

Growth Rates

1Year 49.36%

3Years 15.92%

5Years 32.43%

7Years 12.60%

10Years 2.80%

-19.8 B FINANCING CASH FLOW

Growth Rates

1Year -22.65%

3Years -44.99%

5Years -11.60%

7Years -100.98%

10Years -3.64%

32.1 B REVENUE

Growth Rates

1Year 0.12%

3Years 5.49%

5Years 5.17%

7Years 6.08%

10Years 6.52%

5.86 B OPERATING INCOME

Growth Rates

1Year 5.57%

3Years 10.05%

5Years 4.17%

7Years 4.74%

10Years 5.57%

3.49 B NET INCOME

Growth Rates

1Year 206.74%

3Years 12.18%

5Years 4.96%

7Years 7.60%

10Years 7.79%

7.02 B OPERATING CASH FLOW

Growth Rates

1Year 7.91%

3Years 4.83%

5Years 3.24%

7Years 5.77%

10Years 7.25%

-3.68 B INVESTING CASH FLOW

Growth Rates

1Year 49.36%

3Years 15.92%

5Years 32.43%

7Years 12.60%

10Years 2.80%

-642 M FINANCING CASH FLOW

Growth Rates

1Year -22.65%

3Years -44.99%

5Years -11.60%

7Years -100.98%

10Years -3.64%

Balance Sheet Decomposition Comcast Corporation

265 B ASSETS
181 B LIABILITIES

Current Assets	24 B
Cash & Short-Term Investments	6.22 B
Receivables	13.8 B
Other Current Assets	3.96 B
Non-Current Assets	241 B
Long-Term Investments	9.38 B
PP&E	59.7 B
Other Non-Current Assets	172 B

Current Liabilities	40.2 B
Accounts Payable	12.4 B
Short-Term Debt	2.07 B
Other Current Liabilities	25.7 B
Non-Current Liabilities	141 B
Long-Term Debt	101 B
Other Non-Current Liabilities	40.3 B

EFFICIENCY

Earnings Waterfall Comcast Corporation

Revenue	122 B
Cost Of Revenue	36.8 B
Gross Profit	84.8 B
Operating Expenses	61.5 B
Operating Income	23.3 B
Other Expenses	8.21 B
Net Income	15.1 B

RATIOS

69.76% GROSS MARGIN

Averages

1Year 69.76%

3Years 68.42%

5Years 68.33%

7Years 68.60%

10Years 68.91%

19.18% OPERATING MARGIN

Averages

1Year 19.18%

3Years 18.42%

5Years 18.31%

7Years 18.99%

10Years 19.70%

12.66% NET MARGIN

Averages

1Year 12.66%

3Years 9.75%

5Years 10.28%

7Years 12.96%

10Years 12.46%

18.61% ROE

Averages

1Year 18.61%

3Years 13.33%

5Years 13.48%

7Years 16.70%

10Years 16.45%

5.81% ROA

Averages

1Year 5.81%

3Years 4.34%

5Years 4.37%

7Years 5.52%

10Years 5.36%

9.57% ROIC

Averages

1Year 9.57%

3Years 8.04%

5Years 7.96%

7Years 9.72%

10Years 9.71%

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis Comcast Corporation

Net Income	15.1 B
Depreciation & Amortization	14.3 B
Capital Expenditures	-15.5 B
Stock-Based Compensation	1.24 B
Change in Working Capital	1.01 B
Others	556 M
Free Cash Flow	13 B

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets Comcast Corporation

Wall Street analysts predict an average 1-year price target for CMCSA of $48.3 , with forecasts ranging from a low of $44 to a high of $53 .

CMCSA Lowest Price Target Wall Street Target

44 USD 2.61%

CMCSA Average Price Target Wall Street Target

48.3 USD 12.74%

CMCSA Highest Price Target Wall Street Target

53 USD 23.60%

4. DIVIDEND ANALYSIS

0.75% DIVIDEND YIELD

0.31 USD DIVIDEND PER SHARE

5. COMPETITION

Cable One, Inc., together with its subsidiaries, provides data, video, and voice services in the United States. The company offers residential data services, a service to enhance Wi-Fi signal throughout the home.

1.31 K USD

CABO

Undervalued 228.64%

T-Mobile US, Inc., together with its subsidiaries, provides mobile communications services in the United States, Puerto Rico, and the United States Virgin Islands.

-187 USD

TMUS

Overvalued 179.51%

Altice USA, Inc., together with its subsidiaries, provides broadband communications and video services in the United States, Canada, Puerto Rico, and the Virgin Islands.

2.07 USD

ATUS

Overvalued 16.18%

Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide.

56.9 USD

Undervalued 36.63%

AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying cases and hands-free devices through its own company-owned stores, agents, and third-party retail stores.

35.1 USD

Undervalued 54.96%

Charter Communications, Inc. operates as a broadband connectivity and cable operator company serving residential and commercial customers in the United States.

397 USD

CHTR

Undervalued 1.99%

Lumen Technologies, Inc., a facilities-based technology and communications company, provides various integrated products and services under the Lumen, Quantum Fiber, and CenturyLink brands to business and residential customers in the United States and internationally.

4.81 USD

LUMN

Overvalued 43.70%

6. Ownership

Insider Ownership Comcast Corporation

Summary
Transactions

Sold

0-3 MONTHS

1.04 M USD 1

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

32.9 M USD 3

Bought

0 USD 0

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

Date	Value	Insider	Amount	Avg Price
1 week ago Nov 06, 2024	Sell 449 K USD	Armstrong Jason CFO	- 10000	44.86 USD
1 week ago Nov 06, 2024	Sell 594 K USD	Armstrong Jason CFO	- 13248	44.8328 USD
9 months ago Jan 29, 2024	Sell 5.29 M USD	Cavanagh Michael J President	- 114749	46.1023 USD
11 months ago Nov 20, 2023	Sell 276 K USD	Armstrong Jason CFO	- 6471	42.6007 USD
11 months ago Nov 20, 2023	Sell 1.5 M USD	Armstrong Jason CFO	- 35191.812	42.6334 USD
1 year ago Nov 14, 2023	Sell 25.8 M USD	ROBERTS BRIAN L Chairman of Board & CEO	- 616143	41.9179 USD
1 year ago Dec 14, 2022	Sell 71.8 K USD	BACON KENNETH J Director	- 2000	35.885 USD
2 years ago May 27, 2022	Sell 397 K USD	Murdock Daniel C. EVP & Chief Accounting Officer	- 8929	44.5 USD
2 years ago Mar 11, 2022	Sell 2.99 M USD	WATSON DAVID N CEO - Comcast Cable	- 65410	45.688 USD
3 years ago Jun 04, 2021	Sell 229 K USD	BACON KENNETH J Director	- 4031	56.892 USD
3 years ago May 10, 2021	Sell 233 K USD	BACON KENNETH J Director	- 3966	58.8323 USD
3 years ago May 03, 2021	Sell 557 K USD	Murdock Daniel C. EVP & Chief Accounting Officer	- 9799.702	56.885 USD
3 years ago Apr 30, 2021	Sell 39.2 M USD	ROBERTS BRIAN L Chairman of Board, Pres. & CEO	- 709673	55.2 USD

7. News

Comcast Corporation (CMCSA) Is a Trending Stock: Facts to Know Before Betting on It Zacks.com users have recently been watching Comcast (CMCSA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects. zacks.com - 1 day ago

Comcast Stock Falls 1% YTD: How Should You Play the Stock? CMCSA's shares have been benefiting from partnerships and customer base. However, sluggish theme park performance and decreased video customers are concerning. zacks.com - 1 day ago

Comcast Signs Agreements with State of Indiana: Joint $55 Million Investment to Bring Fast Internet to 10,000+ Rural Homes, Businesses Expansion follows Comcast's $500-million network investment in Indiana over last three years INDIANAPOLIS , Nov. 13, 2024 /PRNewswire/ -- Together with the Indiana Broadband Office (IBO) and the Indiana Office of Community & Rural Affairs (OCRA), Comcast is building reliable, high-speed Internet access to unserved and underserved communities in Indiana. The joint $55 million investment will kick off the latest collaborative effort between OCRA, the IBO, and Comcast under Indiana's Next Level Connections broadband grant program. prnewswire.com - 3 days ago

Trump's Victory Could Explode High-Yield Dividend Telecom Stocks Higher 24/7 Wall St. Insights Wall Street is anticipating fewer regulations during Trump's second term. 247wallst.com - 5 days ago

Painting the town pink and green: 'Wicked' takes over retail ahead of theatrical debut Universal's "Wicked" is drumming up buzz ahead of its Nov. 22 release with hundreds of merchandise offerings from dozens of retail partners. These pink-and-green collaborations cross the spectrum from apparel, accessories, footwear, beauty and costumes all the way to home decor, toys and even one-of-a-kind cars. cnbc.com - 1 week ago

Comcast's Earnings Shockers: Ignore The Hype, There Was More Important News Comcast's potential spinoff of its linear cable networks is unlikely to have significant impact, hence management's efforts to temper analyst excitement. Management's proposal to find a partner for Peacock streaming service is intriguing, but fraught with complications, including data control and others. Comcast's ACP losses were lower than expected, aided by new NOW Internet packages, but future broadband losses remain uncertain. seekingalpha.com - 1 week ago

Comcast Corporation (CMCSA) is Attracting Investor Attention: Here is What You Should Know Comcast (CMCSA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. zacks.com - 1 week ago

These 2 Consumer Discretionary Stocks Could Beat Earnings: Why They Should Be on Your Radar Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP. zacks.com - 1 week ago

Comcast And Their Cable Nets Spin-Off: What's Next “Two roads diverged in a wood, and I— forbes.com - 1 week ago

Sky Media reportedly faces financial hit following ad partner blunder Sky Media reportedly faces a substantial financial hit after it emerged that it had underpaid key advertising partners, including Warner Bros Discovery and Paramount, since 2017. According to a report in The Guardian, the division, which sells ad space for Sky channels and other networks, identified the error earlier this year. proactiveinvestors.co.uk - 1 week ago

My Top 10 High-Yield Dividend Stocks For November 2024 SPY's 5 month positive streak comes to an end in October as it posts a loss of 0.89%. The top 10 stocks on the watchlist for November 2024 offer a 3.61% dividend yield, more than double the S&P 500. My top 10 list of high dividend yield stocks has generated an annualized rate of return of 17.27% since its inception in November 2020. seekingalpha.com - 1 week ago

Why Wall Street is skeptical about Comcast's proposal to ditch its cable networks and pair Peacock with a competitor Comcast's Mike Cavanagh said the company will explore ditching its cable networks. The company may also look to partner Peacock with a rival streaming service. businessinsider.com - 2 weeks ago

8. Profile Summary

Comcast Corporation CMCSA

COUNTRY US

INDUSTRY Telecommunications Services

MARKET CAP $ 164 B

Dividend Yield 0.75%

Description Comcast Corporation operates as a media and technology company worldwide. It operates through Cable Communications, Media, Studios, Theme Parks, and Sky segments. The Cable Communications segment offers broadband, video, voice, wireless, and other services to residential and business customers under the Xfinity brand; and advertising services. The Media segment operates NBCUniversal's television and streaming platforms, including national, regional, and international cable networks, the NBC and Telemundo broadcast, and Peacock networks. The Studios segment operates NBCUniversal's film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China. The Sky segment offers direct-to-consumer services, such as video, broadband, voice and wireless phone services, and content business operates entertainment networks, the Sky News broadcast network, and Sky Sports networks. The company also owns the Philadelphia Flyers, as well as the Wells Fargo Center arena in Philadelphia, Pennsylvania; and provides streaming service, such as Peacock. Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.

Contact One Comcast Center, Philadelphia, PA, 19103-2838 https://corporate.comcast.com

IPO Date March 17, 1980

Employees 186000

Officers Mr. Matthew Zelesko Chief Technology Officer Mr. Michael J. Cavanagh President Mr. Daniel C. Murdock Executive Vice President, Chief Accounting Officer & Controller Ms. Candy Lawson Senior Vice President, Chief Compliance Officer & Senior Deputy General Counsel Mr. Robert L. Eatroff Executive Vice President of Global Corporate Development & Strategy Mr. Thomas J. Reid Chief Legal Officer & Secretary Ms. Marci Ryvicker Executive Vice President of Investor Relations Ms. Jennifer Khoury Newcomb Chief Communications Officer Mr. Brian L. Roberts Chairman & Chief Executive Officer Melinda Lindsley Operations Director

Price Chart CMCSA

Comcast Corporation CMCSA

Premium Plan

Unlimited Plan