Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-09
CMCSA [neutral]
Comcast Corporation
-14.12%
current return
Author Info
No bio for this author
Company Info
Comcast Corporation operates as a media and technology company worldwide. The company operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments.
Market Cap
$103.4B
Pitch Price
$32.21
Price Target
N/A
Dividend
4.59%
EV/EBITDA
5.32
P/E
5.33
EV/Sales
1.61
Sector
Diversified Telecommunication Services
Category
value
LRT Capital Management Portfolio Holding: Comcast Corporation
CMCSA (holding update): Dominant media conglomerate with unmatched US broadband network (high-margin recurring revenue) + NBCUniversal's content portfolio (networks, Universal Pictures, theme parks, Peacock). Last-mile infrastructure creates durable competitive moat. Management balances strategic investments with shareholder returns through dividends and buybacks.
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