Added to YB: 2025-08-06
Pitch date: 2025-08-04
CMCSA [bullish]
Comcast Corporation
-20.01%
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
$85.0B
Pitch Price
$29.23
Price Target
60.00 (+157%)
Dividend
5.55%
EV/EBITDA
4.76
P/E
4.64
EV/Sales
1.36
Sector
Diversified Telecommunication Services
Category
value
Comcast: A Connectivity and Content Powerhouse with a Bullish Future
CMCSA: Diversified media/telecom with 2/3 revenue from connectivity (32M+ broadband subs, 7.5M mobile), 1/3 from content (NBCUniversal, Sky). Peacock streaming surpassed 36M subs, theme parks posting record earnings. Trading at just 7.55x P/E vs historical 20-21x. $15B buyback program, 4% dividend with <50% payout ratio. $55-60 price target (70% upside).
Read full article (9 min)