Added to YB: 2025-10-23
Pitch date: 2025-10-22
CMCSA [neutral]
Comcast Corporation
+14.46%
current return
Author Info
Waterboy Stocks is a value investor sharing stock pitches on their blog. Sign up for the newsletter.
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
$113.5B
Pitch Price
$27.42
Price Target
N/A
Dividend
4.18%
EV/EBITDA
5.59
P/E
5.85
EV/Sales
1.69
Sector
Diversified Telecommunication Services
Category
special_situation
Comcast Corporation - $CMCSA
CMCSA (overview): Cable/media giant w/ 32M broadband customers (#1 US provider), solid connectivity moat despite competition. Lost pricing power, subs flat since 2020. Spinning off dying cable networks (VSNT). Peacock streaming +44% revenue growth to $4.9B. Strong FCF $16.3B, 14.8% yield, robust buybacks $11.3B. 2.64x net debt/EBITDA, 4.4% dividend yield.
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