Added to YB: 2025-10-31
Pitch date: 2025-10-29
CMCSA [neutral]
Comcast Corporation
+29.92%
current return
Author Info
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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
$24.16
Price Target
N/A
Dividend
4.18%
EV/EBITDA
5.59
P/E
5.85
EV/Sales
1.69
Sector
Diversified Telecommunication Services
Category
value
Comcast: Boring Cash, Interesting Optionality
CMCSA (overview): Multi-engine cash generator w/ broadband, parks, Peacock. Q2 2025: $30.3B revenue, $1.25 EPS, $4.5B FCF. Epic Universe boosting parks +19%. Peacock revenue +18%, nearing breakeven. Broadband losing 226K subs but wireless +378K. $2.9B returned to shareholders. DCF equity value $175-205B vs current discount. Buy zone $125-155B equity value for 10%+ yield.
Read full article (4 min)