Added to YB: 2026-06-24
Pitch date: 2026-04-15
CMCSA [bullish]
Comcast Corporation
-10.02%
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
$27.97
Price Target
N/A
Dividend
5.55%
EV/EBITDA
4.76
P/E
4.64
EV/Sales
1.36
Sector
Diversified Telecommunication Services
Category
special_situation
Comcast Corporation - $CMCSA
CMCSA: Cable name at 5x EBITDA, ~10x unlevered FCF, mid-teens levered FCF yield. Conservative base case (35-40% terminal broadband penetration, $65 ARPU, video margin reset) yields 9-13% IRR. M&A optionality—NBCU sale (Netflix/Amazon) + cable merger (Charter/T-Mobile)—adds ~$10/share, driving 14-18% IRR. Versant spin/Cavanagh CEO signal split. Risks: harsher broadband competition, no M&A partners.
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