Added to YB: 2026-06-26
Pitch date: 2026-06-24
CMCSA [bullish]
Comcast Corporation
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
$81.4B
Pitch Price
N/A
Price Target
38.00 (+61%)
Dividend
5.79%
EV/EBITDA
4.66
P/E
4.45
EV/Sales
1.33
Sector
Diversified Telecommunication Services
Category
value
$CMCSA - trading at the ~2nd percentile of its own 10-year valuation history.
CMCSA: ~$87B cap, $12-13B FCF, 2.3x lev, retires 5-6% shares/yr + 5.4% div (8-9%/yr while you wait). 2nd percentile of 10yr valuation. Bear: broadband -711K subs, overbuilders. But ~40% EBITDA growing (Biz Svcs 56% margin, Parks +33% Q1-26). ~7x EPS, 14% FCF yield, SOTP $30-38 vs $24. Risk: ARPU cuts may be capitulation, Roberts 33% blocks activist; catalyst must be self-help.
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