Added to YB: 2026-09-14
Pitch date: 2026-09-10
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
$87.3B
Pitch Price
N/A
Price Target
36.00
Dividend
5.37%
EV/EBITDA
4.89
P/E
7.96
EV/Sales
1.36
Sector
Diversified Telecommunication Services
Category
value
$CMCSA DCF VALUATION MODEL
CMCSA: Comcast’s DCF value is $36 per share, implying a 31% discount and roughly 13% annual alpha if it closes within three years. Following planned divestitures, the connectivity-only business will depend on wireless and business services offsetting broadband erosion; wireless service revenue grew 14% with penetration near 7%, but core Connectivity & Platforms revenue fell 3.2% as broadband ARPU and subscribers declined amid “irrational” fiber pricing.
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