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AI Spotlight on CMCSA
Company Description
Comcast Corporation operates as a media and technology company worldwide.It operates through Cable Communications, Media, Studios, Theme Parks, and Sky segments.The Cable Communications segment offers broadband, video, voice, wireless, and other services to residential and business customers under the Xfinity brand; and advertising services.
The Media segment operates NBCUniversal's television and streaming platforms, including national, regional, and international cable networks, the NBC and Telemundo broadcast, and Peacock networks.The Studios segment operates NBCUniversal's film and television studio production and distribution operations.The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China.
The Sky segment offers direct-to-consumer services, such as video, broadband, voice and wireless phone services, and content business operates entertainment networks, the Sky News broadcast network, and Sky Sports networks.The company also owns the Philadelphia Flyers, as well as the Wells Fargo Center arena in Philadelphia, Pennsylvania; and provides streaming service, such as Peacock.Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.
Market Data
Last Price | 35.88 |
Change Percentage | 1.38% |
Open | 35.65 |
Previous Close | 35.39 |
Market Cap ( Millions) | 135324 |
Volume | 24219313 |
Year High | 45.31 |
Year Low | 32.5 |
M A 50 | 36.53 |
M A 200 | 39.33 |
Financial Ratios
FCF Yield | 9.94% |
Dividend Yield | 3.46% |
ROE | 19.21% |
Debt / Equity | 115.82% |
Net Debt / EBIDTA | 257.73% |
Price To Book | 1.61 |
Price Earnings Ratio | 8.51 |
Price To FCF | 10.06 |
Price To sales | 1.09 |
EV / EBITDA | 6.38 |
News
- Feb -25 - Comcast NBCUniversal SportsTech Welcomes 10 Companies to its 2025 Program
- Feb -23 - Comcast: A Slow-Moving Company In A Rapidly Changing Industry
- Feb -21 - Comcast: Why I Disagree With Wall Street
- Feb -19 - Comcast Expanding State-of-the-Art Network to More Than 50,000 Homes and Businesses in the Hagerstown, MD Area
- Feb -12 - FCC set to investigate media giant Comcast over diversity commitments and says it could shut down DEI programs elsewhere
- Feb -12 - Comcast and NBCUniversal receive FCC inquiry on DEI initiatives
- Feb -12 - FCC's Brendan Carr orders probe into Comcast's DEI policies
- Feb -12 - FCC to open probe into NBC-parent Comcast over promotion of DEI programs
- Feb -12 - Metuchen Adopts Ordinance To Bring Comcast Services To The Borough
- Feb -10 - The Zacks Analyst Blog Uber, Comcast, Gilead Sciences and Onfolio Holdings
- Feb -05 - These Were the 5 Worst-Performing Stocks in the Nasdaq-100 in January 2025
- Feb -05 - Comcast: Market's Fear Of Broadband Subscriber Loss Creates An Attractive Point Of Entry
- Feb -04 - Should Comcast split into three? This analyst says a breakup would mean big upside.
- Feb -03 - My Top 15 High-Growth Dividend Stocks For February 2025
- Feb -03 - Comcast Faces Broadband Headwinds, Analyst Downgrades Stock And Cuts Price Forecast
- Feb -03 - My Top 10 High-Yield Dividend Stocks For February 2025
- Jan -31 - Charter CEO Chris Winfrey Addresses βChatterβ About Potential Blockbuster Merger With Comcast, Doesn't See βWide-Openβ Path To Deal Under Donald Trump
- Jan -31 - Comcast Q4 Beat Overshadowed By Broadband Loss; Pain To Continue, Analysts Say
- Jan -31 - Chart of the Day: Comcast (CMSA)
- Jan -31 - These Analysts Slash Their Forecasts On Comcast After Q4 Results
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Residential Connectivity & Platforms
Expected Growth : 1.2 %
What the company do ?
Residential Connectivity & Platforms from Comcast Corporation provides internet, TV, and voice services to residential customers, offering a range of plans and bundles.
Why we expect these perspectives ?
Comcast's Residential Connectivity & Platforms segment growth of 1.2% is driven by increasing demand for high-speed internet and streaming services, expansion of Xfinity xFi platform, and strategic investments in network infrastructure and customer experience enhancements, offsetting cord-cutting trends and intense competition in the market.
Segment nΒ°2 -> Media
Expected Growth : 0.8 %
What the company do ?
Comcast Corporation's Media segment includes NBCUniversal, a global media and entertainment company that produces and distributes film and television content.
Why we expect these perspectives ?
Comcast's Media segment growth is driven by increasing demand for streaming services, expansion of its theme park business, and strategic partnerships. The company's investments in original content, such as Peacock, and its ability to leverage its existing customer base contribute to its growth. Additionally, the rise of online advertising and the shift towards digital media consumption also support the segment's growth.
Segment nΒ°3 -> Studios
Expected Growth : 1.5 %
What the company do ?
Universal Studios is a film studio and a subsidiary of Comcast Corporation, producing and distributing films, TV shows, and theme park attractions.
Why we expect these perspectives ?
Comcast's Studios segment growth is driven by increasing demand for premium content, expansion of streaming services, and strategic investments in original productions. Additionally, the company's focus on theme park business and merchandising opportunities contribute to the 1.5% growth rate.
Segment nΒ°4 -> Business Services Connectivity
Expected Growth : 1.1 %
What the company do ?
Business Services Connectivity from Comcast Corporation provides reliable, high-speed internet and network solutions for businesses, enabling secure, efficient, and scalable connectivity.
Why we expect these perspectives ?
Comcast's Business Services Connectivity growth is driven by increasing demand for high-speed internet and cloud-based services, particularly among small and medium-sized businesses. Additionally, the company's strategic investments in network infrastructure and expansion of its fiber-based network have improved service reliability and scalability, attracting more customers.
Segment nΒ°5 -> Theme Parks
Expected Growth : 2.0 %
What the company do ?
Universal Parks & Resorts, a division of Comcast Corporation, operates theme parks and resorts globally, including Universal Studios Hollywood, Universal Orlando Resort, and Universal Studios Japan.
Why we expect these perspectives ?
Comcast's Theme Parks segment growth is driven by increasing attendance, per capita spending, and new attractions. The company's focus on immersive experiences, such as Harry Potter and Jurassic Park, attracts a loyal customer base. Additionally, strategic pricing, season pass sales, and hotel revenue growth contribute to the segment's 2.0% growth.
Segment nΒ°6 -> Eliminations
Expected Growth : 0.0 %
What the company do ?
Eliminations from Comcast Corporation refer to the removal of intercompany transactions and balances between Comcast's subsidiaries, ensuring accurate financial reporting.
Why we expect these perspectives ?
Comcast Corporation's eliminations segment shows 0.0% growth, driven by flat intersegment sales, stable operating margins, and a lack of significant M&A activity or divestitures. This stagnation is also attributed to the company's focus on core operations, resulting in minimal changes to its intersegment transactions.
Segment nΒ°7 -> Corporate and Other
Expected Growth : 0.5 %
What the company do ?
Corporate and Other from Comcast Corporation refers to the company's headquarters and other miscellaneous operations that don't fit into its main business segments.
Why we expect these perspectives ?
Comcast's Corporate and Other segment growth of 0.5% is driven by increasing demand for its theme park business, Universal Studios, and its emerging foray into esports. Additionally, the company's strategic investments in digital health and wellness, as well as its growing portfolio of minority investments, contribute to this modest growth.
Segment nΒ°8 -> Headquarters and Other
Expected Growth : 0.3 %
What the company do ?
Comcast Corporation's Headquarters is located in Philadelphia, Pennsylvania, and its Other segment includes Comcast Spectacor, which owns the Philadelphia Flyers and the Wells Fargo Center.
Why we expect these perspectives ?
Comcast's Headquarters and Other segment growth of 0.3% is driven by increasing investments in innovation and technology, cost savings initiatives, and strategic partnerships. Additionally, the company's focus on improving operational efficiency and streamlining its organizational structure also contribute to this growth.
Comcast Corporation Products
Product Range | What is it ? |
---|---|
Xfinity Internet | High-speed internet services for residential and business customers |
Xfinity TV | Cable television services offering live TV, on-demand content, and DVR capabilities |
Xfinity Voice | Digital voice services for residential and business customers |
Xfinity Home | Home security and automation services |
Business Internet | High-speed internet services for businesses |
Business TV | Cable television services for businesses |
Business VoiceEdge | Cloud-based voice services for businesses |
Ethernet Services | Dedicated, high-bandwidth connectivity for businesses |
Comcast Corporation's Porter Forces
Threat Of Substitutes
Comcast faces moderate threat from substitutes such as streaming services like Netflix, Hulu, and Amazon Prime, which offer alternative entertainment options to traditional cable TV.
Bargaining Power Of Customers
Comcast's customers have limited bargaining power due to the company's dominant market position and limited alternatives for high-speed internet and cable TV services.
Bargaining Power Of Suppliers
Comcast has a strong bargaining position with its suppliers, as it is a large and established company with significant purchasing power.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the cable TV and internet services market, including significant capital requirements and regulatory hurdles.
Intensity Of Rivalry
The intensity of rivalry in the cable TV and internet services market is high, with Comcast facing competition from other major players such as AT&T, Verizon, and Charter Communications.
Capital Structure
Value | |
---|---|
Debt Weight | 54.00% |
Debt Cost | 5.71% |
Equity Weight | 46.00% |
Equity Cost | 8.90% |
WACC | 7.17% |
Leverage | 117.40% |
Comcast Corporation : Quality Control
Comcast Corporation passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
Company | Rational |
---|---|
T | AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying β¦ |
TMUS | T-Mobile US, Inc., together with its subsidiaries, provides mobile communications services in the United States, Puerto Rico, and the United States Virgin Islands. The company offers voice, messaging, and data β¦ |
VZ | Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service β¦ |
CHTR | Charter Communications, Inc. operates as a broadband connectivity and cable operator company serving residential and commercial customers in the United States. The company offers subscription-based video services, including video on β¦ |
GOOG | Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and β¦ |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
π₯
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AT&T
A-Score
1-Year Total Return ->
π₯
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Verizon
A-Score
1-Year Total Return ->
π₯
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Comcast
A-Score
1-Year Total Return ->
4
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T-Mobile US
A-Score
1-Year Total Return ->
5
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Alphabet
A-Score
1-Year Total Return ->
6
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